Insured Policies Tab - Adjustments

This tab contains all of the basic details of the insured's policy adjustments.

 

Field Descriptions

Code

Click on the to choose from three options:  Scheduled Debit, Scheduled Credit, or Discount Adjustment.

Effective Date

Enter the date the adjustment is made effective for the insured.

Percent

Enter the percentage amount for the adjustment.

Retain?

Enter a check mark in this box if the policy adjustment should be retained for another year.