Insurance

20 guides in this area.

Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.

BSuit ERP (20)

Masters (6)

ClaimsPage referencePartially reviewed5 fields. Report, reserve, and pay claims
PoliciesPage referencePartially reviewed12 fields. Issue policies, bill and collect premium
PolicyholdersPage referencePartially reviewed7 fields. Party master — group a policyholder’s policies for cross-policy claim history
ProductsPage referencePartially reviewed8 fields. Rating master — base rate per line of business
Rating FactorsPage referencePartially reviewed5 fields. Risk-zone, age-band and other premium adjustments
Reinsurance TreatiesPage referencePartially reviewed3 fields. Quota-share treaties — cede premium, recover claims

Details and forms (2)

Id detailsPage referencePartially reviewedReference for Id details in Insurance.
Id detailsPage referencePartially reviewedReference for Id details in Insurance.

Other pages (1)

InsurancePage referencePartially reviewedReference for Insurance in Insurance.

Articles and how-tos (2)

Insurance: products, policies, premiums, claims and reinsuranceBusiness processPartially reviewedSet up products and rating factors, quote and issue policies, bill and collect premium, handle claims from report to payment, and cede premium and recover claims under reinsurance treaties.
Getting started with InsuranceHow-toPartially reviewedPolicies, policyholders, claims, and reinsurance for an insurance book of business.

Data reference (9)

Claim — data referencePage referencePartially reviewed21 fields, 2 reference. All 21 fields BSuit stores for Claim (Insurance), with the record types they refer to.
ClaimPayment — data referencePage referencePartially reviewed12 fields, 3 reference. All 12 fields BSuit stores for ClaimPayment (Insurance), with the record types they refer to.
InsuranceNumberSequence — data referencePage referencePartially reviewed7 fields. All 7 fields BSuit stores for InsuranceNumberSequence (Insurance), with the record types they refer to.
InsuranceProduct — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for InsuranceProduct (Insurance), with the record types they refer to.
Policy — data referencePage referencePartially reviewed25 fields, 3 reference. All 25 fields BSuit stores for Policy (Insurance), with the record types they refer to.
Policyholder — data referencePage referencePartially reviewed13 fields, 1 reference. All 13 fields BSuit stores for Policyholder (Insurance), with the record types they refer to.
PremiumInstallment — data referencePage referencePartially reviewed14 fields, 2 reference. All 14 fields BSuit stores for PremiumInstallment (Insurance), with the record types they refer to.
RatingFactor — data referencePage referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for RatingFactor (Insurance), with the record types they refer to.
ReinsuranceTreaty — data referencePage referencePartially reviewed11 fields, 2 reference. All 11 fields BSuit stores for ReinsuranceTreaty (Insurance), with the record types they refer to.