A= Accounts, Cover notes, Certificates, Diaries, Letters & Adjustments. If the policy is on Instalments the system defaults to “B” at the end of this section to enable you to view any instalment books created
AA = Account screen only
AD = View the diary in full. You are also able to view a particular diary entry by inputting the number relevant to the document you wish to view when prompted • AS = Doc store. Enables you to reprint documents that were previously sent to clients
ADD = Additional driver details
AM = Mid-term adjustments only
B = List ALL Instalment books created
BA= Shows FIRST instalment book created including payment amounts and repayment dates, will also show account details being used. You can return through to view ALL instalment books created
D = Client details (the first screen you see in Program 1)
H = Help Menu
I = Instalment (shows repayment amounts)
L = List of all policies under that reference
LOD = Online transaction details
MED = Medical conditions
MOD = Modification details
NCB = Details of previous insurer’s No Claims Bonus
OE = Optional Extras included
P = Previous history (Original details prior to any amendments made)
PD = Print particular diary entry (reprint letter, also use Program 50)
PRE = Price we are competing against
Q = Underwriter/Lifestyle questions (also referred to as DUQ’s)
R = Rateable screen (Insurer, Price, Optional Extras, Dates)
S = Schedule, holds details of additional drivers, accidents, convictions, endorsements, terms & conditions, premium calculation and breakdown.
T = Price after discount, including any optional extras
U = Underwriter/Insurer name, phone numbers & agency number
V = Vehicle and risk details (level of cover, Excess, etc)