Step 1: Start by selecting the insurance policy line to which you want to make the amendment.
Step 2: Access the policy section by navigating to P86.
Step 3: Press the "Enter" key.
Step 4: Press "Enter" again.
Step 5: Press "Enter" once more.
Step 6: Specify the effective date for the change and press "Enter."
Step 7: Confirm your choice by pressing "Enter" for a "Permanent MTA."
Step 8: To navigate further, either press the down arrow key once or press "A," followed by pressing "Enter."
Step 9: Press "Enter."
Step 10: Enter "4" and then press "Enter."
Step 11: Select "D" for "Detail correction" and then press "Enter."
Step 12: Input the vehicle registration and press "Enter" all the way until you reach the next page. Press "End," and input "11" to run the quote.
Step 13: Confirm the quoted price with the policyholder and inquire if they wish to proceed. Depending on their payment method:
If they have paid in full, collect the payment via card.
If they are paying in instalments, offer the options of paying in full by card or splitting the total amount over direct debits.
If they are paying via direct debits, check the CPF portal to ensure there are enough instalments available for splitting. A minimum of 3 payments is required to split over direct debits. If the additional premium exceeds £300.00, collect a 20% deposit by card, with the rest to be split over direct debits.
Step 14: Once you've established how the policyholder is paying for the change, press "Enter" and "W" for write away.
Step 15: Respond with "N" for No to the special endorsements question and press "Enter."
Step 16: Press "Enter" until you reach the broker administration fee section. For an additional premium, the fee should always be £40.00. In the case of a return premium, adjust the fee to include 10% of the insurer's premium, as calculated by your MTA calculator.
Step 17: If you are satisfied with the amounts (Total Selling Price), press "Enter" until the next page.
Step 18: Continue pressing "Enter" until you have reached the "Payment Received" section.
If the policyholder is splitting the total amount over direct debits, enter "0" and press "Enter." If prompted to split, respond "Y" for yes.
If the policyholder is paying in full, press "Enter" three times and then collect the card details.
Step 19: You will be directed to the notes section via P37, with a prepopulated MTA.doc.
Document the following information:
Time of the call
Whether the policyholder initiated the call or was contacted
Details of the requested change
Cost breakdown (AP, FEE, TAP, RP, FEE, TRP/TAP)
Handling of funds (e.g., PH paid by card or split over DDs).
Step 20: After entering beyond line 7, CDL will prompt you to confirm whether it's okay to write this record. Respond with "Y" for Yes and press "Enter."
Step 21: Continue by entering on Multiple Printers and pressing "Enter" until you reach prompts for specifying the changes made. If multiple changes were performed, input the combination numbers without spaces or commas. Continue until you are asked, "Are you completing the audit alongside this MTA?" Answer "Y" for Yes only when auditing the policy for validation documents. Otherwise, respond "N" for No and press "Enter."
Step 22: Select the correct option for the payment method as indicated by the option list and then press "Enter."
Step 23: Enter the total value for the MTA if you have collected the payment or if there is a return premium.