Exploration of available documents for analysis
Background and underwriting experience reports #40
We are now fully prepared to complete our client’s analysis report by adding the historic of losses with the graphical analysis and the rating history.
This is a very simple process. One has only to select the "Experience history" option.
Then, determine the time limit to execute the report search.
And following this selection, the system will automatically display the benefits list that can be used. Displayed benefits will only reflect those you had already captured information previously. This should enable you to only select those benefits that are an interest in according to the report you wish to produce.
Of course, this report is a carbon copy of the data you had previously entered and is based on the information you wanted to integrate.
In the current example, your history includes a separation between each division and class, in accordance with the historic information which was available.
A graphic of display will allow for a visual identification of the evolution of the experience history.
The last report relates to the rate history. As required, the advisor or the sponsor will be able to integrate this history to highlight the main values to his client.
The process to get this reading report is the same as with the experience one.
You will identify according to an identical date formats and, once more, you can choose the various benefits you wish to have your rate history printed.
Again, C-surance will let you capture the information in accordance with the real experience history. In the current case, the rate history was the same for each class and division while, in other cases, we could have chosen different rating history for each division and class.
C-surance’s flexibility and capacity enables to capture different types of rates in accordance with your benefits.
The overall and well documented information provided by C-surance is very impressive. More impressive and much easier was the way that we were able to capture the information to produce all the documents and reports.
Now it is up to you to discover how productive and beneficial collaborating with C-surance can be.