Examples
Replacing current Product Agreements with new Products Agreements from a specific Valid From Date
Policies need to be transferred to a new Responsible Partner with new Product Agreement(s)
When the Product Agreement structure(s) change (original Agreement not applicable anymore)
Select the applicable Product Agreement(s) by making use of the Filters and click Add Product Agreements
You need to complete the following information
Valid From date
New Product Agreement
New Responsible Partner
Click Save
You need to Link the Commission statements that was loaded from the new Valid From Date for the applicable Policy numbers by following the next steps
Select Statements
Select the applicable Commission Statements by using Filters
Click Link
Important - You need to link the commission statements because you made changes to statements already loaded and the system needs to link the policies to the new Product Agreements and Responsible Partners.
If you need to make historical changes to Agreements and Responsible Partners, you can follow the next link that will explain the process in detail.
Alternatively, you can do corrections if the policies were linked to the wrong Product Agreements and/or Responsible Partners in the Past.