Proweb – Adjust Insurance Excess Rule

This document will show you how to set up a rule that will allow you to adjust the insurance excess of a group depending on a set condition.

In this article, I will be showing you how to increase the insurance excess for customers under the age of 25

1. First you will need to navigate to the below:

1. 1. Tools > Setup > Display POL Rate Cards
      
      

2. From here you will need to select the ‘Rules’ section adjacent to the active Proweb Rate Card.

3. Next, from the Rules screen, you will need to click on ‘New Rule’ in the top right-hand side of the screen.

Details Tab
On the ‘Details’ tab you must provide a suitable name for the rule which gives you or another user an idea of what the rule is for.

You can also select or type to create a category from the dropdown menu highlighted on the right-hand side. You can use this to further filter the rules screen.

Trigger Tab

On the ‘Triggers’ tab is where we provide the criteria & conditions the rule must meet to successfully trigger.

In this scenario, I am setting up the rule to increase the insurance excess for customers under 25 by £500 and so I will add the ‘Customer Condition’ trigger. This is because I only want this rule to fire for customers under 25. After selecting the trigger, I can configure it as per the below:

Actions Tab

On the ‘Actions’ tab is where we set the action(s) to be applied if the rules criteria are met.

The action we want to use in this scenario is ‘Adjust Insurance Excess’ and then input the required adjustment amount. This will tell the system to increase the insurance excess by £500 for the customers under 25, which we specified on the Triggers Tab. You can use a minus sign to reduce the insurance excess too (-500).

Once finished, you can click ‘Create’ or ‘Update’ to save the rule.

When you are finished it should look similar to the below: