Want to create interactive content? It’s easy in Genially!

Get started free

MTA on imported cases

Jessica Moore

Created on November 22, 2023

Start designing with a free template

Discover more than 1500 professional designs like these:

Sketchbook Presentation

Modular Structure Presentation

Match Your Brand

Colorful Presentation

Chromatic Presentation

Visual Presentation

Challenge: World History

Explore all templates

Transcript

Amount
  • Its shouldn't be very many that need an MTA in between the time the cases are imported and the need to renew the policy,
Non-rating MTAs
  • Can be done but ideally all MTAs should be up to date before the import is done.
  • Then, wait until the Policy is due for renewal to import the clients and once the Policy is renewed and Calculated using Schemeserve rates then the MTAs after renewal should be ready.
Do the MTA
  • Using the same case with the correct data now an MTA can be done
Requote case
  • Fill in missing details
  • Backdate to correct inception date
  • Put on Cover

MTA on an Imported case