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MTA on an Imported case

Requote case

  • Fill in missing details
  • Backdate to correct inception date
  • Put on Cover


Do the MTA

  • Using the same case with the correct data now an MTA can be done


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.


  • 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,