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Add Allocation

Allocations

This video explains how to add an allocation which will calculate insurance charges based on asset values and other factors.

Allocation Preview and Overrides

Allocations

Explore the information in the Preview section of the Allocations module and learn how to use modifiers to adjust final charges.

Amounts for Allocations

Allocations

This tutorial shows how to enter amounts for an allocation. This process includes creating an itemized list of cost components and their dollar amounts.

Coverages Part One

Allocations

This video focuses on the Coverages tab in the Allocations module. Part One explains the process for entering data for the General, Target, Accounts, and Rates fields.

Coverages Part Two

Allocations

This focuses on the Coverages tab in the Allocations module. Part Two provides information on how to smooth variances from year to year.

Import Rates for Allocations

Allocations

This tutorial shows how to import custom rates to use for an allocation.

Scheduling and Notifications for Allocations

Allocations

Learn how to schedule the allocation process and set notifications.

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