Create the Group Term Life Treaty Profile

1.1

Make sure the Group Term Life tab is selected.

1.2

Click New to display the Life window.

1.3

Create the group life treaty profile as follows:

Status

Specify the treaty status using this drop-down.

Effective Date

When the treaty becomes effective. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.

Expiration Date

When the treaty expires. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.

Termination Date

When the treaty was terminated. Enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.

Treaty No

Enter the treaty number here.

Carrier

Click the Carrier button and use the Select Carrier window to specify the treaty carrier.

Enter some or all of the company name you want to search. ESL Office starts displaying matches once you enter three characters.

Search results appear here. Click a result to select it and close the window.

Lets you create a new carrier.

Clears the carrier from the Medical Conversion profile.

Description

Describe the treaty briefly here. Basic treaty searches work off the treaty description.

Block of Business

Specify the treaty block of business using this drop-down.

Identifier

Enter the treaty identifier here.

Maximum Expense Load

Specify maximum expense load as a percent value here.

Average Expense Load

Specify average expense load as a percent value here.

Intermediary

Click the Intermediary button and use the Select Intermediary window to specify the treaty intermediary. Only contacts defined as reinsurers appear in your search results.

Enter some or all of the company name you want to search. ESL Office starts displaying matches once you enter three characters.

Search results appear here. Click a result to select it and close the window.

Lets you create a new intermediary.

Clears the intermediary from the Medical Conversion profile.

Fee

Enter any intermediary fee amount here.

Premium Cash Account

Specify the cash account used for premiums using this drop-down.

Claim Cash Account

Specify the cash account used for claims using this drop-down.

Special Conditions

Document any special conditions pertaining to the treaty in this text area.

1.4

Click Save. ESL Office displays the newly created treaty profile.