3

Define Medical Stop Loss Expense Loads

3.1

Search for the desired treaty.

3.2

Click the treaty to display its profile.

3.3

Click the Expense Load category button.

3.4

Click New and choose Specific or Aggregate as desired to display the Expense Load window.

3.5

Click the payee button and use the Payee Search window to specify the expense load payee.

3.6

Finish defining the expense load as follows

Expense
Indicate the expense type using this drop-down.
Effective
When the expense 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.
Termination
When the expense was ended. 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.
Percentage
Expense percentage value goes here.
Rate
Expense flat rate amount goes here. Check the box corresponding to whether the rate is maximum or actual.
3.7

Click OK.