Manage Contracts by Workbench

Manage Contracts by Workbench

You may configure your desktop to include the SICS workbench. This is primary an underwriter’s workbench and serves as a staring point for an underwriter’s every day activities. It is most suitable for underitwriters who work with certain cedents, and is ideal when the contracts are further organised in programs. The underwriters can carry out their main functions directly from the workbench.

For more information on how to customize your desktop to e.g. include the workbench, refer to the chapter Customise Desktop.

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The workbench displays attached cedents and their belonging programs and contracts, shown per underwriting year.

Several options are available from the workbench, e.g. create new contract, renew program, etc. These options are described in the chapter Manage Contracts by Cedent’s Program.

This chapter only describes the functionality which has an effect on the workbench itself.

Include Items in Workbench #

Programs and contracts belonging to cedents you work with, can be attached to your workbench

Automatically Attach Programs and Contracts to Workbench

Depending on your user preferences set up, all programs and contracts that you view, can be automatically added to you workbench.

As this may result in a considerable number of items, you may select to only have contracts and programs created or edited by you, attached to your workbench.

Refer to section Set User Default Preferences in chapter Getting Started

Manually Attach Programs and Contracts to Workbench

Indicate programs and/or contracts to be attached to your workbench.

  1. From your workbench or from Find Business open wanted program or contract
  2. Select the program’s or contract’s Business tab
  3. Select Attach to Workbench from the menu button

Items Added to Workbench

Depending on whether you attach a program or a contract, the following items are added to your workbench:

  • _Attach Program
    _ Cedent (if not previously attached), selected program, all underwriting years on program and all linked contracts are added.

  • _Attach contract linked to a program
    _ Cedent (if not previously attached), selected contract, program contract is linked to, all underwriting years on program and all linked contracts

  • _Attach contract not linked to a program
    _ Cedent (if not previously attached), ' No Program' (if previously not attached), selected contract, all underwriting years

Apply Workbench Filters #

An underwriter’s workbench may include several cedents with multiple programs and contracts covering several underwriting years.

To get the most efficient display of workbench items, the user can apply filters. Depending on the filter selected, your workbench will display, for all attached cedents:

Show All Attached Programs and Contracts

View all attached programs, underwriting years, contracts linked to these programs and contracts not linked to any program

  1. Open SICS Workstation
  2. Select Attached.

Show Attached Programs and Contract for Latest 3 Underwriting Years

View only previous, current and next underwriting year for attached programs and contracts.

  1. Open SICS Workstation
  2. Select Latest 3 Underwriting Years

This is the default selection.

Show All Programs and Contracts for Cedent

View all programs and contracts for current calendar year for all cedents - independent of whether attached to your workbench or not

  1. Open SICS Workstation
  2. Select All

You can select All in combination with Latest 3 Underwriting Years

Remove Items from Workbench #

Your relationship with cedents changes over time, and your company no longer accept contracts from a certain cedent.

Remove Item from workbench

Certain items you no longer want to be attached to your workbench can be removed.

  1. Highlight wanted item on you workbench.
  2. From the pop-up menu, select Remove from Workbench
  3. Confirm removal

Removing an item from the workbench, all “sub” items will be removed simultaneously. This means, when removing:

  • Cedent - all belonging programs and contracts for all underwriting years are also removed
  • Program - all belonging contracts for all underwriting years are also removed
  • Contract - all underwriting years from same contract are removed.
    Note: This option is only available for contracts not linked to a program

Clear All Items from Workbench

Sometimes there is a need to remove all items from the workbench.

  1. From the workbench, select Clear Workbench from the pop-up menu
  2. Confirm to clear workbench