Summary of Insurance Disclaimer

The default wording for the summary of insurance disclaimer can be altered using the guidelines below.

To Update Disclaimer Wording

1. On the Utility menu, click SETUP.
2. In the Setup Console, click Lines of Business.
3. Click the summary of insurance tab. The Disclaimer Default Wording screen is displayed.

4. In the Commercial Client Type area, enter the default disclaimer wording for commercial clients.
5. In the Personal Client Type area, enter the default disclaimer wording for personal clients.
6. Click Update. The default wording added will then be available on the Summary of Insurance when generated.

Related Topics

Summary of Insurance