Open the Customer Account → choose the account you want to associate with the Fleet Policy

Access the Fleet tab

Click on the Create button

1. A new Fleet Policy is created with the status DRAFT.

Enter Fleet Policy Details

1. Fill in all required policy information (e.g., policy period, customer details, etc.).

Enter any relevant rating factors.

1. If none are entered, the default value of 0 is applied.

Upload an Excel file containing all objects' information.

1. Ensure the file adheres to the defined template for the selected product version.

2. Template details can be found under Product Version. Refer to <TBD>

After uploading, you can:

1. Preview Premiums: Click Calculate to view policy-level premiums.

2. Reupload File: If there are errors, upload a corrected file.

Once all mandatory fields are completed, the Calculate button will be enabled.

Click the Calculate button to generate a result file with premiums.

Review the generated result file to ensure all details are accurate.

After this, the Confirm button will become enabled.

Click on the Confirm button.

Select a Payment Option:

• Choose an option from the available tenant payment methods.

• Click Purchase to finalize.

The Fleet Policy status is updated to ACTIVE, and policies in the Excel file are created.

Create a new fleet policy or Open an existing fleet policy

Navigate to the Quota Share section

Clicks button

Select a cover

Fills in mandatory fields for a carrier

Use the Add (+) button to include additional carriers.

1. A maximum of 100 carriers can be added per cover.

Use the Delete button to remove any carrier from the list.

Clicks Save to add new share

1. Ensure the total Share % for each cover equals exactly 100%.