Copy exposure year

Steps to copy an exposure year.

Companies > [Company] > Company Data > All Exposure Sets > [Exposure] >

Procedure

  1. Open the company which hosts the exposure to copy.
  2. Select All Exposure Sets to display the Exposure Set pane.
  3. Select (highlight) the exposure set in the Exposure Sets list.
  4. Click .
  5. In the Copy Exposure Set dialog box, select either Create copy within [company] or Copy this exposure to another company.
  6. Select exposure year to copy from and to.
  7. Enable the toggle if you wish to include adjustment factors.
  8. In the Copy will include exposure table, indicate which exposures you wish to include in the copy.
  9. If you are copying exposure to another company, indicate the name of the company in the Select destination company pane.
  10. Enter a name for your new exposure set.
  11. Click Create Copy.
  12. The market shares line of business is associated with a market share calculation; apply this calculation when appropriate.
  13. If using the Rates tab, select Show Default Rates, when appropriate, to apply default rates.
  14. Use the Map View to review your data and to make adjustments.
  15. To save the exposure, set click .

Next Steps

Repeat these steps to add more exposure data.

To view the status of the copy and access a log file, open the Activity monitor.