Adding a Contract in Underwriting Contract Mode

Underwriting Contract Mode > Add Contract

You can add a new contract in Underwriting Contract Mode using either of the following methods:

  • Import the desired contract and exposure data from CSV files.

  • Enter contract and exposure data manually in the Touchstone user interface. You can also copy and paste this data from a spreadsheet.

Procedure

To add a new contract in Underwriting Contract Mode:

  1. On the Underwriting Contract Mode Home tab click .
  2. In the New Contract dialog box, select one of the following options and then click Create:
    • Enter new: Enables you to enter contract data manually through the user interface. You can add exposure data either by entering this information manually or by copying this information from a spreadsheet and pasting the data into the corresponding grid.

    • Import data: Enables you to add contract and exposure data by importing CSV files.

    After you add a contract, you can view a contract summary or details; perform data quality, detailed loss, marginal impact, hazard, and clash analyses; and generate reports.