In Thailand it is possible to have two separate policies (or one combined) for Compulsory and Voluntary and legally there must be two policy numbers. Primary don’t want the administrative burden of handling two different policies for the same customer and whenever possible will issue a policy for the Voluntary covers first and then roll in the Compulsory when it is due either by shortening or lengthening the policy period. When the expiry date of the Voluntary and Compulsory cannot be in sync then Primary will issue two separate policies and in this instance do not want to have to enter the same details twice. It was proposed that the Copy Policy functionality, that is available as standard in Unirisx, is used for this purpose. The user would create a copy, edit to reflect the different dates, covers etc. and then proceed through the standard quote/policy lifecycle to create the new policy. There must be a way of linking the policies together so that the user can easily identify them.
Primary will not offer Compulsory policies in isolation however in Unirisx we need to be able to create Compuslory only policies, to handle exceptions. There is only one car per policy.