Viewing Insurance Data

he Insurance menu lets you view:

• Net Asset Value Reports for Different Policies

• Ranking:  NAV Gainers / NAV Losers

• Life Insurers 1st year Premium

• Apply your Insurance Profile to Ascertain Scheme Performance

• Compare Policies Feature

To compare policies

Trigr Terminal® allows you to compare policies based on their NAV values

1. Click Insurance > Compare Policies
   The Insurance – Compare Policies window is displayed

   

2. Specify the following options:

   1. Company

   2. Plan

   3. Fund Option

3. Choose the schemes from the list for comparison and click Add.
   The selected schemes are displayed

   

4. Click Apply
   The selected schemes are displayed in your workspace.

   

To apply Insurance portfolio (to verify scheme performance based on NAV)

The ‘Portfolio’ option under the Insurance menu enables the user to apply their Insurance related Market Watch profiles to ascertain the performance of individual Insurance policies.

On applying the profile, the performance of each policy comprised in the profile will be displayed in the report across pre-defined frequencies ranging from 1 Week to 5 Years.

To view Insurance data

1. Click Insurance.
   The Insurance menu is displayed.

2. Choose the desired report. 
   The report is displayed in your workspace.

   

3. Double-click a NAV value. 
   Trigr Terminal^® displays the NAV chart for the particular scheme.