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Scheduled Training - How to Reconcile in AXIS

Please note:  You must complete a liability module training (Regular Life/Par, Universal Life, Annuity, or Disability) before attending this session.  Completion of the DataLink training is also recommended.

This half-day practical course will show the user techniques that can be used to reconcile basic AXIS output fields for both Policy Year and Calendar Year reports.

At the end of this session, participants will …

  • Gain a solid understanding of decrements within AXIS
  • Understand the difference between Policy Year and Calendar Year and how the two relate
  • Use cell and seriatim field assumptions to calculate key cashflow lines
  • Become familiar with reports provided in AXIS to assist with reconciliation

Scheduled Dates | Course Summaries

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