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'Customer' is getting a Home insurance quote.
Where: This activity will appear in Lead Management
Why: To alert sales staff that there is a customer activity obtaining a quote in thru
How: This activity will populate after the customer has passed the name, d/o/b and email address page in thru.
Clicking on the vertical ellipses will provide additional action items such as restoring the quote or assigning the activity to a user.
Home policy purchased
Where: This activity will appear in Customer Care (no broker assistance) or My Activities (if sale was broker assisted)
Why: To alert staff that a customer has purchased a new home policy in thru
How: This activity will populate after the new home policy is purchased in thru.
*If the name next to the user icon is the client's name then the policy was purchased without broker assistance. If the name shows a brokers name then the customer was assisted by a broker.
Clicking on the vertical ellipses will provide additional action items such as resending the application for insurance email or assigning the activity to a user.
iClarify Home Images
Where: This activity will appear in Customer Care
Why: To alert staff to review the images produced by iClarify. If these images are unclear the underwriter may require additional photos of the property.
How: This activity will populate after the new home policy is purchased in thru.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user.
Policy has been flagged for review
Where: This activity will appear in Customer Care
Why: To alert staff to review the new policy that has been purchased. This appears for home policies only.
How: This activity will populate after the new home policy is purchased in thru.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user.
Client has a wood stove or solid fuel heating appliance. Please follow up for WETT certification
Where: This activity will appear in Customer Care
Why: To advise a customer has indicated they have a wood burning stove and an inspection is required.
How: This activity will populate after a new policy is purchased in thru with a wood burning stove or the customer has indicated this via a policy change.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user.
'policy number' renewal has failed. Contact support
Where: This activity will appear in Customer Care
Why: To advise staff that a renewal has failed
How: This activity will populate after a renewal has failed to download. This could happen if a policy is pending cancellation, there is a change pending or if the connection to the carrier has failed.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user.
'policy number' renewal was issued
Where: This activity will appear in Customer Care
Why: To advise staff that a renewal has been received
How: This activity will populate after a renewal has downloaded. The activity invites you to review the documents and payments.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user.
'Customer' applied for a new 'product' policy using thru and was declined due to Periscope...
Where: This activity will appear in Lead Management
Why: To advise staff that a customer has been declined by Periscope.
How: This activity will populate immediately after a customer has clicked 'buy now' and has been declined by Periscope.
Clicking on the vertical ellipses will provide additional action items such as 'Restore quote', which will open the quote in thru, or assigning the activity to a user.
Certificate of Insurance
Where: This activity will appear in the customers profile under the activity section and will be a closed activity.
Why: To provide a certificate of insurance to the client upon policy purchase or when policy changes are processed. This certificate has also been emailed to the client.
How: This activity will populate immediately after a policy purchase or when a policy change has been submitted.
Clicking on the vertical ellipses will provide additional action items such as 'view dec' which will open a copy of the policy documents or assigning the activity to a user. The paperclip icon will open the attachment.
There is now a feature that will allow you to modify/amend the description of an activity that you have manually added, in bond.
System created/automated activities will not have this feature and you will not be able to amend them.
Here is an example:
You add a new activity, using the + Add New icon, in the Activity section.
You complete the fields, shown below, including the Note section.
Whatever you put in the Note section shows as the description for the Activity, once it is saved, like here:
But, as this is a MANUALLY added Activity, you can now go ahead and amend this, in case that you change what you require or have made an error.
Select the ellipsis (3 dot) icon within the relevant activity, and select Edit Description, shown here:
The field will open for Description for you to correct and Save.
The activity, with its changed description, is now saved in Activities, shown here:
You are able to perform these changes on manually added activities that are opened or closed.
NEW: Enhancement released November 17th 2022.
This relates to the way that the platform handles failed payments when the response received back from the payment processor is ERROR.
In addition, here is a list of SOME of the Error codes that you might see in the broker activity, along with some explanatory notes, that will help you explain to the customer the reason for the failed payment:
