Manual Product - pocket features
A pocket tour (Manual Product Customers) pocket is available when you set up Manual Products too, so as a broker, you may not get to experience what your customers can see and what features this module has. This article will showcase some of screenshots of the functions and features of the module. My Overview …
A pocket tour
A pocket tour pocket is the customers portal so, as a broker, you may not get to experience what your customers can see and what features this module has. We have created a recording, which provides a brief overview : Pocket Overview Tour (video has no sound) In addition, this article will showcase some of sc…
How to change a policy
In this article we will review the process of making a change on a customer policy, in bond. However, there is also additional information in the article : Change Policy FAQs. * Open customer profile in bond. * Click on the required policy within the policy section. * Select 'Change Policy' from the policy acti…
SGI SK Extension Auto - Changes and Cancellation
Cancellations When you are processing a cancellation for auto, there are additional cancellation reasons available to align with those that appear on the SGI dec cancellation release section, shown here: In addition to the cancellation reasons that appear for all other types of policy, there is: * Out…
New - Activity Action Options
New Activity Action options * We have added two new actions, Force Close and Reopen to the activity action menus. * Both are controlled by Permissions To enable these, Brokers will need to go into Admin, Permissions, pick the permission groups (managers, everyone, DC, up to you), then expand bond permissions…
Change Policy FAQs
Can I process a change more than 30 days ahead? No. The calendar in the Change Policy feature will also only allow you to pick a date that is available, so you wont accidentally be able to perform it either. Can I process a change of address to a different province? Not the location/risk address. Even if the ins…
How to change payment dates
The Payments tab is located on the lower right of the customer profile screen. There is a payment tab for each policy. Press the arrow next to the policy period to expand. Shown here: How to change one payment date * To change one payment, click on the date field for the payment and a calendar will pop …
Manual Product - Change Policy
As this is a manual policy, there is no API connection to the insurer, therefore there is no message being sent between the platform and the insurers. if you need to process a change, you will perform your change with the insurers first. (via their portal, website or call - whatever is their requirement). P…
