Manual Product - Cancellation - Customer request
As this is Manual Product - there would be an expectation that you would go off the platform and proceed to cancel the policy with the insurer in the usual method, (cancel via insurer portal, email request etc.) as well as obtain release of interest from the insureds, as required. If you are waiting for a reply fr…
Manual Product - Amend policy
Amend policy has a different function to Change policy. Change policy will be used to change the risk with the underwriters, and there is an article for that in this knowledge base called - 'Manual Product - Change policy' . Amend policy will allow you to correct a few fields on the customer profile page,…
Manual Product - Claims
The process for adding a new claim is very similar to the way that you do it when adding a claim in the platform for those with an API connection (modern policies). However, as with other Manual Product transactions there is NO API, therefore everything that you do will require you to process with the insurer …
Manual Product - Add a new customer
If you would like to view a recording of this process, please check it out here : How to add a new customer in bond. For this process you need to be in bond. * First, search for the customer using the Search bar - if they do not currently have a customer profile, select Add new customer, shown here: …
Manual Product - Customer emails - What do they see?
Here we will show what the customer receives by email during the Manual Product process. When the policy is first set up (with a policy number OR binder): If Email is chosen in the Purchase / Check out and Pay screen: * The Customer should select Accept Terms to accept the terms for the Consent Agreem…
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…
Manual Product - Binder Bill
If you need to read about the 'Finalize the payment details' section - please refer to Article - 'Manual Product - Payment details'. * Once you have completed the 'Finalize your payment details' screen, you can select Binder Bill, shown here: * The popup message appears asking you to confirm the c…
Manual Product - Initial setup process
Manual products do not have an API (Application Programming Interface) meaning that it does NOT communicate or exchange any data with the insurer. Hence the term 'Manual'. Here is the process for the set up of this facility: Step One : Insurer Setup * You need to submit a support ticket to request your…
Manual Product - Add A Policy
To quote for a Manual Product (MP), the Insurer details need to be set up by Nude Solutions. Visit the article: ' Manual product - Initial Setup process ' for the procedure. The MP will not appear as an option to quote for in bond or thru if this has not been completed. Quote MP in bond: You can initiate th…
Manual Product - Payment details screen
This article will provide you with the process of completing this section when you have bound the policy, premium is confirmed, and you want to Bill the policy. The 'Finalize the payment details' screen. How to complete this page: Payment options: The above section shows whether the customer…
