Renewals in pocket
Customers who use pocket can now select their renewal term (when available) and change the payment frequency & payment type of that term. With a switch to monthly payment frequency, if previously Annual, in Pocket the insured will now be able to accept their new PFA (premium finance agreement) right from pocket. W…
Finance Settings
If you do your own Internal Financing for monthly pay OR have the API connection and use Valet Finance, then you can create and edit the settings for that finance agreement in black. Permissions There are permissions required to access this part of the module, if you need access please contact your Digital Cham…
