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…
