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…
Change Payment Frequency
You are able to change the payment frequency from Monthly to Yearly and vice versa in the platform, but there are some rules in place for when you can perform those changes. Here is is a guide to those conditions: Actions Changes Conditions When you are changing a payment frequency (example: yearly to mo…
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 …
Email and View Premium Finance Agreement (PFA)
Depending on permissions given in admin, you may have the permission to Email or View Premium Finance Agreements (PFA). An example of when you would see that option would be if you are changing the payment method from yearly to monthly. * Go to bond and the customer profile. * Go to payment and use the 3 do…
