When a policy is being issued in thru, an application for insurance (AFI) is sent to the customer by email, by clicking the Email button on that page.

Once Check out is completed,  an email is sent to the customer.

 

• An activity is generated, in bond, as a reminder that the customer needs to read and accept their application. 
  • The activity will remain open until the customer accepts the application (and finance agreement, where applicable). 
  • Do not forget that the link, in the email, expires within 24 hours, the policy is not activated and they will not be insured (see the email copy in the screen shot further below). 

 

Activity example: 

 

 

• The customer will receive the email with the Accept Terms link.
  • By clicking Accept Terms, the AFI (and finance agreement, if applicable) will open and there will be a check box to click AND the customer will need to Accept.
  • If they do not click both, the AFI activity will stay open as the customer has NOT correctly signed the AFI.

 

Customer email example:

 

 

 

• Once the customer has accepted, the activity will automatically close.
• The customer will receive an email to confirm they have signed them, and that email will have a copy of those signed documents as an attachment, along with the policy documents.

 

At the Check out and Pay screen there might also be the option to View and accept the application on behalf of the customer, subject to your permissions. See more in the article: View AFI. 

 

 

Yes.

Click the action ellipsis in the Purchase activity, there will be an option for 'Resend Application for Insurance Email'. 

Click and that will resend the application to the customer. Each time the link is resent, it is valid for 24 hours so you should ensure that your customer knows that it will be sent and they can review and accept.

 

Here is an example of the activity including the link:

 

 

 

 

Also see Article : Email and View Premium Finance Agreement (PFA)