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,…
How to change a policy
In this article we will review the process of making a change on a customer policy, in bond. However, there is also additional information in the article : Change Policy FAQs. * Open customer profile in bond. * Click on the required policy within the policy section. * Select 'Change Policy' from the policy acti…
Change Policy FAQs
Can I process a change more than 30 days ahead? No. The calendar in the Change Policy feature will also only allow you to pick a date that is available, so you wont accidentally be able to perform it either. Can I process a change of address to a different province? Not the location/risk address. Even if the ins…
