Manual Product - Registered Letter
As there is no API connection between the platform and Manual Product policies, you will need to action some parts of the process within the insurer portal or email, or whatever the process is with the insurer that you are looking to action the registered letter with. * Select the Reg Letter icon on the right…
Bulletin - January 12th, 2022 - Suite of reports
NEW: Update to insights From Friday 14 th January, 2022 the following two enhancements will be available when viewing the suite of reports in insights. Fulfillment Type slicer The newest slicer and column addition is “fulfillment type”. This slicer will allow you to select between Manual or Modern product. …
Manual Product - Renewals
As this is a manual policy, there is no API connection to the insurer, therefore there is no message being sent between the platform and the insurers. To ensure that you are monitoring the renewals that you are waiting for from the insurers, those users who have access to insights reports can pull the Renewals…
What is Manual Product?
Hi everyone, We have an announcement! M anual product is now available in our system. Manual product allows you to house all client information – just like a traditional BMS – from carriers that don’t fit our current modern policy model ( quote, bind, issue , change, cancel, and renew) into Nude. …
Manual Product - Direct Bill
Manual Product (being manual) allows you to set up policies and chose billing type as Direct Bill. The process creates a policy in bond but does not activate any payments and does not require you to complete payment details. Direct Bill policies * When creating a new manual product policy, choose Billing …
Manual Product - Accounts Payable reconciliation
For the insurers that you have manual product policies for, there will be a slight difference to the insurer statement reconciliation process (Accounts Payable). The process can still be completed in black, like the usual, however the + Add New Statement feature is not going to function. This is because the s…
Manual Product - Correcting transactions
Once a manual product (MP) policy has been issued, it is still possible to correct in bond. As there is manual input of the premiums during the set-up process, this feature is enabled to correct such errors. Permission Amend transactions is only available where you have permission. Permissions are updated…
Manual Product - pocket features
A pocket tour (Manual Product Customers) pocket is available when you set up Manual Products too, so as a broker, you may not get to experience what your customers can see and what features this module has. This article will showcase some of screenshots of the functions and features of the module. My Overview …
Manual Product - Add a new customer
If you would like to view a recording of this process, please check it out here : How to add a new customer in bond. For this process you need to be in bond. * First, search for the customer using the Search bar - if they do not currently have a customer profile, select Add new customer, shown here: …
Manual Product - Manual Payments
When you are setting up a new policy for Manual Product, on the 'Finalize the payment details' page you will have the option to select Manual payment. Manual payments are offered as an option so that you can create a payment schedule and accept other forms of payment like cash or cheque or e transfer. As soon…
