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 - 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 - Change Policy
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. if you need to process a change, you will perform your change with the insurers first. (via their portal, website or call - whatever is their requirement). P…
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 - Customer emails - What do they see?
Here we will show what the customer receives by email during the Manual Product process. When the policy is first set up (with a policy number OR binder): If Email is chosen in the Purchase / Check out and Pay screen: * The Customer should select Accept Terms to accept the terms for the Consent Agreem…
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…
Manual Product - Issue policy with a policy number
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 if this has not been completed. You can initiate the MP quote process, by + Add …
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…
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,…
