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 - Claims
The process for adding a new claim is very similar to the way that you do it when adding a claim in the platform for those with an API connection (modern policies). However, as with other Manual Product transactions there is NO API, therefore everything that you do will require you to process with the insurer …
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 - Binder Bill
If you need to read about the 'Finalize the payment details' section - please refer to Article - 'Manual Product - Payment details'. * Once you have completed the 'Finalize your payment details' screen, you can select Binder Bill, shown here: * The popup message appears asking you to confirm the c…
Manual Product - Initial setup process
Manual products do not have an API (Application Programming Interface) meaning that it does NOT communicate or exchange any data with the insurer. Hence the term 'Manual'. Here is the process for the set up of this facility: Step One : Insurer Setup * Submit a support ticket to request your specific li…
Manual Product - Cancellation - Customer request
As this is Manual Product - there would be an expectation that you would go off the platform and proceed to cancel the policy with the insurer in the usual method, (cancel via insurer portal, email request etc.) as well as obtain release of interest from the insureds, as required. If you are waiting for a reply fr…
Manual Product - Add A Policy
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 or thru if this has not been completed. Quote MP in bond: You can initiate th…
Manual Product - Payment details screen
This article will provide you with the process of completing this section when you have bound the policy, premium is confirmed, and you want to Bill the policy. The 'Finalize the payment details' screen. How to complete this page: Payment options: The above section shows whether the customer…
