Renewals in pocket
Customers who use pocket can now select their renewal term (when available) and change the payment frequency & payment type of that term. With a switch to monthly payment frequency, if previously Annual, in Pocket the insured will now be able to accept their new PFA (premium finance agreement) right from pocket. W…
Email and View Premium Finance Agreement (PFA)
Depending on permissions given in admin, you may have the permission to Email or View Premium Finance Agreements (PFA). An example of when you would see that option would be if you are changing the payment method from yearly to monthly. * Go to bond and the customer profile. * Go to payment and use the 3 do…
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…
