thru FAQs
What does 'Send application for Insurance Email to client' mean? This question is asked in the thru funnel on the 'Checkout & Pay' page. * When the customer sees this screen in the thru funnel, they only have one option to accept the Application for Insurance. This means that when they click the icon, and th…
View AFI (Accepting the application on behalf of the customer)
This feature is available is available on the Check out and Pay screen in thru. AFI = Application for Insurance Permissions There are permissions required to be assigned for users to access this feature, if you need access, please contact your Digital Champion to ask if this should be added for you. If you o…
Application for Insurance
When a policy is being issued in thru, an application for insurance (AFI) is sent to the customer by email, by clicking the Email button on that page. Once Check out is completed, an email is sent to the customer. * An activity is generated, in bond, as a reminder that the customer needs to read and accept t…
