Engage Overview
NEW: Feature update: Release February 8th, 2022 Changes to the Financial Score 'tile' in Engage (which is situated in bond) This tile was used to reflect the financial score, run by Certn through an API, during the purchase process. Currently quotes appear as -- Once purchased, * SGI or Exhale show credi…
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…
