Scheduled Items - Watercraft
Scheduled Item Scheduling watercraft can be accomplished either during the initial quoting process or by way of making a change to the policy. It's important to note that watercraft can only be scheduled onto a Home policy. Below is an example of how the scheduling process works when adding watercraft to a home in…
BOND: Remarketing a policy so it has a renewal status: A Step-by-Step Guide
If you are remarketing a renewal and you prefer that the status of the transaction shows as renewal vs new, we walk you through the steps to effectively complete that in the BOND platform. Whether you're a seasoned user or new to the system, this comprehensive tutorial will help you navigate the process with ease. S…
Manual Payments
On the 'Check out and Pay' page you will have the option to select Manual payment. Manual payments are offered so that you have the option to accept other forms of payment like cash or cheque or e transfer. If you pick Manual Payment on the Check out and pay page, you will not be required to enter any payment met…
Add New Customer
You can add a new customer/ customer profile, without having to quote in thru. To view a demo of this process - view this recording: How to add a new customer in bond . This can be useful if you want a customer profile in the platform before they hold any policies with you. * First, search for the customer u…
Change Payment Frequency
You are able to change the payment frequency from Monthly to Yearly and vice versa in the platform, but there are some rules in place for when you can perform those changes. Here is is a guide to those conditions: Actions Changes Conditions When you are changing a payment frequency (example: yearly to mo…
Cancellation on Renewal
If a policy is cancelled from the renewal date, the following will occur on the payment section in bond. Example: If the renewal premium was $1000, then the policy was cancelled on the renewal date, the return premium is $1000 and the payment will show like this: Once you have completed the cancellation an…
Payment Declines and Errors
Declined payment process When a payment declines, via the payment processor, automatic retries, NSFs fee (Non Sufficient Funds) and emails are created in the platform. Here is the process of what will happen, along with any suggested actions: Quick Guide In short, here is the flow: * 1st payment attem…
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
How to change a policy
In this article we will review the process of making a change on a customer policy, in bond. However, there is also additional information in the article : Change Policy FAQs. * Open customer profile in bond. * Click on the required policy within the policy section. * Select 'Change Policy' from the policy acti…
