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…
Change or Delete a Payment Method
Brokers can change or update payment methods in bond. Customers also have the ability to change payment methods in pocket. For more information on pocket, see this article: Payments in pocket. For brokers in bond, here is how the feature works. Change Payment Method From the Payments tab in bond, go to the…
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…
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…
Reinstatement process
Reinstatement process Once a registered letter has been sent to a customer, there may be some scenarios that require you to reinstate the policy. Here is an example: * There is a policy pending registered letter cancellation as the customer has not made a payment. * The policy is indicated by the yellow fo…
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…
Underwriting Referrals
When a broker or customer is getting a quote in thru, with SGI, there may be occasions where the quote will refer to the underwriters. Getting a referral in thru When this happens, there will be a message/warning displayed in the quote summary section on the Customize Page. The broker or customer knows that s…
Cancellations
How to cancel a policy in bond * Open the customer profile in bond * If the policy you are cancelling is not displayed in the policy card section, click on the policy icon and select the policy you would like to cancel. * Once the respective policy has been selected, click on the “Cancel Policy” action butt…
Wawanesa FAQs
Wawanesa Home product is currently only available to a limited number of brokerages, in certain provinces. There are some differences in the processes that occur in the platform and the workflows that you may follow, so here is a summary here: What coverage is available? Coverage Coverage Details/Limit…
