Manual Product - Registered Letter
As there is no API connection between the platform and Manual Product policies, you will need to action some parts of the process within the insurer portal or email, or whatever the process is with the insurer that you are looking to action the registered letter with. * Select the Reg Letter icon on the right…
Bulletin - January 12th, 2022 - Cancellation calendar fix
January 12th, 2022 : we will deploy a fix to our platform to address cancellation screen functionality. This fix is related to the date that the cancellation calendar defaults to, which is causing users of the platform to cancel from the incorrect date. Fix 1: General cancellations What happened before …
Registered letters and Renewals
This article is going to explain the process IF you are sending a registered letter and the policy is pending renewal. What is Pending Renewal? This is the status of the policy where the renewal has been received in the platform, the renewal term is available but the date of the renewal has not been reached yet…
Manual Product - Cancellation - Customer request
As this is Manual Product - there would be an expectation that you would go off the platform and proceed to cancel the policy with the insurer in the usual method, (cancel via insurer portal, email request etc.) as well as obtain release of interest from the insureds, as required. If you are waiting for a reply fr…
Registered Letter Process
A policy can be cancelled by registered letter for the following reasons: * Nonpayment * Underwriting reasons * Claims frequency * Other Important Notes - before sending a registered letter When a policy is sent on a registered letter for cancellation and the client is subsequently reinstated, our system …
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…
Cancellations from customers in pocket
If the customer creates their pocket account when they arrange their insurance policy, they will have several features that allows them to manage their own policy, including cancellations. If the customer opens their pocket account and My Policies, there are several icons available to perform certain actions includi…
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…
