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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…
SGI SK Extension Auto - Quoting
For brokers that have access to Extension Auto (in SK), here is an outline of the quote process. You can go to thru and select the icon for Auto and this will take you to the thru funnel for a quote, this progress bar shows the screens required for a quote: Disclaimer Driver Details About You Address Ve…
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…
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…
SGI policy wording booklets
Effective Monday April 25th, 2022, we're adjusting the way that SGI policy wording booklets are accessed, in the platform. This change applies to New sales of Modern policies (Modern = quote bind and issue in thru) and for Renewals. Currently when you are in thru getting a quote, the booklet is available on the Q…
How to quote in thru
How to quote in thru 1. Start in the thru module. The thru module can be accessed by the module wheel or through a customers profile in bond. Check if you are logged in by clicking the user icon in the top right corner. If you are not logged in, log in now. Here is an example with the user being logged in: …
Policy Type Visibility and Provinces in admin
This section in admin allows you do to take control of some of the platform such as add policy types, control how and the visibility of different policy types, add and set reminders for your Provincial Licensing Information. You will only be able to access these functions if you are the digital champion or have th…
