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…
Bulletin - March 7th, 2022 - Credit Card Validation
NEW Functionality – likely release date - 8th March 2022 We are changing the way the system functions with regards to credit card errors on the Checkout and Pay screen in thru. (Errors with the input of the credit card or invalid payment types). Currently, if there is an issue with the payment method, a 'syst…
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…
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…
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…
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: …
