What is Manual Product?
Hi everyone, We have an announcement! M anual product is now available in our system. Manual product allows you to house all client information – just like a traditional BMS – from carriers that don’t fit our current modern policy model ( quote, bind, issue , change, cancel, and renew) into Nude. …
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…
Manual Product - Issue policy with a policy number
To quote for a Manual Product (MP), the Insurer details need to be set up by Nude Solutions. Visit the article: 'Manual product - Initial Setup process' for the procedure. The MP will not appear as an option to quote for in bond if this has not been completed. You can initiate the MP quote process, by + Add …
Manual Product - Correcting transactions
Once a manual product (MP) policy has been issued, it is still possible to correct in bond. As there is manual input of the premiums during the set-up process, this feature is enabled to correct such errors. Permission Amend transactions is only available where you have permission. Permissions are updated…
Manual Product - pocket features
A pocket tour (Manual Product Customers) pocket is available when you set up Manual Products too, so as a broker, you may not get to experience what your customers can see and what features this module has. This article will showcase some of screenshots of the functions and features of the module. My Overview …
Manual Product - Direct Bill
Manual Product (being manual) allows you to set up policies and chose billing type as Direct Bill. The process creates a policy in bond but does not activate any payments and does not require you to complete payment details. Direct Bill policies * When creating a new manual product policy, choose Billing …
Manual Product - Accounts Payable reconciliation
For the insurers that you have manual product policies for, there will be a slight difference to the insurer statement reconciliation process (Accounts Payable). The process can still be completed in black, like the usual, however the + Add New Statement feature is not going to function. This is because the s…
Manual Product - Amend policy
Amend policy has a different function to Change policy. Change policy will be used to change the risk with the underwriters, and there is an article for that in this knowledge base called - 'Manual Product - Change policy' . Amend policy will allow you to correct a few fields on the customer profile page,…
Manual Product - Manual Payments
When you are setting up a new policy for Manual Product, on the 'Finalize the payment details' page you will have the option to select Manual payment. Manual payments are offered as an option so that you can create a payment schedule and accept other forms of payment like cash or cheque or e transfer. As soon…
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…
