All information about Policy Management
You can view the policy documents from two sections, one you can click on 3 lines on the top left and click on Documents, which
Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
Description: Option to Cancel or Renew any policy. Benefit: Assist in granting the authority to renew and cancel the policy. Navigation:Â Navigate to the Policies
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
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