Policy

What is the difference between the non defined benefits and the defined benefits such as medical expenses, death etc.?
Defined benefits are attached the a specific policy and allows the policyholder to have a view of their entitled coverage. Non defined benefits are aggregat...
Tue, 12 Feb, 2019 at 12:05 PM
The benefits are not kept when I create the policy, why?
Please "Save" the benefits after you key them in.
Tue, 12 Feb, 2019 at 12:04 PM
How many benefits can I add ?
You can key as many benefits as you want.
Tue, 12 Feb, 2019 at 12:05 PM
How can I add a beneficiary who is already in the system?
Go to "Beneficiaries" and select the appropriate life assured from the drop down list.
Tue, 12 Feb, 2019 at 12:06 PM
How can I add a beneficiary who is not already in the system?
Go to "Beneficiaries" and add a new life assured.
Tue, 12 Feb, 2019 at 12:07 PM
How can I add a risk - home or vehicle - which is not already in the system?
Go to "Client" > "Select Client" > "Vehicles" or "Properties" > "Add a new vehicle/property".
Tue, 12 Feb, 2019 at 12:09 PM
Premium Amount is in US Dollars?
Premium amount is agnostic. You can key premium as applicable in your home currency.
Tue, 12 Feb, 2019 at 12:09 PM
How to issue a policy in the system?
Learn how to issue a policy from the Wellnex Platform. See how your members can view their policies on the Wellnex App once you have issued the policy on th...
Fri, 23 Jul, 2021 at 3:48 PM
How to edit a policy in the system?
Learn how you can add and edit your clients' policies information and details. Watch a short video here on how you can do so.  ...
Fri, 30 Jul, 2021 at 12:55 PM
How a Product looks like on the App?
Discover how an allocated product or policy will appear/ display on your clients' Wellnex app. Watch a short video here to find out more.&...
Fri, 30 Jul, 2021 at 12:58 PM