Policy Management
Policy Management allows you to have an overview of all the policies you have in the system and the respective policy details.
Tue, 12 Feb, 2019 at 1:18 PM
You can have a convenient view of all the policies input in the system. You can further sort the policy data you wish to retrieve and view.
Tue, 12 Feb, 2019 at 1:19 PM
Yes. You can filter the information by Customer Name/ Policy Number/ Company Policy Number/ Product Category/ Product Type/ Insurer Name/ Premium/ Premium T...
Tue, 12 Feb, 2019 at 1:21 PM
A deleted policy is 1 that has been removed from a customer's profile but can still be viewed in the Policy Management tool for agent's reference. A...
Tue, 12 Feb, 2019 at 1:22 PM
On the menu bar, click on "Portfolio Overview" > "Client" > "Create a new account" View video here
Tue, 12 Feb, 2019 at 1:27 PM
On the menu bar, click on "Portfolio Overview" > "Client" > "Create a new account" > "Client's Name" >...
Tue, 12 Feb, 2019 at 1:26 PM
On the menu bar, click on "Portfolio Overview" > "Client" > "Create a new account" > "Client's Name" >...
Tue, 12 Feb, 2019 at 1:26 PM
On the menu bar, click on "Portfolio Overview" > "Client" > "Create a new account" > "Client's Name" >...
Tue, 12 Feb, 2019 at 1:25 PM
In WELLNEX Insureds can add their policies using the Wellnex app feature in the menu "My Insurance", then tapping on the icon "Add My Policy...
Thu, 11 Jun, 2020 at 5:47 PM
Learn how to create a policy in System here. https://www.youtube.com/watch?v=aDHTrnjvGGE My Insurer Private Limited – S...
Fri, 23 Jul, 2021 at 1:47 PM