my-insurer and wellnex

The policy for which all benefits to the policy holder cease and is terminated due to non payment of premium amount on the due date or even after the grace ...

After creating a renewal under "Policy to lapse", the renewal falls under "Policy to renew". To add this renewal to a client's portf...

We only show the effective policy on the client's app. Whereas in the agent system, we keep track of the policy "transactions" ie we show agen...

The RENEWAL MANAGEMENT module guides the ACCOUNT MANAGER through the process of renewing an expiring policy. It involves listing the policies that are about...

If in the management Renewal module, you cannot find the policy / plan, it is because it expired already. In the CRM, expired policies will be hidde...