What can an account manager delete from my-insurer?
An account manager can delete the following:
-Claims
- Quotations received
- Quotations created
- Documents
- Chatroom - Comment management
- Policyholder/Lead
- Policies
- Notifications
- News & Promotions
- Renewals
- Postcard templates
An account manager can delete the following:
-Claims
- Quotations received
- Quotations created
- Documents
- Chatroom - Comment management
- Policyholder/Lead
- Policies
- Notifications
- News & Promotions
- Renewals
- Postcard templates
What can a client delete from the mobile app?
A client can delete the following from the mobile app:
- Policies
- Message/Notifications
- Comments
- News & Promotions
- Quotations
- Renewals
- Managers
A client can delete the following from the mobile app:
- Policies
- Message/Notifications
- Comments
- News & Promotions
- Quotations
- Renewals
- Managers
How can I delete an account from my-insurer platform?
You can delete an account by accessing "Policyholder"/ "Lead" details and "Unlink" the account.
By doing so, all related data will be removed accordingly.
You can delete an account by accessing "Policyholder"/ "Lead" details and "Unlink" the account.
By doing so, all related data will be removed accordingly.
How do i delete a chat/ chat message from a lead/policyholder?
You can delete a chat/ chat message from a lead/policyholder by clicking on the "trash" icon in red to remove the entire chat; or tick on the checkboxes to remove specific messages.
You can delete a chat/ chat message from a lead/policyholder by clicking on the "trash" icon in red to remove the entire chat; or tick on the checkboxes to remove specific messages.
How I remove a claim from my-insurer system?
You can remove a claim by accessing the claim details of a claim request; and select "Delete" at the top right hand corner.
You can remove a claim by accessing the claim details of a claim request; and select "Delete" at the top right hand corner.
How do I remove a publication template?
You can remove a publication template from the "Send Premium Publication" module by accessing the list of "saved" templates and deleting them.
You can remove a publication template from the "Send Premium Publication" module by accessing the list of "saved" templates and deleting them.
Can a lead/ policyholder delete a news & promotion from the newsfeed of the mobile app?
Your lead or policyholder can delete a news & promotion from the newsfeed but swiping left and tapping on the delete option.
Your lead or policyholder can delete a news & promotion from the newsfeed but swiping left and tapping on the delete option.
Can my lead/policyholder delete me as a manager from the mobile app?
Yes. Your lead/policyholder can delete you as a manager from the mobile app by accessing "Manager Details" and scrolling to the bottom to "Delete Manager"
Yes. Your lead/policyholder can delete you as a manager from the mobile app by accessing "Manager Details" and scrolling to the bottom to "Delete Manager"
How can my policyholder delete a renewal from the mobile app?
Your policyholder can delete a renewal from the mobile by accessing "My Policies">"My Renewals" > Select Renewal > "Delete Renewal".
Your policyholder can delete a renewal from the mobile by accessing "My Policies">"My Renewals" > Select Renewal > "Delete Renewal".
How do I delete a notification from the mobile app?
You can delete a notification from the mobile app by swiping left on the notification and tap on "delete"
You can delete a notification from the mobile app by swiping left on the notification and tap on "delete"
Can my lead/policyholder delete a policy from the mobile app?
Yes they can. They can delete a policy by accessing "My Policies"> Select policy> "Delete Policy"
Yes they can. They can delete a policy by accessing "My Policies"> Select policy> "Delete Policy"
