POLICY DETAILS
Introduction to Policy Details
Policy details showcases the various important information pertaining to your client's policy. It includes, payment details, benefits, sum assured, critical documents and other general content a agent would like to share with his clients about the policy.
1. How to create a policy?
"Portfolio Overview" > "Client " > "Select Client" > "Create a policy".
Introduction to Policy Details
Policy details showcases the various important information pertaining to your client's policy. It includes, payment details, benefits, sum assured, critical documents and other general content a agent would like to share with his clients about the policy.
1. How to create a policy?
"Portfolio Overview" > "Client " > "Select Client" > "Create a policy".
2. What comments is used for?
Comment is to facilitate communication between client and agent for the policy only.
3. What does remark stand for?
Any information keyed here cannot be seen by the client on the app
4. What does additional description stand for?
Any information keyed here CAN be seen by the client on the app (no editing allowed).
Comment is to facilitate communication between client and agent for the policy only.
3. What does remark stand for?
Any information keyed here cannot be seen by the client on the app
4. What does additional description stand for?
Any information keyed here CAN be seen by the client on the app (no editing allowed).
5. What is code?
Random number generated by the system.
6. What is Product type?
Product type allows you to further shortlist the product applicable under a specific Product Category. E.g Endowment (product type) under Life (Product Category).
Payment term field is catered for LIMITED PAY life policies.
7. What is Start/End Date?
Start date: inception date/ End date: Policy maturity date.
Random number generated by the system.
6. What is Product type?
Product type allows you to further shortlist the product applicable under a specific Product Category. E.g Endowment (product type) under Life (Product Category).
Payment term field is catered for LIMITED PAY life policies.
7. What is Start/End Date?
Start date: inception date/ End date: Policy maturity date.
BENEFITS
8. What are benefits for?
Benefits allow both agent and client to have a view of the benefits tagged to a policy, as well as the aggregation of client's sum assured across multiple policies.
9. Why are the benefits character limited?
To minimise the user experience on the mobile app where clients have to scroll left/right for long sentences.
10. What is the difference between the non defined benefits and the defined benefits such as medical expenses, death etc.?
Defined benefits are attached to the a specific policy and allows the policyholder to have a view of their entitled coverage. Non defined benefits are aggregated across multiple policies so policyholder can understand their overall coverage spanning across multiple policies.
11. The benefits are not kept when I create the policy, why?
Please "Save" the benefits after you key them in.
12. How many benefits can I add ?
You can key as many benefits as you want.
8. What are benefits for?
Benefits allow both agent and client to have a view of the benefits tagged to a policy, as well as the aggregation of client's sum assured across multiple policies.
9. Why are the benefits character limited?
To minimise the user experience on the mobile app where clients have to scroll left/right for long sentences.
10. What is the difference between the non defined benefits and the defined benefits such as medical expenses, death etc.?
Defined benefits are attached to the a specific policy and allows the policyholder to have a view of their entitled coverage. Non defined benefits are aggregated across multiple policies so policyholder can understand their overall coverage spanning across multiple policies.
11. The benefits are not kept when I create the policy, why?
Please "Save" the benefits after you key them in.
12. How many benefits can I add ?
You can key as many benefits as you want.
13. Are the changes I create to a particular policy reflected in the client's app?
Yes, whenever an account manager edits or Cretes a policy the client will receive a notification and can view the changes that you have made.
Yes, whenever an account manager edits or Cretes a policy the client will receive a notification and can view the changes that you have made.
BENEFICIARY
13. 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.
14. How can I add a beneficiary who is not already in the system?
Go to "Beneficiaries" and add a new life assured.
15. 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".
13. 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.
14. How can I add a beneficiary who is not already in the system?
Go to "Beneficiaries" and add a new life assured.
15. 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".
POLICY DETAILS
16. Premium Amount is in US Dollars?
Premium amount is agnostic. You can key premium as applicable in your home currency.
16. Premium Amount is in US Dollars?
Premium amount is agnostic. You can key premium as applicable in your home currency.
