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Manual Product - Registered Letter
As there is no API connection between the platform and Manual Product policies, you will need to action some parts of the process within the insurer portal or email, or whatever the process is with the insurer that you are looking to action the registered letter with. * Select the Reg Letter icon on the right…
Manual Product - Renewals
As this is a manual policy, there is no API connection to the insurer, therefore there is no message being sent between the platform and the insurers. To ensure that you are monitoring the renewals that you are waiting for from the insurers, those users who have access to insights reports can pull the Renewals…
Manual Product - Direct Bill
Manual Product (being manual) allows you to set up policies and chose billing type as Direct Bill. The process creates a policy in bond but does not activate any payments and does not require you to complete payment details. Direct Bill policies * When creating a new manual product policy, choose Billing …
What is Manual Product?
Hi everyone, We have an announcement! M anual product is now available in our system. Manual product allows you to house all client information – just like a traditional BMS – from carriers that don’t fit our current modern policy model ( quote, bind, issue , change, cancel, and renew) into Nude. …
Manual Product - pocket features
A pocket tour (Manual Product Customers) pocket is available when you set up Manual Products too, so as a broker, you may not get to experience what your customers can see and what features this module has. This article will showcase some of screenshots of the functions and features of the module. My Overview …
Manual Product - Manual Payments
When you are setting up a new policy for Manual Product, on the 'Finalize the payment details' page you will have the option to select Manual payment. Manual payments are offered as an option so that you can create a payment schedule and accept other forms of payment like cash or cheque or e transfer. As soon…
Manual Product - Accounts Payable reconciliation
For the insurers that you have manual product policies for, there will be a slight difference to the insurer statement reconciliation process (Accounts Payable). The process can still be completed in black, like the usual, however the + Add New Statement feature is not going to function. This is because the s…
Manual Product - Issue policy with a policy number
To quote for a Manual Product (MP), the Insurer details need to be set up by Nude Solutions. Visit the article: 'Manual product - Initial Setup process' for the procedure. The MP will not appear as an option to quote for in bond if this has not been completed. You can initiate the MP quote process, by + Add …
Manual Product - Claims
The process for adding a new claim is very similar to the way that you do it when adding a claim in the platform for those with an API connection (modern policies). However, as with other Manual Product transactions there is NO API, therefore everything that you do will require you to process with the insurer …
Manual Product - Customer emails - What do they see?
Here we will show what the customer receives by email during the Manual Product process. When the policy is first set up (with a policy number OR binder): If Email is chosen in the Purchase / Check out and Pay screen: * The Customer should select Accept Terms to accept the terms for the Consent Agreem…
