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BOND: Remarketing a policy so it has a renewal status: A Step-by-Step Guide
If you are remarketing a renewal and you prefer that the status of the transaction shows as renewal vs new, we walk you through the steps to effectively complete that in the BOND platform. Whether you're a seasoned user or new to the system, this comprehensive tutorial will help you navigate the process with ease. S…
Manual Payments
On the 'Check out and Pay' page you will have the option to select Manual payment. Manual payments are offered so that you have the option to accept other forms of payment like cash or cheque or e transfer. If you pick Manual Payment on the Check out and pay page, you will not be required to enter any payment met…
Change Policy FAQs
Can I process a change more than 30 days ahead? No. The calendar in the Change Policy feature will also only allow you to pick a date that is available, so you won't accidentally be able to perform it either. Can I change a mortgage once I have already made this change? Unfortunately No, in Bnude, once a change …
Cancellation on Renewal
If a policy is cancelled from the renewal date, the following will occur on the payment section in bond. Example: If the renewal premium was $1000, then the policy was cancelled on the renewal date, the return premium is $1000 and the payment will show like this: Once you have completed the cancellation an…
Batch Update - Policy Roles
Batch update function in admin - bond Policy Roles This function will allow you to do a batch update to roles or permissions of many users without having to enter it individually in each profile. So, for example, if you wanted to add an insurance broker and a CSR to each customer in bond, so that if that customer …
How to change a policy
In this article we will review the process of making a change on a customer policy, in bond. However, there is also additional information in the article : Change Policy FAQs. * Open customer profile in bond. * Click on the required policy within the policy section. * Select 'Change Policy' from the policy acti…
Change Payment Frequency
You are able to change the payment frequency from Monthly to Yearly and vice versa in the platform, but there are some rules in place for when you can perform those changes. Here is is a guide to those conditions: Actions Changes Conditions When you are changing a payment frequency (example: yearly to mo…
Change or Delete a Payment Method
Brokers can change or update payment methods in bond. Customers also have the ability to change payment methods in pocket. For more information on pocket, see this article: Payments in pocket. For brokers in bond, here is how the feature works. Change Payment Method From the Payments tab in bond, go to the…
Payment Declines and Errors
Declined payment process When a payment declines, via the payment processor, automatic retries, NSFs fee (Non Sufficient Funds) and emails are created in the platform. Here is the process of what will happen, along with any suggested actions: Quick Guide In short, here is the flow: * 1st payment attem…
Application for Insurance
When a policy is being issued in thru, an application for insurance (AFI) is sent to the customer by email, by clicking the Email button on that page. Once Check out is completed, an email is sent to the customer. * An activity is generated, in bond, as a reminder that the customer needs to read and accept t…
