Reinstatement process
Reinstatement process Once a registered letter has been sent to a customer, there may be some scenarios that require you to reinstate the policy. Here is an example: * There is a policy pending registered letter cancellation as the customer has not made a payment. * The policy is indicated by the yellow fo…
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…
Underwriting Referrals
When a broker or customer is getting a quote in thru, with SGI, there may be occasions where the quote will refer to the underwriters. Getting a referral in thru When this happens, there will be a message/warning displayed in the quote summary section on the Customize Page. The broker or customer knows that s…
Cancellations
How to cancel a policy in bond * Open the customer profile in bond * If the policy you are cancelling is not displayed in the policy card section, click on the policy icon and select the policy you would like to cancel. * Once the respective policy has been selected, click on the “Cancel Policy” action butt…
