How to quote in thru
How to quote in thru 1. Start in the thru module. The thru module can be accessed by the module wheel or through a customers profile in bond. Check if you are logged in by clicking the user icon in the top right corner. If you are not logged in, log in now. Here is an example with the user being logged in: …
Payment Action buttons
What are the payment action buttons and how do they work? Each payment in the Payments tab has its own action buttons depending on the status. Payments marked as Declined Declined payments will not have an Action icon (3 dots). See article : Declined payments for more information. Payments marked…
Manual Product - Payment details screen
This article will provide you with the process of completing this section when you have bound the policy, premium is confirmed, and you want to Bill the policy. The 'Finalize the payment details' screen. How to complete this page: Payment options: The above section shows whether the customer…
