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1. Introduction

Seamless provides a feature that enables users to switch the payment option for an active policy. For example, when purchasing the policy, the policyholder decided to go for one-off payment. However, later on, he changes his mind and would like to go for monthly installment. Notes: this instance, if a policyholder initially chooses a one-time payment during the purchase but later decides to opt for monthly installments, they can easily make this change.

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a. Before you begin

To perform this action, your user’s role needs to have permission “user's role must be granted permission "Change payment option at policy level”. ."

2. Change payment option

Once you have permission is granted, in navigate to the policy details , when scrolling and scroll down to section “Payment Schedule”the "Payment Schedule" section. Here, you should be able to see view the current payment option along with the edit icon.

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By default, you can see view the selected payment option that was selected when purchasing the policy. When you click on “Edit” By clicking on the "Edit" icon, you should be able to see access and modify the available payment options that you can change.

For example:

Background:

• “Autogiro månad" is the payment option name for monthly installment.

• “Helårsfaktura" is the payment option name for annual payment.

• When purchasing the policy, the customer chose “Autogiro månad".

  

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