Introduction

Policy Actions & Warnings allows you to see the warnings to be aware of and actions to be taken.

To go to Policy Actions & Warnings, please navigate to menu Insurance.

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Prerequisites

You need permission to view Policies to access this feature.

Policy Actions & Warnings List

The list will show all policies having outstanding actions and warnings on:

• Motor registry

• Policy document

• Termination letter

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Each row is the policy, has these following information:

1. Policy reference: click to see policy details

2. Product: name of product

3. Description: description of the policy

4. Period: policy period

5. Number of actions: click to see policy details

6. Earliest action date

7. Latest action date

Clear warnings

On Policy Actions & Warnings list, if you have permission to clear policy warnings, you will see this action icon.

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Click on Clear warnings action, it will show a confirmation below.

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If you click Yes, this action will remove the policy item in the list, but not actually clear/remove warnings from the policy. This only means you already acknowledged the issue.

If you clicks No,

Warning indicator on Policy list

If a policy has warnings / actions, there will be a small indicator on Policy list as below.

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