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The Policy Actions & Warnings allows feature enables 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

view important warnings and necessary actions.

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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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list

Go to Insurance Menu → Policy Actions & Warnings Image Added View the list of policies with pending actions or warnings related to the Motor Registry, Policy Document, or Termination Letter. Click on the policy reference to view the policy details, where you can see the warnings and what needs to be done. If you have the right permissions and retrying is an option, you can also take action directly from there.

Expand
title How can I clear all the warnings for a policy?
Open the Policy Actions & Warning list Click on the Clear Warnings button Image Added Confirm the dialog Image Added When you confirm, the warning will be removed from the list. Please note that this action only removes the warning from the list, but doesn’t resolve it. To address the issue, you will need to access the policy details and take appropriate action.

Related articles

• Policy list

• View policy warning message