...
| Table of Contents |
|---|
...
|
...
|
1. Introduction
Seamless provides the ability to collect the payment first before issuing a policy. If your business is payment-first, this ability will be suitable for you.
| Expand | ||
|---|---|---|
| ||
1- You can set the payment first rule for each product. It means, there can be some specific products that need to collect payment first before issuing a policy. The details can be found in Product Builder 2- Your tenant must have the feature. If you cannot set up the product as payment first, please contact the Contemi Support team for more information. |
2. Process waiting for a payment quote
...
You can also see all the quote information, such as quote document, quote details, payment plan, etc.
When marking the installment as paid, the 1st installment can be considered as fully paid, and then the policy will be issued
The detail details of marking as paid an installment can be viewed at Mark as paid manually
...