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1. Introduction
Seamless provides a feature that enables users to switch the payment option for an active policy. Users should be able to perform this action if the user’s role has permission “For 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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Notes: This feature is only available if your tenant uses “Payment Options”. |
a. Before you begin
To perform this action, your user's role must be granted permission "Change payment option at policy level”. If the user has granted a permission to change policy payment option, in policy details, when scrolling down to section “Payment Schedule”, users with permissions can see ."
2. Change payment option
Once permission is granted
Navigate to the policy details and scroll down to the "Payment Schedule" section to view the current payment option along with the edit icon.
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Click on the Edit icon to view all the available payment options.
Select another payment option that you would want to change
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Confirm your action with the new payment option
Seamless will re-generate the payment schedule if needed. When it is done, the policy detail screen will be refreshed with the new payment schedule
For extracted installments (the installment with the status), they will remain the same.
For non-extracted installments (the installment without any status), they will be re-distributed following the newly selected payment frequency, as the last payment in the screenshot above.
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3. Setup payment option
<TBD>