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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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Notes: This feature is only available if your |
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tenant uses “Payment Options” |
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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 granted, in policy details, when scrolling down to section “Payment Schedule”, you should be able to see 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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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".
Given: the current policy payment option is “Autogiro månad".
When: the customer would like to change to the option “Helårsfaktura", and you are acting on behalf of the customer’s selection.
Then: the system will do the following tasks:
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Get a confirmation from you that payment option will be changed from Autogiro månad to Helårsfaktura.
Once you confirm, the payment schedule should be re-generated.
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It will take a little time to process,
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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
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with the new payment schedule
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For extracted installments (
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the installment with the status), they will remain the same.
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For non-extracted installments (the installment without any status), they will be
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re-
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distributed following the
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newly selected payment
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frequency, as the last payment in the screenshot above.
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3. Setup
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payment option
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