This is the view of policy details.
There are several sections:
Policy Info: brief information about the policy.
On the product name, you can view the version of the product as well as the activation date
Policy Timeline: view changes in QAs and documents over the time.
Premium: premium breakdown
Cover breakdown: premium per cover. This should be the breakdown value from table “Premium” after applying all pricing components such as Underwriting Adjustment, Sales discount, Commissions, or Taxes.
Payment schedule: list all payments and their amount, status…
The installment details will be described in this link Installment details
If the user receives a request from the policyholder to change the payment option of an active policy, it is possible in Seamless. Please see more details at this link Change policy payment option.
If the user receives a request from the policyholder to change the due date of an installment, it is possible in Seamless. Please see more details at this link Change due date of an installment
Documents: view and download the latest policy document
On policy details, you can perform several actions on the policy:
Adjust: do the mid-term adjustment. See Adjust (MTA) Policy
Terminate: terminate the policy. See Terminate Policy
Renew: renew the policy. See Renew Policy