Policy Details

1. Introduction

In the Policy Details screen, you can view comprehensive details about your policies and perform various actions to manage them effectively.

Before you begin

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2. Policy details

When accessing a policy, you'll have access to all the relevant details.

a. Policy info

This is a brief overview of the policy.

Field	Description
Period	The latest policy period: policy start date - policy end date
Product	The product that the policy is created by On the product name, you can easily access the product version and activation date.
Channel	The sales channel through which the policy is sold
Effective Date	The latest policy effective date If your policy undergoes multiple adjustments, the screen will display the most recent effective date.
Policy premium	The latest policy period premium (the premium that the customer pays for)
Annual premium	The recent policy annual premium
Status	The recent policy status You can view more details about policy status in the section https://contemi.atlassian.net/wiki/spaces/SHC/pages/1766588487/Policy+Details#b.-Policy-status
Previous insurer	The previous insurer of the policy https://contemi.atlassian.net/wiki/x/AQDNaQ
Renewal mode	The current renewal mode of the policy More details of the renewal action can be viewed in Renew Policy

b. Policy status

Status	Description
Created	The policy has been created but has not yet been activated. The effective activation date is set for the future.
Active	The policy is active
Pending Termination	The policy is waiting for termination The termination effective date is set for the future.
Pending Renewal Offer	The policy is allowed to generate a renewal quote. - The duration for allowing the creation of a renewal quote can be configured in Product Settings
Expired	The policy is expired
Terminated	The policy is terminated In Seamless, this status will be applied to both policies that are terminated mid-term and those terminated entirely (canceled).

c. Policy timeline

This is the place where you can view all the changes in QAs and premiums of the policy during its period.

Seamless will highlight the changes in QA and premium for each slide. Additionally, you can view and download the policy documents about each alteration.

d. Premium

The breakdown of the annual and policy premium. The details of the premium breakdown can be viewed in https://contemi.atlassian.net/wiki/x/FoGya

e. Cover breakdown:

Seamless allows you to view all policy covers and their premiums. The displayed premium represents the final amount after applying all factors

f. Payment schedule

The payment schedule and its actions can be viewed in Installment details

g. Documents

The section where you can view all the recent documents of the policy.

3. Policy actions

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
Extend: extend the policy period. See <TBD>

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