Policy Details
- Anne Vu: Insurance-VN
- Samantha Tran: Insurance-VN
- Mi Tran: Insurance-VN
1. Introduction
In the Policy Details screen, you can view comprehensive details about your policies and perform various actions to manage them effectively.
a. Before you begin
<TBD>
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
|
Channel | The sales channel through which the policy is sold |
Effective Date | The latest policy 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
|
Previous insurer | The previous insurer of the policy |
Renewal mode | The current renewal mode of the policy
|
b. Policy status
Status | Description |
|---|---|
Created | The policy has been created but has not yet been activated.
|
Active | The policy is active |
Pending Termination | The policy is waiting for termination
|
Pending Renewal Offer | The policy is allowed to generate a renewal quote. -
|
Expired | The policy is expired |
Terminated | The policy is terminated
|
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 https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8294845
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 https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8297139
Terminate: terminate the policy. See https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8312627
Renew: renew the policy. See https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8291306
Extend: extend the policy period. See <TBD>
Related content
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