Introduction

Policy Actions & Warnings allows you to see the warnings to be aware of and actions to be taken.

To go to Policy Actions & Warnings, please navigate to menu Insurance.

Prerequisites

You need permission to view Policies to access this feature.

Policy Actions & Warnings List

The list will show all policies having outstanding actions and warnings on:

• Motor registry

• Policy document

• Termination letter

Each row is the policy, has the following information:

1. Policy reference: click to see policy details

2. Product: name of product

3. Description: description of the policy

4. Period: policy period

5. Number of actions: click to see policy details

6. Earliest action date

7. Latest action date

Notes: You need to go to policy details to see the detailed warnings and actions on that policy, and also take action there if it’s applicable (the action can be retried and you have sufficient permissions).

Clear warnings

On Policy Actions & Warnings list, if you have permission to clear policy warnings, you will see this action icon.

Click on Clear warnings action, it will show a confirmation below.

If you click Yes, this action will remove the policy item in the list, but not actually clear/remove warnings from the policy. This only means you already acknowledged the issue. To resolve the outstanding issue, you need to view policy details and take action there if it’s applicable.

Warning indicator on Policy list

If a policy has warnings / actions, there will be a small indicator on Policy list as below.

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