Overview of Seamless

Logo: this can be configured using your company’s logo.

Dashboard: please follow this link for more details Dashboard.

Accounts:

Open

1. Accounts: please follow this link for more details Customer Accounts.

2. Leads: please follow this link for more details Managing Leads.

3. Contacts: please follow this link for more details Contacts.

4. Target groups: please follow this link for more details Target Group.

5. Checklists: please follow this link for more details Checklist.

Sales & Distribution:

1. Sales: please follow this link for more details Sales list.

2. Reward Log: please follow this link for more details Rewards.

3. Team management: please follow this link for more details Team management.

Workflows:

1. Case management: please follow this link for more details Case Management.

2. Workflow Setup: please follow this link for more details Workflows.

3. Rule Engine Setup.

Insurance:

1. Product Builder: please follow this link for more details Product Builder.

2. Document Templates: please follow this link for more details Documents & Document Builder.

3. Quotes: Quotes.

4. Motor Registry: Motor Registry Management.

5. Motor Registry Logs: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8310972

6. Motor Notifications:

7. Motor Registry Postings

8. Policy Actions & Warning: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8304298

9. Upcoming Renewals: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8290404

Reports

Claims:

1. Claim List: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8306736.

2. FNOL: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8301831.

3. Pending Payments: https://seamlessinsure.atlassian.net/wiki/spaces/SHC/pages/8298259.

Guarantees