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Policy Actions & Warnings

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Policy Actions & Warnings

Owned by Anne Vu: Insurance-VN
Last updated: yesterday at 8:03 pm by Samantha Tran: Insurance-VN
2 min read

The Policy Actions & Warnings feature enables you to view important warnings and necessary actions.

Before you begin: You need permission to View Policies to access this feature.

  1. Go to Insurance Menu → Policy Actions & Warnings

  1. View the list of policies with pending actions or warnings related to the Motor Registry, Policy Document, or Termination Letter.

  2. Click on the policy reference to view the policy details, where you can see the warnings and what needs to be done. If you have the right permissions and retrying is an option, you can also take action directly from there.

  1. Open the Policy Actions & Warning list

  2. Click on the Clear Warnings button

  1. Confirm the dialog

  1. When you confirm, the warning will be removed from the list.

    1. Please note that this action only removes the warning from the list, but doesn’t resolve it. To address the issue, you will need to access the policy details and take appropriate action.

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