[Seamless Help Center]

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

  2. Dashboard: please follow this link for more details Dashboard.

  3. Accounts:

    1. Accounts: please follow this link for more details Account List.

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

  4. 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.

  5. 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.

  6. Insurance:

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

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

    3. Quotes: Quotes (Anonymous Quotes).

    4. Motor Registry: Motor Registry Management.

    5. Motor Registry Logs:

    6. Motor Notifications

    7. Motor Registry Postings

    8. Policy Actions & Warning

    9. Upcoming Renewals

  7. Reports

  8. Claims:

    1. Claim List: Claim List.

    2. FNOL: First Notice of Loss (FNOL).

    3. Pending Payments: Claim Payment Approval.

  9. Guarantees

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[Seamless Help Center]