Renew policy button: Policy
Now, within a policy for a client, there is an activate Policy button which will automatically make a policy Active within the system and change
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Policy Management
All information about Policy Management
Renewed Policy Workflow Automation
Renewed workflow automation is available for NowCerts, QQ Catalyst, and AMS360 users. This workflow can be scheduled for any policy that gets renewed into your
Adding a Policy Category
In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
Cancel/Renew the policy
Description: Option to Cancel or Renew any policy. Benefit: Assist in granting the authority to renew and cancel the policy. Navigation:Â Navigate to the Policies
Filter by Policy Status in Book of Business Report
You can now filter your book of business by Policy Status (Active, Inactive, etc). This feature is available for AMS360 only. To view the enhancement:
Life Insurance Policy with Anniversary date
Now in the policy section, you can also add life insurance policies. And the life insurance policy can have an anniversary date. To see the
Policy Premium Transaction Enhancement
On the policy details page, you will find the policy premium tab, where you can add a new policy premium, edit and delete policy premium.
Policy Tags while Add‌ing a ‌Deal‌ ‌Card‌
Use Case: If you need to create a deal card for claim, cancellation, or service for an existing policy of an active client, then this enhancement
