FAQ
Raise a Negative Endorsement Path: + > Endorsement Request > Endorsement Awaited> Endorsement Number followed by "cancelled policy" You ...
Mon, 14 Feb, 2022 at 11:52 AM
Premium Received is the amount received from client Gross Premium means after a policy gets issued Why this does not tally? Premium is received from the...
Mon, 14 Feb, 2022 at 11:54 AM
Whichever date (Date or Next Follow Up Date) is due that will result the follow-up in overdue tab
Mon, 14 Feb, 2022 at 11:55 AM
After 10nos, the option moves from direct to import To edit an existing data, download the excel and upload the data You can refer video from the atta...
Mon, 14 Feb, 2022 at 11:56 AM
Steps to edit- 1.Undo Reconciliation 2.click & expand the invoice you will be able to edit the invoice You can refer this video for more detail...
Mon, 14 Feb, 2022 at 11:57 AM
For upcoming polices, mention prospect ID For converted policies and Endorsements, mention the PL or EN #Number https://videos.sibro.xyz/w/6JkqtK2o...
Mon, 14 Feb, 2022 at 12:05 PM
Please refer to this video as this may be a cache issue. https://videos.sibro.xyz/w/2MFUH3neYHAw23r3mKQ4ZW
Mon, 14 Feb, 2022 at 12:09 PM
Refer this video for queries regarding policy sub types https://videos.sibro.xyz/w/eFx8AxTBHRP3hWm8MEUmne
Mon, 14 Feb, 2022 at 12:06 PM