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Alerts and Client Diary Changes

Alerts and Client Diary Changes. Premium Alerts. Direct Download option. Search using customer name, policy number or based on due date to restrict your search. Display All information through a single click. Premium Alerts. 12345678. ABCD. 20/12/2008. 30. ABCD. 2300. Cash. Delhi.

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Alerts and Client Diary Changes

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  1. Alerts and Client Diary Changes

  2. Premium Alerts Direct Download option Search using customer name, policy number or based on due date to restrict your search Display All information through a single click

  3. Premium Alerts 12345678 ABCD 20/12/2008 30 ABCD 2300 Cash Delhi 98000000 Click here to see complete client and policy details Details are grouped alphabetically on name of customer Showing number of pages within each group • New Additions • Risk Commencement Date • Issuance Date • Suspense Account Balance

  4. Lapsed Alerts Direct Download option Search using customer name, policy number or based on lapsation date to restrict your search Display All information through a single click

  5. Lapsed Alerts 98000000 Delhi 12345678 ABCD 20/12/2008 ABCDEFGH 2300 Cash Click here to see complete client and policy details Details are grouped alphabetically on name of customer Click Here to check Revival Quote for this lapsed policy • New Additions • Risk Commencement Date • Issuance Date • Customer Email ID

  6. Client Diary • Client Diary is now divided into 3 sectionsConsolidated Common view of all your policies and client information Shortcut to check complete policy and client detailsIn-ForceDetails of policies which are currently In-Force Shortcut to check complete policy and client details Information on Rider attached to the policy Details of Last 3 payments made on policyProposalsDetails of policies which are yet to be issued Shortcuts to check complete application and client details

  7. Client Diary - Consolidated Direct Download option Search using customer name, policy number or status to refine results Display All information through a single click

  8. Client Diary - Consolidated Click here to invoke application tracker ABCDEF 1234567 ABCDEFG A12345 98000000 20/12/2007 25/12/2007 IF Delhi 3000 ABCDEF 1234568 ABCDEFG A12346 98000000 20/12/2007 25/12/2007 LA Delhi 3000 Details are grouped alphabetically on name of customer Click here to see complete client and policy details • New Additions • Common View of All policies • API • Risk Commencement Date • Issuance Date

  9. Client Diary - Inforce Direct Download option Search using customer name, policy number to refine results Display All information through a single click

  10. Client Diary - Inforce 20/12/2007 ABCDEF 1234567 1234567 98000000 Delhi Click here to see complete client, policy details, Rider details and Last 3 payments on policy Details are grouped alphabetically on name of customer • New Additions • Risk Commencement Date • API • Rider Details • Last 3 payments

  11. Client Diary - Proposals Direct Download option Search using customer name, policy number to refine results Display All information through a single click

  12. Client Diary - Proposals Click here to see complete client details Click here to invoke Application Tracker and check real time status Details are grouped alphabetically on name of customer

  13. Thank You

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