Extra Features

Manage Users

Manage your team better and boost your teams productivity! Invite Users Click on the arrow icon on the top right menu of your Pakia account. Select Users and then click on the +Invite user  to invite your team. There are 3 groups of pre-selected access rights: Admin: there are no restrictions for admin users. Full access and view, edit or … Continue reading “Manage Users”
Manage Users was last modified: July 12th, 2018 by Aggeliki Soltatou

Manage files

Access your files anywhere! Upload files such as copy of policies, driving licence, customer’s ID etc. Go to customer/policy/renewal notice or proposal, click on “files” tab and upload, update or delete a file. Upload file From files’ tab you click on button Add. At the pop up window click on Choose Files to browse files from … Continue reading “Manage files”
Manage files was last modified: July 12th, 2018 by Aggeliki Soltatou

Manage Insured Objects

Vehicles, homes/buildings, Transports, Boats etc. Manage→customer→view→insured objects tab→create new You may create insured object when you create a proposal/policy. We recommend you create an insured object from customer’s form so you automatically select it when creating a policy. Create Insured object Select policyholder and insured object type. For every type of insured object, different field will … Continue reading “Manage Insured Objects”
Manage Insured Objects was last modified: July 12th, 2018 by Aggeliki Soltatou

Pakia Reporting

Get insights of your agency using pakia reporting! Click at Reporting  on the menu and get useful info for your agency! Select reporting, set criteria and get results. View, export, print or edit the results. Criteria may be general such as issue/effective/end date of policies, policy type (policy, endorsement etc.) or specific for each report. … Continue reading “Pakia Reporting”
Pakia Reporting was last modified: July 12th, 2018 by Aggeliki Soltatou