Policy and Customer Management

Policy renewals

Renew policies or  create renewal notices Manage→Renew policies Step 1: Find policies for renewal/renewal notice Set the basic criteria: End date: the range of dates policies expire Carrier: select from list Agents: select from list Click Search to view results. *When you click on the checkbox ‘Create Renewal Notice’ you will not renew the policy, but you will create … Continue reading “Policy renewals”
Policy renewals was last modified: July 12th, 2018 by Aggeliki Soltatou

Manage customers

Your insurance CRM online! Create Customer Select Create Customer and enter the basic info. Name and surname are mandatory fields. Click Save and you’ve just created your first customer. The more info you enter the better you can manage your customers and use pakia as a selling tool. Define Agent When you enter customer’s data … Continue reading “Manage customers”
Manage customers was last modified: July 12th, 2018 by Aggeliki Soltatou

Types of endorsements

Attention! Saving endorsement is completed when you click on Save Endorsement and fill the basic info of endorsement (policy number, dates etc). By clicking on Save on the pop-up window, the endorsement is not saved. Learn more here. Endorsements on policy or insured object Modify policy data The following data may be modified in a policy. Policy … Continue reading “Types of endorsements”
Types of endorsements was last modified: July 12th, 2018 by Aggeliki Soltatou

Endorsements

Create Endorsement Policies→Search/View Policy→Endorsement→Save Endorsement Create endorsements by clicking on Endorsement button on a policy’s form. Types of endorsements may be: Policies/insured objects: modify policy data add/or edit insured object. Coverages: add, remove or modify policy coverages Products: add or remove product from policy Insured: add or remove insured person or insured object More info about types of endorsements … Continue reading “Endorsements”
Endorsements was last modified: July 12th, 2018 by Aggeliki Soltatou

Create insurance policies

Create your first policy at Pakia in less than a minute *Before you enter your first policy be sure that you’ve completed the configuration steps and created the customer. Policies →Proposals→Create Proposal or Policy Step 1: Enter basic info Click at Create Policy and complete the form. Select from the drop down list the following … Continue reading “Create insurance policies”
Create insurance policies was last modified: July 12th, 2018 by Aggeliki Soltatou