Change Client
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Learn how to change the client for a specific policy in Converted or Upcoming stages without affecting other transactions. Follow simple steps to update client details seamlessly.
Cleansing Policy Custom Fields
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Over time, we may have set up Policy Custom Fields incorrectly. By now, we understand the challenges caused by poorly configured Policy Custom Fields. If this is the case, let’s explore how we can systematically correct these fields and improve the overall user experience.
Cleansing Class of Policy Master
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For insurance brokers based out of India, the class of policy master should only list the Line of Business as per IRDAI. If you by mistake messed it up the class of policy master, you can follow the following steps
