Portal Updates | Feb 2024

ePay link

When a policy has a balance due, you can now send an ePay link directly to the policyholder so they can pay the outstanding balance themselves. When a balance is due, click the ‘Pay Balance’ button on the Policy Overview tab.

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Non-Renewal dashboard

Any policy flagged for non-renewal will now be viewable in a dedicated dashboard. Visit the “Non-Renewal Dashboard” to view these policies before their expiration date.

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