Insly

Kai Baltmischkis

Insly kasutusjuhendid

Juhend sertifikaatide seadistamiseks ja väljastamiseks Inslys

Maakleri sertifikaadid kliendile ja pangale saatmiseks

Käesolev juhend kirjeldab, kuidas luua inglis- ning venekeelsed pakkumised, kui kliendiprofiilil on määratud vastav suhtluskeel.

Inglis - ning venekeelsed pakkumised

Käesolev juhend kirjeldab, kuidas failihoidlasse uusi faile lisada, neid kategoriseerida ning pakkumistele lisada.

Failide lisamine süsteemi ning nende sidumine dokumentidega

Käesolev juhend kirjeldab, kuidas lisada seltside võrdlustingimusi muude kindlustusliikide pakkumiste PDF dokumentidele.

Võrdlustekstide lisamine muude kindlustusliikide pakkumistele

Dokumendid

Arveldus agendiga

Arvete automaatne genereerimine

Juhend Insly ja Finbite arvekeskuse liidestamiseks ning e-arvete saatmiseks

E-arvete seadistamine ja saatmine

Ettemaksu sidumine arvega

Arveldus

Juhend maaklerite omatoodete seadistamiseks Inslys

Maaklerite omatooted

Käesolev artikkel kirjeldab, kuidas saab Insly-s olemasolevaid objekte ning varasid üksteisega ühendada.

Objektide ühendamine

Tooted ja objektid

Kindlustusseltside käsitsi lisamine

Kindlustusseltsid

Automaatpikendused

Käesolev juhend kirjeldab õnnetusjuhtumikindlustuse pakkumise vormi ülesseadistamist ning kliendile väljasaatmise võimalusi.

Õnnetusjuhtumikindlustus

Käesolev juhend kirjeldab, kuidas toimib Maa-ameti aadressiotsing kodukindlustuse pakkumuse loomisel.

Maa-ameti aadressiotsing kodukindlustuse pakkumusel

Pangalingiga tasumise võimalus e-pakkumiselt

Ülevaade sellest, kuidas kliente süsteemis ühendada või kustutada.

Klientide ühendamine ja/või kustutamine

Võrdlustabeli formaadi muutmine

Uus pikenduspakkumiste ja -poliiside loogika

Pikenduspakkumised ja -poliisid

Juhend maakleritasude seadistamiseks ja kasutamiseks Inslys

Maakleritasude seadistamine

Automaatsed meeldetuletused lõppevate poliiside kohta

Automaatsed meeldetuletused ootel pakkumiste kohta

Pakkumised ja poliisid

Pakkumisest loobumise teavituse saamiseks tuleb lisada vastav e-maili kirjapõhi Süsteemihaldusesse.

Pakkumisest loobumise teavitus

E-mail

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.