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

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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