Insly

How to set up and manage policy settings?

Policy Settings Overview

How to create a policy from a quote that was accepted by a customer?

How to delete a created policy from the system?

How to add discounts to policies or installments?

How to change the policy issuer and who can be set as the policy issuer?

How to add and remove objects and deal with the changing premium of group policies?

What information can be seen in the "Policy info" section in policy overview? How to edit policy info?

What information is displayed in the "Customer payment" section in the policy overview?

What information is shown in the "Premium" section in the policy overview? How to edit gross premium of the policy?

What information is displayed in the "Revenue" section in the policy overview?

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