Simfuni Knowledge Base
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Getting Started
Getting Started
Clients
Creating Clients
Managing Clients
Client Enquiries
Policy Management
Policies
Renewals
Cancellations
Payments
Managing Payments
Arrears Management
Policies in Arrears
Payment Arrangements
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Getting Started
Learn about the Simfuni platform and get up and running.
Clients
Learn about creating and updating clients.
Policy Management
Learn about managing policies, renewals, and more.
Payments
Learn about editing payment details, scheduling payments, and more.
Arrears Management
Learn about the different ways to view and manage policies in arrears.