The Arrears Worklist provides a single view of all policies with overdue payments. It allows for filtering and sorting of all policies that are overdue on their premium payments, to help find and manage any outstanding balances efficiently.
Account prerequisites:
User permission: Account read
Filters & sorting
The worklist includes several options to refine the list of policies in arrears:
- Promise to Pay – Filter policies to only show those with or without an active Promise to Pay payment arrangement. A Promise to Pay suggests the arrears are already being managed, as all overdue payments would already have been re-scheduled to new dates at the client's request, so it may be useful to filter these policies out. Read more about Promise to Pay.
- Days Past Due – Set a range to only show those within a certain number of days past due (e.g. 7 to any days overdue).
- Sorting – Arrange the policies to display in order of last payment attempt, next payment attempt, days past due, overdue balance or promise to pay status.
- Last Attempt – The most recent date the system tried to collect an overdue payment.
- Next Attempt – The date of the next payment, if the missed payment has been automatically rescheduled.
For more information on arrears management, see related articles on Client Self-Service Arrears Management and Arrears Management.