The Arrears Worklist provides a single view of all policies with overdue payments. It allows for filtering, sorting, and viewing of policies that are overdue on their premium payments, to help manage 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.
- 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 – Many of the columns can be used to sort the list. Arrange the policies to display in order of last payment attempt, next payment attempt, days past due, overdue balance or promise to pay status.
Column details
- Last Attempt – The most recent date the system tried to collect an overdue payment.
- Next Attempt – The next scheduled date for a collection attempt.
- Promise to Pay – A status to show if an arrears repayment arrangement is already in place. A Promise to Pay arrangement suggests the arrears are being managed, as all overdue payments would already have been re-scheduled to new dates at the client's request. Read more about Promise to Pay.
For more information on arrears management, see related articles on Client Self-Service Arrears Management and Arrears Management.