Simfuni Knowledge Base
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Policy Management
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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Simfuni Knowledge Base
Policy Management
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
Policy Management
Learn about managing policies, renewals, and more.
Overview of policy management
Policies
Quoting and Issuing New Policies
Viewing Policies, Items and Covers
Quoting and Creating Endorsements
Viewing Policy Communications
Printing Policy Documents
See more
Renewals
Policy Renewals
Cancellations
Cancellation Statuses
Manually Cancelling Policies
Automatic Cancellations due to Arrears
Reinstating a Cancelled Policy
