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Knowledge Base
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Simfuni Knowledge Base
Policy Management
Policy Management
Managing policies across their full lifecycle.
Payments
Changing Payment Method
Changing Payment Frequency and Date
Adding Unscheduled Payments
Arrears
Arrears Management Overview
Client Self-Service Arrears Management
Overdue Payments
Scheduling Overdue Payments (Promise to Pay)
Payment Deferrals (Payment Holidays)
Arrears Worklist
Payment Waivers
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Policy servicing
Quoting and Issuing New Policies
Viewing Policies, Items and Covers
Quoting and Issuing Endorsements
Viewing Policy Communications
Policy Versions
Batch Policy Imports
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Renewals
Policy Renewals
Cancellations and Policy Expiry
Cancellation Statuses
Manually Cancelling Policies
Automatic Cancellations due to Arrears
Reinstating a Cancelled Policy
Automatic Cancellations due to Expiry
