Page Comparison

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1. The Client has an active policy

2. Premium payment details are missing and i shows “i“, an “i“ is displayed

Solution:

The Premium Amounts are pulled into truMobile from the CSIO - EDI File Download.

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• payment_plan_code should equal 'MO'

• next_withdrawal_date should be current or future date and next_withdrawal_amount should exist

• Otherwise, next_withdrawal_amount and next_withdrawal_date and their values must exist

Incase if In case of any of the fields are missing or do not have values, then an “i“ will be displayed displaying disclosing a message “For payment info, refer to the policy document“.

In case you wish to make changes the policy/premium details on our portal,
We we kindly ask that you to contact the insurance company and request a new EDI file download.

Once we receive the new EDI file with valid/correct data , from the insurance company, the policy / premium will be updated on our portal.

Please note that an EDI file must be sent to us by the insurance company and is necessary for making the policy/premium changes on our portal. Sending us policy documents in a pdf format will not suffice, it must be part of the download.

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Issue: Premium details are incorrect on the Policy Card

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In this case, to make changes the policy/premium details on our portal,
We we kindly ask that you contact the insurance company and request a new EDI file download.

Once we receive the new EDI file with valid / correct data, from the insurance company, the policy/premium will be updated on our portal.

Please note that an EDI file must be sent to us by the insurance company and is necessary for making the policy/premium changes on our portal. Sending us policy documents in a pdf format will not suffice, it must be part of the download.

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If you need any further assistance or have any additional questions, please don’t hesitate to let us know. We’re here to help.

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