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Insurers will not produce a download for this type of change, so the information in the Web portal and app will not be updated.
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Steps:
Steps:
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Locate the client by searching for
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the insureds name or policy number.
Under the “Actions” column, click the ‘Edit’ icon (pencil icon).
Enter the first withdrawal date.
The first withdrawal date is separate as the first payment is often different from subsequent amounts.
Enter the first withdrawal amount.
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This is separate as the first payment is often a different amount from subsequent amounts.
Enter the subsequent withdrawal date.
This will be the subsequent withdrawal date each month until the expiry date.
Enter the subsequent withdrawal amount.
This will be the withdrawal amount until the expiry date.
Click “Submit.”
Note: No documents are downloaded for payment-only changes. If you use this section, you’ll need to add information to a clients payment in every case.
Workflow with Tango
Date: April 12, 2022
Author: Tom Mulhern
Source: Tango
1. Go to Magic Copy: paste your Tango text and images anywhere - Tango - Blog
2. Click on Use Cases
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3. Click on Give Walkthroughs To Customers
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4. Click on About Us
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5. Click on Install Free Extension
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6. Click on Use Cases
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This workflow was created with Tango.
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