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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:
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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
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amount
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.
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.
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