User Guides

Organisation management

• Edit the organisation summary
• Configure the functionality of your organisation
• Whitelist a user email domain

User groups

• What are user groups?
• Switch on/off user groups for your organisation
• Create a user group
• Edit a user group
• Add a team member to a user group
• Reassign or remove a team member from a user group.

Policies

• Edit a policyholder's information
• Manage beneficiaries on a policy
• Cancel a policy
• Create a refund request
• Issue a new policy
• Issue a policy from an existing application

See all 17 articles

Claims

• Claims overview
• Open a claim
• Create a note on a claim
• Upload supporting documents to a claim
• Check the status of a claim
• Check the activity on a claim

See all 8 articles

User management

• Manage your account settings
• Edit your timezone
• Manage your notifications settings
• Manage your security settings
• Archive a role in your organisation
• Edit an existing role in your organisation

See all 12 articles

Payments

• How to add a payment coupon to a policy
• View the payments on a policy
• Mark a fulfilment request as fulfilled or reject it
• Mark a claim payout request as processing or reject it
• Check the status of a claim fulfilment request
• Check the status of a claim payout request

See all 10 articles

Complaints

• View the activity log on a complaint
• Create a note on a complaint
• Log a new complaint
• Manage complaints
• Edit an existing complaint
• Close a complaint

See all 7 articles