Feature #175
Updated by Dheeraj Kumar about 2 months ago
Payment Reminder – Logic
1. Broker/Agent's Legal Name : Selected data
2. Broker Code : Selected data
3. Client Name : Selected data
4. Client Code : Selected data
5. Client Email : Selected data
6. Client Mobile : Selected data
7. Policy Number : Selected data
8. Policy Start Date : Selected data
9. Policy End Date : Selected data
10. Reminder Sent Date : Selected data
11. Reminder Type : Selected data (Document, Payment, Cancellation, Payment Failure)
12. Type Of Notification : Selected data (Email / WhatsApp)
13. Admin User : FCIF user who were in CC
14. Sent To Insurer : Sent to insurance company