The Update Billing Frequency service process enables policyholders, brokers, and
insurance reps to raise a request to change the premium payment frequency for an active
insurance policy.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
where Financial Services Cloud is enabled
Submit a Update Billing Frequency Request Your service reps can capture and submit a billing frequency update request by using the Update Billing Frequency Omniscript.
Self-Service for Update Billing Frequency Service Process Give your customer community users access to the Update Billing Frequency service process on a self-service portal, such as the Financial Services Client portal. When you make the service process available with a self-service portal, your customers can raise service process requests at any time, from anywhere.
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