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续订保单
通过电子邮件提醒通知,跟踪续订变得更加容易。计划作业会发送提醒通知,电子邮件也包含快速续订保单的便捷链接。
位置:此功能在“财产和伤亡申请”下的保险申请套件中可用。
方式:在保单到期续订时,系统会向保单持有人发送电子邮件通知,提醒他们保单即将到期。该电子邮件包含到期保单的链接以及续订保单的链接。
我们创建了一个计划作业来发送这些提醒电子邮件。如果您想查看作业:
- 从应用程序启动程序中,搜索并打开 Vlocity 计划作业。
- 单击 PolicyRenewBatch。
另请参阅

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