How To

Describes how to perform certain tasks

How to Capture an application
                                                               To successfully capture an application, follow the steps below On logging in, the fo...
Tue, 15 Sep, 2015 at 11:05 AM
How to Submit an application
To submit a draft application, follow the steps below: Click on Applications in the Main Menu. Click on the view button (the magnifying glas...
Mon, 29 Feb, 2016 at 3:49 PM
How to Download cession / participation certificates
To download/view cession / participation certificates, follow the steps below: Make sure you are logged in to the system. Click on Clients an...
Tue, 15 Sep, 2015 at 9:53 PM
Handle an application that says 'Additional Info Required'
An agent will receive an email when an application has been moved to status "Additional Information Required" Open the application detail...
Tue, 15 Sep, 2015 at 9:55 PM
How to Capture a Client
                                                         To successfully capture a client, follow the steps below: Click on Clients on your dash...
Tue, 15 Sep, 2015 at 4:02 PM
How to Create an Advice Record and a Credit Life Advice Record
   To create an advice Record and a credit life advice record, follow the steps below: Select the desired client for which you want to crea...
Tue, 15 Sep, 2015 at 9:50 PM
How to add an Application Attachment
An application attachment can be a copy of the client's I.D or any other valuable information identifiable with that client. The cession and participat...
Wed, 16 Sep, 2015 at 8:41 AM
How to Report a Problem or ask a Question
In order to report a problem or ask a question, follow the steps below: Make sure you are logged in to the Plan Pro System. On the dashboard, cl...
Wed, 16 Sep, 2015 at 8:52 AM
How to edit your system Details
To edit system details, follow the steps below: Make sure you are logged in to the system.  Click the drop down next to your e-mail addre...
Wed, 16 Sep, 2015 at 9:14 AM
how to have a policy account number reflected on the cession certificate.
This article will explain how to have a policy account number reflected on the cession certificate.    Perform the following steps: Capture...
Mon, 29 Feb, 2016 at 4:18 PM