Seamless Help Center

Seamless modules

Owned by Mi Tran: Insurance-VN
Last updated: Jun 09, 2023
2 min read

  1. Logo: this can be configured using your company’s logo.

  2. Dashboard: please follow this link for more details https://contemi.atlassian.net/wiki/spaces/SHC/pages/1754955813.

  3. Accounts:

    1. Accounts: please follow this link for more details https://contemi.atlassian.net/wiki/spaces/SHC/pages/1756299312.

    2. Leads: please follow this link for more details https://contemi.atlassian.net/wiki/spaces/SHC/pages/1757806628.

    3. Contacts: please follow this link for more details .

    4. Target groups: please follow this link for more details .

    5. Checklists: please follow this link for more details .

  4. Sales & Distribution:

    1. Sales: please follow this link for more details .

    2. Reward Log: please follow this link for more details .

    3. Team management: please follow this link for more details .

  5. Workflows:

    1. Case management: please follow this link for more details .

    2. Workflow Setup: please follow this link for more details .

    3. Rule Engine Setup.

  6. Insurance:

    1. Product Builder: please follow this link for more details .

    2. Document Templates: please follow this link for more details .

    3. Quotes: .

    4. Motor Registry: .

    5. Motor Registry Logs:

    6. Motor Notifications

    7. Motor Registry Postings

    8. Policy Actions & Warning

    9. Upcoming Renewals

  7. Reports

  8. Claims:

    1. Claim List: .

    2. FNOL: .

    3. Pending Payments: .

  9. Guarantees

If you would like to request an article, drop us a mail at production.support@contemi.com

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