This article explains the Premium Recap feature and how to leverage it to enhance Case management.
Overview
The Premium Recap feature gives you a consolidated view of policy premiums for a Case.
The Premium Recap feature is located within each Case in the Advocate Platform and provides a view of the annual premiums for each policy.
Annual premiums can be edited, and payments can be tracked using the Balance column.
Premiums can also be linked into billing groups to make tracking payments or package policies easier.
Linking Premiums to a Billing Group
After clicking Link to Group, fill in the fields and make selections on the pop-up screen, then click + Create Group.
Viewing Policy Documents
Users can easily reference uploaded insurance documents without leaving the Premium Recap tab
Click the three dots to the right of a policy and select View Documents.
A pop-up window will appear and allow users to navigate between associated documents for the selected policy.
Note: Cases cannot be moved into "Approved" status unless the Premium Recap is complete.
Saving and Exporting
Premium Recaps can be saved directly to the Case's Documents tab by clicking Save to Documents.
The Premium Recap can also be exported as a PDF, and notes can be added to the PDF before export by clicking Add Comment.
Example of a Premium Recap PDF:
