The Program Page

A section-by-section tour of the program page, the single source of truth for a program. Covers the invoice and checkout link, email campaigns, payment options and loan terms, transactions, policies, communications, and the Actions menu.

What's covered

• The status and action banner at the top

• View Invoice and Copy Checkout Link

• Starting an email campaign and sending reminders

• Payment options, then loan terms once the loan is bound

• The Transactions table, and changing which payment methods the insured can use

• Customer and Roles, Policies, and Communications

• The Actions menu, and what archiving does