Submitting Amendments to ONevap

Xander van Wyk

Created Jul 24, 2024

Submitting Amendments to ONevap

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Laminin

19 Steps
1

Click on Contacts

Click on Contacts
2

Search for the client

Search for the client that you want to work on

Search for the client
3

Select the client

Select the client
4

Click on New Ticket (No Call)

Click on New Ticket to select the new workflow

Click on New Ticket (No Call)
5

Select the Amendments Workflow

The Amendments workflow is linked to the specific brokero

Select the Amendments Workflow
6

Click on Save

Click on Save
7

Click on Edit

Update the mandatory infomation

Click on Edit
8

Select the Policy Holder Type

Select the Policy Holder Type
9

Select Policy Holder SubType

Select Policy Holder SubType
10

Select the Correct Brokers details

Select the Correct Brokers details
11

Select the Correct Brokers Number

Select the Correct Brokers Number
12

Select the Correct email

Select the Correct email
13

Type "Add/Remove Item"Add the Amendment short description

Type "Add/Remove Item"Add the Amendment short description
14

Click on Save

Click on Save
15

Type the instruction in the comments Section

Please Add the amendment instruction here

Type the instruction in the comments Section
16

Click on Save

Click on Save
17

Click on Submit Amendment Request

This will submit the amendment to Onevap

Click on Submit Amendment Request
18

After you have submit, you will be transferred to the lead box

After you have submit, you will be transferred to the lead box
19

Re-Open an Amendment

Click on Re-Open amendment if you want to amend on the existing ticket

Re-Open an Amendment
Well done!
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