Submitting Amendments to ONevap

Laminin

  1. 1. Click on Contacts

    Click on Contacts

  2. 2. Search for the client

    Search for the client that you want to work on

    Search for the client

  3. 3. Select the client

    Select the client

  4. 4. Click on New Ticket (No Call)

    Click on New Ticket to select the new workflow

    Click on New Ticket (No Call)

  5. 5. Select the Amendments Workflow

    The Amendments workflow is linked to the specific brokero

    Select the Amendments Workflow

  6. 6. Click on Save

    Click on Save

  7. 7. Click on Edit

    Update the mandatory infomation

    Click on Edit

  8. 8. Select the Policy Holder Type

    Select the Policy Holder Type

  9. 9. Select Policy Holder SubType

    Select Policy Holder SubType

  10. 10. Select the Correct Brokers details

    Select the Correct Brokers details

  11. 11. Select the Correct Brokers Number

    Select the Correct Brokers Number

  12. 12. Select the Correct email

    Select the Correct email

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

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

  14. 14. Click on Save

    Click on Save

  15. 15. Type the instruction in the comments Section

    Please Add the amendment instruction here

    Type the instruction in the comments Section

  16. 16. Click on Save

    Click on Save

  17. 17. Click on Submit Amendment Request

    This will submit the amendment to Onevap

    Click on Submit Amendment Request

  18. 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. 19. Re-Open an Amendment

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

    Re-Open an Amendment