How to Enable Policy Issuing and Purchasing

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All Products created within the platform are able to issue policies and be purchased via storefront if desired by the Product Owner. 

In the Configuration tab, under 'Issuance and Renewal,' there are radio buttons that allow or do not allow policy issuance. This is also where you will choose which document you would like to be generated as a policy dec form.

 

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To enable to purchasing of a policy via storefront, under Finance, toggle the 'Use Dais to generate billing statements' button to 'Yes.' This will open up another section, 'use Dais for payment processing.' Selecting yes for that question as well will open up other policy issuing and payment options.

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Note: If you receive reports of a customer quote spinning in the storefront, check to ensure that your product is set to use Dais for payment processing. If it is not, no quote will be generated in the storefront.

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