SmartPDA Pending Cases

SmartPDA Pending Cases

)

The link for this help topic is:

Note: This product is no

longer being actively developed. Ebix's current mobile SmartOffice solution

is [SmartOffice

Anywhere](http://help-prod.ez-data.com/soa/help/en/).

Users must have the appropriate SmartCaseManager rights to access this

module. The Pending Case Status in SmartPDA provides a powerful snapshot

view of the existing Pending Cases in a user’s office. This provides access

to all of the necessary basic information related to a pending case.

Search Pending Cases

Select the Pending Cases option

from the Main Menu to display the Search Pending Cases screen. The pending

case search has been simplified so that the Contact’s Name, Pending Case

Number, Policy Number and the Carrier Name can be used to search for pending

cases.

Pending Case List)

Select the Go button from

the Search Pending Cases screen to display the Pending Case Detail

information. The Pending Case List displays all of the pending cases

that satisfy the search criteria entered in the previous search screen.

The contact name to which the pending case exists is listed along

with the Type of the pending case and the Product Name.

Pending Case Detail)

Selecting the Contact Name hyperlink from the Pending Case List

displays the Pending Case Detail information. The Pending Case Detail

screen displays the Contact Name, Holding Type, Product Type, Policy

Number, Carrier Name, Status of the Pending Case, Stage of the Pending

Case, the Basic Face Value and Annual Premium.

Click a Main Menu hyperlink

shown in both the top right and bottom right corner of the screen

to return to the Main Menu. To display the Search Pending Cases screen,

click the Search button from

the Pending Case Detail screen.

](javascript:void(0);)

Back to Top