We are excited to share that a new Account & Policy Management feature has been added to the Betterview platform along with other related enhancements. Read on for the details…
Account and Policy Management
The new Account and Policy Management capability ensures that the most up-to-date PIF information is available in the Betterview platform while integrating property-level insights into accounts and policies. With this upgrade, Betterview becomes into a truly comprehensive, multi-level property intelligence solution, giving you a complete view across property, account, and policy.
Bulk Upload
The Bulk Upload feature has been improved to allow you to upload properties with account and policy information along with options to synchronize policy information incrementally or completely.
Order History
The Order History page displays all of the individual (single orders) and bulk orders that you have placed in Betterview. Now, you can filter the order history by order type - single or bulk order and several other fields.
Resources
Account and Policy Management
Place a Bulk Order
View Your Order History