What is the Transaction Wizard?

Modified on Sat, 9 Dec, 2023 at 2:23 AM

As discussed in the article What is a Wizard?, each process in INSIGHT has its own specific wizard.


Transaction wizards are specific to policy processing:


There is a Transaction wizard throughout the entire lifecyle of the polcy, for example, from quotation, new business, endorsement, renewal, cancellation etc.

There are common pages between the different Transaction wizards.
Some Transaction wizards willl have unique pages depending on the feature they are processing, for example, SCTP, Sunrise, Split Invoicing, NRIT, etc.


 QUICK TIP: Read the article What is a Wizard? to understand the best way to use wizards.



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