PLAN NAME VISIBILITY ON ONE VIEW

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• Probable Downgrade Notification on One View

  Probable Downgrade Notification on One View Target LOBs - Outbound Briefing Info - You may receive a "Probability for Downgrade!!!" alert in the One View portal, indicating customers are likely to switch to a lower validity plan (e.g., 12 → 6 → 3 → 1 ...

• (Minor) Name Correction Process Flow changed

  Dear Team, We have revamped the process for (Minor) Name Correction Process Flow changed: 1. The advisors (all LOB) shall raise a name correction request from HOBS CRM / Oneview CRM by filling in the new name details and create a tagging. 2. The ...

• Plan Sheet

  Dear Team, Update 26 Feb'25: 10 Corporate Retail Plans are live for selected customers: Briefing: It is live for new activations and plan change shall be done only for those who have been onboarded on these plans. Eligibility: It is mandatory that ...