Common Issues
Below are quick solutions to frequently encountered problems that brokers may face when using ClearPolicy.
No Products Showing
Symptoms: When searching for products, results show an ineligible status.
Solutions:
- Check Scenario Completeness: Ensure all required fields in your client's application are filled in correctly.
- Widen Search Criteria: Consider adjusting the search parameters, such as using a higher credit score.
- Contact Support: If the issue persists after trying the above steps, reach out to our support team for assistance.
> Tip: Double-check all fields for accuracy to avoid incomplete submissions.
Incorrect Calculations
Symptoms: The calculations in your client's application do not appear accurate.
Solutions:
- Check Fee Capitalisation Settings: Review the fee capitalisation settings to ensure they are configured correctly.
- Verify All Inputs: Double-check that all inputs are accurate and complete.
- Use AI Assistant: Utilize ClearPolicy's AI assistant to verify the calculation results for your client's application.
> Note: Precise inputs ensure more accurate calculations.
Login Issues
Symptoms: Unable to sign in or encountering errors during login.
Solutions:
- Clear Browser Cookies and Cache: This can resolve many login issues.
- Verify Email: Ensure you are using the correct email address associated with your account.
- Use a Different Browser: Sometimes switching browsers can resolve the issue.
- Check for Service Outages: Look for any ongoing service disruptions on our system status page.
> Tip: Bookmark the ClearPolicy login page for quick access.
Slow Performance
Symptoms: Pages are loading slowly or timing out in your client's application.
Solutions:
- Clear Browser Cache: This can improve loading times.
- Check Internet Connection: Ensure your connection is stable and strong.
- Disable Browser Extensions Temporarily: Extensions may interfere with performance.
- Try a Different Browser: Test performance in a different browser.
- Check System Status Page: Verify if there are any known issues with ClearPolicy.
> Note: Regularly updating your browser can help maintain optimal performance.
Email Not Received
Symptoms: Verification or notification emails from ClearPolicy are not being received.
Solutions:
- Check Spam/Junk Folder: Emails may be mistakenly filtered there.
- Add to Contacts: Add hello@clearpolicy.ai to your contacts list to ensure delivery.
- Verify Email Address: Confirm that the email address associated with your account is correct.
- Request Resend of Email: If necessary, request the email to be sent again.
- Contact Support: If the issue continues, contact support for further assistance.
> Tip: Regularly check your spam settings to prevent important emails from being missed.