Help center

FAQ

Quick answers to the most common questions.

Why can't I activate a policy?

Activation needs the policy number. Enter the number issued by the insurer and click “Save & activate”.

How do I renew a policy?

From the policy or the renewals page click “Renew”: a draft with the same details for a new year is created. Adjust amounts, enter the new number and activate.

Why can't an agent see all clients?

Agents see only clients assigned to them. Change the client's “assigned agent”.

Does Waseet send WhatsApp messages automatically?

No — it opens WhatsApp with a ready message and you press send. Emails are sent automatically.

How do I remove the sample data?

Settings → Workspace → Sample data → “Remove sample data”.

Why are digits Latin in the Arabic UI?

On purpose: policy numbers and amounts use Latin digits to match insurer documents. You can type Arabic-Indic digits in inputs.

FAQ · Waseet