Documents Management

This section allows you to manage the documents that are associated with your product. For example:

  • terms and conditions for the current insurance product;

  • the mandatory general presentation of the product as requested by the authorities;

  • mandatory clauses to be included in contracts based on different criteria;

  • sample presentations that are to be used in the quote & apply journey or for different customer personas, and more.

  1. In the Documents Management tab, click Insert. The Add Document form is displayed.

  2. Fill In the following fields:

    • Name: The name of your document;

    • Display Name: The display name of your document;

    • Document Type: From the drop-down, choose between Policy, Terms & Conditions or IPID - Insurance Product Information Document - which is a necessary type of document for the Quote & Buy journeys;

    • Code: The Code for your document;

    • Included in offer template: Check the box if the document must be included in offer template;

    • Included in the policy template: Check the box if the document must be included in the policy template.

  3. Click Save and Close. The document record is displayed in the Documents Management tab.

  4. Continue to tab 8, History.