Find below technical documentation for creating insurance products using dedicated toolkits, configuring out of the box insurance solutions and other resources. The content is designed for digital consultants and developers who want to build insurance products and automate processes with FintechOS.

Digital Toolkit

Insurance Product Factory

Create and maintain your insurance products portfolio without re-coding your digital journeys every time a product is added, updated, or retired.

Core Insurance Master

Foundation layer for insurance solutions that encapsulates all major processes and configurations that support all other FintechOS insurance solutions.

Core Policy Admin

Create and manage insurance policy termination requests.

Proposal Configurator

Configure insurance solutions meant to facilitate the bidding process.

Core Claims Admin

Process insurance claims by collecting the claim's data, validating it, approving it, and evaluating and issuing the claim payments in accordance with the insurance policy's coverage.

Billing and Collection

Process insurance premium payments (including payments returns and partially allocated payments) and allocate them to the corresponding insurance policies.

Reinsurance Admin

Reinsurance Admin makes it easy to track changes of your reinsurance contracts portfolio and to organize the updated information in an efficient manner.

Life and Health

The Life and Health module allows the user to gather the necessary information, and set a quote for when the customer applies for an insurance.

Legacy

Legacy user guides for releases and journeys compatible with FintechOS Studio v18.1 and prior.