Proposal Configurator 1.0
Proposal Configurator offers the ability to configure product offerings in logical bundles, covering core and optional benefits comparatively priced by level and benefit type.
The need to comply with Insurance Distribution Directive and Demands and Needs Test requirements, is actually leveraged by Proposal Configurator, to deliver customized insurance propositions to customers, with clarity around breadth of coverage and the cost associated with it.
Detailed instructions for using Proposal Configurator to create card offers for the targeted audience.
What is the Proposal Configurator, how it works, and what are its uses.
Configuring the Offer Cards
Learn how to configure offer cards.
Configure the Quote
See how to configure a quote with Proposal Configurator.