SME Commercial Combined Quote and Buy 1.0.0
November 28th, 2022
The SME Commercial Combined Quote & Buy accelerator helps small and medium businesses easily apply for an insurance quotation through the Quote & Buy journey, which performs on top of automation processors that deal with rating, pricing, and generating offers.
NOTE
This is part of the FintechOS 22.R3 release. Please check the main release notes for more information.
This is part of the FintechOS 22.R3 release. Please check the main release notes for more information.
Main Features
SME Quote & Buy Flow
As an insurer, you can aid the business owner in choosing the ideal premium offer through completing a quotation, by following these steps:
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Collect the business details;
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Answer the Demands and Needs Test;
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Choose an indicative quote;
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Assess the covered risks;
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Collect the customer's declarations regarding their business;
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Approve the final quote.
Learn how to generate an offer for SMEs by accessing the Solution Walkthrough page.
