Life and Health 1.0
October 22nd, 2021
This is the first version of Life and Health, a module that allows the user to gather the necessary information, and set a quote for when the customer applies for an insurance. The module allows gathering more than just the basic information about the customer in order to establish a quote. Hence, a financial needs analysis, or a Demands and Needs Test (DNT) stage is introduced for the customer to determine the best fitting package that they can apply for. The customer can then select one or more of the packages from a list of automatically generated quotations based on the personal and financial information previously provided. The customer can then apply for a term insurance policy.
Quote and Apply: This feature allows the user to start a new digital journey in order to apply for a personalized insurance quote. In the journey the user can input the details of the agent and the customer, and gather information in order to offer the most suitable quotation.
Agency: This feature allows the user to create new agent users and manage a list of existing agent records.
Read more about the Life and Health module in the dedicated user guide.