Proposal Configurator 1.0

August 6th, 2021

This is the first version of Proposal Configurator, a module that offers the ability to bundle products, coverages of the product, link the product item to the coverages of the product, and create personalized offers based on the audience, using the Quote&Bind Configurator menu. The offers are displayed in the form of offer cards. Read below the main features of this module.

What's New

Configure the Quote

Proposal Configurator offers the option to configure the quote registration, in order to correlate the existing configuration with a quote process. Read more about this on the Quote Configuration page.

Configure the Card Offers and Card Items

Proposal Configurator offers the ability to configure the offer cards to be displayed in the interface, and the card items, that are then linked with the product item, in order to create offer types. Read more about this on the Cards and Card Items pages.

The following options are available:

• Insert a new card;

  

• Insert card items;

  

• Link the card items to a specific card.

  

Configure DNT Questions and Answers

Proposal Configurator offers the ability to configure the options to be selected by the user in the Quote&Bind application, they then translate to boolean answers for the configured DNT question. Read more about this on the DNT Questions and DNT Question Answers pages.

• Insert DNT questions;

  

• Insert DNT question answers.

  

Configure the Audience and Insurance Persona

Proposal Configurator offers the ability to define an insurance persona. For each insurance persona, add a number of the available cards, which represent the offer shown for that selection. Finally, add the insurance persona on quote configuration. Read more about this on the Audience and Insurance Persona pages.

The following options are available:

• Configure the audience;

  

• Configure the insurance persona;

  

• Insert an insurance persona card.