Term Life Quote & Apply 1.1.0

May 6th, 2022

The 1.1.0 version of Term Life Quote & Apply is enriched with new features aimed to provide a clear and easy journey through the quotation flow steps. Compatible with the 22.1 version of FintechOS Platform.

What's New

Insured Amount

In the Quotation Step of the Term Life journey, you can now input an insured amount for the Term Life Coverage up to 1 million EUR, or the equivalent in RON or GBP.

See more details by accessing the Quotation Step page.

Application Form

After generating a quotation, and navigating to the Application Form step, review the following grids, to validate the quotation application:

• Agent Details;

• Policyholder & Insured Person;

• Complete Bank Details;

• Policy Details.

  

Learn more by accessing the Application Form page.

Generate, Sign and Submit

After validating the quotation, generate, sign and submit the application. This is generated as a .pdf file that you can view and download.

Learn about how to submit the application by accessing the Generate, Sign and Submit page.