Contact Centre

Steps Policy Issuance Policy Endorsement

Step: 1 Party Creation Work Item Creation

Step2: Quote Generation Quote Generation

Step3: Binding Quote Binding Quote

Step4: Forwarded to S&M/Ops Forwarded to Operation

department department
 Operation
Steps Policy Issuance (CC) Policy Endorsement (CC)
Step4: In warding In warding
Step5: Scanning Scanning
Step6: Indexing Indexing
Step7: Receipting Receipting
Step8: Scrutiny Scrutiny
Step9: Policy Maker Policy Maker
Step10: Policy Checker Policy Checker
Step11: Policy Issuance WI Endorsement
Step12: Print/Dispatch Receipt
 Operation (Policy Endorsement – SP & walk-in)
Steps Process
Step1: WI Creation
Step2: Quote generation
Step3: Binding Quote
Step4: In warding
Step5: Scanning
Step6: Indexing
Step7: Receipting
Step8: Scrutiny
Step9: Policy Maker
Step10: Policy Checker
Step11: Policy Issuance
Step12: Print/Dispatch
 Sales & Marketing (Walk-in /SP)

Steps Policy Issuance Policy Endorsement

Step: 1 Party Creation _

Step2: Quote Generation Quote Generation

Step3: Binding Quote Binding Quote

Step4: Forwarded to Operations Forwarded to Operations

department department
Claims-Intimation Process
Claims-General eBao Process
Claims-General eBao Process
(Evaluation of Loss)
Claims-General eBao Process
(Appraisal)
Settlement of Loss