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  • Feedback 7.4.23

    Uploaded by

    Trushaba B. Jadeja
    6 views23 pages
    The document provides instructions for modifying an online application form and process for an international education insurance plan. Key points include: - Make the animation on the form faster and add the HDFC Life logo - Change form fields such as increasing the font size of the phone number and making ZIP code not mandatory - Expand lists like industry types and reduce the number of required documents - Add validations, declarations, terms and conditions, and allow emailing the completed form for signature - Provide payment instructions and an ability to upload proof of payment

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    The document provides instructions for modifying an online application form and process for an international education insurance plan. Key points include: - Make the animation on the form faster and add the HDFC Life logo - Change form fields such as increasing the font size of the phone number and making ZIP code not mandatory - Expand lists like industry types and reduce the number of required documents - Add validations, declarations, terms and conditions, and allow emailing the completed form for signature - Provide payment instructions and an ability to upload proof of payment

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views23 pages

    Feedback 7.4.23

    Uploaded by

    Trushaba B. Jadeja
    The document provides instructions for modifying an online application form and process for an international education insurance plan. Key points include: - Make the animation on the form faster and add the HDFC Life logo - Change form fields such as increasing the font size of the phone number and making ZIP code not mandatory - Expand lists like industry types and reduce the number of required documents - Add validations, declarations, terms and conditions, and allow emailing the completed form for signature - Provide payment instructions and an ability to upload proof of payment

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 23

    Make the animation faster

    Add HDFC
    Life logo here

    Small W - wholly
    Innovating to back ambitions of
    Indians globally
    Delete
    ? Add question mark
    Answer a few questions
    Make one box blue and one red.

    Increase font size of phone number. It is


    not readable.
    FILL ALL FORMS IN ALL CAPS

    Please share your contact details with us


    product(s)
    Bookings

    To be added later and integrated with policy


    issuance
    check
    Premium Guarantee Benefit
    Add date and
    time of
    illustration
    generation
    Write child – not
    child name
    Application No.

    US Dollar Global Education


    Plan

    Premium Payment Mode


    Contact Number
    Delete section
    • Passport Number
    • PAN Number
    • Annual Income (in
    USD)
    • Type of Industry:
    Please expand list.

    https://www.sos.la.gov/
    BusinessServices/Publis
    hedDocuments/Industry
    %20Business%20Type%
    20List.pdf

    Educational
    Qualification: Spelling of
    illiterate is wrong
    Medical Questionnaire
    • Make ZIP Code not mandatory
    • Country should auto populate
    from previous screens
    • Only 3 documents

    Passport copy – First 2 pages and


    last 2 pages

    Income Proof
    Passport photo
    Additional Details

    Objective:
    • Protection
    • Saving
    • Investment
    • Wealth
    creation
    • Others
    Please check validations here.
    Submit
    Application

    On submit –

    Summary of application
    Declaration from customer and acceptance on T&Cs
    Acceptance from customer

    Email illustration + completed app form to customer for signature.


    Submit
    Application

    Make Payment

    Payment instructions:

    HDFC International Life and Re Company Limited


    Bank Account Details

    Upload proof of payment –


    Update transaction number –

    SUBMIT

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