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  • Flow

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    jhopadlp
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    The document outlines two key workflows - one for sales and one for claims. The sales workflow involves generating quotes, completing online applications, obtaining electronic signatures, collecting documents, underwriting, and issuing policies. The claims workflow involves registering claims, auto-approving simple claims, adjudicating and settling claims through a workbench, and analyzing for potential fraud.

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    The document outlines two key workflows - one for sales and one for claims. The sales workflow involves generating quotes, completing online applications, obtaining electronic signatures, collecting documents, underwriting, and issuing policies. The claims workflow involves registering claims, auto-approving simple claims, adjudicating and settling claims through a workbench, and analyzing for potential fraud.

    Copyright:

    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    6 views1 page

    Flow

    Uploaded by

    jhopadlp
    The document outlines two key workflows - one for sales and one for claims. The sales workflow involves generating quotes, completing online applications, obtaining electronic signatures, collecting documents, underwriting, and issuing policies. The claims workflow involves registering claims, auto-approving simple claims, adjudicating and settling claims through a workbench, and analyzing for potential fraud.

    Copyright:

    © All Rights Reserved
    Download as TXT, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Dashboard → Lead → Activity → Quotations → e-App → e-Signature → Documents → Auto

    UW → Policy Issuance → Sales Analytics

    Claims Intimation → Registration → Auto Approval & STP → Claims Workbench → Claims
    Adjudication & Settlement → Fraud Analytics

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