Financial Services Accelerator Features
Financial Services Accelerator Features
Content
Financial Services Accelerator Features
Quotation and Application Process
My Account
Seller Agent Enablement
Adding a New Seller
Assigning Seller to an Existing Customer
Chatbot
Insurance Agent Capabilities
Adding a New Agent
Adding a New Point of Service
Creating a Commission Contract
Creating or Updating Claim Handler's Data
FSAgent Type
First Notice of Loss
Policy Change Process
Configuring Changeable Items in Backoffice
Policy Renewal
Group Insurance
Adding New Groups and Users
Assigning and Activating Product Plans
Deactivating a Group or a User Account
Integrations
Establishing Connection with Rating Engine
Establishing Connection with BP
Establishing Connection with Quotation Systems
Establishing Connection with Back-End Systems for Policy Issuance
Establishing Communication with SAP Claims Management
Configuring Integration Object
Collecting and Sending Different User Data
Establishing Connection with Quotation System for Creation of Change Business
Establishing Connection with Quotation System for Policy Simulation
Establishing Connection with Back-End Systems for Changing Policy
Establishing Connection with Back-End Systems for Canceling Open Requests
Inbox
SMS Notification
Setting Up the Systems
Enabling SMS Notifications
Product Discovery
Personalization
Sample Products
SmartEdit
Customized Backoffice
Configuring Backoffice
Dynamic Forms
Value Lists
OCC APIs