Building Products in Insureflow
Introduction
Welcome to the Insureflow Product Builder training material. The Product Builder functionality enables you to create and deploy a comprehensive range of insurance products and processes onto the Insureflow platform. Tailored to the specific needs of the insurance sector, this tool is designed to provide a robust, low-code solution for product development.
Key Configuration Steps
The configuration process is broken down into four essential parts:
Configuring Products into the CMS: Define your product's behaviour, questions, workflows, binder agreements, and tax considerations, all within the Content Management System (CMS).
Writing Rules in JavaScript: Implement business logic, such as referral and decline criteria, using JavaScript to ensure your product meets your underwriting and compliance requirements.
Creating Document & Email Templates in HTML & Angular: Design policy documents, terms and conditions, and other customer-facing materials using HTML and Angular templates.
Creating Rating Engines: Utilise the database and JavaScript to create bespoke rating engines that calculate premiums and handle other key rating factors.
Flexibility & Customisation
What sets the Insureflow Product Builder apart is its unparalleled flexibility. Each product can have its own unique processes, workflows, views and more, allowing you to customise journeys across the entire policy lifecycle. This ensures that every insurance product you develop is robust and specifically tailored to meet individual business and product requirements.
By mastering these configuration steps, you'll be well-equipped to create diverse, robust, and customer-centric insurance products through Insureflow's Product Builder.
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