Building Blocks

Overview

Creating an insurance product within the Insureflow platform involves several essential steps known as 'building blocks'. These include:

• Product Structure & Behaviour: Defining the product's core attributes, links and capabilities.

• Question Sets: Collecting data through tailored questions.

• Pages & Actions: Organising questions and creating actions through the interface.

• Workflows: Linking pages, actions, and processes to create business workflows.

• Rules: Creating logical rules for automated decision-making processes

• Pricing: Establishing both manual and automated pricing strategies.

• Document Generation: Automating the production of necessary documents.

• Insurer & Binder Setup: Configuring insurer and binder details.

• Taxes & Rules Setup: Applying relevant taxes and regulatory rules.

The subsequent pages detail the essential capabilities offered in each key area.

After familiarising yourself with their purpose, you can proceed to the comprehensive configuration manual, which offers explicit instructions for product creation.