Insureflow Product Builder
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  • Introduction to Product Config
    • Building Products in Insureflow
    • Core vs Configuration
    • Product Builder Componentschevron-right
  • Product Config Building Blocks
    • Building Blockschevron-right
  • Detailed Product Configuration Guide
    • Introduction
    • Branding Guidelines
    • Product Behaviour Setupchevron-right
    • Question Configurationchevron-right
    • Workflow Configuration
    • Tax Setup
    • Binder Setup
    • Document Setup
    • Rating Setupchevron-right
    • Accounting Setup
  • Setup Library
    • Member Roles
    • Question Template Librarychevron-right
    • Workflow Librarychevron-right
      • Draft & Quote Workflow
      • Pre-Bind Workflow
      • MTA Workflow
      • Renewal Workflow
      • Cancellation Workflow
      • Referral Workflow
      • Decline Workflow
    • Functions Librarychevron-right
    • Rating Librarychevron-right
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  1. Setup Library

Workflow Library

Draft & Quote Workflowchevron-rightPre-Bind Workflowchevron-rightMTA Workflowchevron-rightRenewal Workflowchevron-rightCancellation Workflowchevron-rightReferral Workflowchevron-rightDecline Workflowchevron-right
PreviousRating & Binder Controlschevron-leftNextDraft & Quote Workflowchevron-right