Insureflow User Guide

Welcome to the Insureflow User Guide

Insureflow is designed to streamline and simplify the insurance product configuration and management processes from start to finish.

This comprehensive guide will provide you with step-by-step instructions, from the basics to the most intricate features of the platform, ensuring that you can harness the full potential of Insureflow.

No matter your level of expertise, this user guide is tailored to meet your needs and will empower you to navigate and use the system with ease and confidence.

Tip: Use the Powerful Search Feature

The search function in this User Guide is powerful and often the quickest way to find the answer to your question.

In the top right-hand corner of this screen, click on the search field and enter your query.

• You can search for a topic or;

• Use the AI-powered search, which will, where possible, return the answer to your question.

Understanding Core vs Configured

It's important to distinguish between Core and Configured functionality when following this guide.

Core Functionality

This functionality remains consistent throughout the system and is not affected by any configurations that are specific to your business or insurance products.

Configured Functionality

This functionality is configured for your company and insurance products. For instance, the Draft Risk process will present varying questions, pages, and choices depending on the product you're managing or creating within the platform.