Policy Workflow
Step 1: CRM to Esignature Data Integration
Trigger: Qualification of a lead in Close CRM.
Process: Secure API transmits necessary prospect data to the esignature platform.
Data Points: Prospect's name, contact details, preliminary agreement details.
Step 2: Esignature Process
Trigger: Prospect accesses the document via a secure link.
Process: Prospect signs the document online.
Verification: Esignature platform sends a webhook to AMS indicating 'signed' status.
Step 3: Policy Draft Creation
Trigger: Reception of 'signed' status from the esignature platform.
Action: AMS automatically generates a policy draft.
Details: Draft includes prospect data, agreed terms, placeholders for broker input.
Step 4: Broker Notification
Trigger: Creation of the policy draft.
Action: Automated email to broker with a form link.
Details: Email provides instructions for completing missing policy information.
Step 5: Broker Completes Policy Form
Access: Broker accesses the form via link.
Data Entry: Fills in policy details and uploads necessary documents.
Submission: Submission triggers CSA notification.
Step 6: CSA Review and Approval
Trigger: Submission of broker's completed form.
Review: CSA checks form data against documents for accuracy.
Payment Verification: Links and verifies payment, decides on receipt association.
Approval: CSA approves the policy if satisfactory.
Step 7: Final Broker Notification
Trigger: Policy approval by CSA.
Action: Automated confirmation notification to broker.
Step 8: COI Generation
Trigger: Policy approval.
Action: CSA generates a Certificate of Insurance (COI) for all active policies.
Distribution: COI prepared for distribution.
Step 9: Welcome/Update Email to Insured
Trigger: COI generation.
Action: CSA sends a welcome/update email with attached COI.
Details: Includes contact info and next steps for the insured.