Insurance applications.
Requirements in context.
Bring the business insurance application and its supporting material into one reviewable journey. Configure the information you need for each offering and give applicants a clear place to provide answers and documents.
Discuss insuranceStart with the request.
Shape it for the work.
Shape a business insurance Product Offering around the coverage and risk information your team requests. Use configured sections for the organisation, locations, operations, requested cover, and other product-specific questions.
- Business insurance application
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Business identity and operating details
- Locations, assets, or activities in scope
- Requested coverage and policy context
- Risk history and declarations relevant to the offering
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Business registration and ownership evidence
- Schedules or lists of insured assets
- Existing policy or loss-history documents
- Other supporting evidence requested by your team
A review path
your team can follow.
Keep completeness checks, specialist review, clarification requests, and the recorded application outcome connected. Workflow permissions control which user types can view, edit, or act on assigned sections and documents.
- 01Collect business and coverage details
- 02Check required evidence
- 03Review the submitted application
- 04Request clarification or record an outcome
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how insurance applications, documents, and review could fit your process.