This topic covers the general implementation of an insurance application. In this application you will be able to create and maintain insurances including packages/policies/coverages. It is also possible to create/configure and maintain products.
Components needed
In order to use the policy administration, you’ll need to add the following components to your model. (see: The Novulo Composer)
In several cases, multiple alternative components can be used. In this example, the one mentioned first is used.
- M4207 is the core for the Policy administration
- M3391 and M4464 are used for handling and configuring (insurance) products for packages/policies/coverages including price list items for specific price lists which can we used for pools e.g.
- M4643 is used for handling properties (questions and answers) for insurances
- M3036 and M??? are used for being able to invoice customers based on insurances
- ** ** is used for the ledger administration. (see: Novulo Finance: Doubly-entry bookkeeping entries and components )
Configuring the first settings
Preparations
Access requests
WIP - Access requests through the appserver and linking to an article about this
Datasets
After installing a new insurance application it is usefull/necessary to install the following dataset groups:
Inrichting assurantie applicatie (template)
Creating the first contacts
How to create a contact [link article]
Necessary is to create a my organisation and a first contact for yourself
- Create a person for yourself
- Create a my organization
- Link these together through connections
- Go to “Users” and link the contact of yourself to your own user
Product configuration preparation
Create a product assortment
Create a first sales channel where your first product assortment will be configured