Setting up your insurance solution

Insurance
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This📘 Guide walks you through the key topics involved in setting up and maintaining your Novulo insurance solution. From getting started to configuring and going live.

:light_bulb: Tip: use the table of contents in the right sidebar to navigate quickly.

:compass: Getting stared

Understand the fundamentals of the Novulo platform and how to navigate it.

:television: Watch: our Novulo video serie on the core principles of the platform.

Using your insurance solution

:television: Watch (2 videos): how to work with your Novulo solution.

Build your insurance application

Compose and deploy your application.

:package: Recommended: Use model 10768 and dataset ‘Volmacht inrichting’ to kickstart your insurance solution.

This model includes among other things master data, templates, workflow configurations and REST endpoints tailored to suit your insurance solution. The functionality depends on the composition you make and deploy.

:gear: Functional configuration

Set up the business processes that define how your insurance application operates in these 10 steps.

:television: Watch (9 videos): how to configure for insurance.

1. Product Setup

Define and configure insurance products, including coverage options, premiums, and underwriting rules.

2. Policy Request for new & existing clients

Manage policy requests, including client verification, requests via external platforms or websites and data input in the

3. Policy Assessment and Issuance

Review, approve, and issue policies while generating invoices seamlessly.

4. Policy Amendments

Handle changes to policies, such as coverage updates or updating insured objects. WIP

5. Renewals

Automate and manage policy renewals to ensure continuity of coverage.

6. Claim Submission

Facilitate the submission of claims through intuitive channels.

7. Claim Settlement

Efficiently process and resolve claims, ensuring prompt settlements.

8. Financial Processes

Manage premium collections, debtor administration, and reconciliation processes to maintain financial accuracy.

:television: Watch (3 videos): how to configure financials.

9. Chain Communication

Streamline communication with external parties, such as brokers and insurers, to ensure alignment across the value chain.

10. Compliance and Reporting

Ensure adherence to industry regulations and generate branch-specific reports for compliance.

:ring_buoy: Help: Find more information on frequently-used-functionality.

:test_tube: Technical configuration

Expressions

Novulo has its own expression language. It is used for the development of components and for the configuration of applications.

:television: Watch: how to work with expressions in dutch with cc.

1. Output

Generate documents, forms, notes, tasks, and letters (doc, docx, PDF, e-mail) based on data from your Novulo application.

:television: Watch (2 videos): how to configure output management.

2. Workflow

Workflows are used to automate application specific business processes. They can be triggered by the scheduling service; manually; or by components.

:television: Watch (3 videos): how to configure workflows.

3. Interfaces

Your application receives ongoing data (incoming interfacing) from external systems and sends outgoing or bi-directional data (outgoing or bi-directional interfaces).

:television: Watch (2 videos): how to configure interfaces.

:television: Watch (3 videos): how to access and add data.

4. Authorisation

Rights profiles can be used to restrict access to part of the application for one or more groups of employees.

5. Reports

The Novulo Export engine allows exporting in different formats and with advanced filtering and sorting.

6. Data migration

Data migration is the process of importing and staging data into your application using templates, temporary tables, and structured imports.

:hammer_and_wrench: Development

1. Component development

If you want functionality in your application, and there is no component available for it yet in the Application Server, you can use the Novulo Architect to develop your own component.

:television: Watch (3 videos): how to work in the Novulo architect.

2. Plugins

You can activate, deactivate, or manage plugins per component to tailor behavior to specific business needs.

3. Debugging

Trace data flows, monitor component behavior, and analyze logs to identify and resolve issues during development or deployment.

:rocket: Deployment and go live

Ensure that new features or changes are properly bundled, tested, and made available for end users in a controlled, production-ready state.

:wrench: Maintenance

Monitor, update, and troubleshoot your application to ensure smooth daily operation. This includes managing logs, tracking data changes, configuring default values, and keeping the system clean and reliable over time.