Policy Assesment and Issuance
In this guide, we’ll cover how to set up policy assesment and issuance in the Novulo Underwriting Solution. Follow the videos or step-by-step instructions for each type to ensure proper configuration.
1. Customer Assessment
Customer acceptance is a crucial step in the policy issuance process. It involves verifying the customer’s identity, assessing their risk profile, and ensuring they meet all the necessary criteria. This step ensures compliance with regulatory requirements and minimizes potential risks for both the insurer and the customer.
 |
Watch the video tutorial by lowcodehowto for how to configure a Customer Onboarding Workflow. |
| Een eenvoudige relatie workflow configureren (Dutch) |
2. Policy Assessment
Review the provided information against the assessment criteria and determine eligibility.
Demo
3. Issue the policy
Finalize the process by issuing the policy document and sharing it with the customer.
Support and Resources
- Need help? Post your question on this forum.
- Explore additional tutorials in our Wiki.