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USE CASE #4

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by

Ashley Longnecker

on 15 December 2015

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Transcript of USE CASE #4

USE CASE #4
Insurance Solutions Manual Policy Contract Assembly
USE CASE OVERVIEW
Batch life insurance process
Print or electronic inputs
Only print delivery
Documents require sign and return
Payment may be required
IDENTIFIED CHALLENGES
Manual matching of individual policy contract policy print pages, agent’s packages and the forms manually copied by New Business
Hard copy delivery
Manual binding processes

CURRENT STATE PROCESS
FUTURE STATE
PROCESS FLOW
New Application Approved

Communications Designer uses Business Rules to Combine Policy Contract Pages, Agent Package, and Additional Required Forms
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Document is Archived in View360 with Applicable Click Data
Virtual QA: Pull Policies as Required
Prism Distributes Communications Based on Customer Preferences
Policy Emailed to Customer or Agent
ELECTRONIC
Fully Composed Document Sent to Appropriate Print Center
PRINT
Automated Print, Bind, Insert, and Mail Policy
END
Full transcript