Insurance: Post Claims Experience with Broker Versioning
About the App
|
Description |
Adds Insurance Property & Casualty Claims Interim and Journey surveys to target brokers and customers (respectively). This enables claims being filed through brokers to be supported. | |
|
Prerequisite |
Insurance: Post Claims Experience | |
|
Intended Trigger |
Claims closure | |
|
Hierarchy Unit |
Claims Handler | |
|
Survey Forms |
2 |
Brokered Customer End-of-Claims Survey Broker Interim Survey |
|
Survey Modes |
1 |
Feedless Web Survey |
|
Survey Designs |
1 | |
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Available Pre-Configured Translations |
Survey Form & Email Invitation |
English, Spanish (Spain), Spanish (Mexico), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese |
|
Reporting |
English, Spanish (Spain), French (France), French (Canada), German, Italian, Portuguese (Brazil), Japanese | |
|
Reporting Roles |
3 |
Admin, Insights, Executive The Admin, Insights, Executive roles are shared by all Insurance Solutions included in this scope of work. |
|
Template Data Integrations |
1 |
• Invitation feed (up to 49 templated fields) |
App Supporting Materials
The following table provides quick access to all essential supporting materials for the Insurance: Post Claims Experience with Broker Versioning BPP, including data design specifications, dummy data sets, survey and branding details, and translation files, available in Google Sheet, Excel, and PDF formats.
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Document Name |
Google Drive |
Excel |
|
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Insurance Claims Broker - Survey and Branding Specification |
Insurance Claims Broker - Survey and Branding Specification Google Drive |
Insurance Claims Broker - Survey and Branding Specification Excel |
Insurance Claims Broker - Survey and Branding Specification PDF |
|
Insurance Claims Broker - Dummy Data |
N/A | ||
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Insurance Claims Broker - Translations |
