Validation of client details
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Here is the Producer, who is applying for a policy on behalf of the client.
The client provides their identification.
The Producer uses their phone to take a picture of the ID which is uploaded into the application.
In-line process integration will alert the Producer of any disparities between the ID and client details. The producer can immediately clarify the issue.
The client’s banking information is provided to the producer.
The application will alert the producer if there are any errors in the banking information provided.
The producer can address these errors before submission.
! Error in banking details
Application is submitted successfully. At the point of submission, all banking and identification issues are fully resolved!
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