Validation of client details
Updated: 1/17/2020
Validation of client details
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Storyboard Text

  • 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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