CPW 2

CPW 2
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Storyboard Text

  • Generate Documentation
  • Connected Broking 
  • CPW
  • Create Bound
  • Connected Broking 
  • CPW  - Create Bound
  • Data Flow to EPIC
  • Connected Broking 
  • EPIC
  • Broker can generate required documentation (proposal/submission documents) through CPW and can save it in their desktops. Documents are automatically sent to CB docstore and are available in CB placement 
  • Broker bounds the markets and defined details around bound record flow to Connected broking
  • Through Connected Broking "specified" data will flow to EPIC renewal policy record. Also, EPIC policy record ID will flow back to CB. Placement is marked as complete
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