CPW 2

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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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CPW 2

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