Policies

Once the contract has been finalised and customer has accepted the offer from an insurer, there are two ways to process and place the policy document.

• Finlex platform generates the document
• Insurer generates and uploads the document

Generate policy document

In order to generate a policy document, it's required to design a policy template by the help of Finlex platform team and assign the template for the desired product. During the policy generation process the document template will be used to generate policy pdf document using on the style and content that is defined by the insurance company.

The template document can be as simple as a word document that should be provided to Finlex as a reference.

Upload policy document

Once a customer accepts the offer from insurance company, after finalising the covernote, Finlex platform will be ready to accept a policy document that can be uploaded using user interface.