seale design
Recommended Quote Workflow
Recommended Workflows:
1.Claims Page: A check for un-reported claims is done after clicking “Continue” on the Coverages Page. If the system finds claims that the user did not identify as “Previous Losses” on the Additional Information Page, the Claims Page is displayed.
a.If the user exits the Claims Page via the “Continue” button or the “Exit” link and then retrieves the quote at a later time, they are brought back to the Claims Page.
b.Claims Page: “I agree that the above Claims Information is correct”
i.If “No” is selected, navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center.
ii.Save the Claims Y or N flag in the database, associated with the quote.
2.Claims Pop-up: A check for un-reported claims is done after clicking “Continue” on the Coverages Page. If the system finds claims that the user did not identify as “Previous Losses” on the Additional Information Page, the Claims Pop-up is displayed.
a.“No, I do not accept” – navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center. Save the Claims Flag = N
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button, display the Claims pop-up again. We do not want them to Purchase unless they accept the claims or finish their purchase in the call center.
b. “Save and Return Later” – navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center. Save the Claims Flag = NULL
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button, display the Claims pop-up again. We do not want them to Purchase unless they accept the claims or finish their purchase in the call center.
c.“Yes, I accept” – navigate user to the Purchase Page. Save the Claims Flag = Y.
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button do not display the Claims Pop-up. Since the user accepted the claims previously, add them as previous losses on the Additional Info page, as it does now.
Recommended Quote Workflow
Recommended Workflows:
1.Claims Page: A check for un-reported claims is done after clicking “Continue” on the Coverages Page. If the system finds claims that the user did not identify as “Previous Losses” on the Additional Information Page, the Claims Page is displayed.
a.If the user exits the Claims Page via the “Continue” button or the “Exit” link and then retrieves the quote at a later time, they are brought back to the Claims Page.
b.Claims Page: “I agree that the above Claims Information is correct”
i.If “No” is selected, navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center.
ii.Save the Claims Y or N flag in the database, associated with the quote.
2.Claims Pop-up: A check for un-reported claims is done after clicking “Continue” on the Coverages Page. If the system finds claims that the user did not identify as “Previous Losses” on the Additional Information Page, the Claims Pop-up is displayed.
a.“No, I do not accept” – navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center. Save the Claims Flag = N
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button, display the Claims pop-up again. We do not want them to Purchase unless they accept the claims or finish their purchase in the call center.
b. “Save and Return Later” – navigate user to the “Thank You” page and display dispute help information and the call center phone number. A quote number must also be displayed so the purchase can be completed in the call center. Save the Claims Flag = NULL
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button, display the Claims pop-up again. We do not want them to Purchase unless they accept the claims or finish their purchase in the call center.
c.“Yes, I accept” – navigate user to the Purchase Page. Save the Claims Flag = Y.
i.If the user retrieves the quote again, bring them to the Coverages Page and if they click the Continue button do not display the Claims Pop-up. Since the user accepted the claims previously, add them as previous losses on the Additional Info page, as it does now.