Post-policy Issuance Endorsement
Overview
Line of business: Health insurance
Team: Myself, Product Manager, Developer
Time frame: 3 weeks
Summary
Earlier, at Acko after the customer made purchase they could only update certain details of the themselves like Name, DOB etc. after the policy is issued to them. This process is called Endorsements and those updates required underwriting approval. Hence, to make this process seamless and streamlined we built the system in which now user can update their any information at any stage of policy issuance i.e.
Post payment
Pre-policy Issuance
Post-policy Issuance
This initiative, not only streamlined the process for underwriters and customers but targeting improved user satisfaction and engagement.
This project is under NDA, hence cannot provide further information.