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Field

Description

Plan ID

The ID of the plan, must be numerical field

Plan Name

Name of the plan, and it must be unique comparing with other plans in your product

Display Name

Display name of the plan, and it must be unique comparing with other plans in your product

Description

Description of your plan

Displaying OrderTBD

The order that this plan will be displayed on Quote UI

b. Plan limit

Field

Description

Limit Type

  • Per claim event

  • Per insured period

Value Type

  • Fixed value - the predefined value of the plan.

    • For example, the insurance company always set the maximum sum insured of the plan as 10.000.000 and doesn’t depend on the all covers' sum insured

  • Input - getting the value from a question tag. The maximum sum insured of the plan is defined as the sum insured of the plan

Limit amount

The predefined limit SI, numerical field

Note! This field only shows when the value type = Fixed value

Source Question

The question that is defining the limit SI

Note! This field only shows when the value type = Input

Limit (Free Text)

 

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Field

Description

Available Covers

List of all covers of your product. To add a new cover in your plan, you would need to choose a cover in this dropdown and click Add to add the cover in your plan

Cover name

Name of all covers in your plan

Active when

Define whether the cover is mandatory in your plan, or is optional depending on the selected condition

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  • Always: this cover is active when the plan is selected.

  • Yes/No question: this cover is active when a specific question is answered as “Yes” (ie: Include cover A - Yes)

  • Custom condition: define active rules base on value of a specific question (ie: Maternity cover is added if Gender is Female)

Limit

Limit sum insured of the cover in the plan. The cover can have its own limit Sum insured, and different limit SI when it is in a plan

Deductible

Deductible of the cover in the plan. The cover can have its own deductible, and different deductible when it is in a plan

Remove

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You can remove the cover out of the plan. When removed, the cover is still in the product, but is not in the plan

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