Sections

View all

You can view all sections in your product in the left-hand menu

Clone a section

Open

You can clone the section to a new section. Clone means you create another new section with exactly the same as your selected section

Remove a section

You can remove the section of your product. Please note that you can't revert after removing the section

Add a new section

You can enter your section name and click Add to add a new section

Section ID

The ID of the section, and must be a numerical field

Section Name

Name of the section, and it must be unique compared with other sections in your product

Display Name

Displayed name of the section, and it must be unique compared with other sections in your product

Description

Description of your section

Displaying Order

The order in this section will be displayed on the Quote UI

Belong to a plan

Select the plan that this section will belong to from the list of available plans of the current product

Limit Type

• Per claim event

• Per insured period

Value Type

• Fixed value - the predefined value of the section.

  • For example, the insurance company always sets the maximum sum insured of the section 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 section is defined as the sum insured of the section

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)

Deductible Type

• Amount

• % of damage

Deductible type = % of damage

Deductible % Question

A question to capture the deductible %

Minimum Deductible Amount Question

A question to capture the minimum deductible that can has in a section

Maximum Deductible Amount Question

A question to capture the maximum deductible that can has in a section

Deductible Time From Question

A question to capture the deductible time

Deductible type = Amount

Value Type

• Fixed value - the predefined value of the section.

  • For example, the insurance company always set the maximum deductible of section as 10.000.000 and doesn’t depend on the section deductible.

• Input - getting the value from a question tag. The maximum deductible is defined in a section

Limit amount

The predefined deductible, numerical field

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

Source Question

The question that is defining the deductible

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

Limit (Free Text)

Available Covers

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

Cover name

Name of all covers in your section

Active when

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

• Always: this cover is active when the section 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 based on the value of a specific question (ie: Maternity cover is added if Gender is Female)

Limit

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

Deductible

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

Remove

You can remove the cover from the section. When removed, the cover is still in the product but is not in the section