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Walkthrough 01 · Product onboarding

From source information
to an approved product.

Follow the insurer’s preparation and approval process. See which information comes from the source, what needs completion and why a second authorised person reviews it.

Personal accident propositionIllustrative product · No live insurer connection
Insurer-controlled workflow

01 / Start

Import the information
the source can provide.

Start with available product details from the insurer source. Field coverage depends on the source and adapter.

The insurer controls the product.

An import does not automatically make a product ready for distribution.

Illustrative insurer workspace01 / Import
Personal accidentProduct preparation
InformationSource / readiness
Insurer-owned information and approval.

Illustrative flow. Product terms remain under insurer control. Imported fields depend on the source and adapter; missing information must be completed before independent review.

Stress test: the reviewer returns the product for correction

A reviewer can return a product when information needs attention. The preparer corrects it and resubmits it. Publication waits for independent approval.

Control at the point of publication

Preparation and approval
are separate responsibilities.

  • Source informationSupplies the fields that the insurer source and adapter can provide.
  • Product preparerCompletes missing information under insurer control and submits the product for review.
  • Independent reviewerA second authorised insurer person approves the product or returns it for correction.
  • Published productThe approved product version can enter a permitted distribution arrangement. Both organisations must approve the agreement. The journey must also complete its required review before launch. See the partnership bridge →

Keep exploring

Follow the next part
of the partnership.

02

Turn a relevant moment into cover.

Explore choice, consent, distributor payment and insurer-confirmed issuance.

Explore
03

Keep the relationship connected.

Follow service, claim or cancellation requests through insurer review.

Explore

Let’s shape the opportunity

Which products are
ready for your next partnership?

Let’s map the source information, approvals and distribution arrangements you need.

Discuss your partnershipStart a conversation with Ozoned Digital