Bring a product into a partnership.
Follow import, completion, independent approval and publication.
ExploreWalkthrough 03 · Policy servicing
After the policy.
The relationship continues.
Follow a request from the customer’s familiar channel to the responsible insurer team. Switch between service, claim and cancellation examples.
01 / Start
Start from the
issued policy.
The customer or authorised partner initiates a request linked to the issued policy.
The customer or partner starts the request.
The insurer remains responsible for the insurance decision.
Illustrative policy service
Policy service request
The request stays linked to the issued policy.
Requests remain linked to the policy and supporting evidence. An insurer decision and claims payment approval are separate steps. A cancellation request is not a confirmed cancellation until the insurer records the outcome.
Stress test: the insurer needs more information
Return the request for supporting information without treating it as a completed decision. Add the required evidence before it moves back to insurer review.
Claims retain their own controls
Review the claim.
Approve payment separately.
01
Lodge the request
The customer or partner submits the claim request and supporting evidence.
02
Assess & decide
The insurer assesses the evidence and records the proposed decision.
03
Approve the decision
The insurer claims approver approves or returns the decision.
04
Approve payment
Claims payment requires its own separate approval before payment processing.
Connect coordinates the request and outcome. It does not make the insurance decision or hold customer money.
Keep exploring
Follow the next part
of the partnership.
Turn a relevant moment into cover.
Explore choice, consent, distributor payment and insurer-confirmed issuance.
ExploreLet’s shape the opportunity
Make ongoing service
part of the partnership.
Let’s explore how customers and your teams should initiate, review and track policy requests.
Discuss your partnershipStart a conversation with Ozoned Digital