Ozoned Connect

Explore Connect

See how a partnership
works in practice.

Step through the work behind a connected insurance journey. Follow each action, understand who owns it and see how the outcome moves the partnership forward.

These interactive examples use illustrative scenarios. They do not issue policies, process payments or submit claims.

A preparer completes a product dossier while a separate reviewer checks the information beside an approved product folder
01 / PRODUCT ONBOARDING

Bring a product into a partnership.

Follow import, completion, independent approval and publication.

Explore the walkthrough
A customer compares insurance offers on a tablet with an adviser, alongside consent, a payment receipt and separate insurer policy records
02 / CUSTOMER PURCHASE

Turn a relevant moment into cover.

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

Explore the walkthrough
A customer adds supporting evidence to a policy-linked request while an insurer specialist reviews the documents
03 / POLICY SERVICING

Keep the relationship connected.

Follow service, claim or cancellation requests through insurer review.

Explore the walkthrough
Two colleagues independently review agreement folios connected by an orange route
04 / PARTNERSHIP SETUP & AGREEMENTS

Agree the foundations. Activate the partnership.

Connect both organisations, agree the permitted scope and terms, then approve on each side.

Explore the partnership
Two planners work with product choices, consent, calendar and review steps on a branching orange journey plan
05 / CONFIGURABLE JOURNEYS

Shape the journey around the opportunity.

Choose the starting event, approved offers, review conditions, consent and communications.

Explore journey configuration
Finance colleagues coordinate a premium ledger, receipt confirmations and a separate commission record
06 / FINANCIAL COORDINATION

Keep the financial responsibilities clear.

Follow collection records, full premium remittance, separate commission and accounting handoff.

Explore financial coordination

Read the whole story

The journey is connected.
The responsibilities are distinct.

01

Approved product

Insurer preparation and independent approval create the starting point.

02

Customer decision

The customer reviews available cover, chooses and gives consent.

03

Confirmed policy

Payment is recorded separately; the insurer confirms issuance.

04

Ongoing relationship

Requests, evidence and outcomes remain linked to the policy.

Stress-test the operating model

Explore what happens
when the journey needs attention.

The walkthroughs include meaningful exceptions, so you can assess the operating model beyond its straightforward path.

A product needs correction

Return the product to the preparer before publication. Check how independent approval preserves insurer control.

Try a returned product

An issuance result is unknown

See why the insurer checks its system before retrying, and how the customer remains informed while the result is pending.

Try an uncertain outcome

A claim needs more evidence

Return the request for supporting information, then bring it back to insurer review. Keep claim decisions separate from payment approval.

Try an evidence request

You lead from a different side

Compare the insurer and distributor starting points while preserving the same independent workspaces and authority.

Review the operating model

Let’s shape the opportunity

Which journey fits
your next partnership?

Bring your intended customer moment, product and partners into the conversation.

Discuss your partnershipStart a conversation with Ozoned Digital