GroupKT - New Business

8/2/2019 GroupKT - New Business

1/15

Group New Business

Brown Bag


2/15

Structure of Group Product

Category 1

Member

list

Blueprint

(for quote

purposes)

Category 2

Group

Organisation

Group /

Category

Contact

Organisation is a body that manages the sale of the

product (e.g. 3rd Party Insurance Company or a Member'sEmployer)

Group/Category Contact is person associated with

Organisation responsible for management of the group

and/or category

Group is umbrella under which all Categories are held (e.g.

Group of stakeholders)

Category is group of members of a group split by:

product type

product benefits

logistical size

Member list is a list of members of the category

Blueprint is "basic" contract data used to produce member

quotes

Product


3/15

Group Business - FPF Basics

A group must have at least 1 category attached to it

Each category can only have 1 product type under it

A contract can only be attached to 1 group and within that group, 1 category

at any one time

A client can have many contracts in many groups and categories

Blueprint data can be captured once and applied to many members

A member list can be captured once and applied to many blueprints

Many versions of quotes can be held under a category but only 1 version

can be implemented at any one time

Existing FPF contracts can be brought into or removed from a group

and once in a group can be moved between categories


4/15

Group Quote - Basic proces

Capture Group

Details

Capture

Category

details

Capture

Member

List

Capture

Blueprint

User chooses Group Quote

from ID/Verify

Navigated to Capture Group

details window

Group ID and ASD

generated

Must input Group Name.

Can capture organisation &

Group contact details ifavailable

User is navigated to the

Capture Category details

window

Category ID generated

Must input Category name

before category can

be saved

Input agent number,

marketing & product type User can specify whether

category is to be distributed

administrative

Bulk implementable

Before a member listcan be captured it

must be attached to a

quote number

Select relevant quote no.

and press Member List PB OR

if no number exists press

Add Quote PB and then

select as above. User navigated to Capture

Member List window.

Enter member details as

for individual quotes

Continue adding members

until finished

Return to Capture Category

details window

Before blueprint details canbe captured it must be

attached to a quote number

Select relevant quote no.

and press Blueprint PB OR

if no number exists press

Add Quote PB and then

select as above.

User navigated to Capture

Contract Details window.

Enter basic contract details as

for individual quotes

Return to Capture Category

details window once

validation passed


5/15

Group Business - Capture Blueprint Details

Group New Business requires that the 'basic' contract data, the blueprint,

is captured independently from that of the actual client data.

Provide a set of defined Dummy Client Data to minimise necessary

enhancements. Disable some existing Window Level Validation where the Dummy

Client Data is insufficient for the purpose.

Provide additional Window Control States when capturing blueprint

data.

Disable Projection Engine calls within the transactions.


6/15

Bulk Member Quote Generation

Individual quoterecord




BMQGECS

Individual client data "Blueprint" contract dataCaptureCategory

Details

Produce Quote

s

On-line Deferred


7/15

Bulk Member Quote Generation

Depending on how many individual quotations need to be produced, bulk quotations

will done in 1 of 2 ways;

On-line whilst the user waits. User cannot do anything else whilst these are being done

Deferred - done in 'batch' via MQ request during the day. The user is able to continue processing

the same category (though can't alter the quote being processed), another category for the same

group or do a totally different bit of work. When the Group Menu is

exited workflow will suspend the case and re-awaken when the first batch of

quotes have been processed.


8/15

Group Quote - Individual quote records

Once the bulk quote process has completed, the user is able to access the"Category Details Summary" window. The details of individual quote records

which have passed full Validate to Proceed (VTP) are shown, along with the number

of quotes that have passed or failed VTP along with those abandoned. These details

are updated each time an individual quote is altered or more members are added

The user is able to view a list of members quotes and proposals on the "Member List

Summary" window. This shows, for each quote/proposal, the first life assured name,

quote number, whether the quote failed VTP or has been abandoned, total premiums

and, for proposals, their status. Once implemented proposals are removed from

the list

On selecting a quote/proposal record, the user can navigate to the NB/Alts windows

in individual mode to amend or alter as required. On exit out of the Capture Contractwindow they are navigated back to the Member List Summary window

Individual quotes can also be abandoned if no longer required or VTP can not be

passed


9/15

Group - New Business Processing

Group/Categories

and Blueprints

activated

Process

Individual

Proposals

User chooses GroupProposal from ID

Group must be attached to a real organisational client,

a Group Contact input and have its status set to Open Relevant category must have a Category Contact input and then

status set to Open

Relevant Blueprint quote should have its status set to "Active",

before this can be done the Business Financial Review (BFR) details

must be input

Activating a Blueprint quote will automatically set the status

of other quotes in that category to "deactive" and abandon

the individual quote records attached to it

Each proposal is

processed normally

Quote data is validated

against proposal

Group & category

application forms

received and

scanned

Individual

application

forms

received andscanned

separately

Convert

Quote to

Proposal

Before the individual

quote can be converted

to a proposal the blueprint

quote it originated frommust have a status of "activate"

Once converted underwriting

etc. is as per individual

Implement

Contract

If premiums to the contract

are to be paid by cheque then

the all premiums due must be

received and allocated to the

proposal before it can beimplemented

If the "Bulk Implement" indicator

is set on the category the proposal

is attached to then it can not be

implemented via the normal

processing. The Bulk Implement

transaction will implement the

contract


10/15

Group - Bulk Implement

Proposal record

attached to the

category

quote record

Bulk Implement PBpressed for a category quote

If VTP successful

proposal implemented

and documents issued

as normal

Full VTP run

Next proposal retrieved


11/15

Group - New Entrant

New entrant quotations can be produced by attaching member details to either

existing or new blueprint data

If using an existing blueprint

quote, then input member

details on relevant member

list

If using new blueprint quote,

then capture

blueprint and memberlist details as for new

business quote

User can specify whether

category is to be distributed

Bulk implementable

Capture

Member

Details

New Entrant quote

request received

Bulk Quote

Generation

User ID/Verifies Group

and chooses New Entrant

Quote from CCS Verify

Navigated to Group Menu

window with Group details

populated

Either select relevant categoryor set up new category (see

new business quote)

Produce quote

records as for new

business quote

Amend as necessary

Issue quote(s)


12/15

Group - Joiners/Leaver

Existing FPF contracts can be attached to (Joiners), or removed from (Leavers)

a group.

Once attached to a group they can be moved between categories within that

group

All this processing is done as part of an alteration on the individual contract

The Joiner/Leaver window is accessed from the Capture Contract Details

window by pressing the "Group Details" PB

A leavers options letter is triggered when a contract is removed from a group(and not re-attached to another)


13/15

Group - Joiners/Leaver

If the contract is already

attached to a group, the

current will be shown

To remove from a group

press Remove from GroupPB. The contract will be

removed when the alt

proposal is implemented.

To join a group, search for

relevant group and select

category.

To move between categories,

select newcategory

If leaving and then joining

a new group, press remove

PB and then follow joiner

process

If contract is not reattached to

a group, a leavers letter is

triggered

Joiner/LeaverwindowRequest to Join,

Leave or move

between groups

Further

processing

User ID/Verifies individual

contract and from Main Menu

chooses to do an alteration

Navigated to Capture Contract

details window and accesses

Joiner/Leaver window by

pressing Group Details PB

During the alteration

premium collection

details should be checked

and altered if necessary

Do any other benefit levelchanges that are required

Issue relevant documentation

Convert quote to proposal

and implement as required


14/15

Group New Business Summar

Group New Business will allow us to:

Set up a group with 1 or more categories attached to it

Hold many products under 1 group as each category can be used to house

different products if required

Capture basic contract data (blueprint) once and apply it to all members of a

category in one go to enable bulk quotationsCopy previously captured member lists and blueprints to either the same or a

different category within a group. They can then be altered if required

Hold many versions of quotations under a category, one of which can be

chosen to proceed to the new business stage

Implement all valid proposals for a category in one go, rather than having to

implement each proposal individuallyApply saved blueprint data to new entrants

Enquire on quotations and proposals attached to a category


15/15

Group Maintenance Summar

Once a group is set up the user will be able to:

View a list of all members and their live contracts attached to a group or

category (accessed from the Group Menu)

Access and update details of the group and its categories, process group financial admin

functions, do multiple member level enquiries and

discontinue a category and or group (accessed from the Group Menu)Add new members to a category. This could either be as new entrants

through the group new business process or, for customers with an existing FPF contract, as a

joiner through individual alterations

Remove contracts from a category and group. This leaver processing

is done through individual alterations

Move a contract from between categories within a group or between groupsthemselves. Again this is done through individual alterations

Date post:	05-Apr-2018
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GroupKT - New Business

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