Insurance: Policy contracting
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Insurance Sector: Policy Contracting
Starting point on WhatsApp process
Customer access via link or outbound notification sent via WhatsApp to calculate car insurance.
Acceptance of privacy policy and consent
The customer is asked to accept the company's privacy policy, which also implies consent to receive information about products and offers by electronic means.
Customer's personal data
The client's personal information is provided, including name, type of vehicle, gender, among others, in order to allow the client to verify the information and select the project that best suits their needs.
Sending of project policy for signature
The selected project is sent to the client for review, followed by the sending of the project policy for subsequent signature.
