Manual products do not have an API (Application Programming Interface) meaning that it does NOT communicate or exchange any data with the insurer.  Hence the term 'Manual'.

 

Here is the process for the set up of this facility:

 

 

• You need to submit a support ticket to request your specific list of insurers be added into the platform. The Manual Product Request Form must be completed (all fields) and attached to the ticket.
• You must provide your existing agency/broker code for each insurer and for each product and location. (if you have a different broker code for Auto and CL and you want to use both, you need to provide both).  
• You will also need to confirm the Province you require to be set up for that insurer. 
• If you have more than one office location, include whether you would like that Manual product available for all offices to set up. 

The form is attached to this article.

• Title the support ticket - Manual Product Request. 

 

Once you have submitted the ticket, these products will be added by our developers, into your platform, and you will receive a notification when this is completed. This would take approximately 5 working days to be available. 

This completes the Insurer Setup.

 

 

• For this stage, you will go to admin, Nude Setup, Policy Type/Provinces.
• Here,  you will see the current list of Provinces you transact in, example here:

 

 

• Select + Add New.
• A Pop up appears asking whether you want to Add Province or Add Policy Type - Choose Add Policy Type.
• The new tab will open and you will need to complete the fields for the Manual Product you wish to add, example here:

 

 

In the above example we have selected :

 

Provinces : We only want to sell this Manual Product in Alberta, so we only added Alberta.

Lines of Business: Our Manual Product is Personal Lines (other options are: Commercial, Life and Health and Travel).

Policy Group: We picked Property (other options are: Auto, Recreational, Liability)

Policy Name: This allows you to free type and call the Manual Product policy what you would like. We named this one 'Farm'.

Application Process: Manual

Visible to Customer in thru - No :  its only for brokers to access, so will you will not want the icon to use Manual Product to be visible to customers.

Visible to Brokers in thru - No - Manual Product is started in bond. 

Visible to Brokers in bond - Yes

Upload Icon is optional - We selected the one available in the platform, but you can personalize it using the drag and drop or upload.

 

• Select Submit to complete the additional of the Manual Product.

 

Now when you look at the Policy Type list (and use the arrows to expand the Province, Line of Business and Policy Group) , we can see the Manual Product is added in admin - see this example: 

 

 

 

Some Finance settings need to be created in black.

This is required so that policies, created in the Manual Product set up process, can be paid by customers on a monthly basis.

This is currently something that Nude Solutions have to complete, and will be actioned during set up.  If this is not done, there will be an error message and you will not be able to proceed to payment when processing a Manual Product. 

You need to advise if there are any of the Manual Products which you do not want to offer monthly pay on. They will only have Annual Pay as the option on the Checkout and Pay screen. 

We will require the finance % as well as any NSF to charge for each Company if different. (complete this section in the attachment for Manual Product Request)

Depending on the visibility settings you set up, you will now be able to process a manual product!