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            Issue Policy Business Processes

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            Issue Policy Business Processes

            We've created an Issue Policy business process that takes a quote and issues an insurance policy. This business process is reused across multiple lines of business.

            All our screenshots are currently in Lightning style. Your spin may look different because it's using the Newport style in the Broker Portal and Customer Portal.

            • Issue Policy OmniScript
              You can launch the Issue Policy OmniScript from the following applications, where it can be accessed by the types of users described.
            • What's In Issue Policy OmniScript
              In the OmniScript Designer, the Issue Policy OmniScript has steps to get quote and payment information, to set payment, and to update status.
            • Issue Policy from the Quote UI
              A customer service rep or internal insurance agent with access to the Quote UI can issue policies from that UI. This example shows policies issued from the Quote UI using out-of-the-box LWC-based components from an existing quote.
             
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