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Endorsements/MTAs for Auto Business Processes
We've created several policy endorsement/MTA business processes for you to examine, use as examples, and extend to create your own endorsement/MTA business processes for auto insurance in Vlocity.
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 Policyholder Self-Service Portal.
- OmniScript Policy Endorsement Flows
You can launch all of the following OmniScripts from the following applications, where they can be accessed by the types of users described: - Modify Coverages for Auto Business
You can modify the coverages on an existing insurance policy using an OmniScript. - Add Drivers for Auto Business
First, the OmniScript takes the policy Id of the policy the user wants to add drivers to. - Remove Drivers for Auto Business
First, the OmniScript takes the policyId and uses the InsPolicyService:getInsuredItems service to retrieve data for the drivers included in this policy. - Add Vehicles for Auto Business
First, the OmniScript takes the policy Id of the policy the user wants to add vehicles to. - Remove Vehicles for Auto Business
The OmniScript takes a policy Id and uses the InsPolicyService:getInsuredItems service to retrieve data about all the vehicles insured by this policy. It calls a DataRaptor to transform the data from the service to get it ready to display. Then it displays the vehicles. - Endorsements (MTAs) Using the Quote and Policy UIs
For all endorsements (MTAs) to policies, your users can start out on the Policies UI.
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