Contact Center

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Contact Center by Mind Map: Contact Center

1. Functionalities

1.1. Modify Existing Quote

1.1.1. Short Term Adjustment

1.1.2. Mid Term Adjustment

1.2. Cancel a Policy

1.2.1. Cooling Off

1.2.2. Standard

1.3. Reinstatement

1.4. Create Customer

1.4.1. Personal Details

1.4.1.1. Title

1.4.1.2. First Name

1.4.1.3. Middle Name

1.4.1.4. Last Name

1.4.1.5. Suffix

1.4.1.6. Date Of Birth

1.4.1.7. Gender

1.4.2. Contact Details

1.4.2.1. Address Detals

1.4.2.2. Telephone Numbers

1.4.2.3. Email Address

1.4.3. Preferences

1.4.3.1. Email

1.4.3.2. Post

1.4.3.3. Marketing Products

1.5. Search a Policy

1.5.1. Personal

1.5.2. Corporate

1.5.2.1. Business Trade Name

1.5.2.2. External Quote Number

1.5.2.3. Policy Number

1.6. Create a Quote

1.6.1. Input

1.6.1.1. Start Date

1.6.1.2. Start Time

1.6.1.3. Intermediary

1.6.1.4. Product

1.6.1.5. Scheme

1.6.1.6. Property and Cover

1.6.1.6.1. Building

1.6.1.6.2. Building and Contents

1.6.1.6.3. Contents

1.6.1.6.4. Number of Bedrooms

1.6.1.6.5. Year of Build

1.6.1.6.6. Type of property

1.6.1.6.7. Cover start Date

1.6.1.7. Customer Information

1.6.1.7.1. Date of Birth

1.6.1.7.2. Duration of Insurance

1.6.1.7.3. Claims Info

1.6.1.8. Declaration

1.6.1.8.1. Agree

1.6.1.8.2. Disagree

1.6.1.9. Payment

1.6.1.9.1. Premium Full Term

1.6.1.9.2. Premium Installments

1.6.2. Output

1.6.2.1. Customer Number

1.6.2.2. New Quote

2. Systems Connected

2.1. Select UI

2.1.1. Stores all the Data

2.2. IQH

2.2.1. Calculation of Premium

2.3. Mule

2.3.1. Generating

2.3.1.1. Document

2.3.1.2. Email

2.4. Address Data Base

2.5. Payment Gateway

2.5.1. Sega Service Provider

3. Objectives

3.1. Objective 1

3.1.1. Search for

3.1.1.1. Corporate Quote

3.1.1.2. Policy

3.1.1.3. Authorized Contacts

3.2. Objective 2

3.2.1. Search Corporate Contact

3.2.1.1. Using Last Name

3.3. Objective 3

3.3.1. Search Corporate Contact

3.3.1.1. Using Business/Trade Name

3.4. Objective 4

3.4.1. Search Corporate Contact

3.4.1.1. Using Policy Number

3.4.1.2. UsingExternal Quote Number