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Intramar uses Diamond Forms, Flows & Docs for their business liability insurance application form. Using this smart form, users can easily apply for insurance and make the required payment online. All at the same time, without needing to wait or leave the form.
Intramar provides business liability insurance, including to self-employed persons.
Filling in all the required information for this insurance in a form not only takes a lot of time, it also carries the risk of errors. In addition, the UBO must be checked before the insurance can be provided. After the application has been completed, all information must be sent to the correct department and confirmed back to the customer.
This extensive process has been completely digitalised and automated with Diamond.
Request
Solution
With Diamond Forms, Flows & Docs a new web form was set up for this process, with this form self-employed persons can arrange the insurance application themselves.
This form uses a dynamic connection to retrieve the company data from the Dutch Chamber of Commerce and then automatically performs a Sanctions Platform check on it. Payment for the selected policies is done in the form as well, thanks to an integration with payment provider Mollie. Afterwards, all insurance data is sent to the customer and the organization.
Make sure that the forms end up exactly in the right place after filling in and ensure that follow-up is (possibly) arranged differently.
With the document generator, you can create all the templates you need for professional communication with your relations. The possibilities are endless. Use your own Word documents as a style template or download and personalize the available basic template. Define the references to questions and entered values to merge entered data into Word and PDF documents that are sent to your relation immediately after completing a form. In addition to the standard options, Diamond offers advanced functionality such as conditional tables. Or you can even add the generated documents as a parameter to a web service.
To enable payments through Diamond Online Forms, you can use the Ingenico e-payments payment connector. You conclude the agreement yourself for various payment methods within the checkout process. After your account details have been added to Diamond once, you can use the payment function in all forms.
Connect to external sources to get or write data with the Diamond data connector. By connecting to your own databases you save form data immediately in your own systems.
Dependencies allow you to intelligently guide your relations through the form. An answer to a question can make another question or part of the form no longer relevant. Depending on the answers given, you can show or hide questions (sets), skip sections and pages. Due to the flexible set-up, almost every conceivable dependence can be realized. Also the outcome of a calculation or a combination of answers.
The possibilities to connect to external sources when retrieving or writing back data are endless. Store data entered by the form user in your own systems and pre-load form fields and show calculations by connecting to internal and external databases, Excel sheets and APIs.
You can specify in detail when data actions should be performed, making you fully in control.
The insurance application form makes use of the payment provider Mollie for online payments. Diamond offers a standard component to integrate this payment provider into the form.
The convenience of having the application and payment all in one form makes the potential customer more likely to complete their application, especielly since they themselves do not need to have much information at hand. For Intramar this means that they do not have to perform any manual actions for the application, the entire process is digitalized.
Implementation
Implementation
Diamond's automatic mail actions and connections make it possible to send all data about the new insurance directly where it needs to go. Both internally to the right departments and systems and to the customer. Without the intervention of an Intramar employee.
The customer has applied for and taken out an insurance policy in a few minutes, and receives the invoice for the payment, the policy information and the certificate of insurance in their own mailbox.
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