INSURANCE POLICY

Live Sample

Insurance Policy

Reduce the complexity of filing a digital insurance policy, and speed up the process with lookup fields and conditional content.

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About this Example

This sample shows how users can create personalized correspondence in the Ecrion CCM platform in a user-friendly, guided manner, that reduces the chance of errors and ensures compliance with standards.

How to Use

  • Start by filling out the form on the left; click the search icon to lookup contacts.
  • The live preview is updated in real time.
  • The current field is highlighted in the live preview.
  • You can add multiple drivers on the policy – the  form will grow in length to accommodate.
  • You can switch the live preview between the different communications that are being generated.

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