Partner Setup & SSO
Bank/partner metadata, SSO/SAML/OIDC, roles, and access policies.
Digital distribution with banks and partners: product catalogs & illustrations, embedded journeys, eligibility & underwriting, e‑applications, e‑sign, commissions & settlements, dashboards, and compliance — with SSO and APIs for rapid rollout.
Bank/partner metadata, SSO/SAML/OIDC, roles, and access policies.
Bank‑specific packs, illustrations, and cross‑sell bundles.
Quote‑to‑bind flows embedded in bank portals/apps; handover to PAS.
Eligibility checks, UW questions, referrals, and evidence upload.
Digital forms, KYC/AML, e‑signatures, and document kits.
Capture from branches/RMs/call center; track status and SLAs.
Rules, splits, statements, adjustments, and payouts.
Modules, attestations, scripts, and policy updates for bank staff.
Banners, brochures, calculators, and content governance.
FNOL intake, status tracking, and service requests.
Sales funnel, conversion, persistency, and revenue by partner.
PAS/Underwriting, bank SSO/APIs, payment gateway, DWH/BI, and print house.