START

ILLUSTRATION

Capture Proposal

Collect Information

Collection Doc

Save Proposal

Agent Sign

Link sent to user for sign

CROSS CHECK ALL DETAILS

Fill all details for benf./payer

IF DOCUMENT IS NOT THERE THEN UPLOAD

SAVE PROPOSAL

CRS Comp.

OTHER DOC.

Confirm Proposal

Policy number crew

Send Payment Link to USER

TAKE ACTION

Confirmation & verification

AML VALIDATION

YES

No - Compliance Dept.

Process

Quality check

Policy Issue