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Prototype (Dashboard (Minor Features (Policy Detail ->https://projects…
Prototype
Dashboard
Minor Features
Add a policy (see above)
Notifications displays top 5 most recent from my advisor
Policy Detail ->
https://projects.invisionapp.com/d/main#/console/12099736/254871882/preview
Displays detailed information on each policy
Carrier Detail
Displays detailed information on each carrier
Live Chat
Intercom Chatbot
Drift
Main Features
My Policies
Ability to display custom information with Yodlee Sandbox Development
My Advisor
Ability to display 5 triggered advisor items
Policy Expiration (30 days prior to policy expiration date)
Weather - Severe weather in your area based on NOAA API
Policy Bill (7 days prior to billing installment date)
Insurance Score changes (trigger form insurance score)
Coverage/Savings recommendations (campaign-based)
My Score
Track the score by year for 5 years max.
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