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QUICK QUOTE - Coggle Diagram

- - - - Text Field
    - - Text Field
    - - Text Field
    - - Text Field
    - - Text Field
    - - Text Field
    - - Text Field
    - - Text Field
    - - REPLICATE QUESTIONS
    - - Chassis/VIN Number
        
        Text Field
      - Engine Number
        
        Text Field
      - Registration Number
        
        Text Field
    - - Text Field
    - - Discription Field
      - Amount Field
      - Options to add more than 1 extra
  - - - Google pin drop
      - Pull from policy holder if same (check box)
      - FAISER
        
        Address of where the vehicle will be parked at night?
    - - Google Pin drop
      - Pull from policy if same
      - FAISER
        
        Address of where the vehicle will be parked during the day?
    - - Type
        
        Drop Down
        
        Code A
        
        Code B
        
        Code E
      - Date of First Issue
        
        Date Picker
    - - Same as Policy holder
      - Other
        
        Id Number
        
        Text Box(13 digits)
        
        Name
        
        Texbox
        
        Surname
        
        Textbox
        
        License Details
        
        copy all details from main policy holder fields(Check box)
  - - - Please indicate the vehicle's primary use
  - - - Customer uploads OTP from dealer
        
        Fais Rep manually captures
  - - - List finance addresses
        
        Harps, please can you source this
      - List finance house
        
        MFC
        
        ABSA
        
        VW & Audi Financial Services
        
        Investec
        
        FNB
        
        Capitec
        
        Standard Bank
        
        Wesbank
        
        Mercedes Financial Services
        
        BMW Financial Services
        
        Toyota Financial Services
        
        Other
        
        Free Text Field
- - - - Please list/specify items
- - - - Same as driver of vehicle
      - Other
- - - - Please list/specify items
- - - - IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote you as you have been cancelled or refused cover previously"
    - - REQUIRED TO MOVE ON TO QUOTE
  - - - Drop Down Options
  - - - IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote you as you have been refused to renew a policy previously"
    - - REQUIRED TO MOVE ON TO QUOTE
  - - - IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote due to previous driving infringement "
    - - REQUIRED TO MOVE ON TO QUOTE
  - - - IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote due previous sequestrated/insolvent or Under Administration individual "
    - - REQUIRED TO MOVE ON TO QUOTE
  - - - Yes
        
        IF YES - END PROCESS -Message - " Please note RoboInsure is unable to quote you as you have history of a fraudulent claim or act in the last 5 years"
      - No
        
        REQUIRED TO MOVE ON TO QUOTE
    - - Yes
        
        IF YES - END PROCESS -Message - " Please note RoboInsure is unable to quote you as you have b history of a criminal act in the last 5 years"
      - No
        
        REQUIRED TO MOVE ON TO QUOTE
    - - No
        
        REQUIRED TO MOVE ON TO QUOTE
      - Yes
        
        *IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote you as you have history of offences and or reckless/negligent driving
  - - - Yes
        
        REQUIRED TO MOVE ON TO QUOTE
      - No
        
        **IF NO- END PROCESS -Message - " Please note Robo Insure is unable to quote you as the driver does not have a valid South African Drivers License
    - - No
        
        REQUIRED TO MOVE ON TO QUOTE
      - Yes
        
        IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote you due to history of license been endorsed or cancelled"
  - - - Yes
        
        IF YES - END PROCESS -Message - " Please note Robo Insure is unable to quote due interruped cover in the last 3 years "
      - No
        
        REQUIRED TO MOVE ON TO QUOTE
  - - - REQUIRED TO MOVE ON TO QUOTE
    - - IF No- END PROCESS -Message - " Please note Robo Insure is unable to quote you due to claims acknowledgment not being accepted "
- - - - REQUIRED TO MOVE ONTO QUOTE
    - - IF NO- END PROCESS -Message - " Please note Robo Insure is unable to quote due to infomation not true,fair and correct "
  - - - JUST DISPLAY STATEMENT
      - REQUIRED TO MOVE ONTO QUOTE
- - - - Robo Sign
        
        4 Digit pin to cell phone
        
        Opens Proposal for customer
        
        FAIS rep
        
        While FAIS rep & Customer is checking - FAISER to depict message
        
        ACTIVATE BUTTON
        
        Send activation to insurer and return with a plan number, allows coc/policy documents as well as profile to be avaiable
        
        edit
        
        FAISER
        
        Please initial each page, confim bank and all other details and sign the last page (Date, Place & SIgnature)
        
        FAISER
        
        One of our FAIS representatives is checking your proposal
        
        FAISER
        
        Please check your mobile phone for a security pin verification
        
        Banking details
        
        Bank Name
        
        Standard Bank
        
        ABSA
        
        Nedbank
        
        FNB
        
        Investec
        
        Capitec
        
        African Bank
        
        Branch Name
        
        TBD
        
        Branch Code
        
        Account Number
        
        Free Text Field
        
        Account holder
        
        Free Text Field
        
        Account type
        
        Savings
        
        Current/Cheque
        
        Payment method
        
        Debit Order
        
        Debit order date
        
        Date Picker
    - - To see all quotes that are not done (in quote stage) so that we can convert
      - Nice to have - Pecentage of the the quote still to be completed
  - - - Text Field
    - - Name
      - Role
        
        Super User
        
        Manager
        
        Agent
- - - - Please provide feedback on your claims history
    - - Drop Down list
        
        FNB
        
        Standard Bank
        
        ABSA
        
        AIG
        
        AON
        
        Bryte
        
        King Price
        
        Momentum
        
        Telesure
        
        Miway
        
        Discovery
        
        Hollard
        
        Santam
        
        Outsurance
    - - Drop Down (Numbers 1 -20)
    - - Drop Down (Numbers 1 -20)
    - - No
      - Yes
        
        Drop Down (Numbers 1 -20)
    - - No
      - Yes
        
        Drop Down (Numbers 1 -20)
    - - No
      - Yes
        
        Drop Down (Numbers 1 -20)