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Proposal & Policy Management - Coggle Diagram
Proposal & Policy Management
Add New Policy
Overview
Policy Main Details
Risk Details
Other Details
Authorization
Authorize As Cover Note
Cover Note Days
Default: product builder/define product
valid from
valid to
Validation: Can't exceed the max cover note limit days
Required Pending
Mandatory Fields
Completed
Status: Completed / Transaction type: Cvn
Go to
UW Authorization/Proposal & policy
Claim
1 more item...
No document(Report) generated
Generate From Quotation
Search
Branch
Client Identification
Class
Quotation Number
Product
Client Name
Risk Name
After search Result
Listing Table
Select the Quotation from the table
Create
Manage policy
Policy Main Details
Risk Deatils
Overview
Other Details
Statement
Task To Complete
Policy Premium Break up
Authorization
3 more items...
Business and commission
Advanced Search
Risk Name
Endorsement Number
Policy Number
Customer NIC
Policy Type
Required
Transaction Type
Status
Sum insured
Period Start Date From
Click on a Policy in the listing table
Side panel
Basic Details
Proposal No
Policy Number
Endorsement Number
Period
Transaction Type
Current Status
Product
OVERVIEW
Class
Branch
Quotation No-
Version-
Settlement Mode
Mode Of Business
Channel Of Business
Effective Start Date
Currency
Premium
Sum Insured
Annual Limit
Policy Remark-
Event Limit
Endorsement Remark
PREMIUM BREAKUP
Basic Premium
Terrorism Premium
Policy Fee
VAT
Total
COMMISSION BREAKUP
Party Name
Business – Included for target achievements (Yes/No)
Share – % business share
Commission – Receives commission (Yes/No)
Commission Amount – Calculated commission sum
RISK INFORMATION
Location – Risk location
Plan / Section – Associated plan/section
Sum Insured – Risk-level SI
Event Limit – Risk-level event cap
Annual Limit – Risk-level annual cap
Risk Period – Coverage period for the risk
Risk Premium – Premium at risk level
Action Buttons (Menu)
Manage Policy
Disabled – After authorization
View Policy
Enabled – Always (including after authorization and during endorsement)
Endorse Policy
Function – Add modifications/amendments
Enabled – After authorization, when no ongoing endorsement
Disabled – During endorsement, and for new policies before authorization
Financial Endosement
Add Premium (Eg: perils(rate,percentage), we can increase sum insured(peril),ADD risks,risks)
Generate Additional Premium/ Other details section
After saved it
status-pending
1 more item...
Remove Premium(Eg:perils(Rate,percentage), we can reduce sum insured(perils),inactive risks,inactive perils)
if removed or reduced
Generate Refund premium/other details section()
After saved it
1 more item...
Normal flow(Non Financial Endorsment)
Overview
Remarks
Mandatory
policy Main Details
Risk Details
Other details
Change non-financial details in,
any section
after saved it
status-pending
Underwriting authorization
1 more item...
Renew Policy
Pre conditions: Product builder/define product/policy Renewable toggle Enable & Days frpm expiary for renewal, Days to expiary for renewal fields should have fill
goes to
Manage policy
Risk Details
Overview
Remarks
Mandatory
Policy start date
Policy end date
Auto fill based on prevois policy details
Other Details
Policy Premium Breakup
Show in data in the same table
Statement
Task To Complete
Authorization
Authorized As Cover Note
Completed
3 more items...
Business and commission
Policy Main Details
Renewal Cancel
Cancel Policy
Function – Cancel the policy
cancel effective date
Cancel reason
Calculate refund premium
Name
Calculation rate
Base devisor
Type
Percentage
Accumulated premium
Transaction premium
completed
Underwriting authorization
1 more item...
Cancel Remark
Enabled – After authorization, when no ongoing endorsement
Disabled – During endorsement, and for new policies before authorization
Print Document
Function – Print policy documents
Current transaction
Policy Schedule
1) Header Requirements (Page 1)
Header Layout
2 more items...
Title
2) Main Policy Details (Page 1)
Insured
4 more items...
Branch – Branch of the Transaction
Policy Number – Policy No of the transaction
Insured Contact No – Customer Contact Number
Period of Cover
2 more items...
Authorized Date
1 more item...
Insured Occupation – From Customer Profile
Currency – Currency selected for the transaction
Endorsement Effective Date
1 more item...
Insured Class & Product
1 more item...
Intermediary – Name of Broker/Agent/Direct as applicable
3) Premium Breakup Section (Page 1)
Premium Breakup Table
3 more items...
Annual Premium (Currency)
Transaction Premium (Currency)
Total Values (summation)
4) Static Statement (Page 1)
Statement Text
5) Signing Section (Bottom of Page 1)
Signed for the Insurer – Label
E‑Signature of Authorized User
1 more item...
Authorized Signatory – Label
Company Name – Company master name
Static Footer (Left Corner)
1 more item...
6) Page 2 Onwards – Risk Details Section
Risk Details Table
9 more items...
Display Rule
1 more item...
7) Liability Limits Section
Table Header
Rows
2 more items...
8) Territorial Limits Section
Table Header
1 more item...
Rows
2 more items...
Note – Static country list not required here (handled in certificate)
9) Sub Section A — Loss or Damage of Insured Vehicle
Static Table – Use format provided in design (2025/12/10)
Displays system-approved static wording/table
10) Sub Section B — Liability to Third Parties
Static Table – As provided in the UI wireframe
Covers Third Party section wording + limits
11) Sub Section C — Medical Expenses
Applicability – Only printed IF this cover exists for the product/transaction
Static Table – As per approved wording
12) COBERTURA ADICIONAIS / EXTENSION
Optional Covers Table
3 more items...
Display Rule
1 more item...
13) FRANQUIA / EXCESS
Excess Table
2 more items...
Display Rule
1 more item...
14) Warranties Section
Display
1 more item...
15) Conditions Section
Display
2 more items...
16) MEMO Table
Static Header
1 more item...
Peril-Based Risk Listing
2 more items...
Display Rule
1 more item...
17) Document Generation Rules
Generation Trigger
1 more item...
Printing Behavior
1 more item...
Editability
1 more item...
Motor Insurance Certificate
Certificate Trigger Conditions
Generated Only After Authorization
3 more items...
Printed Together With – Policy Schedules
Certificate No Generation
1 more item...
Main Details (Display Section)
Certificate No
1 more item...
Class
1 more item...
Type / Section
1 more item...
Policy Number
Third Party Limit
1 more item...
Insured Name
1 more item...
Period of Cover
2 more items...
Own Damage Sum Insured
1 more item...
Risk Details
Vehicle Registration Number
1 more item...
Vehicle Type
1 more item...
Engine Number
1 more item...
Chassis Number
1 more item...
Own Damage Sum Insured
1 more item...
Financial Interest
1 more item...
Territorial Limits (Fixed List)
Note
Signature Details
Authorized User E‑Signature
1 more item...
Authorized User Full Name
1 more item...
Designation Text (Fixed)
2 more items...
Authorized Date
1 more item...
Notes
2 more items...
Coupon Details (Printed With Certificate)
Header
2 more items...
Policy Number
1 more item...
Certificate Number
1 more item...
Vehicle Make
1 more item...
Vehicle Model
1 more item...
Registration Number
1 more item...
Period of Insurance
1 more item...
Sum Insured
1 more item...
Document Behavior
View/Print Rules
3 more items...
Endorsement/Policy Number Edge Case Handling
2 more items...
Only for motor product
Debit Note
Header & Branding
Company Header
5 more items...
Document Title
1 more item...
Debit Note Number
2 more items...
Policy & Transaction Information
Policy No.
Endorsement No.
1 more item...
Product
Insured Name
1 more item...
Insured Address
1 more item...
Currency
Transaction Type
1 more item...
Period of Cover
1 more item...
Company Tax Number
Intermediary
1 more item...
Customer Tax Number
1 more item...
Legal & Due‑Date Information (English Block)
Static Legal Paragraph
4 more items...
Premium Breakdown (Financial Section)
Net Premium
Premium Line Items Table
3 more items...
Gross Total (Prémio Bruto / Gross Total)
VAT Note
Details (For Premium Payment)
Bank Name
Branch
Account Number
Account Name
IBAN
SWIFT
NIB
Currency of Account
1 more item...
Payment Installment Plan (If Applicable)
Header
1 more item...
Table
Rule
1 more item...
Signature Block
Authorized User Name
Authorized User Signature
1 more item...
Placement
1 more item...
Data Sources
Policy Data
1 more item...
Customer Data
1 more item...
Currency
1 more item...
Premium Line Items
1 more item...
Bank Details
1 more item...
Authorized User
1 more item...
Rules & Validations
Debit Note Number
1 more item...
Mandatory Sections
5 more items...
Totals
Bilingual Note
1 more item...
Credit Note
1) Header & Branding
Company Header
2 more items...
Document Title
Credit Note Number
1 more item...
2) Policy & Transaction Details
Policy Number
Endorsement Number
1 more item...
Product
Insured Name
Insured Address
Currency
Transaction Type
Premium Payment Mode
Intermediary
Period of Cover
Customer Tax Number
1 more item...
Company Tax Number
3) Legal & Payment Terms (English Paragraph)
Static Legal Text
4 more items...
Note
4) Premium Breakdown (Credit Values)
Net Premium
Premium Type Table
Gross Total
VAT Section
5) Signature Section
Authorized User Name
Authorized User Signature
Placement
1 more item...
6) Data Source Summary
Policy Number, Endorsement Number, Product
1 more item...
Insured Details
1 more item...
Currency
1 more item...
Premium Breakdown
1 more item...
Tax Number
1 more item...
Authorized User
1 more item...
7) Validations & Print Rules
Credit Note Number
1 more item...
Mandatory Sections
4 more items...
Display Rules
1 more item...
Document Behavior
2 more items...
Previous Documents
Enabled – After authorization
Disabled – Before authorization and during endorsement
Listing view
Customer Name Branch
Proposal Number Product Code
Risk Name / Vehicle Number
Policy Number Endorsement Numbe
Cover Period & Intermediary Type
Status
Policy Auto Cancelation
Scenario
Conditoin: customer don't settle the premium with in the agreed time.(Premium settlement mode)
Status: Void
Side Panel
Reinstate Policy
Reinstate manage screen
Display section
Cancelled Date
Outsatnding Premium
Transaction ID
Fields
Penalty Percenntage
Penalty Amount
Penalty Rate
Reason for Reinstate
Mandatory
Outstanding Premium
Completed
Go to UW Authorization/
Reinstatements
Process
Print
View Policy
Customer receive a Payemnt Reminder Mail Before auto Cancel