Create Insurance Coverages

BFS Version: 2.02

To create an insurance cover navigate to Insurance in the top menu and then select Insurance Coverages.

Create Coverage

  1. Click on the create icon 
    . 

  2. Fill out the form.


    Properties are described in the table below:

    PropertyDescription
    KeyUnique value for the specific cover
    DescriptionDescription of the cover
    StatusCan be "Opened" or "Closed"
    Qualification PeriodNumber of days that have to be covered by the insuree himself e.g. the first 30 days of unemployment
    Requalification PeriodTime that needs to pass before a new claim can be paid after a previous claim
    Qualifying PeriodNumber of days that have to be covered by the insuree himself e.g. the first 30 days of unemployment
    Min Subscription AgeMin age when buying the insurance
    Max Subscription AgeMax age when buying the insurance
    Max AgeMax age for having a valid insurance
    DeductibleThe amount of the claim covered by the insuree
    Compensation TypeClaim payout type e.g. SEK, a new mobile phone etc.
    Max CompensationMax claim amount

Add Claim Form

  1. Click on the action menu on the Cover.




  2. Select the Claim Form tab in the ticket and type in the xml for the claim form (contact Bricknode for templates).


    The claim form can be customized by entering xml-formatted text like the example below. The full xml document including the answers provided by the customer will be saved in BFS, by using the XML form you can simply add which custom field you would like.

    Claim form example
    <?xml version="1.0" encoding="utf-8"?>
    <form xmlns="http://www.bricknode.com/XmlForm">
    
      <section id="Claimsform" heading="Claims form" tooltip="tooltipps" description="" authLevel="1">   
    
        <layout id="SubHeading1">
          <content lang="">
            <strong>Väghjälp Premium - Reparation</strong>
            <br />
          </content>
        </layout>
        
        <layout id="PolicyHolder">
          <content lang="">
            Försäkringstagare:
          </content>
        </layout>
        
        <table>
          <row>
            <textField id="PolicyHolder1" rows="1" label="Förnamn:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="PolicyHolder2" rows="1" label="Efternamn:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
          <row>
            <textField id="PolicyHolder3" rows="1" label="Adress:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="PolicyHolder4" rows="1" label="Postnummer och ort:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
          <row>
            <textField id="PolicyHolder5" rows="1" label="Telefon:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="PolicyHolder6" rows="1" label="Personnummer:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
          <row>
            <textField id="PolicyHolder7" rows="1" label="Email:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="Vehicle">
          <content lang="">
            <br />
            Fordon:
          </content>
        </layout>
        
        <table>
          <row>
            <textField id="Vehicle1" rows="1" label="Registreringsnummer:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="ClaimEvent">
          <content lang="">
            Skadehändelse:
          </content>
        </layout>
    
        <table>
          <row>
            <textField id="ClaimEvent1" rows="1" label="Skadedatum:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="ClaimEvent2" rows="1" label="Klockslag:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="ClaimEvent3" rows="1" label="Skadeplats:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <table>
          <row>
            <textField id="ClaimEvent4" rows="2" label="Skadehändelse:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="RepairShop">
          <content lang="">
            Reparatörsverkstad:
          </content>
        </layout>
    
        <table>
          <row>
            <textField id="RepairShop1" rows="1" label="Reparatörsverkstad:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="RepairShop2" rows="1" label="Telefonnummer:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
          <row>
            <textField id="RepairShop3" rows="1" label="Eventuellt referensnummer:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="BankAccount">
          <content lang="">
            Konto för utbetalning:
          </content>
        </layout>
    
        <table>
          <row>
            <textField id="BankAccount1" rows="1" label="Bank:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="BankAccount2" rows="1" label="Kontoinnehavare:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
          <row>
            <textField id="BankAccount3" rows="1" label="Clearingnummer:" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="BankAccount4" rows="1" label="Kontonummer:" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="Signature">
          <content lang="">
            Med min underskrift nedan bekräftar jag att alla uppgifter jag lämnat är korrekta och att jag inte undanhållit någon information som är relevant för bedömning av skadan.
          </content>
        </layout>
    
        <table>
          <row>
            <textField id="Signature1" rows="1" label="Ort och datum" datatype="string" filledValue="" authLevel="1"></textField>
            <textField id="Signature2" rows="1" label="Underskrift" datatype="string" filledValue="" authLevel="1"></textField>
          </row>
        </table>
    
        <layout id="Space1">
          <content lang="">
            <br />
          </content>
        </layout>    
        
        <multipleSelectList id="Attachments" orientation="horizontal" type="checkbox" label="Till skadeanmälan ska bifogas:" authLevel="1">
          <option id="Attachment1" label="Original kvitto" filledValue="false"/>
          <option id="Attachment2" label="Reparatörsrapport" filledValue="false"/>
          <expression type="validation" errorMessage="">{Attachment1}==true</expression>
          <expression type="validation" errorMessage="">{Attachment2}==true</expression>
        </multipleSelectList>    
        
      </section>
    </form>
    
    

The XML form above looks like this in BFS:


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