Customer 360
Application component: Policy Management
App type: Transactional
Line of business: Operations
Leading industry: Insurance
Solution capability: Claims Notification (S/4)|Claims Processing (S/4)|Policy Processing (S/4)
Description:  With this app, you can - in the role of a claims handler and policy handler - quickly access customer information, such as the customer name, customer ID, and number. You can also check the customer's policies, submissions, claims, and premium payments here. 
A 360 Overview of a Customer
Key features:  Search Criteria   You can search for existing customers using search criteria like Customer Name, Customer ID, and Cell Phone.   You can navigate to the Customer Details screen by clicking a specific customer in the list report.    Display of Customer Details  The Customer Details screen consists of a page header section and an information section with tab navigation.The customer name, customer ID, a logo with the customer's initials, the number of active policies, the total premium, claims, payments, and incurred loss are displayed in the header section.You can navigate to other related apps from this screen using the Related Apps button.  Customer Information tab: You can find the Customer Information and Identification Details sections on this tab. You can choose between them to navigate to the respective sections.   The customer information is displayed in three separate sections:  Details on Person: Contains the date of birth, age, and gender of the customer.   Professional Details: Contains details of the customer's occupation.   Communication: Contains the details such as address, e-mail, and telephone.    The identification details, such as the Identification Type and Identification Number, are displayed in the form of a list.    Policies tab: A list of policies with their current status and policy details, such as the policy number, sales product name, policy start, and status are displayed on this tab. You can select other related apps in a popover by selecting the policy number.   Submissions tab: Details of the submissions made to the customer are displayed on this tab. This includes the submission number, sales product, effective date, premium amount, and status.   New Claims tab: Details of recent claims are displayed on this tab based on the claim creation date (last three months, last twelve months, and all claims). The claim details include the claim number, date, incident type, reserve amount, payment amount, and status. You can select other related apps in a popover by selecting the claim number.   Payment Items tab: The payment items are displayed on this tab together with the policy and contract numbers. You can check contract-wide payments with details such as the policy number, contract number, sales product, amount, due date, and status by selecting a record. The status for due payments is highlighted in red.  Note A search option is available in each section to find specific records.
Business roles: Insurance Claims Handler| Insurance Policy Clerk| Insurance Agent
Insurance Agent : 
Is responsible for selling various types of insurance and financial products ranging from property and casualty insurance, life insurance, health insurance to disability insurance.

Insurance Claims Handler : 
Processes insurance claims by capturing and investigating the circumstances of the loss and ensuring fair settlement of valid claims. Is responsible for adjudicating claims in a timely manner and maintaining high levels of customer satisfaction.

Insurance Policy Clerk : 
Creates, changes and reverses policies on a daily basis.