Yes. Predefined email templates can be edited before sending. They auto-populate with data entered into the system. 

No, if INSIGHT Integration is configured in your environment, start by creating accounts and contacts in Steadfast Apps. These will sync to INSIGHT. Policy data sync will be included in a future phase 

In Phase 1, form data will prepopulate quote slip documentation for insurers.
Future phases will use RPA to create quotes in INSIGHT and prepopulate SCTP and Sunrise. Eventually, policy processing will be fully integrated into Steadfast Apps with a straight-through workflow. 

Will INSIGHT eventually be phased out?

Yes. As future phases of Steadfast Apps roll out, all INSIGHT functionalities will be transitioned into one streamlined application with improved workflows and user interface.

Are email templates editable?

Yes. Predefined email templates can be edited before sending. They auto-populate with data entered into the system.

Do we need to enter clients' details in both Steadfast Apps and INSIGHT?

No, if INSIGHT Integration is configured in your environment, start by creating accounts and contacts in Steadfast Apps. These will sync to INSIGHT. Policy data sync will be included in a future phase 

How do automated application forms work for SCTP policies?

In Phase 1, form data will prepopulate quote slip documentation for insurers.

Can templates be fully customised?

Yes, given the appropriate permissions are granted, templates including documents, emails, and application/claims question sets are customisable.

Are Claims linked to INSIGHT?

No. Claims are managed in a separate module.

Can To-Do notes be linked to clients or policies?

Not directly in Phase 1. Based on Working Group feedback, tasks remain generic. Including the account name in the To-Do subject is recommended for clarity. This may evolve in future phases. 

Can documents be saved to a To-Do task?

Documents can't be saved directly to a To-Do. Instead, they can be added to an Application or under a note in Accounts, depending on how the broker prefers to track the process.

Can we build our own client forms?

Absolutely, Steadfast Apps supports custom form creation.

Will Claims sync with INSIGHT?

No. Claims are managed in a separate module within Steadfast Apps. Users will transition to this module over time, which offers enhanced functionality like capturing FNOL (First Notice of Loss) data not available in INSIGHT. 

Can Insurebot be linked to Steadfast Apps for client applications?

Not currently. However, with Insurebot now part of the team, its RPA technology will be used in future phases to link Steadfast Apps forms to Sunrise and SCTP. 

Will there be an informed consent from added?

Yes. When the compliance module is released, an Informed Consent Confirmation Form (based on Goldseal templates) will be available to send to clients to confirm phone conversations.

What if a client isn't comfortable using the online form?

Brokers can complete the form on behalf of the client and either send a link for review or provide a document summarising the collected information.

How does Steadfast Apps handle multiple brands or domains?

There are two configuration options:

Separate tenant environments for each brand, keeping accounts, branding, and emails distinct.

Single tenant with different templates/products for each brand, allowing users to select the appropriate branding manually.

What standard forms will be available?

Steadfast will be creating a vanilla suite of application forms, these include:

• Commercial Motor
• Business Pack
• Residential Strata
• Home & Contents
• Landlords
• Public & Products Liability
• Professional Indemnity
• Generic
• Claims - First Notice of Loss 

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