Get Started with NEO

How can New Deals be implemented in NEO ?

Creating New Business in NEO is a streamlined process

1 - Pricing model

This is performed outside NEO and means involving underwriting as soon as possible so all the price combinations per quoting criteria and per product can fit the NEO structure. This step should not be underestimated as it sets the basis for all the following phases. The expected deliverable is usually a spreadsheet containing all the pre mentioned combinations

2 - Contract setup

Given the underwriting parameters, the NEO Back Office contract builder can be fulfilled following a defined structure :

Entity > Catalog > Product Group > Sub-Product Group > Products. The deliverable here is a fully configured catalog ready to serve the chosen distribution model and related UI (B2C / B2B2C / API / Aggregators / Agent Channel)

3 - Front end UI

Depending on the distribution model the related Front End UI or authorized API connection is setup :

* B2C with Liferay : for direct online sales

* B2B2C with Agent Channel for Brokers or Travel Agents

* Partner Web sites or Aggregators with API access

4 - Back-End setup

If the distribution model is on your side the communication templates and trigger rules will need to be put in place either at Salesforce level or (coming soon) by using the Template Manager in NEO Back-Office. Not to forget : selling online means having to host a merchant code and related payment provider. Requesting these elements must be done in advance.

What is NEO made of ?

NEO Back Office

Customize contracts, catalogs, pricings and commissions for partnerships across all business lines

NEO Front UI

B2C : Build your own customized eCommerce Web site with the Liferay content management system

Agent Channel

B2B2C : Grant NEO access to your partner's network of agents or travel agencies for on premises sales and policy management

APIs

Give access to the publicly exposed NEO APIs for aggregator partnerships or external partner web sites

Salesforce

Manage policies and communication templates. View payment plans and renewals. Proceed with refunds and cancellations. Build activity reports and dashboards

Who should I contact ?

Depending on your need you might want to reach out to one of the NEO representatives

Contacts :

What's in NEO ? (lionel.ferrero@axa-assistance.com)

I need a new feature (samuel.soudieux@axa-assistance.com)

I need a small or medium enhancement on my site (steve.illassa@axapartners.com)

I want to follow the progress of a transversal development (carmen.gomez@axa-assistance.es)

I want to fix bugs Maria Victoria Suarez (maria.suarez.externo@axa-assistance.es)

I need to configure my offer Please reach out to your entity's local Product Owner