Pet Insurance - User Guide - Pet Insurance 1.0

Sep 17, 2026

Uploaded by Putri

Pet Insurance is a FintechOS accelerator that enables insurers to launch a fully digital, end-to-end pet insurance quote-and-buy journey for cat and dog owners via mobile. The guide explains installation requirements, accelerator layout, the extended data model, automation blocks, and the personalized customer journey, including default UI styling and screen assets. It also covers pet scan and ID scan flows, quoting, excess and payment setup, and generated certificate outputs, supported by pricing and rating formulas and product configuration steps.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages146

Reading Time51 min

AccessFree to download

Overview

Key features and business pain points

Installing Pet Insurance

Prerequisites

Clean install and accelerator layout

Extended data model and automation blocks

Personalized customer journey

Alignment and navigation

Pet breeds recognition

Landing page and on-screen assets

Pet name, Next best friend, and Pet scan

Quoting and policy setup

Manual pet details

Unable to quote and quote flow

Excess amount and owner contact details

ID scan, owner personal details, and payment details

Payment and final steps

Direct debit and payment card

Congratulations, charity nomination, and next steps

Solution configurations

Digital solutions and product factory settings

Product definition and pricing and rating

Pet breeds, versions, and digital journey settings

Business formulas and digital documents processor

Certificate and computer vision

Endpoints and policy structure input

Glossary

Pet Insurance 1.0 User Guide Copyright © FintechOS 2022. All rights reserved. PET INSURANCE USER GUIDE TOC Overview 6 Installing Pet Insurance 9 Prerequisites 9 Pet Insurance v1.0.0 Clean Install 9 Pet Insurance Accelerator Layout 13 Extended Data Model 13 Automation Blocks 14 Personalized Customer Journey 15 Alignment 15 Pet Breeds Recognition 16 Customer Journey 17 Default UI Style 17 Landing Page 18 On-Screen Assets 19 Pet Name 21 Next Best Friend 24 Pet Scan 27 On-Screen Assets 27 Pet Scan Processor 29 On-Screen Assets 29 Pet Scan Results 32 On-Screen Assets 32 Manual Pet Details 35 On-Screen Assets 35 TABLE OF CONTENTS 2 PET INSURANCE USER GUIDE Breed Character 37 On-Screen Assets 37 More Pet Details 40 On-Screen Assets 40 Unable To Quote 42 On-Screen Assets 42 Quote 44 On-Screen Assets 44 Excess Amount 47 On-Screen Assets 47 Owner's Contact Details 49 On-Screen Assets 49 Your Turn 52 On-Screen Assets 52 ID Scan 54 On-Screen Assets 54 Owner's Personal Details 56 On-Screen Assets 56 Payment Details 59 On-Screen Assets 59 Direct Debit 61 On-Screen Assets 61 Payment Card 64 On-Screen Assets 64 Congratulations 67 On-Screen Assets 67 Charity Nomination 70 TABLE OF CONTENTS 3 PET INSURANCE USER GUIDE On-Screen Assets 70 Good Luck 72 On-Screen Assets 72 Solution Configurations 74 Digital Solutions Used 74 Product Factory Settings 75 Inspect Your Product 75 Configure Your Product 76 Approve Your Product Version 76 Pet Insurance Product Definition 78 Pricing And Rating 88 Dog Rating 89 Pricing Examples 90 Cat Rating 98 Pricing Examples 99 Pet Breeds 106 Product Factory Configurations 113 Adding Your Version 113 Adding Your Product Choices 114 Digital Journey Settings 118 The Pet Insurance Digital Journey 119 Business Formulas 122 Pet Formula 123 Digital Documents Processor 125 Pet Insurance Certificate 125 Pet Insurance Certificate Report 128 Computer Vision 129 Endpoints 134 TABLE OF CONTENTS 4 PET INSURANCE USER GUIDE Policy Structure Input 138 Digital Assets 141 Glossary 146 TABLE OF CONTENTS 5 PET INSURANCE USER GUIDE Overview Pet Insurance is a highly contextualized FintechOS solution aimed at helping insurers to accelerate the deployment of a fully digital quote and buy process for customers seeking to get insurance for their pets-cats and dogs, from their phone. This solution integrates with different components of the Northstar Insurance Suite, while focusing on the Pet Insurance niche. Insurers can use the solution right away, as opposed to starting a Pet Insurance delivery business operation from scratch. More details about the available customizations can be found in the Product Configurationsand Solution Configurations pages. The cornerstone feature of this accelerator is the Pet Insurance Mobile Journey which has the following properties: end-to-end digital experience, fully automated, selfservice, white-labelled, created around the needs of pet owners. For more details, seethe Journey Walkthrough page. In a nutshell, the Pet Insurance accelerator package includes: l A generic product configured for the Pet Insurance business, containing 3 modules-Bronze, Gold, and Platinum. When necessary, the product can be further adjusted by using the Insurance Product Factory toolkit. Once activated, insurers can exhibit the product to potential customers, through mobile channels. l A collection of formulas and data sets for running pet rating and pricing formulas. They can be modified by using FintechOS Business Formulas , in order to accommodate new business needs relative to pet rating, risk assessment, pricing rules, and more. l A mobile-ready Minimum Viable Customer Journey (MVCJ) that enables pet owners to get an insurance quote for their pets

FAQs

What is Pet Insurance and what problem does it address for insurers?

Pet Insurance is a FintechOS solution designed to accelerate a fully digital pet insurance quote and buy process for customers on mobile. It targets challenges such as lowering customer acquisition costs, reducing sales cycles, enabling digital distribution products, improving quote personalization, and minimizing time-consuming manual routines and errors.

What are the core components included in the Pet Insurance accelerator package?

The package includes a configurable product with Bronze, Gold, and Platinum modules; pet rating and pricing formulas and datasets; a mobile-ready Minimum Viable Customer Journey with a 20-step happy path under 5 minutes; a UI kit of 27 screens; an extended data model; and a digital frontend for unauthenticated mobile users.

How does the customer journey work at a high level?

The mobile journey is fully automated and self-service for pet owners, creating a customer record, a quote, a policy, and payment details during the process. It guides users through pet-related steps such as pet scan and pet details collection, then proceeds to quoting, excess selection, and payment setup.

Sep 17, 2026

Uploaded by Putri