Consumer protection
The regulator’s disclosure requirements are built into the product and the client journey. The key information document is shown before the contract is signed, the acknowledgement is recorded with a timestamp, and complaints are kept in a log with response deadlines.
Plan All plans.
What is inside
- Product passport under ARDFM requirements and the regulator notification deadline
- Key information document before the contract is signed
- Record of the client’s acknowledgement with a timestamp
- Complaint log and response deadlines
- Financial ombudsman cases: the decision and its execution
- Cooling-off period under the country’s law on cancellation
Conditions
The insurer prepares the texts of the product passport and the key document: the system stores their versions and shows them to the client at the right moment.
Frequently asked questions
When does the client see the key information document?
Before the contract is signed, in the portal or the partner widget. The acknowledgement is saved with a timestamp.
How are complaint response deadlines controlled?
The deadline is calculated by the country rule, and overdue complaints are visible in the log.
Are financial ombudsman cases supported?
Yes, for Russia: the case, the ombudsman’s decision and a record of its execution.
Use cases with this feature
Other features
Shall we show the system on your products?
We will build your product in the builder, take a policy from quote to claim and estimate the implementation cost for your lines of business and countries.