The different roles and accesses on Particeep Plug

Particeep Plug is intended for several actors in the insurance subscription process, each of which requires access to certain information or not. Therefore, Particeep Plug has a system of roles and accesses to regulate all these different actors.

Insurers/Bankers

As an insurer or banker, the Plug solution will allow you to:

Integrate your insurance or banking products and build subscription journeys around them
Create Plug sub-accounts for your internal distribution network to share subscription journeys with them
Your integrated insurance or banking products will be able to be integrated on other Plug users' subscription jourey, if you wish
Be able to easily track the subscriptions of your subscription journey.
Be able to add a subscription on behalf of a prospect

Brokers/Distributors

As a broker or distributor, the Plug solution will allow you to:

Build subscription journey around insurance and banking products integrated on Plug, with the partners' prior agreement.
Create Plug sub-accounts for your internal distribution network to share subscription journey with them.
Easily be able to track subscriptions from your subscription journeys.
Be able to add a subscription on behalf of a prospect

Sellers

Sellers are the Plug sub-accounts created for your internal distribution. The Plug solution will allow them to:

See a list of their products and track subscriptions for each
Be able to add a subscription on behalf of a prospect