How to reference your banking or insurance product

Particeep Plug allows banks and insurance companies to deploy an online subscription solution on their own distribution channels and those of their distribution partners in a few days

What products can be referenced?

Particeep Plug allows you to reference :

• bank account opening offers
• home loan offers
• the consumer credit offers
• insurance offers
  • P&C
  • Business multi-risk
  • Borrower
  • Health and Provident
• Life insurance offers

Why reference an offer on Particeep Plug?

There are several advantages to referencing your offer:

• you have a digital off-the-shelf product that can be accessed on demand by third parties from their dedicated space or via a Rest API (JSON)
• you make your usual distribution channels digital subscription points for your product
• you develop your online distributor acquisition strategy
• your offer is visible (if you wish) in a list of products open to third party companies (brokers, marketplaces....)
• your offer is accessible (if you wish) via a REST API to simplify its integration into any user interface

The SEO prerequisites 

The process of referencing a banking or insurance service on Particeep Plug requires the validation of our teams.

In order to reference a product, the designer of the offer must contract with Particeep.

The elements to prepare for the referencing of a banking or insurance service offer

The information related to the distribution of the product (if you want to open your product to third parties)

• The third party distributor qualification questionnaire
• The distribution agreement for your offer to be signed online

The product information 

• The product logo
• Email of the person in charge
• The name of the product
• The name of the supplier
• The product description
• The product details (items included in the product ie covers, services etc..)
• The product's marketing materials (if necessary)
• The website (if necessary)
• The legal documents related to the product (if necessary)

The commercial proposal or quote associated with the product

We need:

• a webservice or API documentation (if required)
• a price list (for simple products)
• payment information (payment frequency for example…)
• distributor remuneration (application fee, fixed and variable commission…)

The subscription summary file

It is necessary to retrieve at a defined frequency the subscriptions made on the platform. 

We propose several solutions:

• Generation of a flat csv file according to your template (column names and format)
• access via a REST(JSON) API request to your data
• access and export csv from your dedicated space on Particeep Plug in the Subscriptions menu

Once these elements have been gathered and communicated to our team, you will receive a confirmation email with access to the Particeep Plug space which allows you to follow the marketing of the referenced products