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Water Programme for OTP Ideas Portal
Categories COT Indicators
Created by Gary Richardson
Created on Mar 1, 2024

Insurance COT complete indicators

Given a customer has both insurance and non-insurance products, when a COT is completed, I want to notify the insurance team.


I want to notify the insurance team, when we complete a COT with a customer who also has that product.

So I can notify them of the possibility that they may need to address the situation with their products.

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    Andy Hart
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    Mar 26, 2024

    Need to think about how we would know if the customer has both insurance and non-insurance products.

    Currently there is no transfer of information to and from CRMS/CRM.


    Question around value - how many of these are we likely to come across.