Carrier Testing as Distributor

Carrier users can test products in the distributor environment to have a similar experience as that distributor’s agents. If this configuration is enabled, a Carrier user can log into a distributor site via a username and password login to create an order and select a product as the distributor would.

Notes the following components/features are not available to carriers using carrier test as distributor functionality:

• Distributor self-service/suitability questions
• E-signature functionality
• Approval queue workflow processing
• DTCC APP/SUB generation and transmission

Carriers will be able to see/test

• Distributor specific configurations with respect to their customizations except for features/components indicated as out of scope
• Distributor business rules and screen layout configurations
• Carrier questions as displays to the target distributor.
• Carrier forms as generated and populated with the target distributor environment.
• Ability for carrier to download APP/SUB from Summary screen using target distributor code base.
  • Validate netting etc.

The below diagram provides an overview of a carrier user login and redirection.