Integration Checklist

The following checklist describes the high level tasks that need to be completed in order to completely integrate the Offer API and begin selling insurance policies.

• Choose the right workflow based on nature of business

  • Events / Tickets
  • Travel / Accommodation
  • Parcel / Shipping
  • Product / Retail
• Obtain Sandbox access credentials from Cover Genius CSE (Client Solutions Engineer)
• Implement the Purchase Workflow
• Implement the Cancellation Workflow
• Implement the Modification Workflow
• Test using Sandbox credentials
• Obtain Test Production credentials from CSE
• Deploy integration to Pre Production environment
• Share Pre Production access details with CSE
• CSE performs end-to-end testing in Pre Production and Cover Genius Compliance Manager signs off on integration
• Fix any issues that arise
• Final testing and sign-off carried out by CSE
• Obtain Production credentials from CSE
• Production deployment date scheduled with CSE
• Deploy integration to Production environment
• Start selling insurance policies