Add a policyholder bank details for claims payment

Context

This guide is designed to help:

• a) A Partner Company (third party provider)

provide bank account details on behalf of their Policyholders for the purpose of claims payouts.

• b) A Partner Company (retailer)

provide bank account details for the purpose of claim payouts.

Please note:

• The bank account details will never be used to collect premium payment.
• We recommend that this feature is implemented by the Partner Company (third party provider) and Partner Company (retailer). But, if it is not viable, the Policyholder can add bank account details directly into the Anansi app at a later date).

Step 1 - Obtain agreement from the policyholder

A) For a Partner Company (third party provider)

Whether a Partner Company (third party provider) already holds this information on a system, or needs to build a user interface to collect it, it is imperative that permission is secured from each Merchant to share this data with Anansi.

The easiest way to achieve this is to add the Bank Account data properties, required for the purpose of claim payouts, into your Terms & Conditions and secure permission from the Merchant before they are shared with Anansi.

B) For a Partner Company (retailer)

This step does not apply. Please go to Step 3.

Step 2 - Send the new values via the API

HTTP Example:

POST /api/partner/policyholders/<id>/actions/bank_account/ HTTP/1.1
Host: <Host>
authentication: <Authentication token>
Content-Type: application/json

{
    "swift": "BUKBGB22",
    "beneficiary_name": "Test Name",
    "iban": "GB32ABBE12312312312312"
}

Full POST /policyholders/<id>/actions/bank_account documentation (opens in this window).

After a successful response, the Policyholder will receive an email confirming that they have successfully added their Bank account details.

Next steps

• Insuring shipments