Insurance

Policy Discount Calculator

Automated system that calculates personalized insurance discounts based on customer loyalty, policy bundling, and vehicle safety features.

This template can be edited in GoRules BRMS

Solution

This insurance discount calculator automatically applies appropriate premium reductions by evaluating multiple factors in the customer's profile. The system first analyzes customer loyalty, rewarding long-term clients with tiered discounts based on their years with the company. It then evaluates policy bundling, offering increased savings for customers with multiple policies across different insurance types.

For auto insurance specifically, the system identifies safety features installed in the vehicle and applies corresponding discounts for each qualifying feature. Anti-theft systems, dash cams, and advanced driver assistance systems (ADAS) all trigger specific discount percentages. After calculating individual discount categories, the system combines them while ensuring the total doesn't exceed the maximum allowable discount cap. The final premium is then calculated by applying the consolidated discount to the base premium amount.

How it works

The decision graph processes insurance data through four sequential evaluation nodes:

  1. Customer Loyalty Analysis: Examines customer tenure and assigns appropriate percentage discounts (5-15%) based on years with the company.
  2. Policy Bundle Evaluation: Determines additional discounts (7-12%) based on the number of policies the customer holds.
  3. Safety Feature Assessment: Identifies installed vehicle safety features and assigns specific discount percentages for each qualifying feature (anti-theft: 3%, dash cam: 2%, ADAS: 5%).
  4. Discount Calculation: Sums all applicable discounts, caps the total at a maximum of 25% if necessary, and calculates the final premium by applying the discount to the base premium.

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