KNOWLEDGE BASE
How do I create a quote and issue policy?
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Please follow the steps below:
- Click on the ‘Quote’ menu and then select ‘Create a Quote’ from the drop down list
- Click on ‘Travel Insurance’ and enter 'Account Number'
- Select 'Plan Type', enter the travel period (start date cannot be in the past) and the number of travellers
- Click on the ‘Get Quote’ button
- Select 'Optional Top-ups'
- Now you can see the premium and select the appropriate 'Plan'
- Enter Appliant and Traveller's details and then click on 'Next' button
- If all information is correct, select
8a. Issue quote: You will be presented with the confirmation page
8b. Make payment: You can select the payment option from the list - Customer payment / Agent payment - Send confirmation email to client and download schedule