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KNOWLEDGE BASE

How do I create a quote and issue policy?

Please follow the steps below:

  1. Click on the ‘Quote’ menu and then select ‘Create a Quote’ from the drop down list
  2. Click on ‘Travel Insurance’ and enter 'Account Number' 
  3. Select 'Plan Type', enter the travel period (start date cannot be in the past) and the number of travellers
  4. Click on the ‘Get Quote’ button
  5. Select 'Optional Top-ups'
  6. Now you can see the premium and select the appropriate 'Plan'
  7. Enter Appliant and Traveller's details and then click on 'Next' button
  8. 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
  9. Send confirmation email to client and download schedule