Star Health and Allied Insurance Co. Ltd. Quotation Module Branch User Login

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1 Star Health and Allied Insurance Co. Ltd Quotation Module Branch User Login

2 Copyright Information used in this document is subject to change without notice. Companies, names, and the data used in the examples herein are fictitious unless otherwise noted. No part of this document can be reproduced or transmitted in any format, by any means; electronic or mechanical, for any purpose, without permission of 3i Infotech Ltd. Any documentation or information for external use such as advertising, press releases, or promotional materials requires prior written approval from 3i Infotech Ltd. Copyright i Infotech Ltd. All rights reserved. Disclaimer This documentation has been produced to complement the software developed and marketed by 3i Infotech Ltd., a registered Indian company with limited liability. The document accompanies the software, made available through a license. This document has been created with good intention, and the company does not take responsibility if it is put to for any malicious use. The document is original in content and presentation and is protected by international copyright law. Hence, the company places restriction on any part of the written material being disclosed or reproduced. Though the document has been written with utmost care and concentration, there may be a few typographical errors, technical or functional inaccuracies and omissions. The readers are requested to report these to the content development team at 3i Infotech Ltd. However, the company may not be held responsible for the damages that have been caused by following what is written in the document. 3i Infotech reserves the right to change in part or full, the contents of the document without prior intimation to its users. The users are also advised to closely relate the document s version to the software in use. 3i Infotech welcomes feedback to improvise the written material in of the document. However, we cannot give more than our appreciation to the effort input by the reader. The products other than those developed by 3i Infotech mentioned in the document are mere references. They belong to their respective owners, and 3i Infotech does not take responsibility to inefficiencies in this software. Screen shots provided are representative and may or may not contain all the fields explained in the user manual. All data displayed in the screenshots are meant for demonstration purposes and is not intended to refer to any existing person or organization Page 2 of 18

3 Table of Contents Quotation Module 5 Branch User Login... 5 Page 3 of 18

4 About this Guide This User Guide facilitates the user with various features and functionalities of the SM Portal to analyze and approve the proposal details declared in the proposal and convert them to policy. Objectives The main objectives of this document are: Introduces to all the features available in the application Familiarizes with the various conventions used in the product To function as a reference manual and user guide to all the functionalities and features of this application It helps the user to perform various setups and transactions by guiding you through the relevant screens methodically Document Icon Library In order to draw your attention to certain important points, icons are used as easy indicators. Use this Document Library to identify these icons in the user guide. Icons Description A note or additional information useful to you Important information that you need to keep in mind while using the application Provides you details of error messages encountered in the application Page 4 of 18

5 Introduction QUOTATION MODULE This module provides a facility to get quotation for group health and PA proposals. A Quote can be requested from Branch in the web portal which will be listed in the Corporate Office for preparation of quotation. Each request will be enabled with a Unique Identification Number as an indent. Against each indent, multiple quotations can be created. The following are different users who login to complete the Quotation module. They are: Branch User Corporate User Admin User Branch User Login The branch user undertakes receiving details from the customer, verifies and then sent to the Corporate User for further creation, approval, and review of the quotation. The Branch User is enabled with the user name and password to log in to the Quotation module of the application. 1. Enter the branch User ID and Password with the login credentials. Login 2. Click Login to enter into the Branch main screen. The system defaults the main screen as Pending Indent with the details provided with the incident number. On the main screen, the user can view different menus such as Masters, Transactions, and Reports with different sub-menus. Masters The user can change the password by clicking this menu. Transactions The user can create a new indent for quotation with Create Indent sub-menu. Similarly, the user can view Pending Indents which is displayed on default. Page 5 of 18

6 Reports The user can view the list by filtering From and To dates and also by selecting the options from Status dropdown list. Create Incident 3. Click Create Incident to create a new quotation. The system displays the screen as shown below. Page 6 of 18

7 Insured Details 4. Enter all the fields in the main header screen of the Insured Details tab. 5. Enter the credentials of the experience details by selecting Fresh, Own Renewal, or Other Company Renewal. Fresh Click Fresh if the details of Quotation created is for the first time. Own Renewal Click Own Renewal to renew the old policy. On clicking Next, The system fetches the details of the old policy automatically in Previous Insurance tab. Other Company Renewal Click Other Company Renewal to enter the policy details of other insurance companies. 6. Select the checkbox of the persons covered. 7. Select the relevant Coverage by selecting the available option button. The available options of Coverage are as follows: Individual Sum Insured Family Floater Sum Insured The user can also select any of the following Covers. Standard Cover Extension Cover 8. Click Next button to enter the Member Details tab (Applicable only if Member option is selected). Page 7 of 18

8 Member Details This tab is enabled if Member option is selected in Insured Details tab. Enter all the relevant details pertaining to the Member criteria. On clicking Next the system displays Previous Insurance tab. Previous Insurance The user can view all the details of the previous insurance if Own Renewal or Other Company Renewal radio button is clicked. This tab is not enabled if Fresh option button clicked. Page 8 of 18

9 The system displays the screen as shown: On clicking Next the system displays Age Wise Insured tab. Page 9 of 18

10 Age Wise Sum Insured 9. Select Add Employee as either Manual or Upload. The user can upload member/employee details in prescribed format in excel to add members as well as employee. If uploaded automatically, the system will fetch the count of the insured in grid as shown below. 10. Select Manual Option to add the employees manually. 11. Enter the sum insured in Individual Sum Insured grid. 12. Select the count of the persons through different age-band in their respective grids and click Add. The system displays the screen as shown below. On clicking Next the system displays Group Size Details tab. Group Size Details In this tab, the user can view the summary of details entered in the previous page. Page 10 of 18

11 On clicking Next button the system displays Extension tab. Extensions In this tab, the user can select any of the cover extensions requested by the customer. The user can select the checkboxes depending upon the coverage. Cover Code CVR02 CVR03 CVR04 CVR05 CVR06A CVR06B CVR07 CVR08A CVR08B CVR09A CVR09B Description Waiver for 30 days waiting period Waiver for 1st year exclusions Waiver for 1st Two years exclusions Cover for Pre Existing Disease. Maternity Extension Normal Maternity Extension Caesarean Whether Waiver of 9 months waiting period for Maternity is desired (Otherwise maternity cover will be subject to 9 months waiting period. Child Cover from day 1 is desired 10% of mothers SI Child Cover from day 1 is desired Floater Sum Insured Corporate Buffer for All Diseases Corporate Buffer for Critical Illness CVR01 is enabled automatically if Family Floater option button is selected from the Insured Details tab and is non-editable. If the user selects CVR05, then covers from CVR02 to CVR04 is automatically checked in with a message shown as displayed. If the user selects CVR06A checkbox then CVR06B is also checked in automatically and vice versa. The user will not be able to select CVR07 to CVR08B covers if CVR06A or CVR06B is not selected and throws out a validation as shown below. If the user selects CVR09A then CVR09B is disabled and similarly if the user selects CVR09B then CVR09A will get disabled. On clicking Next the system displays Condition Details tab. Page 11 of 18

12 Condition Details 13. Enter the conditions if any specially required. 14. Click Add to include the condition details. The system displays the description of conditions added in Any Other Requirements. The user also has the option to delete the conditions which are not necessary to include in the Conditions tab for the Quotation module by clicking Delete button. On clicking Next button the system displays Premium Details tab. Premium Details The user can enter all the details of the Intermediary and add comments. The system displays the screen as shown below. Submit 15. Click Submit button to submit all the details included for the quotation by the branch user. The system displays a message stating Submitted Successfully. Page 12 of 18

13 On clicking Ok the system displays the status of the Pending Quotation as shown in the screen. The user also has the option to copy, edit and view the quotation any number of times and the Pending Quotation status is displayed depending on the Quotation copied and edited. 16. Click Upload button to upload any documents. The system displays a validation message stating Uploaded Successfully. The user can view and delete the uploaded files by clicking View and Delete links. Send to Corporate 17. Click Send to Corporate button to send the Quotation to the Corporate User. The system displays a warning message stating Are you sure you want to Send to Corporate? The system displays a message stating Submitted Successfully and defaults the Pending Indent as follows. Here the user can view the details of the Pending Quotation such as Indent Number, Created Date, Insured Name, Quotation Count, Approved Quotation Count, Pended with. The user can also fetch the details in excel sheet by clicking Export To Excel button. Page 13 of 18

14 Approved Quotation Count The user can identify Approved Quotation Count from the list. (If count is above 0 then there will be some approved quotations against the indent. Page 14 of 18

15 In Quotation table, schedule can be printed for Approved Quotation. If Quotation Premium is approved with marketing cost then schedule will display as shown below. Page 15 of 18

16 If Quotation Premium is approved without marketing cost then schedule will display as shown below. For this, the user will be allowed to enter marketing cost percentage in Premium Details tab. The system displays the screen as shown below. Page 16 of 18

17 After entering the marketing cost, the schedule will display the premium as shown below. If the quotation is materialized and policy is converted then the user can change the Quotation status as materialized by entering the policy number. Page 17 of 18

18 Click Save button to save the policy number. The system changes the status non-materialized to Materialized. End of Document Page 18 of 18

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