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Quick start guide

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					quickTIC               1 Beginning a quickTIC session                         2. Fill in the fields
                                                                                       For Canadian residents, in the Province field,
                       To begin a quickTIC session, you will need a special
                                                                                       select the province where the primary applicant
Quick start guide      user name and password provided by the agency
                                                                                       resides
                       administrator.
                                                                                       Optional fields are:
                       To log on to quickTIC:
August 31, 2009                                                                         Destination USA
                       1. Go to the Internet and go to this website:                    Days through USA 1
This quick start          www.quicktic.ca
                                                                                        Trip cost per person 2
guide provides                The quickTIC screen appears                     3. Under the Plan section
agents and brokers
                       2. In the User name field, type in your user name
with the basic                                                                     If…                    Then…
steps to start         3. In the Password field, type in your password
selling travel                                                                     Quoting all            In the Plan drop down, choose
                       4. To start quickTIC, click Begin
insurance online.                                                                  applicable plans       the value All relevant plans
                              The home screen appears
                                                                                   Quoting a              In the Plan drop down, choose
                                                                                   specific plan          the plan name
For more               2 The Quote button (quick quotes)
information, check
out the interactive    Use the Quote button to:
                                                                              4. To view the quote results, in the lower right corner,
help on quickTIC. In      Quote a plan without creating a client profile         click Continue
the upper right
corner, click help.       Quote multiple plans at one time                             The Results screen appears
                          Look for an opportunity to up-sell                  5. Looking at the quote results
Prefer to watch how    2.1 Getting one or more quick quotes for a                  To…                    Go to…
it’s done?
From the Main              customer                                                Choose benefits        Part 2: Customizing a quick
menu click                                                                         for a plan             quote
Information for the    Part 1: Getting a quick quote
quickTIC web based     To get a quick quote:                                       Save one or            Part 3: Saving a quick quote
learning.                                                                          more plans
                       1. From the Main menu, click Quote
                                                                                   Purchase a plan        The section Purchasing a quick
                              The New quote screen appears
                                                                                                          quote on page 2


Questions? Call                                                               1
                                                                                Days through USA: The exact number of days the customer
                                                                              will travel via USA to their destination
Agency Services                                                               2
                                                                                Trip cost per person: Available to users with the privilege to
1-800-465-4279                                                                view travel agent fields
                                                                                                                                                 1
                       Part 2: Customizing a quick quote                               4. In the results grid, find the quote and click on its
quickTIC               1. To customize a quoted plan, select benefits for that
                                                                                          application date
                                                                                               The Summary screen appears displaying the
                          plan
                                                                                               coverage and plan summaries
Quick start guide              A new premium appears for the customized plan

                       Part 3: Saving a quick quote                                    2.3 Purchasing a quick quote
Want to enter a                                                                        Starting point: Complete a new quick quote or find an
                       To save a quick quote with one or more plans:                   existing quick quote
client profile
quicker?               1. Beside each plan’s name, select the checkbox
Update your screen                                                                     Part 1: Preparing a quick quote for purchase
                               To select all plans, at the top of the list beside
defaults. On the               the Plan heading, select the checkbox                   To prepare a quick quote for purchase:
Main menu, click
                       2. To save the quote, in the lower right corner, click          1. Beside a single plan’s name, select the checkbox
My profile
                          Save                                                         2. To purchase the quote, in the lower right corner,
                               The quote summary appears describing the                   click Purchase
Tired of seeing                saved quote                                                     The Client search screen appears
products you don’t
sell?                  2.2 Finding and viewing an existing quick                       3. Review the Client search results
Update your
product list. On the
                           quote 3                                                          If…                 Then…
Main menu, click       Quotes created through the quote button are found
My profile             using the Quote search feature.                                      The client           a. To view the profile, click
                                                                                            appears in the          the client’s name
                       To find a customer’s saved quote:                                    list
                                                                                                                 b. To attach this profile to the
Remember to log        1. On the Main menu, click Quote                                                             policy, in the lower right
off quickTIC.                                                                                                       corner click Purchase
Clicking the log off           The New quote screen appears                                                            The New policy screen
button in the upper    2. To search for a quote, on the upper tabs click                                                appears
right corner              Search quote                                                                           c. Move to Part 2:
ensures no one
                       3. Fill in at least one field then in the lower right                                        Completing the sale
else uses your
quickTIC session          corner, click Search                                              quickTIC             a. In the upper tabs, click
                               The Last name and Given name fields refer to                 returns zero            New client
                               the customer                                                 client matches             A new Client profile
                                                                                                                        appears
                               quickTIC searches on partial names
                                                                                                                 b. Move to the next step
Questions? Call
                        Quick quote: A quote created through the Quote button. It is
                       3

Agency Services        not attached to a client profile
1-800-465-4279                                                                                                                                   2
quickTIC            4. At a minimum, complete the client’s :
                           Gender                       Language
                                                                                 Part 2: Completing the sale
                                                                                 To complete the sale:
Quick start guide          Phone number                 Primary address
                                                                                 1. In the lower right corner, click Purchase
                    For tax purposes, the primary address must be the
                                                                                 2. Select a payment method and complete all fields
                    client’s permanent address
Want to change                                                                   3. To continue with the payment method, click Submit
                    5. Identify the client’s mailing address by selecting the
your password?
                       is mailing address checkbox                                      The fulfillment screen appears
On the Main menu,
click My profile.                                                                4. On the Fulfillment screen
                         If …               Then…
Once there, click
the Password tab         The profile is     Move to the next step                    To…            Then…
                         complete
                                                                                     View or         a. In the lower right corner, click
                         Including an        a. Update each additional               print the          View & Print
                         additional             traveller with their name,           fulfillment           A new window appears with
                         traveller              gender and relationship                                     the fulfillment in PDF
                                                                                                            format
                                             b. Click Okay to confirm
                                                each changed traveller                               b. On the toolbar, click the
                                                                                                        printer icon then click OK
                                             c. Move to the next step
                                                                                                     c. Once the fulfillment prints give
                                                                                                        the documents to the client
                    6. To save the profile, in the lower right corner, click                            before they leave
                       Save
                                                                                     Email the       a. In the lower right corner, click
                           The client profile appears in view mode                   fulfillment        Email
                    7. To purchase the policy using this client profile, click                       b. Enter the client’s email address
                       Purchase
                                                                                                     c. Click Send email
                           The New policy screen appears                                                   quickTIC emails the
                    8. Review the policy and complete the remainder of                                      fulfillment documents to
                       the fields                                                                           the client’s email address




Questions? Call

Agency Services
1-800-465-4279
                                                                                                                                         3
quickTIC            2.4 Changing an existing quick quote 4
                                                                                    3.1 Finding and viewing a client profile
                                                                                    To find and view a client profile:
                    When valid, a saved quote may be changed.                       1. On the Main menu, click Policy
Quick start guide
                    To change an existing quick quote:                                      The Client search appears
                    1. Search for a saved quote                                     2. To look for a client, fill in any of the search fields
                    2. In the lower right corner, click Change                              See the user manual for search rules
                              The New quote screen appears with the original                When searching by phone number, the area
                              information entered                                           code is optional
                    3. Update the details as needed then click Continue             3. To run the search, in the lower right corner, click
                                                                                       Search
                              The new results appear
                                                                                    4. To view the client profile, in the results list click the
                    4. As needed, customize the plan’s benefits                        client’s name
                            To…                 Then…                                       The client profile appears

                            Save one or          a. Select the applicable plans     3.2 Adding a client profile
                            more plans
                                                 b. In the lower right corner,
                                                    click Save                      Part 1: Adding client information
                                                        The Summary screen          To add a client profile:
                                                        appears
                                                                                    1. From the Main menu, click Policy
                            Purchase a plan     Go to the section, Purchasing a     2. To create a new profile, on the Client search screen
                                                quick quote on page 2                  in the upper tabs click New client
                                                                                    3. At a minimum, complete the client’s
                    3 The Policy button
                                                                                            Last name                    Given name
                    Use the Policy button to
                                                                                            Birth date                   Gender
                          Attach a quote to a client profile
                                                                                            Language                     Phone number
                          Quote a medically underwritten plan
                                                                                            Primary address
                          Immediately sell a policy
                          Find a quote created in another system 5                      For tax purposes, the primary address must be the
                                                                                        client’s permanent address
Questions? Call
                    4
                        Saved quote: A quote created through the Quote button. It
                                                                                    4. Identify the client’s mailing address by selecting the
Agency Services     is not attached to a client profile                                is mailing address checkbox
1-800-465-4279
                    5
                      Systems include eTIC, SmartWeb and IBIS
                                                                                                                                                4
quickTIC                 If …               Then…                               2. To save the profile, in the lower right corner, click
                                                                                   Save
                         The profile is     To save the profile, in the lower
Quick start guide        complete           right corner, click Save                   The client profile appears in view mode and lists
                                                                                       the agent’s note
                                            The client profile appears in
                                            view mode
                                                                                3.3 Adding a policy or a detailed quote
                         Adding a           Move to Part 2: Adding a            Starting point: A client profile has been found or
                         traveller to the   traveller to the profile below      created
                         profile
                                                                                To add a policy or a detailed quote:
                         Adding a note      Move to Part 3 Adding a note        1. While viewing the client profile, to start a new
                         about the client   below                                  policy or detailed quote, on the upper tabs click
                                                                                   New policy
                    Part 2 (Optional): Adding a traveller to the profile
                                                                                       The policy screen appears
                    1. To enter a traveller, in the Additional travellers
                                                                                2. Select the travellers to be insured on this policy
                       section, complete the name, birth date, gender and
                       relationship fields then click Okay                      3. Select the Base plan
                                                                                4. Complete the Trip details
                         If …               Then…
                                                                                5. As applicable, select benefits and optional plans
                         The profile is     To save the profile, in the lower
                         complete           right corner, click Save            6. After customizing the plan as needed

                                            The client profile appears in          To …             Then…
                                            view mode and lists the new
                                            traveller                              Save the         In the lower right corner, click
                                                                                   detailed quote   Save
                         Adding a note      Move to Part 3: Adding a note
                                                                                                    The detailed quote appears in view
                         about the client
                                                                                                    mode
                    Part 3 (Optional): Adding a note                               Buy the policy   See the next section,
                           Agent’s notes remain confidential. These notes do                        Purchasing a policy
                           not appear on policy documents.

                    1. To enter a note about a client, in the Agent’s notes
Questions? Call        section under Comments, type the note then
                       click Okay
Agency Services
1-800-465-4279
                                                                                                                                           5
quickTIC            3.4 Purchasing a policy
                                                                                    3.5 Viewing an existing policy or a detailed
                                                                                        quote 7
                    Starting point: Viewing an existing detailed quote 6 or
Quick start guide   having completed the new policy screen                          Policies and detailed quotes require a client profile. The
                                                                                    client profile lists a history of policies and detailed
                    1. To purchase the policy, in the lower right corner,           quotes for that client.
                       click Purchase
                               The Payment screen appears                           To view an existing policy or detailed quote:

                    2. Select a payment method and complete all fields              1. From the Main menu, click Policy

                    3. To continue with the payment method, click Submit                       The client search appears
                                                                                    2. Search for the client
                               The fulfillment screen appears
                    4. On the Fulfillment screen                                               To learn how to search, see the section,
                                                                                               Finding and viewing a client
                            To…              Then…                                  3. On the results, click the client’s name
                            View or          a. In the lower right corner, click               The client’s profile appears
                            print the           View & Print                        4. Scroll down to the History
                            fulfillment            A new window appears with
                                                    the fulfillment in PDF          5. On the History, click the plan’s name
                                                    format                                     The policy screen appears in view mode
                                             b. On the toolbar, click the
                                                printer icon then click OK
                                             c. Once the fulfillment prints give
                                                the documents to the client
                                                before they leave
                            Email the        a. In the lower right corner, click
                            fulfillment         Email
                                             b. Enter the client’s email address
                                             c. Click Send email
                                                   quickTIC emails the
                                                    fulfillment documents to
                                                    the client’s email address
Questions? Call

Agency Services         Detailed quote: An unsold policy created using the Policy       Detailed quote: An unsold policy created using the Policy
                    6                                                               7

1-800-465-4279      button                                                          button
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