Docstoc

ATLAS Complete User Guide

Document Sample
ATLAS Complete User Guide Powered By Docstoc
					ATLAS USER GUIDE




                   Last Update: 25th Jul 2011
                               ATLAS USER GUIDE


CONTENT                                                                              PAGE


Policy Issuance
      Login to ATLAS                                                                     3
      To Change Password                                                                 4
      ATLAS Overall Layout                                                               5
      Quick Quote Page                                                                 6-8
      Insured Details Page including:
                 I.   Nomination by Policy Level(Individual, Couple & Family Plan)        9
                II.   Nomination by Insured Level (Group Policy)                         10
      Nomination Module:
                 I.   Steps to perform Nomination                                        11
                II.   Nomination Module: Features & Details                              12
      Miscellaneous Information Page                                                     13
               - Reference Details Section
      Application Summary Page                                                           14
               - Credit Card Payment Section
               - Document Delivery Section
               - Terms & Conditions Section
      Policy Confirmation Page                                                           15
               - Policy Document                                                         16
               - Receipt                                                                 17
Policy Enquiry, Copy Policy, Policy Cancellation, Policy Document Resend
      Policy Enquiry – Simple Search
               - Simple Search                                                            18
               - View Policy Page: Document Delivery (Policy Document Retrieval)          19
               - Policy Cancellation                                                 20 - 21
               - Copy Policy                                                              22

      Policy Enquiry – Advanced Search
               - Advanced Search & Email Confirmation Resend                             23
               - Policy Document Resend Module: Features & Details                       24

Appendix 1                                                                           25 - 26




                                                     2
Policy Issuance
Login to ATLAS




                                 Producer Code + Prefix


                                 Agent Ref + ID Sequence No



                                 Tick this box if you wish to
                                 save the Login Details into
                                 the browser so that you are
                                 not required the same Login
                                 Details for the next login




1.   Access the website at https://www.myatlas.asia/my
2.   Enter Agent Ref, Producing Agent, and Password supplied to login to the ATLAS
3.   Click on Login to continue




                                                           3
To Change Password




   To change the default password given, please click on “Change Password” on the Left Panel and supply your
   new password.

   Please refer to the guideline for your new password.




                                                          4
    ATLAS - Overall Layout




                                 B




             A
                             C




Reference:

A – Left Panel

B – Input Panel

C – Bottom Panel




                        5
Quick Quote Page




                                        A

                                 B



                                 Select Applicant’s Type



                                 Service Tax will be applied if
                                 applicant type is “Organization”



                       Please select No. of Insureds
                       based on Policy Type*
                       Please refer to reference “B”




                   6
Reference:

A.    Destination:

Click the “Help” hyperlink to view the Country Listing of the selected Region.

Example:




B.    Policy Type

              Domestic                     Travel Assist (Per Trip / Annual)                   Student Assist

                                         Travel Assist Per Trip
                                                                                 *By Default




                                         Travel Assist Annual

                                         *By Default

No.     Policy Type              No. of Person
1.     Individual      1 Person Only (Default)
2.     Group           2 – 30 Persons (Max 30 Persons)
3.     Couple          2 Persons (Default)
4.     Family          2 – 30 Persons (Max 30 Persons)




                                                             7
Please click on “Calculate” to get the premium quotation and click on “Issue” to proceed.




                                                          8
Insured Details Page




                                                                            Please key in Customer’s
                                                 Please click on the         Email Address so that
                                                 “Nominee(s)” button for     policy documents will be
                                                 nomination.                   sent to the customer

                                                 Max. 3 Nominees are
                                                 allowed for Individual,
                                                 Couple and Family plan.

                                                 For Group Policy, each
                                                 Insured could nominate
                                                 up to 3 Nominees




1.   Fill in the Insured(s) Name and details
2.   Click on “Nominee(s)” button if you wish to perform nominations.
     a) For Individual, Couple and Family plan, nomination would be at Policy Level. (Max up to 3 Nominees)
     b) For Group Policy, nomination would be at Insured level. (Max up to 3 Nominees per Insured). Please refer
           to the next page for details.
3.   Click “Next” to continue, or
4.   Click “Back” If you wish to go back to the previous screen for correction.

Please note that fields with asterisk * are mandatory fields




                                                            9
Nomination Button for Group Policy (Nomination by Insured Level)




                                                   10
Nomination Module (Pop-up Window)

Nomination can be done following the steps below:

1. Key in nominee(s) detail and click on “Add”.
2. Click “Save” to upload the nominee(s) into the system
3. Click “Close” to close the Nomination Window.




                                                           11
Nomination Module - Features & Details:




                                          12
Miscellaneous Information Page




                                 By default, the Primary Insured details from the
                                 previous page will be copied as the policy holder.

                                 For minor child (below 18) application, please change
                                 the Policy Holder Details to the parents’ details.

                                 For Example: <Parent’s Name> OTLO
                                 (Please refer appendix 1 for details)




                                                                          This is for agent’s
                                                                          internal reference




1.   Click “Next” to continue




                                       13
Application Summary Page




                                                                                             Scroll Down




                                               1. Please fill in Credit Card
                                               Details




                           2. Please tick this box to send policy documents to customers




                                            3. Please tick this box to accept on Terms & Conditions




                                                       4. Please click “Issue” to proceed with policy issuance

                                                    14
Policy Confirmation Page




                                    Policy Number



                                Please click the necessary
                                hyperlink to download the
                                Policy Document or Receipt




                           15
Policy Document




      16
Receipt




  17
Policy Enquiry, Copy Policy & Policy Cancellation




                                                             Policy information is retrievable via

                                                             Simple Search, or
                                                             - Search by Policy Number

                                                              Advanced Search
                                                              - Search by
                                                             1. Policy Status,
                                                             2. Policy Number
                                                             3. Name of Insured,
                                                             4. National ID,
                                                             5. Transaction Date / Policy Effective
                                                                  Date




  Search for a policy via Simple Search or Advanced Search




                                                    18
View Policy Page




                    Click on the hyperlink to retrieve the Policy
                    Documents, Invoice / Receipt




                    Copy Policy or Cancel Policy can be performed by
                    selecting the drop down option.




                    Please refer to:

                         -    Page 20 & 19 for Policy Cancellation
                         -    Page 20 for Copy Policy




                   19
Policy Cancellation

To cancel a policy, select the “Cancel Policy” from the drop down listing and click “Go”.




Then, please select the cancellation reason from the drop down listing and click “Cancel Policy” to proceed




                                                                                                   Scroll Down




2. Tick the box to send the Cancellation
Documents to customer




1. Select Cancellation Reason from the drop down listing


                                                                     3. Click “Cancel Policy” to proceed
                                                                     and Policy Cancellation page will be
                                                                     shown




                                                           20
Policy Cancellation Page




                           Click the Hyperlink to retrieve the Cancellation Document




                                                         21
Copy Policy

Copy policy function will allow users to copy all the information from an existing policy in the system for future
issuance.

To copy policy, select the “Copy Policy” from the drop down listing and click “Go”.




Insured’s details will be copied from the system’s record and pre-populated in the Insured Details page for next
issuance.




                                                            22
Advanced Search & Email Confirmation Resend
Policy Document can be resent via “Advanced Search” module. Users may retrieve and resend the policy documents
via email at anytime, anywhere following the steps below:




                                                      23
Policy Documents Resend Module – Features and Details




                             Client and Producer’s e-mail address is listed
                             as above.




                                                         24
Appendix 1
HOW TO ISSUE TRAVEL POLICY FOR MINOR

       Minor means below 18 years old as at last birthday
       Policies can only be issued via Atlas
       Coverage on Accidental Death & Permanent Disablement for minor is limited to 25% of the sum insured

                                                          Org.   Plan Type     Primary                                     Claim pay
         Scenario                    Policy Type                                                  Policy Holder
                                                          Tax                  Insured                                         to
    Minor travel under             Individual (1 pax)             Individual                   Organisation OTLO
                                                          6%                    Minor                                         Org.
      Organisation                  Group (> 1 pax)                  Plan                   Eg. “ABC Sdn Bhd OTLO”

Minor travel on their own or                                                                 Parent/Guardian OTLO
                                                                  Individual                                                 Parent/
  with people other than               Individual           -                   Minor      Eg. Given Name “Siew Yin”
                                                                     Plan                                                   Guardian
     parent/guardian                                                                       Surname “Chong OTLO”

   Minor travel with One                Group                     Individual                                                 Parent/
                                                            -                   Minor            Parent/Guardian
      parent/guardian           (Minor+Parent/Guardian)              Plan                                                   Guardian


OTLO stands of On The Live Of

Print Screen




                                                                                                                     Minor’s Detail




                                                                                                          Last Update: 25th Jul 2011
                                                                            Parent /
                                                                            Guardian’s
                                                                            Detail




Policy Schedule




                  ========================= END =========================
                                            26

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:35
posted:8/1/2011
language:English
pages:26