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					                                                           Page No.1                                                                        Page No.2


                                                                                                 Quick Guide
                                                                       Introduction
                                                                       Why everybody is getting into ATLAS at Last !              Page 4
                                                                       How to Log-In                                              Page 5-6
                                                                       ATLAS Home Page                                            Page 7
                                                                       Part 1: Create New “Transaction”
                                                                       How to issue an “Individual” Quote/Policy                  Page 9-12
                                                                       How to issue & modify a “Group” Quote/Policy               Page 12-13
                                                                       How to Process Payment                                     Page 14
                                                                       Individual/Group Policy Successfully Issued                Page 15
                                                                       Policy Delivery Options                                    Page 16
                                                                       Live “Demonstration”




                                                           Page No.3                                                                        Page No.4


                     Quick Guide                                            Why everybody is getting into ATLAS !
Part 2: Follow-Up on Policy
                                                                       Today…                                 With Atlas, You can
How to Search Existing Policy                    Page 19                Time spent on making a trip &              Get Quote or Issue Policy
How to Endorse, Cancel or Reprint Policy         Page 20-22             queuing to process the travel              with just 3 steps any time !
                                                                        policy via counter                         Inquiry, cancel, reprint and
How to create New Policy for existing Customer   Page 23-24             Changes or Endorsement made                request endorsement at your
Live “Demonstration”                                                    by fax or over                             finger tips
                                                                        counter…sometimes things                   Submit more than ONE
Appendix: Download Useful Documents              Page 26                gets lost                                  insured’s name directly in a
                                                                        Re-write existing customer                 singular policy
Appendix: Your computer & internet Settings      Page 27-30             information again if they                  Print the policy document
                                                                        travel                                     immediately or have the
Appendix: Where to get Help !                    Page 31-33
                                                                        Need to call call-centre or visit          document sent to
Part 3: ATLAS Agreement “Signing”                                       counter to enquire about                   you/customer email instantly
                                                                        policy                                     Hassle free payment mode via
                                                                        Can only re-print policy over              widely accepted credit cards!
                                                                        the counter … more                         And more…




                                                                                                                                                        1
                                                                                              Page No.5                                                                                Page No.6
                                                                                                                             Take Note: ID & Password
                                    How to Log-In
                                                                                                            Login
     Step 1: Key in the website address https://www.myatlas.com.sg                                          • A unique User ID and Password will be given to each ATLAS user. Upon
     • ATLAS Login screen will be displayed, see below                                                         issue, login within 3 days but no need to process. To log into the system,
                                                                                                               enter the correct User ID and Password and click on the Login button.
                                                                                                               Note that passwords are case sensitive.

                                                                                                            Change Password
                                                                                                            • You may change your ATLAS password at any given time. To do this, enter
                                                                                                               your User ID and Password in the Login screen and click on the Change
                                                                                                               Password button.




                                                                                                            Reset Password
     Step 2: Key in your user ID and Password once the log-in screen                                        • Click on the Forget Your Password hyperlink in the Login screen.
        appears
                                                                                                            • The Reset Password screen will be displayed. Enter your User ID
                                                                                                              and click on the Submit button. ATLAS will generate a new
                                                                                                              password that will be sent to your e-mail address.




                                                                                              Page No.7                                                                                Page No.8
                                  ATLAS Home Page
                                                                                                                                      Quick Guide
              There are 2 sections. Policy Section and Search Records Section.
                                                                                                            Introduction
                                                         Log Off Button
                                                         Allows you to log
                                                         off the system and
                                                         exit to the Login
                                                                                                            Why everybody is getting into ATLAS at Last !                    Page 4
                                                         screen.
                                                                                                            How to Log-In                                                    Page 5-6
Check User                                                                    Download Documents and
Ensure system reflects                                                        Forms
your name – if not                                                            Brings you to the Download    ATLAS Home Page                                                  Page 7
“no” commission will                                                          Documents and Forms
be assigned to you !                                                          screen where you can get
                                                                              copies of product             Part 1: Create New “Transaction”
                                                                              brochures, terms and
Policy Section                                                                conditions, and other
Allows you to issue a
policy or generate a
                                                                              forms. (see page 22)          How to issue an “Individual” Quote/Policy                        Page 9-12
quote. You need to
select the Product,
Plan, Policy Type, and                                                                                      How to issue & modify a “Group” Quote/Policy                     Page 12-13
Coverage Type values
and click on the Issue
Policy or Get Quote
                                                                               Search Records
                                                                                                            How to Process Payment                                           Page 14
button.
                                                                               Section
                                                                               Allows you to do a basic     Individual/Group Policy Successfully Issued                      Page 15
                                                                               policy search by entering
                                                                               the policy number,
                                                                               policyholder/insured
                                                                               name, or
                                                                                                            Policy Delivery Options                                          Page 16
                                                                               policyholder/insured ID
                                                                               Number and clicking on
                                                                               the Search button. Click     Live “Demonstration”
                                                                               on the Advanced Search
                                                                               hyperlink to perform a
                                                                               search with more criteria.




                                                                                                                                                                                                   2
                                                                                                                   Page No.9                                                                                                                                      Page No.10
How to issue a “individual” Quote/Policy                                                                                         How to issue a “individual” Quote/Policy – just 3 steps
Select the Product, Plan, Policy Type, and Coverage Type in the Policy Section of the Home Page and click
on the Get Quote button.                                                                                                         Key Policy Information                         Summary & Payment                                             Confirmation
                                                                                                                                                                                    Step 1 – Product Details
                                                                                                                                                                                    Review the Product, Plan, Policy Type, and Coverage Type selected from the Home
                                                                                                                                                                                    page. Customer Type default as “individual” (ignore “company” type for time being).


                                                                                                                                                                                                      Step 2 – Trip details
                                                                                                                                                                                                      Enter the Effective Date and Expiry Date in DD/MM/YYYY format.
                                                                                                                                                                                                      You may also select a date by clicking on the calendar icon beside
                                                                                                                                                                                                      the date fields.


                                                                                          Step 1




                                                                                          Step 2




                                                                                          Step 3

                                                                                                                                                                                                             Step 3
   Step 4                                                                                                                                                                                                    Select the destination details – Furthest
   Choice to                                                                                                                                                                                                 Destination

   Issue or Quote
                                                                                                                                                       Note: Outdoor Activities
                                                                                                                                                       Is default as “No”, please
                                                                                                                                                       ignore for the time being




                                                                                                                 Page No.11                                                                                                                                       Page No.12
How to issue a “individual” Quote/Policy                                                                                              How to issue a “group” Quote/Policy
                                                                    Step 4
                                                                    Select the policyholder’s ID Type (NRIC, FIN, Passport, or
                                                                                                                                       • To add another insured, just fill-in the Insured Details section again and
                                                                    ROC) and enter his ID Number with other details
                                                                    accordingly NRIC and FIN numbers will be checked for
                                                                                                                                         click on Save. Repeat this process until all the insured persons are added
                                                                    validity.
                                                                                                                                         to the insured table before you proceed to payment details.
                                                                                      Step 5
                                                                                      When the Set As Primary Insured
                                                                                      checkbox is ticked, the Policyholder ID
                                                                                      Type, ID Number, Name, Address, Unit,
                                                                                      Country, Postal Code, and Email will be
                                                                                      copied into the corresponding Insured
                                                                                      Details fields.



                                                                                 Step 6
                                                                                 Complete the DOB




                                                                                                                                                                                                                                                                       Key
                       Step 7                                                                                                                                                                                                                                      additional
                       Click on the Save button to accept the                                                                      If you check                                                                                                                   insured and
                       entered details. A row will be created                                                                     this box – the
                       in the insured table
                                                                                                                                                                                                                                                                   click save
                                                                                                                                 address of the
                                                                                                                                      primary
                                                                                                                                 insured will be
                                                                                                                                  automatically
                                                                                                                                    populated




                                                                                                                                    New insured
                                                                                                                                     details are
                                                                                                                                    added to the
                                                                                                                                       policy.




                                                                                                                                                                                                                                                                                3
                                                                                        Page No.13           Summary & Payment                           Step 8 (Note: Must be Gross Premium)
                                                                                                                                                         Complete the Payment Details.
                                                                                                                                                                                                                                       Page No.14
 How to modify a “group” Quote/Policy                                                                                                                    Payment Method is either Credit Term or Credit Card.
                                                                                                                                                         If Credit Card is selected, Credit Card Type, Cardholder Name, Credit Card
                                                                                                                                                         Number, Expiry Date, and CVC Number are enabled and are mandatory.
Note:
It is important to remember the following when adding new insured:                                                                                                         Step 9
•The primary insured should always be added as the first insured and the Insured                                                                                           Select the Document Delivery Option for the policy.
                                                                                                                                                                           -When Print Online is selected, a new browser window containing the
Type should be set to Individual.                                                                                                                                          policy documents (PDF) will be displayed upon policy issuance.
                                                                                                                                                                           -When Email is selected, the policy documents will be sent to the
•If the Policy Type selected is Family, there should be only one couple or one                                                                                             primary insured’s email address.
                                                                                                                                                                           -(Strongly Recommended) Print & Email will trigger both the PDF
family in the policy.                                                                                                                                                      window display and sending of the email. The Email and Print & Email
•You may have up to twenty (20) insured in a policy with the Insured Type set to                                                                                           options will only be enabled if an email address is entered for the
                                                                                                                                                                           primary insured.
Individual

  Edit Individual
      • To edit an insured record, simply click on the Insured Name hyperlink.                                                                                                                               Step 11
                                                                                                                                                                                                             Click on the Submit button to

      • Make the necessary revisions and click on the Save button to update                                                                                                                                  proceed with the policy issuance.
                                                                                                                                                                                                             Upon clicking Submit, policy

      the record                                                                                                                                                                                             validations will be performed. For
                                                                                                                                                                                                             policies paid through credit card, the
                                                                                                                                                                                                             payment details will be forwarded to
                                                                                                                                                                                                             a payment gateway for authorization.
                                                                                                                                                                                                             This will then trigger the generation
                                                                                                                     Step 10                                                                                 of the policy number and policy
                                                                                                                     Review the Terms and Conditions                                                         documents.
                                                                                                                     carefully and tick the checkbox
                                                                                                                     to signify your acceptance of the
                                                                                                                     declaration. Once this is ticked,
                                                                                                                     the Submit button will be
                                                                                                                     enabled.


                                                                                                        Note: It is important to remember the following while in the Summary & Payment
  Delete Individual
                                                                                                        screen:
      •To delete an insured record, click on the DELETE button at the end of                            • Policies with multiple insured individuals will have one set of policy documents per
      the row                                                                                           insured, i.e. Consolidated Policy amount shown for all individual.




Individual/Group Policy is Issued              Confirmation                             Page No.15                                                                                                                                     Page No.16
                                                                                                        Policy Delivery : Print or/and Email Options
                                                                 The system-generated Policy
                                                                 Number will be displayed.
                                                                                                                                                                              You have 3 Options (see Pg 10 step 9)

                                                                                                                                                                              Option: Print Online
                                                                         The policy status will                                                                               -a pop-up browser window containing the policy
                                                                         be set to Active.
                                                                                                                                                                              documents (PDF) will be displayed upon policy
                                                                                                                                                                              issuance (you can print out the PDF file immediately).

                                                                                                                                                                              Option: Email
                                                                                                                                                                              -When Email is selected, the policy documents will
                                                                            The complete policy                                                                               be sent to the primary insured’s email address.
                                                                            information entered in
                                                                            the Policy Information
                                                                            and Summary &
                                                                                                                                                                              Option: Print & Email*
                                                                            Payment screens will be                                                                           -Print & Email will trigger both the PDF window
                                                                            displayed.                                                                                        display and sending of the email. The Email and
                                                                                                                                                                              Print & Email options will only be enabled if an
                                                                                                                                                                              email address is entered for the primary insured.

                                                                                                                                                                              * Refer to “Document Delivery to Insured”

                                                                                                                                                                                                                          You will be able to
                                                                                                                                                                                                                          view the “document
                                                                                                                                                                                                                          delivery option” you
                                                                                                                                                                                                                          choose in the
                                                                                                                                                                                                                          confirmation view



                                                                         New Policy Button                                                                   For Multiple Policies – Only the Policyholder will receive all the
                                                                         Brings you to a fresh Policy                                                        polices through Email if Print & Email option is selected
                                                                         Information screen so you
                                                                         can issue another policy                                                             If the Email is wrongly input, Policyholder will NOT receive the
                                                                         with the same Product
                                                                         Details.                                                                            policies and Agent has to Reprint the document at their level to
                                                                                                                                                             deliver to Policyholder.




                                                                                                                                                                                                                                                      4
                                                                                                                                     Page No.17                                                                                                                                       Page No.18


                                              Quick Guide                                                                                                                                                  Quick Guide
  Introduction
                                                                                                                                                          Part 2: Follow-Up on Policy
  Why everybody is getting into ATLAS at Last !                                                                    Page 4
                                                                                                                                                          How to Search Existing Policy                                                                                         Page 19
  How to Log-In                                                                                                    Page 5-6
                                                                                                                                                          How to Endorse, Cancel or Reprint Policy                                                                              Page 20-22
  ATLAS Home Page                                                                                                  Page 7
                                                                                                                                                          How to create New Policy for existing Customer                                                                        Page 23-24
  Part 1: Create New “Transaction”
                                                                                                                                                          Live “Demonstration”
  How to issue an “Individual” Quote/Policy                                                                        Page 9-12
                                                                                                                                                          Appendix: Download Useful Documents                                                                                   Page 26
  How to issue & modify a “Group” Quote/Policy                                                                     Page 12-13
                                                                                                                                                          Appendix: Your computer & internet Settings                                                                           Page 27-30
  How to Process Payment                                                                                           Page 14
  Individual/Group Policy Successfully Issued                                                                      Page 15                                Appendix: Where to get Help !                                                                                         Page 31-33

  Policy Delivery Options                                                                                          Page 16                                Part 3: ATLAS Agreement “Signing”

  Live “Demonstration”




                                                                                                                                     Page No.19                                                                                                                                       Page No.20
                                                                                                                                                                                                   How to carry out an Endorsement request
                               How to search Existing Policy                                                                                         This function enables you to send an email to AHAC Singapore regarding modifications that need to be
The Basic Search function allows users to perform policy search using minimal information. This enables the user to
quickly look for a policy by entering the Policy Number, the Policyholder or Insured Name, and/or the Policyholder or                                done on a particular policy. This feature is only available for Active policies.
Insured’s ID Number.                                                                                                                                 To endorse a Policy, perform a “search” for the policy in the Policy Administration function

                                                                                                        Step 1
                                                                                                        Enter the Policy Number,
                                                                                                        Policyholder/Insured Name, or
                                                                                                        Policyholder/Insured ID Number.                                                                                     Go Button
                                                                                                                                                                                                                            To create an endorsement request, select Send
                                                                                                        Search can also be performed using
                                                                                                                                                                                                                            Endorsement Request from the Action dropdown list
                                                                                                        any combination of these three                                                                                      and click on the Go button
                                                                                                        parameters.




                                                                                                         Step 2
                                                                                                         Click on the Search button to
                                                                                                         proceed with the policy search using
                                                                                                         the entered data




                                                                                                                                                  Submit Button
                                                                                                                                                  Enter the Request Details and click on Submit.

                                                                                                                                                  A confirmation screen will be displayed. The
                                                                                                                                                  request will be emailed to AHAC Singapore .
                                                                                                                                                  Best Practice: Endorsement Approved before
                                                                                                                                                  Effective Date of Travel!

Note: It is important to remember the following when using Basic Search:
•If the full Policyholder/Insured Name will be used for searching, the Given Name should appear before the Surname (i.e. [Given Name]
[Surname]). You may also search using part of the Policyholder/Insured Name.                                                                                                                 Extension of Policy
•Search results are limited to the latest 50 records in the database. A system message will be displayed when the number of matches exceeds
                                                                                                                                                                                             Provide Credit Card Details like name, card number and expiring date for processing.
50.




                                                                                                                                                                                                                                                                                                   5
                                                                                                                                 Page No.21                                                                                                                      Page No.22
                                                      How to Cancel Policy                                                                                                                How to Reprint Documents
                                                                                                                                              The Reprint Documents function allows you to generate copies of the policy documents. For Canceled policies, copies of the
   The Cancel Policy function enables you to perform a flat cancellation for policies that have not taken effect yet. All                     cancellation documents will be generated (e.g. endorsement schedule, credit note, commission advice).
   premium details will be fully reversed and the applicable endorsement/cancellation documents will be generated.
                                                                                                                                              To reprint the policy documents:
   To cancel a policy:                                                                                                                        •Perform a “search” for the policy in the Policy Administration function
     Perform a “search” for the policy in the Policy Administration function, select Cancel Policy from the View Policy action                •Set the Document Delivery Option to be used, select Reprint Documents from the Action dropdown list and click on the Go
   dropdown list and click on the Go button.                                                                                                  button.
     Select the Document Delivery Option and click on the Submit button to proceed with the cancellation
     The Cancel Policy confirmation screen will be displayed.                                                                                 Note that the Email and Print & Email options will only be enabled if and email address was specified for the primary insured
                                                                                                                                              during policy issuance.




Note: Refund for Cancellation
All cancelled policies will be fully refunded (before inception date) to the Insured, not to the agents in the form of cheque due to AIG
corporate compliancy.
You only cancel the policy due to insured cancel trip.




                                                                                                                                 Page No.23                                                                                                                      Page No.24

               How to create New Policy for existing customer                                                                                                How to create New Policy for existing customer

   The Copy Policy function allows you to use the details of an existing
                                                                                                                                                                                                                                    Copy Policy - ALL
   policy and make changes to it in order to issue a new policy.

   • Product Details, Policyholder Details, and Insured derails are copied.
   • Trip Details, Adjustment, Payment Details, and Document Delivery
     are not copied.

   There are two options available:
   1. Copy Policy – Primary
         Only the details of the Primary Insured (first insured) are copied.
   2. Copy Policy – All                                                                                                                                                                                                             Copy Policy - Primary
         Details of ALL insured in the policy are copied

   To perform the “COPY” policy function, perform a “search” for the
   policy in the Policy Administration function




                                                                                                                                                                                                                                                                              6
                                                                   Page No.25                                                                          Page No.26

                                                                                            Appendix: Download Useful Documents
                      Quick Guide
                                                                                Types of Documents
                                                                                Product Information, Terms and Conditions, Application form, Travel Claims
Part 2: Follow-Up on Policy                                                     Form and ATLAS FAQ.
                                                                                Steps
How to Search Existing Policy                              Page 19              •Click on                         this icon in the ATLAS home page.

How to Endorse, Cancel or Reprint Policy                   Page 20-22           •Click on the document you wish to view or download. The document PDF will
                                                                                be displayed in a separate browser window.
How to create New Policy for existing Customer             Page 23-24
Live “Demonstration”
Appendix: Download Useful Documents                        Page 26

Appendix: Your computer & internet Settings                Page 27-30

Appendix: Where to get Help !                              Page 31-33
Part 3: ATLAS Agreement “Signing”




                                                                   Page No.27                                                                          Page No.28

               Appendix: Your Computer                                                      Appendix: Your Internet Settings

System Requirements                                                             Step 1: Settings for Internet Option
• The minimum system requirements to use ATLAS are:                                     •    Click on Tools -> Internet Options
• Windows XP/NT                                                                         •    Go to “Security” tab and click on “Trusted Sites”
• Internet Explorer v6.0
                                                                                        •    Click on the “Sites” button and enter Atlas URL –
• Adobe Reader v6.0
                                                                                             https://www.myatlas.com.sg
• Internet connection
• 1024 x 728 screen resolution                                                          •    Click on Add and OK to proceed
                                                                                        •    Click on the “Custom Level” button
                                                                                        •    Reset custom setting to “Low” and click OK
Browser Settings                                                                        •    Click on “Internet” and go to “Custom Level”
• To ensure that the ATLAS screens are displayed properly, include
   the ATLAS site to your list of Trusted Sites and disable the pop-up                  •    The Security Settings pop-up will be displayed. To
   blocker. Please follow these steps to configure your browser.                             “Disable” the pop-up blocker and click OK to commit the
                                                                                             changes made.




                                                                                                                                                                    7
                                                                 Page No.29                                                                                      Page No.30

           Appendix: Your Internet Settings                                               Appendix: Enable the Pop-Ups
Step 2: Saved Atlas URL as Favorites                                             What is a Pop-Up?
      •   Open any webpage (e.g. www.yahoo.com)
                                                                                                         We you select the print options “print & email”
      •   Click on “Favorites” and “Add to Favorites”
                                                                                                         as in page 14…you will see a pop-up of the policy
      •   Change the name to “ATLAS” and click OK                                                        document in a PDF file.
      •   Click on the “Favorites” again and go to “ATLAS” that                                          Therefore your pop-up must be turn on.
          you’ve just saved
      •   Right click on the “ATLAS” and go to “Properties”
      •   In the URL field, enter Atlas URL –
          https://www.myatlas.com.sg
      •   Please ensure that you’re keying in the correct URL and
          click OK
      •   Go to “Favorites” again and click on the “ATLAS” to ensure
          that you are able to see the Atlas main page

                                                                              Quick Method = Tools > Turn Off Pop-up Blocker

                                                                                                            For those IT Savvy – can go to the Pop-up Blocker Settings…




                                                                 Page No.31                                                                                      Page No.32
               Appendix: Where to Get Help


                                                      Technical Issues




                                                                                                                        Screen shot and paste onto the
                                                                                                                        Email to send for assistance.
                                                                                                                        Turnaround time is 2 working days




                                                                                                                                                                              8
                                           Page No.33                                                          Page No.34



           Further Reference                                                 Quick Guide
                                                        Part 2: Follow-Up on Policy
•   Detailed User Guide                                 How to Search Existing Policy                    Page 19

    – http://www.aiggeneral.com.sg/Images/ATLA          How to Endorse, Cancel or Reprint Policy         Page 20-22

      S_UserGuide_tcm440-134865.pdf                     How to create New Policy for existing Customer   Page 23-24
                                                        Live “Demonstration”
•   Revised TRG Slides
                                                        Appendix: Download Useful Documents              Page 26
    – http://www.aiggeneral.com.sg/Images/ATLA
      S_TRG_Slides_tcm440-134864.pdf                    Appendix: Your computer & internet Settings      Page 27-30

                                                        Appendix: Where to get Help !                    Page 31-33
                                                        Part 3: ATLAS Agreement “Signing”




                                           Page No.35




                Thank You




                                                                                                                            9

				
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