ATLAS 2013

document PDF will be displayed in a separate browser window. 10 Select the Product, Plan, Policy Type, and Coverage Type in the Policy Section of the ...

0 downloads 87 Views 939KB Size
ATLAS 2013 TRAINING SLIDES

1

Introduction 1.

Singapore ATLAS is a strategic, web-based processing system that automates the travel business processes of AIG Asia Pacific Insurance Pte. Ltd. (AIG)

2.

With Atlas, now you can:     

3.

Generate Policy Quotes instantly Perform policy administration tasks such as inquiry, cancellation, document reprint and endorsement request Submit more than ONE insured’s name directly in a singular policy Print the policy document immediately or have the document sent to your email in a one-stop platform! Hassle free payment mode via widely accepted credit cards!

Retail products – –

Travel Guard Per Trip/Annual Plan Student Assist Long Term / Short Term

NEW!

2

Getting Started System Requirements • The minimum system requirements to use ATLAS are: • Windows XP/NT • Internet Explorer v6.0 • Adobe Reader v6.0 • Internet connection • 1024 x 728 screen resolution Browser Settings • To ensure that the ATLAS screens are displayed properly, include the ATLAS site to your list of Trusted Sites and disable the pop-up blocker. Please follow these steps to configure your browser.

3

Browser Settings Step 1: Settings for Internet Option • • • • • • • •

Click on Tools -> Internet Options Go to “Security” tab and click on “Trusted Sites” Click on the “Sites” button and enter Atlas URL – https://www.myatlas.com.sg Click on Add and OK to proceed Click on the “Custom Level” button Reset custom setting to “Low” and click OK Click on “Internet” and go to “Custom Level” The Security Settings pop-up will be displayed. To “Disable” the pop-up blocker and click OK to commit the changes made.

4

Browser Settings Step 2: Saved Atlas URL as Favorites • • • • • • • •

Open any webpage (e.g. www.yahoo.com) Click on “Favorites” and “Add to Favorites” Change the name to “ATLAS” and click OK Click on the “Favorites” again and go to “ATLAS” that 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

5

Website URL • Users may access the ATLAS website by entering the address https://www.myatlas.com.sg directly in Internet Explorer. • Alternatively, you may retrieve it from your Internet Favorites

The ATLAS Login screen will be displayed. 6

ATLAS Administration 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 • Click on the Forget Your Password hyperlink in the Login screen. • 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.

Login

• A unique User ID and Password will be given to each ATLAS user. To log into the system, enter the correct User ID and Password and click on the Login button. Note that passwords are case sensitive.

7

ATLAS Home Screen The Home page is the main ATLAS screen. This is where the different ATLAS functions can be accessed. Log Off Button Allows you to log off the system and exit to the Login screen.

Policy Section Allows you to issue a policy or generate a quote. You need to select the Product, Plan, Policy Type, and Coverage Type values and click on the Issue Policy or Get Quote button.

Download Documents and Forms Brings you to the Download Documents and Forms screen where you can get copies of product brochures, terms and conditions, and other forms. Search Records Section Allows you to do a basic policy search by entering the policy number, policyholder/insured name, or policyholder/insured ID Number and clicking on the Search button. Click on the Advanced Search hyperlink to perform a search with more criteria.

8

Download Documents and Forms Product Information, Terms and Conditions, Application form, Travel Claims Form and ATLAS FAQ. • Click on the document you wish to view or download. The document PDF will be displayed in a separate browser window.

9

Policy Panel – Issue Policy / Get Quote Select the Product, Plan, Policy Type, and Coverage Type in the Policy Section of the Home Page and click on the Get Quote button.

Step 1

For Travel Guard Purchase Step 2

Step 3

Step 4

Step 4

Choice to Issue or Quote

10

Policy Panel – Issue Policy / Get Quote Select the Product, Plan, Policy Type, and Coverage Type in the Policy Section of the Home Page and click on the Get Quote button.

Step 1

For Student Assist Purchase

Step 2 Core Plan is set as default. *Selection of Additional Benefit (Plan A, B, C – done in Issue Policy / Get Quote)

Step 3

Step 4

Step 4

Choice to Issue or Quote

11

For Travel Guard Purchase

12

Issue Policy ~ 1 individual (Travel Guard Product)

Step 1 – Product Details Review the Product, Plan, Policy Type, and Coverage Type selected from the Home page. Customer Type default as individual. Company is for future product development.

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.

Outdoor Activities Default as “No”, for further product development

Step 3 Select the destination details – Furthest Destination

13

Step 4 Select the policyholder’s ID Type (NRIC, FIN, Passport, or ROC) and enter his ID Number with other details accordingly NRIC and FIN numbers will be checked for validity.

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

Step 7 Click on the Save button to accept the entered details. A row will be created in the insured table

14

Issue Policy ~ more than 1 individual (Travel Guard Product) • To add another insured, just fill-in the Insured Details section again and click on Save. Repeat this process until all the insured persons are added to the insured table.

Note: It is important to remember the following when adding new insured: •The primary insured should always be added as the first insured and the Insured Type should be set to Individual. •If the Policy Type selected is Family, there should be only one couple or one family in the policy. •You may have up to twenty (20) insured in a policy with the Insured Type set to Individual

Edit Individual

• To edit an insured record, simply click on the Insured Name hyperlink. • Make the necessary revisions and click on the Save button to update the record

Delete Individual

•To delete an insured record, click on the DELETE button at the end of the row

15

Step 8 Complete the Payment Details. Payment Method is either Credit Term or Credit Card. If Credit Card is selected, Credit Card Type, Cardholder Name, Credit Card Number and Expiry Date are enabled and are mandatory.

Step 9 Select the Document Delivery Option for the policy. -When Print Online is selected, a new browser window containing the policy documents (PDF) will be displayed upon policy issuance. -When Email is selected, the policy documents will be sent to the primary insured’s email address. -Print & Email will trigger both the PDF window 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.

Step 10 Review the Terms and Conditions carefully and tick the checkbox to signify your acceptance of the declaration. Once this is ticked, the Submit button will be enabled.

Step 11 Click on the Submit button to proceed with the policy issuance. Upon clicking Submit, policy 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 of the policy number and policy documents.

Note: It is important to remember the following while in the Summary & Payment screen: • Policies with multiple insured individuals will have one set of policy documents per insured, i.e. Consolidated Policy amount shown for all individual.

16

The system-generated Policy Number will be displayed.

The policy status will be set to Active.

The complete policy information entered in the Policy Information and Summary & Payment screens will be displayed.

New Policy Button Brings you to a fresh Policy Information screen so you can issue another policy with the same Product Details.

17

Document Delivery Option

 Multiple Policies – Only the Policyholder will receive all the polices through Email  If the Email was input wrongly, Policyholder will NOT receive the policies and Agent can forward the copies he received via his own email address, as no commission advice was included in all the PDF.

18

For Student Assist Purchase

19

Issue Policy ~ 1 individual (Student Assist Product) Step 1 – Product Details Review the Product, Plan, Policy Type, and Coverage Type selected from the Home page. Customer Type default as individual. Company is for future product development. 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.

Additional Benefits Step 3 Overseas destination that the Insured is schooling.

20

Step 4 Select the policyholder’s ID Type (NRIC, FIN, Passport, or ROC) and enter his ID Number with other details accordingly NRIC and FIN numbers will be checked for validity.

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 *Age range is between 18 to 45 years only

Step 7 Click on the Save button to accept the entered details. A row will be created in the insured table

21

Issue Policy ~ more than 1 individual (Student Assist - Family) • To add another insured, just fill-in the Insured Details section again and click on Save. Repeat this process until all the insured persons are added to the insured table.

Note for Student Assist: It is important to remember the following when adding new insured: •If the Policy Type selected is Family, there should be only one more person(Rider) to the policy. (Only insured 1 and 2) •The primary insured should always be added as the first insured. •The Age of both Insured 1 and 2 must be between the range of 18 to 45 years old.

Edit Individual

• To edit an insured record, simply click on the Insured Name hyperlink. • Make the necessary revisions and click on the Save button to update the record

Delete Individual

•To delete an insured record, click on the DELETE button at the end of the row

22

Additional Details (Student Assist Only)

Sponsor’s Name and ID Number Applicable to Individual sponsoring of Insured School fees. Step 8 – Additional Details Mandatory to indicate the school’s name of the insured attending. Otherwise, unable to proceed to payment

*Insured on scholarship NOT applicable

23

Summary Page Overview of the Product , Trip, Policyholder and Insured Details

24

Step 9 Complete the Payment Details. Payment Method is either Credit Term or Credit Card. If Credit Card is selected, Credit Card Type, Cardholder Name, Credit Card Number and Expiry Date are enabled and are mandatory.

Step 10 Select the Document Delivery Option for the policy. -When Print Online is selected, a new browser window containing the policy documents (PDF) will be displayed upon policy issuance. -When Email is selected, the policy documents will be sent to the primary insured’s email address. -Print & Email will trigger both the PDF window 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.

Step 11 Review the Terms and Conditions carefully and tick the checkbox to signify your acceptance of the declaration. Once this is ticked, the Submit button will be enabled.

Step 12 Click on the Submit button to proceed with the policy issuance. Upon clicking Submit, policy 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 of the policy number and policy documents.

25

Document Delivery Option

 If the Email was input wrongly, Policyholder will NOT receive the policies and Agent can forward the copies he received via his own email address, as no commission advice was included in all the PDF.

26

ATLAS Email Document Delivery for Student Assist

27

Policy Administration 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 Insured’s ID Number. Step 1 Enter the Policy Number, Policyholder/Insured Name, or Policyholder/Insured ID Number. Search can also be performed using any combination of these three parameters.

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

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. •Search results are limited to the latest 50 records in the database. A system message will be displayed when the number of matches exceeds 50. 28

Cancel Policy The Cancel Policy function enables you to perform a flat cancellation for policies that have not taken effect yet. All premium details will be fully reversed and the applicable endorsement/cancellation documents will be generated. To cancel a policy: Perform a “search” for the policy in the Policy Administration function, select Cancel Policy from the View Policy action dropdown list and click on the Go button. Select the cancellation reason (**refer to the note below) 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: 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. 29 ** Pls ignore the cancellation reason as stated in the drop down box as it will be removed.

Reprint Documents The Reprint Documents function allows you to generate copies of the policy documents. For Canceled policies, copies of the cancellation documents will be generated (e.g. endorsement schedule, credit note, commission advice). To reprint the policy documents: •Perform a “search” for the policy in the Policy Administration function •Set the Document Delivery Option to be used, select Reprint Documents from the Action dropdown list and click on the Go button. 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.

30

Endorsement This function enables you to send an email to CSI Singapore regarding modifications that need to be done on a particular policy. This feature is only available for Active policies. To endorse a Policy, perform a “search” for the policy in the Policy Administration function

Go Button To create an endorsement request, select Send Endorsement Request from the Action dropdown list and click on the Go button

Submit Button Enter the Request Details and click on Submit. A confirmation screen will be displayed. The request will be emailed to CSI Singapore

 Extension of Policy Provide Credit Card Details like name, card number and expiring date for processing.

31

COPY Policy The Copy Policy function allows you to use the details of an existing 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 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

32

COPY Policy Copy Policy - ALL

Copy Policy - Primary

33

Technical Support

Technical Issues

34

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

35