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Login for pre-authorised users.

Login for pre-authorised users. This also ensures correct payment of commissions and record keeping.

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Login for pre-authorised users.

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Presentation Transcript

  1. Login for pre-authorised users. This also ensures correct payment of commissions and record keeping. This presentation will guide you through the process of completing and submitting an electronic application, using our simple, versatile, tailor made point of sale software, CIAG. To arrange a full, interactive demonstration please see our contact details on the final screen.

  2. This image, and all aspects of the screen layout, from icons, fonts and colours to fields and documentation, are fully brandable to your specification. You can ‘use an existing’ record that you have created or start afresh to create a new quote. From this ‘home’ page you can either start a new quote or access the other areas of the software by using the toolbar on the left.

  3. 2. Click to view Eligibility & Exclusions for the selected cover option 1. Choose the cover option required 2. 3. Input the benefit amount required. 3.

  4. View the PDF of the full Key Facts at this stage if you wish. You can print/email or fax this document from here.

  5. 1. Confirm that the applicant (s) is/are eligible for cover. 2. Review the quote and print/email or fax.

  6. Continue with an application by inputting simple factual information about the applicant. (No underwriting on application) Should you prefer you can continue the application by hand at any stage. Details already entered will be pre-filled.

  7. Input the details of the related loan. (Where possible you will be prompted to copy details already entered to avoid re-keying.)

  8. Complete the simple online Direct Debit.

  9. 1. Confirm that the applicant is eligible, aware of the Key Facts, and that you have authority to proceed. 2. Click to submit the application direct to us. That’s it! Simple as that.

  10. A fully completed application form will then appear for you to print/email or fax to your client. A personalised Policy Document will then be sent to the Insured by us.

  11. If you would like more details about our tailor made system or perhaps to arrange a full interactive demonstration, please contact us as follows: Sales Team on: Tel: 01372 466377 Fax: 01372 469477 Email: sales@mms-uk.com

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