In Customer Portal, currently there is no option for Customers to upload documents.
Hence, customer has to approach nearby CPCs, submit the Proposal forms & KYCs etc for further processing.
In order to avoid this, an option is introduced in this functionality
👉 Customers can directly upload all necessary documents in a single file.
👉 Customer can purchase a new proposal through online.
👉 Customer can pay initial premium.
👉 Customer can upload the document in online.
👉 E-mail with link will be triggered to customer registered email for initial premium payment and also for uploading documents separately.
Process Flow For Customers:
Customer Portal
⬇️
Purchase a Policy
⬇️
Quote
⬇️
Customer will submit the proposal form in Customer Portal GET QUOTE OPTION
with valid phone number and email id and correct PIN code..
🔗 Once the proposal is submitted, email will be triggered to customer email id with proposal number and link to do initial premium payment.
🔗 Customer will access the URL provided in the email.
🔗 Payment using link -Customer will access the link provided in email.
🔗Proposalwill be auto populated.
Payment using Menu- Customer can also visit customer portal, access Initial Payment' menu, enter the proposal number to fetch proposal details from McCamish.
A link will be sent through email for document upload, customer can also upload the relevant documents through Document upload menu in the drop down of Purchase a policy Customer Portal
Post a Comment