POS System - EFU Group
Basic StructurePOS SystemUser Friendly Banca Application
POS – Business Process FlowchartPersuadescustomer to buypolicyBank CustomerSelling StaffBankPolicy Cover LetterCase is standardIssuedPOS TerminalCase RequiresBank staff capturescustomer details on POSUnderwritingCase is referred to head officefor underwriting2
What’s New in POSBuilt-In OccupationLoading withAcceptance Letter andIllustration with loadingSignificantly Faster /One Window PremiumCalculationNew Search OptionFresh Look and FeelResponsive Design for Desktop, Tablet & Mobiles3
Overview of the System POS is a Web-based policy issuance system that allows the intermediaries tocapture policy details, accept payments and issue Policy certificate instantly to thecustomer POS is synchronization framework that allows pushing policy details and pullingplans and pricing details between EFU Life’s core system and the POS application. POS automates in-itself all the various operational processes like underwriting,payment processing and issuance. With POS, all cases within non-medical limit and as per product specs, will beissued promptly. Clients will walk-away with policy cover letter confirming their coverage detailsalong with a payment receipt.4
Functional Benefits By inputting CNIC user can see the Details if bearer having policy with EfULife details include name, DOB, availed sum assured, remaining sum assuredand Previous case underwriting status. If customer is non policy holder user can see medical limits according to theage of customer. By selecting Occupation user can see under writing criteria category plusplan-riders adjustment according to occupational category. Riders and illustration calculation in one click with document generation. Smart interface to input details of Benefiaries, address information andMedical limits which take minute to input.5
Functional Benefits One click Validation process which process basic under writingcriteria if case to standard. Process further and if case is sub standard if will automatically guideuser for additional document which are already attached to POSLink. By Posting User can get Policy certificate on the spot for thecustomer. Process further and if case is sub standard if will automatically guideuser for additional document which are already attached to POSLink.6
Key Terms: Occupation Class:Occupation category as per underwriting criteria. Availed Sum assured:Customer previous sum assured cover by the company, if show when youinput CNIC. Total Sum At Risk:When user will enter the CNIC the system will provide the available andavailed sum at risk including the last policy decision. Beneficiary/Nomination details save from the mouse:User can save Beneficiary details through mouse/keyboard. International address:User can put the international address details in the address tab.7
Login ScreenTest link for practicehttp://testconvbanca.efulife.comLive Link for issuance of Policyhttp://pos1.efulife.com/poslive8
Insurance NAF9
Simplified Booking ProcessTip: Press save to move next screenTip:InputCNIC toget theTSAR.hAs you enter the CNIC and Product Name both availed and availablenon medical limit will appear on the very first screen !!!!.10
Built In Occupation QuestionnaireBy selecting the occupation, the system enables the tab ofOccupation Questionnaire11
Occupation Questionnaire featureBy answering the occupational questionnaires, Auto Underwritingfacilitates in applying Extra Charges on certain occupations andgenerate acceptance letter and Illustration on the spot.12
Simplified Booking ProcessTip: Press save to move next screenStep 1Select premiummode and inputnet premiumplus protectionmultiplehStep 2Press calculatemain planStep 3Select ridersStep 4Select fundStep 5Calculate riders13
Simplified Booking ProcessAfter pressingcalculate youwill get thepremiumdetails andyou can printthe illustration14
Policy IllustrationPrintillustration15
Simplified Booking ProcessPress add buttonto addbeneficiarydetails16
Simplified Booking ProcessTip: Press save to move next screenTip:All mandatoryfields need to fillCNIS and DOB areoptionalThen press save17
Simplified Booking ProcessTip:Mandatory fieldsneed to fill.Then press Saveto save thedetails18
Simplified Booking ProcessTip: Press save to move next screenTip: Fill theBusiness Addressin the same wayThen press Save tosave the detailsClick eitherresidential orbusiness addressthat you chooseto keep as yourmailing addressand press Save19
Simplified Booking ProcessTip: Press save to move next screenTip: Tick allquestionscarefully if anyquestion left atthe time ofsaving systemwon’t allow youto move forward.ThenPress Save20
Personal ProfileReview personal profile carefully and if required any change please do it.21
Occupation Loading FeatureAcceptance letter can be generated in personal profile tab22
Simplified Booking ProcessHelp:Press Validate forcase decision.Once you pressthe validatebutton then youcannot go backchange anything23
Simplified Booking ProcessOnce press postthe case istransferred toEFU head officefor furtherprocess and thesame time youcan print thepolicy certificate24
Policy certificate25
Policy certificate26
POS Documents/Reports Once the POS sales is complete, the customer will walk away with the followingdocuments;Welcome LetterProposal and declaration FormCertificate of issuanceIllustration of BenefitsPremium Payment Receipt27
Thank you !!Happy Selling With POS 28
POS is a Web-based policy issuance system that allows the intermediaries to capture policy details, accept payments and issue Policy certificate instantly to the customer POS is synchronization framework that allows pushing policy details and pulling plans and pricing details between EFU Life's core system and the POS application. POS automates in-itself all the various .
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SUNMI T2 Android POS System User Manual April 10, 2022April 10, 2022 Leave a comment on SUNMI T2 Android POS System User Manual Home » SUnmI » SUNMI T2 Android POS System User Manual SUNMI T2 Android POS System User Manual Contents hide 1 Three configurations of T2s 2 Simplified Setting 3 Introduction to POS . 4 POS Machine Installation 5 Wrong Operation 6 Paper Jammed Troubleshooting 7 .
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access a company's POS system. Once a hacker has access to the POS system, they can install a type of POS malware known as a RAM scraper. RAM scrapers are designed to extract payment data from a POS device's memory before the data is encrypted and transmitted. When a credit or debit card is run, data from the card is stored on the POS .
SCHOOL EMPLOYEES RETIREMENT SYSTEM OF OHIO : Aetna Choice POS II - HCPII Coverage Period: 01/01/2021-12/31/2021 . Coverage for: Individual Family Plan Type: POS. The Summary of Benefits and Coverage (SBC) document will help you choose a health . plan. The SBC shows you how you and the plan would share the cost for covered health care .File Size: 1MBPage Count: 11Explore furtherAetna Choice POS II - Discontinued as of Jan 1, 2021 .postdocbenefits.stanford.eduAetna Choice POS II Summary of Benefitswww.aetna.comAetna Choice POS II Medical Plan - Marine Corps Communityusmc-mccs.orgPrescription Drug List (Formulary), Coverage . - Aetnawww.aetna.comBENEFIT PLAN What Your Plan Covers and How - Aetnawww.aetna.comRecommended to you b
NUUO POS Tutorial July 2014 1 / 7 NUUO POS Tutorial What can NUUO POS solution do? NUUO POS solution connects surveillance video with transaction data from Point of Sale (POS) and ATM. All . NCR ATM, NCR Aloha, NCR Radiant, NCR Radiant Counterpoint, NCR Retailx, Micros 3700, Micros 9700,
SERICE CASH POINTS OR POS 25 cards and debit cards, and refund payments. The fourth session focusses on the problems at cash point/POS. SeSSion 1 : ModeS of PayMent Meaning of cash point or POS In retail business, sales transaction is occurred at Point of Sale (POS). Employees, who work at POS (Fig. 2.1 Point of Sale) and deal with customers .
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