Ampower digital Support ---- MY · PDF fileDownload Proposal form and premium receipt ... Intimation of Claim through Portal ... letter/Settlement/Rejection letter

• Ampower digital Support ---- MY

PORTALPOWER TO OUR CUSTOMERS & ADVISORS!

Top Queries @ Call Center ~ 85% of monthly volume

Re-imbursement status Cashless Status Policy documents Renewal information Endorsement

Research indicating increasing demand for Self Services lead to

Increased Customer Satisfaction and High Customer Retention as well as high proficiency of Upsell and Cross

sell

Self Service Portal - Integrated with AMHI Digital strategy for Mobile Centric enablement for customers

ANALYTICAL STUDY OF CUSTOMER NEEDS

Buy

Service

ClaimsRenewal

Engage

• Product Benefits

• Cross Sell

• Policy Issuance

• Policy Dispatch

• Log QRC

• Endorsement

• Intimate Claim

• View Status

• Hospital List

• Renewal Notice

• Online Renewal

• Up-Sell

• Cross Sell

CUSTOMER DEMANDS FROM ADVISOR DURING POLICY LIFE

CYCLE

• SSP is single digital platform for existing customers

• Access his/her policy & claim details

• Download 80D certificate

• Track new application

• Modify Policy details

• Renew the policy

What is SSP ?

• Customer need to login to www.amhi.in and click on Register Now

• Customer can register with his/her registered email ID and policy number/application number

How to Register ?

• SSP is accessible to all Retail policy

• Travel policyholder cannot use SSPWho can use it?

SELF SERVICE PORTAL (SSP) – A TOOL FOR

CUSTOMERS

Impress your Customers

24/7 service available

Advisor get rid of 70% customer queries & save time and money

Customer can down load his/her policy, 80 D and health card and many more things

WHAT’S IN IT FOR ME : AGENT ADVISOR

SSP – KEY FEATURES

Policy Life Stage Sub Process Key Features

Application Processing Stage

Prospect Creation

Proposal status

Policy details - Plan detailsPolicy Detail - Payment detailsPolicy Detail - Member details

Policy Detail – Customer contact DetailsPolicy Detail - Nominee Details

Download Proposal form and premium receipt

Combo Application details on single page

Add Info

Details regarding additional information generated

Upload the consent and additional info documents

PPCMember wise Details regarding PPC

category and test applicableDownload PPC Reports Option

Counter offerDetails regarding counter offer generated

and option to upload the consent and counter offer acceptance

Member / Application RejectionDetails/Reasons regarding rejection of

Application and Refund status

Cancellation & RefundDetails/Reasons regarding Cancellation of

Application and Refund status

SSP – KEY FEATURES (Contd…)

Policy Life Stage Sub Process Key Features

Issuance & Post Issuance

Policy issued ( Policy Schedule)

Policy details - Plan details

Policy Detail - Payment details

Policy Detail - Member details

Policy Detail - Customer DetailsPolicy Detail - Nominee Details

Download Policy schedule and 80D certificate option

Download policy wordings

Generate E Card Option

Endorsement

Endorse email id /contact details/Address directly

Submit the endorsement request for change in name/DOB/Addition of member /PB & CB update

etc.

Policy Level Cancellation & RefundDetails/Reasons regarding Cancellation of policy

and Refund status

Renewal

Renewal DetailsRenewal premium/Policy end date/payment

modes

Online Payment Renew policy online with existing or upsell offer

SSP – KEY FEATURES (Contd…)

Policy Life Stage Sub Process Key Features

ClaimsClaims Reimbursement/Cashless Details

Details of Customer Claim on every status

Intimation of Claim through Portal

Download claim form and claim procedure

Search Option for Network hospital list

Details regarding Claims /Cashless status

Details regarding query raised and disallowed amounts and settlement details

Download option for query letter/Settlement/Rejection letter

Customer Service

New CRM can raised On portal also

Existing CRMViewing existing or past Queries, Requests & Concerns

HOW TO SIGN UP? _ REGISTRATION

TO REGISTER – POLICY NO/APPLICATION NUMBER IS

MANDATORY

You will receive the OTP post entering the

policy number/ Application Number on

your registered mobile number enter the

OTP and then click submit

HOW TO LOGIN?

POST LOGIN _ APPLICATION STATUS

View the application dashboard

ACCESS TO PREMIUM RECEIPT AND PROPOSAL FORM

COMBO FORM VIEW

TRACKING OF APPLICATION STATUS_ PPC STAGE

OPTION TO DOWNLOAD PPC REPORT

TRACKING OF APPLICATION STATUS _ ADD INFO REQUIREMENT

Option to upload the

Add info Required

document

Option to upload the

Add info Required

document

TRACKING OF APPLICATION STATUS _ ADD INFO REQUIREMENT

POLICY DASHBOARD

Track Policy

kit delivery

Policy Holder can check Member details/contact

details and payment details

POLICY DETAILS :

Through Quick access Customer can :

1. Send policy on registered id.2. Download policy schedule and

80D certificate3. Generate E Card

4. Download policy wording

QUICK ACCESS IN POLICY DASHBOARD

HOW TO RENEW POLICY – OPTION FOR RENEWAL WITH PLUS

OFFER

HOW TO RENEW POLICY WITH PLUS OFFER?

HOW TO VIEW CLAIMS STATUS

POST CLICKING RENEW NOW OPTION:

CLAIMS DASHBOARD

Claims Dashboard:

TRACKING OF CLAIMS STATUS

For Detailed Status click on View Details

DETAILED CLAIMS STATUS

HOW TO SEND CLAIMS INTIMATION

HOW TO LOCATE NETWORK HOSPITAL

HOW TO DOWNLOAD CLAIM FORM ? CLICK ON DOWNLOAD FORMS

JUST TO EASE LIFE _FAQ’s

HOW TO EDIT PERSONAL INFORMATION?

HOW TO EDIT CONTACT INFORMATION?

Endorsement Option

HOW TO EDIT POLICY APPLICATION DETAILS

Post entering the basic details and

proof Request for endorsement will be

logged in system.

ONLINE CUSTOMER CARE…

HOW TO SUBMIT A NEW REQUEST?

HOW TO VIEW THE LOGGED REQUEST STATUS

JUST TO EASE YOUR LIFE? FAQ’s

CAPTURE FEEDBACK

HOW TO ADD ANOTHER POLICY?

EXTRA FEATURES? DOWNLOAD CENTRE

CHANGE YOUR PASSWORD

Click on Profile

LOGOUT

Click on logout

Thanks