What Are Self-Help Cards?

The self-service insurance card is a written proof of the contract signed between the insurance company and the applicant. The insurance policy is issued by the insurance company, and the insurance card is handed over to the customer. It contains the contents of the original insurance policy, which can be carried with you or used for claims.

Self insurance card

(1) The purchase procedure is simple, and there is no need to fill in any vouchers when purchasing;

(2) Anonymous when purchasing a card, transferable within the validity period;

(3) 24-hour registration, various registration methods;

(4) You can check the policy information online at any time after registration.

(1) Register online. Log in to the insurance company webpage, and fill in the card number, password, and customer information after logging in.

(2) Call the insurance company customer service phone to register.

(3) Confirmation at the counter. Go directly to the counter of the insurance company's business outlets.

First, the use of self-service insurance cards is carried out in the "insurance card document system" and "payment processing system";

Second, the self-service insurance card is used in the system. The operation process is as follows: the middle branch issues the self-service card to the institution-the institution issues it to the individual again-the sales registration (simultaneously prints the payment receipt list)-the receipt confirmation-activation; each processing The status of the phase insurance card in the system is: inventory-sold-to be activated-activated.

Specific steps:

1. The middle branch issues self-service cards to the institution. After the institution receives the physical object, there is no need to apply for it in the system, but the specific institution (department) to apply for must be explained to the branch document manager. The branch document manager issues the insurance card to the agency, and the agency document manager Log in to the "Insurance Card Document System", and check in "Insurance Card-Status Details Inquiry" until the document status is "Inventory";

2. The institution document administrator issues insurance card documents to "individuals" in the insurance card document system. The individual referred to here must be an individual with "authorization of the insurance card document system". Generally, the insurance card is issued to the individual document administrator. Log in to the system, click "Issue Registration", enter or select the document type code, select the individual as the recipient type, enter or select the recipient code, enter the serial number, and click OK.

3, the organization document manager to do sales registration. Among them, the document type code, the seller's organization code, the seller's code, and the business source are mandatory entries; at the same time, record the sales ID number and print the charge list; at this time, the status of the insurance card is "sold"; Note: Try not to do bulk sales registration.

4. Confirmation of payment. Log in to the "Receipt and Payment Processing System", and first issue a charge receipt under "Insurance Card Payment and Payment Process", enter the sales ID number, click OK, follow the system prompts to complete the issuance of the charge receipt, and record the receipt number. Secondly, according to the receipt number, confirm the receipt and print the invoice; at this time, the status of the insurance card is "waiting for activation"; Note: When confirming the receipt, pay attention to the receipt of funds and the write-off of premiums received in advance;

5. Notify the customer to activate the insurance card. The activation of the insurance card can be activated by SMS or by logging on to the insurance company's website. The specific process is in accordance with the operation process of the insurance card user manual. At this time, the status of the insurance card is "activated".

Third, other circumstances

1. The recovery process of insurance card documents is similar to other documents. Follow the system prompts to complete the operation under "Recall Registration". The insurance card can be recycled to the middle branch only when it is in stock. According to the status of the insurance card, follow the system prompts to do the above reverse processing;

2. The insurance card business can also issue payment receipts. It is also necessary to do the above-mentioned reverse processing in the insurance card document system, record the recovery ID number, and then use the recovery ID number to issue the payment receipt, use the receipt number to confirm payment and print the red letter invoice. .

Card login verification:

Enter the card number and password on the insurance company card activation page.

Product choice:

After checking the validity of the card number and password, enter the product selection page, please select the relevant product according to your needs.

Fill in the insurance information:

After selecting and confirming the insurance products, enter the insurance card application page, please fill in the relevant information according to the page prompts.

Confirm policy generation:

After the information is confirmed and submitted, showing that the insurance card is successfully activated means that the insurance is successfully applied, and the insurance liability will take effect at the beginning of the insurance period confirmed in the generated insurance policy.