Category: Plan Management

Change your plan cover period

1. Log in to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. At the top right side of the screen, tap More
4. Click on Edit plan
5. On the left side of the Nav bar, tap on Change cover period
6. Choose the cover period you would love to change to.  
7. You will be charged for the new cover period upon your next renewal. 
8. Congratulations. You have changed your plan cover period

Buy a staff dependant slot

1. Log in to your dashboard and click on Plan from the navigation bar Menu
2. Select the plan by clicking View
3. Navigate to the staff covered and select the active staff policy
4. Swipe to the dependant tab and tap New dependant slot
5. Add the number of dependants you wish to assign to the staff
6. Proceed to make payment
7. Congratulations. You have successfully bought a dependant slot
8. You can proceed to add and activate the staff dependant

Create roles and assign permissions

To create roles and assign permissions to your business Admin:  

1. Login to your dashboard and click on settings from the Nav bar Menu
2. At the top of the screen, tap on Team
3. Tap on Roles to create a specific function 
4. Tap on Invite team members to invite the admin to the role created
5. The admin receives an email and accepts the invite
6. Admin can now manage plans based on the number of permissions granted.

Deactivate a policyholder from a plan

To deactivate a staff from a plan: 

1. Login to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. On the plan details page, scroll left to Staff covered
4. Select the staff by checking the box in the top left corner
5. Tap Deactivate policy
6. Read through the Terms and Conditions and continue 
7. Choose Instant or pending deactivation
8. Proceed to deactivate the staff policy
9. Check your plan details for the updated premium to be paid upon the next renewal.

Renewals

You can renew ahead of time or renew after the plan has expired. 

To renew ahead:

1. For auto renewal: Funding your wallet or adding a debit card to your account will automatically renew your plan before expiration
2. For manual renewal, log in to your dashboard and click on plan from the navigation bar Menu
3. Select the plan by clicking View
4. On the plan details page, Tap renew ahead to proceed
5. The plan info and premium will be generated
6. Choose your preferred payment method to make payment
7. Congratulations. You have logged in your plan for renewal

To renew after the plan has expired: 

1. Log in to your dashboard and click on plan from the navigation bar Menu
2. Select the expired plan by clicking View
3. On the plan details page, tap Renew expired plan to proceed
4. The plan info and premium will be generated
5. Choose your preferred payment method to make payment
6. Congratulations. Your plan has been renewed.

Remove staff

To remove a staff from your business dashboard: 

1. Login to your dashboard and click on staff from the Nav bar Menu
2. Select the staff and click View
3. On the left side of the screen, tap on Remove staff
4. Read through the Terms and Conditions and continue
5. Input the password you used to create your account
6. The staff will be successfully removed from your business account and won’t appear on the list of staff. They will also lose access to all plan benefits. 

To change your plan

1. Log in to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. At the top right side of the screen, tap More
4. Click on Edit plan
5. On the left side of the Nav bar, tap on Change Plan
6. Choose the plan you would love to change to. 
7. Proceed to complete the payment. 
8. Congratulations. You have a new plan which will take effect immediately

Activate an added policy

To activate a policy:

1. Log in to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. On the plan details page, scroll left to Staff/vehicle/gadget covered
4. On the pending policy tab, tap on the awaiting policy you wish to complete its registration
5. To activate a pending policy, you need to provide and upload
   • For health: the staff DOB and a clear image picture
   • For auto: Vehicle license, proof of ownership document, and conduct a pre-inspection. 
   • For gadget: Purchase receipt, a full snapshot of the gadget, proof of ownership document and conduct a pre-inspection. 
   • For travel: International Passport and other staff information.
6. Policy certificate will be generated once activation is completed.

Add a policyholder to a plan

To add a staff, vehicle, or gadget to a plan:

1. Log in to your dashboard and click on Plans from the Nav bar Menu
2. Select the plan by clicking View
3. At the top right side of the screen, tap More
4. Select Add Staff/vehicle/gadget
5. Choose a method of adding to the plan – Manual, batch, or staff list. 
6. Complete the process by providing the basic information needed to invite to the plan.
7. You can choose to activate the policy immediately or afterward.  

Note: If there is no available slot, you will make payment for the policy added.