Insurance & Corporates Settings

A. Insurance

Almost all the major Insurance companies in India are listed in the screen.

– Select one of the Insurance companies

– On the right side of the list, an empty screen with ‘Add details’ button would be present

– Click on the Add details button.

– In the ‘Add Insurance provider details’ pop-up enter all the necessary details

– After entering all the details, click on Add details button or else click on the Cross to go back to the screen.

– After adding the details, Click on Healthcare plans and MOU’s to enter the healthcare plans and their subplans and their variants. MOUs can be uploaded against each one of them by clicking on the upload icon. Each plan/ sub-plan/ variant can also be deleted by clicking on the delete icon

– Click on the Duplicate label to duplicate that specific provider’s detail into another branch.

– When clicked on the duplicate option, a pop-up will appear where the branches have to be selected.

-Click on Save button.

 

B. Corporates

– Click on ‘Add new Corporate’ button to add the corporate details.

– After entering all the details, click on Add details button or else click on the Cross to go back to the screen.

– After adding the details, Click on Healthcare plans and MOUs to enter the healthcare plans and their sub-plans and their variants. MOUs can be uploaded against each one of them by clicking on the upload icon. Each plan/ sub-plan/ variant can also be deleted by clicking on the delete icon

– Click on the Duplicate label to duplicate that specific provider’s detail into another branch.

– When clicked on the duplicate option, a pop-up will appear where the branches have to be selected.

– Click on Save button.

 

C. Guarantor

– Click on ‘Add new Guarantor’ button to add the corporate details.

– After entering all the details, click on Add details button or else click on the Cross to go back to the screen.

– Click on ‘Create Guarantor’.

– Healthcare plans won’t be available for a Guarantor.

 

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