Advanced capture premium calcs and contract creation.EL-690
Mpho Bereng
|
104 steps
|
15 minutes
Emeraldlife
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Navigate to [https://ilrqad.emeraldlife.co.za/web_emrqad/run.w](https://ilrqad.emeraldlife.co.za/web_emrqad/run.w)?
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Click "Search"
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Click "em_NewBusiness"
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Click "Confirm"
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Click "Policy Details"
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Click "<Select>"
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Click "Advanced Funeral Family Plan"
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Click this text field.
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Click this text field.
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Click this text field.
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Click here.
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Click "el_node_0000067 - John Advisor (Sales Advisor)"
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Click this text field.
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Click "<Select>"
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Click "Ms"
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Click this radio button.
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Click this text field.
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Click this text field.
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Click "Payment Details Link"
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Click "<Select>"
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Click "Debit Order"
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Click "<Select>"
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Click "Kineticist"
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Click this text field.
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Click here.
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Click "EMTHANJENI MUNICIPALITY"
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Click here.
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Click "NATIONAL DEPARTMENT OF LABOUR"
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Click this text field.
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Click here.
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Click "STANDARD BANK"
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Click this text field.
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Click "<Select>"
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Click here.
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Click "Current Account"
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Click "Advanced Capture Checklist"
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Click this radio button.
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Click this radio button.
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Click "Complete"
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Click "Policy Details"(FULL CAPTURE)
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Click "<Select>"
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Click "English"
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Click here.
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Click this radio button.
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Click this text field.
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Click this text field.
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Click this text field.
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Click this text field.
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Click "<Select>"
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Click "Gauteng"
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Click this radio button.
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Click "Advanced Funeral Family Plan Details"
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Click this radio button.
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Click this radio button.
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Click this text field.
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Click this text field.
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Click this text field.
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Click here.
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Click "Son"
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Click "Add"
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Click this text field.
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Click this text field.
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Click this text field.
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Click this text field.
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Click "<Select>"
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Click "<Select>"
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Click "Policy Holder"
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Click "<Select>"
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Click "Plan B"
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Premium calculations correctly auto cal
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Click this radio button.
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Click this text field.
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Click this text field.
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Click this text field.
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Click this text field.
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Click this text field.
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Click "<Select>"
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Click here. buffering issue will test see if Fish managed to resolve
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Click "Policy Details"
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Click "Advanced Funeral Family Plan Details"
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Click this radio button.
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Click this radio button.
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Click "Nominated Beneficiary Details"
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Click this text field.
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Click "<Select>"
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Click "Ms"
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Click this radio button.
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Click this text field.
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Click this text field.
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Click this text field.
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Click "<Select>"
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Click here.
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Click "Sister"
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Click this text field.
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Click "Payment Details Link"
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Click this text field.
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Click "<Select>"
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Click "1"
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Click here.
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Click here.
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Click "1"
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Click "Complete"
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Advanced Penshioner funeral plan with Regulation 26 successfully completed
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Advanced Funeral plan successfully completed
