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How to process a AST purchase

  • Updated

Putting policy on Cover via Agents

  1. If client HAS NOT done a quote online with us – go to Prospect – New prospect - change the exec to AGE and fill out their details – create a new PC quote – go through details as normal
  2. If client HAS done a quote with us online – find their quote and make sure you change the Exec to AST in the client page (level 1) as well as the quote page (level 2)
  3. Requote and go through the quote details as normal. Make sure to ask about access to other vehicles and consent to Searches.
  4. Save to Prospect – Complete policy – go through the steps on Ogi
  5. When you get to the Yes Screens (Printing Props) make sure you delete the LASERF from the printer and leave it as SPQG:
  6. Then proceed to Global Pay to take the payment – either in full or the deposit (remember to pause the call recording ##11 to pause **2 to resume). Ensure to note down the authorisation code once the payment has gone through
  7. Check the QA frame for the Premium before and after discount – note this down as you will need it for the Abby Frame
  8. Then create your Abby Frame – Go to Process Frames – Create Transaction/Payment – Complete NON OWM Policy – input the Exec as AGE (if quote done from scratch) or AST (if client has done a quote online and we’re requoting) - fill out your inception date, etc.
  9. If client is paying DD then select Yes to Finance and Yes to New – this will open up a new frame (BFH) to put the DD details in to
  10. In the premium box, put the premium before discount, then fill out the amount of discount – this should then match the Insurance premium the client got. Then add any Add Ons
  11. The fill out your Abby frame Middle Screen – if client paid in full, put the total amount in (including add ons), if client paying direct debit, put the amount of deposit paid
  12. If client has paid via DD ensure you set the Finance up on Close Brothers
  13. In your notes in the Abby Frame, put in the Authorisation code from Global Pay
  14. Accept – policy now live
  15. Check the Agent portal and make sure policy is there. Set the follow up date to 7 days after the Inception date
  16. On Zendesk update the End User to ‘’customer’’ and input their Ogi ref and telephone number or create a New End user if quoted from scratch (AGE)

 

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