Transcript Aflac Online Service..

Aflac Online Services
Training
Presented by Damien Stanley
AFLAC Online Website
Online Applications
Rates
Brochures
Claim Forms
How To Get There
Point your web browser to:
http://www.aflac-ks.com/agent_login/custom_entry/gateway/
•
If you don’t know your username and
password, please call 800-979-6711, or send
an email to [email protected]
Login Screen
Agent Area - Home
How To Get To The Brochures &
Rates
1.
2.
3.
4.
From the Agent Area, click on the link
“Product Information”
Select which state you wish to see, a click
the “Go” button.
You simply then choose from the product
list, Accident, Cancer, Dental, or PRP by
clicking on the link.
The product info page contains a brief
summary, with rates below (all product 1864 issue range), and brochures directly
below that.
How To Get & Handle Claims
Forms
1.
2.
From the Agent Area – Home screen, click
on “Claims Assistance” from the top left of
the screen.
All instructions and claims forms can be
download and/or viewed from the Claims
Assistance page.
Submitting Applications Online
There are two ways of doing business with
AFLAC.
1.
Create & Submit the application online.
Create the application online, but print and
mail after required signatures are collected.
Both follow the same procedures until the very
end, so the first sets of instructions are the
same for both.
2.
Submitting Applications Online
Step 1
1.
2.
Click on the “Create Application” link
located on the left side of the Agent Area
home page.
Select the state for which the application is
for, and click the “Go” button.
The only time you will have more than one
state in the menu is if you submitted a nonresident license when you first contracted
with AFLAC.
Submitting Applications Online
Step 2
You are now on the Application Information
screen.
1.
Select the type of application by click on
the down arrow next to the menu.
2.
3.
Fill out the form for you client, and if the
spouse is applying, fill out the appropriate
information as well.
When done, click the “Continue” button.
Submitting Applications Online
Step 3
A new window now open asking about the
billing type, coverage type, coverage level,
billing mode, if the policy is
new/conversion, is it replacing any
accident insurance.
Depending on what type of application
(accident, cancer, etc.) the screens will
display in a different order.
Simply fill in the information, and click the
“Continue” button for each screen.
Things to Know About Billing
Types
There are 3 types of billing types available to
your clients.
1.
Bank Draft
2.
3.
Credit Card
Direct
Monthly premium mode is available with Bank
Draft & Credit Card but not Direct.
Also with Direct, you must submit the initial
premium with the application.
Submitting Applications Online
Step 4 – Underwriting Data
The underwriting questions on the application
are all knock out questions.
If your client will answer “Yes” to any of the
questions, it is a good idea not to submit
the application.
1.
Simply select “Yes” or “No” from the menu,
and click the “continue” button to answer
the question and move on.
Submitting Applications Online
Step 5 – Submission Type
1.
2.
3.
Select either Web (online and client is
there with you) submission or paper (mail),
and click continue.
Depending on whether you selected Web
or Paper, there will be either 1 or 2 boxes
on the next screen.
If you choose web, there will be 2 boxes,
the top box “Associate” is where the agent
signs, while your client signs in the box
below entitled “Applicant”.
Submitting Applications Online
Step 5 – Submission Type
If you choose paper , there would only be one
box, where you, the agent, would sign.
To sign click in the box and sign your name
with the mouse.
If you mess up, double click the box to erase.
1.
Click the “continue” button to proceed.
2.
3.
On the Submission… screen click submit,
even if you are doing the paper application.
Be patient as your application generates.
Finishing Up
Once the “Application Complete” screen loads
there will be 2 links.
1.
Application
2.
Outline of Coverage
Paper Based Submission
1.
2.
3.
4.
5.
Open up the application, by click on the link.
Print the application.
Collect the required signatures.
If direct payment was chosen, initial premium
check needs to be with application. Checks
need to be made payable to AFLAC. No
cash, money orders, or agency checks.
Mail to the address on the first page of the
application .
Web Based Submission
1.
2.
3.
4.
5.
6.
Open up application, by click on the link.
Write down the “Application Passcode” on the 1st page
at the very top.
Minimize the application
Minimize the “Application Complete” screen.
Click on “return to main” underneath the continue
button on the “Application Information” screen.
Your newly created application should be located
underneath “Applications – Electronic”. Click the
“Authorize” link, and type in the application passcode
to submit.
Web Based Submission
Continued
Its important to note that if that last step is not
complete, and you don’t type in the
application passcode, your application
will never be submitted.
You will know when the application is
submitted because it will be moved
underneath your Application – Archive
when successful.
Questions?
We encourage you to create all the Paper
application you want to practice and get
accustomed to the system.
If you have any questions at all over the
material on this slide, please call 800-9796711, and ask for Damien. Or you can
send me an email at [email protected].