SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 1 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

SCOPEOF DOCUMENTS

The scope of this document will include as mentioned below:

1) Module:
a) TAB
2) Users:
a) Internal Users
3) Product Code
a) 4001, 4010
4) Business types
a) New Business

RESPONSIBILITY:

Central Operations Team is responsible for any concern with regards to same. You can write to
amol.bhosle@bajajallianz.co.in, avk.sivakumar@bajajallianz.co.in & amit.dikonda01@bajajallianz.co.in

PROCEDURE

To Issue Fire ( 4001 ) and Burglary ( 4010 ) policy through TAB kindly follow below steps.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 2 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 1- Select non-motor

Step 2 - Click on Fire and Special Perils Policy

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 3 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 3 -
Tick check box - no claim in past 3 years declaration to be mention

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 4 of 22 Last Reviewed/Update Date 26-MAY-2018

Mention Pin-code, GSTN / UIN No (optional),

Enter the details of Age of Building
Select Occupation Description – for this system will show dropdown value
System will auto select risk type

User can select occupation description dropdown list(List attached)

Microsoft Excel
Worksheet

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 5 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 4 -
Mention Block description
If hypothecation is there then click on check box and mention bank name
Mention address and click on proceed button

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 6 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 5 -
If discount is available then select CD and mention discount %, if loading is required then select loading and mention
loading %
For sum insured click on check box of each category and mention description sum insured.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 7 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 8 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 9 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 6 -
If customer required add on covers then need to select add on covers.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 10 of 22 Last Reviewed/Update Date 26-MAY-2018

Select FEA Type from dropdown list.

Step 7 -
Mention No of stories, floor.
If user want Burglary policy along with fire policy then tick on do you want burglary coverage check box.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 11 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 8 -

System will show premium for fire and burglary, click on proceed button.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 12 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 13 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 9 -

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 14 of 22 Last Reviewed/Update Date 26-MAY-2018

Upload document screen will be shown to the user-

User will have to upload the collected documents in this screen and submit these to office once policy has been
issued.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 15 of 22 Last Reviewed/Update Date 26-MAY-2018

User proceeds for “Make Payment” after the upload of documents

Step 10 –

System will show premium summary

Use need to mention customer details like Partner type, first name, last name, Gender, DOB, Address, Pincode,
State, City, Area, Mobile no, Mail id, Pan no ( optional ), aadhaar no ( optional ) and click on Make Payment button.

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 16 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 17 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 18 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 19 of 22 Last Reviewed/Update Date 26-MAY-2018

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 20 of 22 Last Reviewed/Update Date 26-MAY-2018

Step 11 –

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 21 of 22 Last Reviewed/Update Date 26-MAY-2018

Select Payment option, make payment. Fire and Burglary Policy will get issued.
User will have 2 payment options
1.Bill Desk payment gateway
2.Bank Payment-User will have to enter the receipt no and Transaction no as per file shared

SOP- TAB Fire and Burglary policy issuance process

 SOP- TAB Fire and Burglary policy issuance process

Circular Number
Implementation Date 29-MAY-2018
Page # 22 of 22 Last Reviewed/Update Date 26-MAY-2018

On successful policy generation –Policy no’s will be displayed on the screen as shown below

SOP- TAB Fire and Burglary policy issuance process