Step-by-step Guide

Not sure how best to leverage Surer to get an instant quote for FWD Surer Maid insurance?

Here is a step-by-step guide to walk you through the full process!

Check out our video tutorials if you feel it works better for you as well

Updating your Client database

Step 1: Select ‘Client’ on the side navigation bar

Step 2: Click on ‘New Client’

Step 3: Decide if you would like to create a ‘Client Group’ or an ‘Individual Client’

A ‘Client Group’ is where you can create multiple individual clients to sit within a specific group. In this case, a group could mean a family or a company. Essentially, this helps you organise your client database to be able to identify the relationship of various individual clients.

An ‘Individual Client’ is a client who does not sit within any group.

Here we will showcase how you can create an ‘Individual Client’

Step 4: Select ‘Individual Client’ and click on Continue

Step 5: Fill out the details in the form and click on continue

Note: this is an important step as the information filled in here will be used to auto-populate proposal forms for this particular client. Doing it right at this stage will mean zero hassle in the proposal creation process!

Step 6: Review details and if all is good, click on ‘Create Client’ and you are done!

Creating a proposal to get an instant quote for FWD Surer Maid insurance

Step 1: Select ‘Create New’ under ‘Proposal’ on the side navigation bar

Step 2: Select the client you would like to create the proposal for and click on ‘Continue’

Note: the clients listed here are those that you have created in your client database in the section above

Step 3: Select ‘Product Marketplace for Instant Quote’ and click on ‘Continue’

Step 4: Select ‘FWD Surer Maid Insurance’ and click on ‘Continue’

Step 5: Accept the T&Cs if you are agreeable

Step 6.1: This section of the proposal form is automatically filled with the ‘Employer’s’ details. Click on ‘Next’ to go to the next section.

Step 6.2: This section is where you will fill out the maid’s information. Click on ‘Next’ once you have done so.

6.3: This is the section where you can customise the covers for the maid insurance. Do so accordingly and click on ‘Next’ once you have done so.

Note: your selection here will always be automatically saved i.e. the next time you create a proposal, this set of selections will be auto-filled. Of course, you may change it if you wish to.

6.4: This is the final section where you indicate the start and end date of the policy.

Once you are done with steps 6.1 – 6.4 you can click on the ‘Get Instant Quote’ button and an a quotation will be generated instantly!

Creating a proposal from a pre-created plan via ‘My Templates’

Step 1: Select ‘My Templates’ under ‘Proposal’ on the side navigation bar

Step 2: Select the plan that was created

Step 3: Click on ‘Create Proposal’

Step 4: Select the client you would like to create the proposal for and click on ‘Continue’

Follow steps 6.1 – 6.4 from the section before this

Reviewing the quote and sharing it with your customer

Step 1: You will be able to see that your instant quotation sits under the ‘Proposal In Progress’ section of your Surer account. Select the proposal.

Step 2: You will be able to view the details of the quotation here

Step 3: You will be able to review the full details of the proposal you have created, the quotation generated and the policy wordings that comes with the quotation

Step 4: Select ‘Share Quote with Client’ to generate a link that you can share with your client for them to review the quotation

Step 5: Click on ‘Copy Link’ to copy the generated link

You can then choose any form of communication (e.g. email, WhatsApp etc.) to share this link with your client!

What your customer sees when you share the quote with them

This section will showcase what your client or customer would see once you have shared with them the quotation link as mentioned in step 5 in the section above.

The steps your client can take to accept the quotation will be as follow: