Sales Quotation System User Manual Broker Version
Contents
1. Le Pa 9 Ta 2 rc pa be Nag Ss LIrtet1 Ee Kider SS SRI ETRE OI PIN eS a Y fs y l Quotation Summary Click lt Preview gt to display the results Total moune Payable 0 00 Fig 4 1 7 1 Checking the joint checkbox a new row in Fig 4 1 6 2 will be shown for entering the information of second policy owner second life insured Page 14 of 27 To add additional policy owner click on the Add Owners button in Red A new input form in Fig 4 1 7 2 will be shown for entering additional policy owner information Click Add Remove button in orange to insert new policy owner information or remove existing policy owner information respectively Click OK to close and save the information or Click Cancel to close the form without saving 4E Sales Quotation System i New Quotation aoe Salutation Surname Given Name First Policy Owner Mr amn TaiMan Second Policy Owne p Third Policy Owner gt Fourth Policy Owner Fifth Policy Owner gt Sixth Policy Owner IT ea Quotation Summary Click lt Preview gt to display the results Total Anount Payable Fig 4 1 7 2 Page 15 of 27 Similarly to add additional life Insured click on the Add Life button in Red A new input form in Fig 4 1 7 3 will be shown for entering additional life insured information Click Add Remove button in orange to insert new life insured information or re2. o contact mo OO Additional Contribution Account Ol Additional Regular Contribution Premium Term O Single Contribution Policy Currency faro Payment Frequency annually Desired Contribution contribution o aaas ree 2 p a o Include Customer Incentive 225 Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name Fig 4 1 2 1 Unit Linked Product Harvest 101 Investment Plan Plan Details Select e Policy Currency EUR GBP HKD JPY USD e Payment Frequency Annually Semi annually Quarterly Monthly e Premium Term Term must be between 5 and 32 years inclusive e Desired Contribution Amount must be gt HK 8640 Check and Enter e Desired Contribution Amount must be gt HK 8640 Page 8 of 27 J Check e Include Customer Incentive Check if you want to select Include Customer Incentive 4 1 3 Unit Linked With Protection Product Select Unit Linked With Protection Product from the Product combo box e g LifeMaster it brings you to the screen rig 4 aa New Quotation P ee ee Option increasing ee Illness Life ider i o Tein Ge Additional Contribution Account O Scheduled Contribution Top up conerspacion aoe S Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name 4 Fig 4 1 3 1 Unit Linked With Protection Product LifeMaster Plan De
3. ORarseenrwanee Gehennaree SHPunemle BAY aeweens ORAN Maanta Ar standardlife hk Wesith Ampiif erin vesim ent Flan Ilus faton Doo ume nt heme First Propos ed Polloy Ow ner Mr Tes Temer feo and PrpposedPolsoy Owner Mis ww ww AntPrposed Lis insurd Mr Tes Teer fecom Proposed Ufeln sured Mreegeo Des th Se nett 1 of Surede Veuve Ran gt Wes arpe rvemmen Pian Polloy Currmnoy HKD Folloy Term Wede ue Premium Mode Smite Coverge Na me A Fig 4 2 3 Preview window To zoom in and out the document you can click the magnifier icon Sf or select the size in the combo box in left down side of the window Fig 4 2 4 T Fig 4 2 4 Preview size You can also view the document in different sizes by clicking icon on the bar of right hand side If the document has more than 1 page click previous page or next page arrow Fig 4 2 5 to scroll to previous or next pages ld 4D Dl Fig 4 2 5 Buttons to scroll to previous or next page Page 19 of 27 Print Click amp to print the quotation directly File Save Giick Hl to save the quotation User can save it as pdf format only Close Click Eg to quit the preview window Page 20 of 27 4 3 Print Quotation After creating a new Quotation user can print the illustration document for current quotation You may select printer number of print copy and language before printing The printer number of copies and language will be the same as curren
4. 0 Oe8 2006 S20 Mr Chan Ming 30 08 2006 ala Mr Chan Ming 20 Oe 2006 519 Mr Chan Ming 2l Oe 2006 515 Mr Chan Ming 2l Oe 2006 519 Mr Chan Ming 2l Oe8 2006 515 Mr dfg at 2l Oe 2006 515 Mr Chan Ming 08 08 2006 ali Mr Chan Ming 0 08 2006 519 Mr Chan Ming 07 08 2006 519 Mr Chan Ming 07 08 2006 LIE Load Data Fig 4 4 1 Search Quotation User can e Search Quotation by keyword of Policy Owner e Choose a row of data and then click lt Load Data gt to load the previous quotation e Stop searching by close the window 4 5 Return to Main Menu If you are working on the Quotation screen or User Maintenance screen and want to return to the Main Menu click the Main Menu icon it brings you back to the Main Menu screen Page 23 of 27 5 User Maintenance This section allows user to maintain user information and default setting for printing quotation Fig 5 1 shows the screen you will see when User Maintenance T clicked on the Main Menu screen SS les Q sta io 7 Si ste t ont xX User Maintenance ae ok Fig 5 1 Screen for User Maintenance On the User Maintenance screen user can Create New User section 5 1 Search amp Update User Details section 5 1 Change Password section 5 2 Page 24 of 27 5 1 Create New User Every user must be registered in order to use the Sales Quotation System The screen Fig 5 1 1 will be displayed when you add or change user details Step 1 Create New User D
5. 1 1 1 Term Product Perpetual Protector Plan Details Select J J Enter Policy Term Maybe fixed for some products Policy Currency HKD USD Payment Frequency Annually Semi annually Quarterly Monthly Desired Sum Insured Check and Enter Rider at Ease Check and enter a sum insured gt HK 200000 if you want to select Rider at Ease Accident Rider Check and enter a sum insured gt HK 200000 if you want to select Accident Rider and then select a class for Accident Rider Class 1 Class 2 Class 3 AcciCare Rider Check and enter a sum insured gt HK 200000 if you want to select AcciCare Rider and then select a class for Accident Rider Class 1 Class 2 Class 3 Hospital Cash Rider Check and enter a sum insured gt HK 300 if you want to select Hospital Cash Rider Page 7 of 27 Check e Waiver of Premium Rider Check if you want to select Waiver of Premium Rider Quotation Summary It shows the Total Amount Payable per payment frequency Gan use calculate function CALS Section 4 1 6 4 1 2 Unit Linked Product Select Unit Linked Product from the Product combo box e g Harvest 101 Investment Plan 2009 it brings you to the screen Fig 4 1 2 1 New Quotation p 2 k ow E Pree pn Aguas a Be Pint SOO ee ee ey yor Seay pe zy ers 7 lt 7 se a Dai th Scoot SSA ac ivy m y enri ey First Policy Owner E First Life Insured _ BPO EEE oe OOOO
6. S En TE AIEN Date of A LuTtatio ourne _ bl VEG Hg j Bge AE STA zy _ Wa aioe man Sh _ ST he eye es IT IAA vA t A SE nares Fizat zee ome fe oo O O M se E m E Product wealth Amplifier Investment Plan TR Name Wong Ming TR Contact No 97845124 Plan Details Additional Contribution Account Policy Term O Additional Contribution Premium Term Policy Currency ii Payment Frequency single Desired Contribution Contribution I o Advisory Fee 3 p a Quotation Summary Click lt Preview gt to display the results Total Amount Payable Fig 4 1 6 1 Page 12 of 27 Checking the joint checkbox a new row in Fig 4 1 6 2 will be shown for entering the information of second policy owner second life insured Sales Quotation System 97645124 Quotation Summary Click lt Preview gt to display the results Total Amount Payable HKD 500 000 00 Fig 4 1 6 2 Page 13 of 27 4 1 7 Multi Joint Owner Multi Joint Life Insured Function Other than a single joint owner joint life insured SQS also allows to create a multi joint owners multi joint life insured quotation for certain products e g Harvest Wealth For the product with these features a different screen Fig 4 1 7 1 will be shown New Quotation S b i Pace BB gt A es w amp Multi Owners Multi Life Insured M ue Harvest Wealth Investment Plan 5 ee p iE eN i f red CALC
7. Standard Life Sales Quotation System User Manual Broker Version Version 6 6 11G Table of content eS I S 4 1 4 1 1 a Ag 4 1 3 4 1 4 4 1 5 4 1 6 4 1 7 4 1 8 4 2 4 3 4 4 4 5 5 5 1 52 NUT FO CIC TONY eere EEEE EEEE 2 System LOGIN cccceccsccseceeceeccncencesceseceeceeceecesceseeseeeceeceecenceseeees 2 Main Menu cece ecccccceccceccceccceccesccesncesncescecacesccesseecccecceeees 4 QUOTATION cc cc ececececececcceccccccccccccecececesececscececsusneeeencecececeseseuene 5 Peale NCW QUO ba OU ace ctrewsia nigh tetansc beat batacdoeastessat T EEA 6 Torm OCU GL wesc nie se actenusacceceeee ie steo seca EEEE 7 Umt Ginked POG C Losses cscs occa casa ae aa aai 8 Unit Linked With Protection Product ccccc cece ecccceccscecccceccccececcscescscecescecescscsescesescess 9 Smole nyes inent PLO GU Corser wsecce ccc wesc ndeeasteeess EEE TE 11 Use of Calculate Function cc cece cc cccccccceccececcececcscececcecuscecesesceceececescscesescecesceceseeeeees 12 Joint Owner Joint Life Insured Function c cece cececcececccceccscecescscescscecescecescecees 12 Multi Joint Owner Multi Joint Life Insured Function cece ce cececcececcececeececees 14 Partial Withdrawal Function c ccccceccececcececcececcscececcecscscesesceceececescscesescecescecesesceces 17 SVC OO CANO ascertains cts AN 18 PG DUO ATOM sega cresccdeoarteaaceeeeonceoarieiety anacdace
8. avoasuchatareneamoaaaeeateesssnrveaesmeeesimeameecyuaueamarans 21 ns hora Lom 1000 F211 1 8 1 Bene ee nea me etre ne ern ne tr A ee ee ree eer he 23 Return to Main Menu cccccecoececcececsccsccccsceccscecsececsececaececascscencacersececsececascscencaces 23 User Maintenance c ccc eccccceccccccececcceccecceeccescecccencescescencs 24 Create New USeL cccccccceccccecccceccccceccececccceccecscescececeecscesceceececscscesescecescecsescusescusescecesees 25 Wain SP ASS yO sass dictrcnweee tinea hacctiosmeeuctintos E E 26 gle jeg aLe A E A E A 27 A i E E E E E 27 This user manual is solely for the use of authorized people Unauthorized use is prohibited All rights reserved Last updated Sept 2012 1 Introduction The Sales Quotation System SQS enables user to create new business quotation and print illustration documents for Standard Life s products The functions of SQS are classified into 2 categories Quotation section 4 This section allows user to create new business quotation From the quotation details user can preview and print illustration document for customer User Maintenance section 5 This section allows user to maintain user information and default setting for printing quotation 2 System Login Step 1 Method 1 Double click the icon WESS SQS from the desktop Method 2 From the Start menu click All Programs and then Standard Life Asia Ltd Click Sales Quotation Sy
9. etails Click the icon 8 the User Maintenance screen it brings you to the screen Fig 5 1 1 3 Sales Quotation System LO X User Maintenance x 5 Ea a s2 of OE Fig 5 1 1 Create new user screen Step 2 Enter New User details Step 3 Whenever registering a new user the active role is always ticked However should you wish to inactivate the user account you can de select it If you want to clear the user information that you entered click lt Reset gt Step 4 Click lt Save gt for saving record Page 25 of 27 5 2 Change Password For security purpose you are requested to change a new password at the first time you login in the SQS system You may also change password anytime you wish Step 1 Click the Password icon Ge on the User Maintenance screen the screen Fig 5 2 1 will be popup User ID Old Password New Password O Confirm New Password Po Fig 5 2 1 Change password screen Step 2 Enter Old Password If this is the first time you login you should enter your User name NOT User ID If you are changing into a new password enter your existing password Step 3 Enter New Password twice The new password must be different from the existing password Step 4 Click lt OK gt to confirm or lt Cancel gt to stop the action Page 26 of 27 Help Menu Version No 6 66 system Menu User Menu Expiry Date 30 05 2011 Section 1 System Menu When you click User Menu l
10. ink it will open the SQS user menu PDF file for you in Acrobat Reader program When you finish using SQS program you can click Exit icon to close the application Page 27 of 27
11. move existing life Insured information respectively Click OK to close and save the information or Click Cancel to close the form without saving 1E Sales Quotation System Dey y New Quotation ae eee Salutation Surname Given Name First Life Insured m Chan Taian Second Life Insured Mrs Wom MeiMei Third Life Insured Mr Chan Eam Fourth Lifelnsured m Fithlifelnsured Sith Lifelnsued qn Quotation Summary Click lt Preview gt to display the results Total moune Fayable 0 00 Figure 4 1 7 3 Page 16 of 27 4 1 8 Partial Withdrawal Function SQS allows creating special quotation partial withdrawal for some products For the product with this feature a button will be shown in the right hand side Clicking this button a panel will be shown in Fig 4 1 8 1 Sales Quotation System New Quotation ano eee Second Policy Owner Miss v 23 E First Life Insured Mr O E O Second Life Insured Miss v 23 CE Product Wealth Amplifier Investment Plan TR Name Wong Ming TR Contact No 97845124 Plan Details Special Quotation Policy Term 6 Withdrawal Premium Term 6 Policy Currenc z z This special quotation function allows for 1 different scenarios of change namely Payment Frequency single 1 Withdrawal i Desired Contribution Contribution 500000 go Advisory Fee 2 p a Partial Withdrawal Quotation Summa
12. r meusi Aa A O Rider at Ease MAN son asza OOOO E Premium Term O Accident Rider Class Policy Currency sun taser f Payment Frequency Annually AcciCare Rider Class IERRA Desired Contribution Sum Insured N REES 7 cALc Contribution O Hospital Cash Rider Sum tnsured E Sum Insured O Critical Illness Lifetime Rider d mma Oooo E CO Premium Waiver Rider Additional Contribution Accoun Top up O Scheduled Contribution Top up V Lump Sum Contribution Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name Fig 4 1 3 2 Page 10 of 27 In the Single Top up dialog you can enter the number of future year and sum of investment in Top up that you want to make Lump Sum Investment Quotation Summary It shows the Total Amount Payable per payment frequency Can use calculate function CALS Section 4 1 5 4 1 4 Single Investment Product Select Single Investment Product from the Product combo box e g Wealth Amplifer Investment Plan it brings you to the screen Fig 4 1 4 1 New Quotation N O PN X 4 fen P 2 gt aA oji ERTER E F denser ie tata ei Se sikaaae EnS aes Sarnane age PAPE of Birth Smove Joint First Policy Owner je H Fixer Life Insured jer E Wealth Amplifier Investment Plan TR Name TR Contact mo Plan Details Additional Contribution Account Policy Term O Additional Con
13. ry Click lt Preview gt to display the results Total Amount Payable HKD 500 000 00 Fig 4 1 8 1 Checking the withdrawal button a box will be shown for entering the withdrawal year and amount Wi thdr awal ee amount Ca 150000 Entering the required withdrawal close the panel by clicking the button F Page 17 of 27 4 2 Preview Quotation After creating a new Quotation this function allows user to preview the illustration document for current quotation Preview P Click the preview icon on the Quotation screen The language selection screen Fig 4 2 1 will be popup requesting the language you prefer f English f Traditional Chinese Simplified Chinese Fig 4 2 1 Language selection screen Select lt English gt lt Traditional Chinese gt and click lt Preview gt A dialog will be pop up to show the progress of the calculation Progress Dialog _ Processing Illustration Total Page Fage Teee Finished Fig 4 2 2 Progress Dialog After the calculation finished a window Fig 4 2 3 will be popup to display the quotation using selected language Page 18 of 27 Zoom View different Page S BEGDE M amp had gt A gt BHREOB Standard Life Any questions smite K 852 2169 0300 Mere Som Marthe Fri hive yow Doley furtibert ready CEL TALLE T Lado mury bee creredered write receevbed te pretert ladh wees arwi Us deel help wah cee Peete Ca charges nay very HR
14. stem and then SQS exe Fig 2 1 AE iss Default Programs M SQSv66G C C CRR RE rer Uninstall Sales Quotation Systerr di Startup i Shut down oe Fig 2 1 Login Sales Quotation System from Start Menu The login screen Fig 2 2 will be displayed Page 2 of 27 Standard Life Fig 2 2 Login screen Step 2 Enter User ID Refer to section 5 1 for registering a new user Step 3 Enter the password Step 4 If User ID or Password is invalid an error screen Fig 2 3 and Fig 2 4 will be prompted Perform Step 2 or Step 3 again A Attention User ID amp Password is not match Fig 2 4 Invalid password Page 3 of 27 3 Main Menu After successful login the Main Menu screen Fig 3 1 will be displayed Title Bar Quotation User Maintenance Help Exit Fig 3 1 Main Menu screen System Bar lt displays the system name that you are working on Title It displays the section that you are working on Menu Bar It consists of 2 menu items Quotation section 4 User Maintenance section 5 Help and Exit Within each menu item there will be different sub menu items Page 4 of 27 4 Quotation This section allows user to create new business quotation and print illustration documents for Standard Life s products Fig 4 1 shows the screen you will see when Quotation lib was clicked on the Main Menu screen a PI ci Pwr Z Sales Quo
15. t user s default setting Should you wish to change the default value please refer User Maintenance section 5 for detail Step 1 Click the Print icon on the Quotation screen The language selection screen Fig 4 3 1 will be popup requesting the language you prefer Language f English Traditional Chinese Simplified Chinese Fig 4 3 1 Language selection screen If you want to save the quotation after printing please check Save After pressing Print button a dialog will be pop up to show the progress of the calculation Progress Dialog Processing Illustration Total Page 2 Pade jl AEA Finished Then screen Fig 4 3 1 will be prompted up Page 21 of 27 Microsoft Office Document Image Writer Ready Microsoft Office Document Image Writer Driver Microsoft Document Imaging Writer Port Copies Number of copies ho a 3 2 3 3 F Collate Fig 4 3 1 Print screen Step 2 For changing printer select printers in the combo box Step 3 Enter the desired number of copies in the lt Number of Copies gt box Step 4 Click lt OK gt for printing or lt Cancel gt to stop the action Page 22 of 27 4 4 Save the Quotation SQS will save all the documents that have been printed before If you want to search the document back click icon S a window Fig 4 4 1 will be shown Search Quotation Quotation History Product Nane Policy Uwner s Name Last Print Date S20 Mr Chan Ming 3
16. tails Select e Policy Currency HKD USD e Payment Frequency Annually Semi annually Quarterly Monthly e Death Benefit Option Increasing Level e Desired Contribution should be gt HK 4200 for LifeMaster e Desired Sum Insured should be gt 2 times of annual contribution Page 9 of 27 Check and Enter e Rider at Ease Check and enter a sum insured gt HK 200000 if you want to select Rider at Ease e Accident Rider Check and enter a sum insured gt HK 200000 if you want to select Accident Rider and then select a class for Accident Rider Class 1 Class 2 Class 3 e AcciCare Rider Check and enter a sum insured gt HK 200000 if you want to select AcciCare Rider and then select a class for Accident Rider Class 1 Class 2 Class 3 e Hospital Cash Rider Check and enter a sum insured gt HK 300 if you want to select Hospital Cash Rider e Scheduled Investment Contribution Check and enter a contribution gt HK 1200 if you want to have a regular investment Check e Waiver of Premium Rider Check if you want to select Waiver of Premium Rider Special Function Lump Sum Investment Contribution Check if you want to add Lump Sum Investment After you check you will see a mini dialog Single Top up rear tor w a shows in the right down side like Fig 4 1 3 2 Seen fame e BRR OERIEN aire fc Fescer E suger EE product r2zeraster mume OOOO Contact Aa ea Vpttuna
17. tation System o me Soy Main Menu a Be f A py Fig 4 1 Screen for Quotation On the Quotation Screen user can Create New Quotation section 4 1 Preview Quotation section 4 2 Print Quotation section 4 3 Save Quotation section 4 4 Return to Main Menu section 4 5 Page 5 of 27 4 1 Create New Quotation To create quotation click the new icon Le on the Quotation screen it brings you to the screen Fig 4 1 1 New Quotation BP am Ss Fig 4 1 1 Creating New Quotation Screen Step 1 Enter Policy Owner Life Insured and Policy Payer details Uncheck the check box if Life Insured Policy Payer differs from Policy Owner Step 2 Enter the TR Name and TR Contact No Step 3 Select product from the Product combo box there are four types of product available Term Product Section 4 1 1 Unit Linked Product Section 4 1 2 Unit Linked With Protection Product section 4 1 3 Single Investment Product section 4 1 4 ATTENTION Whenever you enter new information the figures in Quotation Summary will be removed until you click lt lt Preview gt gt icon again to recalculate the figures Page 6 of 27 4 1 1 Term Product Select Term Product from the Product combo box e g Perpetual Protector it brings you to the screen Fig 4 1 1 1 New Quotation C Premium Waiver Rider Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name Fig 4
18. tribution Premium Term Policy Currency jo Payment Frequency Single vl Desired Contribution Contribution I g Advisory Fee 2 p a Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name A Fig 4 1 4 1 Single Investment Product Wealth Amplifer Investment Plan Plan Details Select e Policy Currency HKD only in Wealth Amplifer Investment Plan e Payment Frequency Single only in Wealth Amplifer Investment Plan Enter e Desired Contribution Enter Contribution should be gt HK 80000 Quotation Summary It shows the Total Amount Payable per payment frequency Page 11 of 27 4 1 5 Use of Calculate Function User can click icon feauc to calculate sum insured by entering a premium After clicked a window Fig 4 1 5 1 will display Then user can enter their target premium and the result will be shown in sum insured Textbox Target Premium Target Premium fs Calculate Fig 4 1 5 1 Calculate Sum Insured 4 1 6 Joint Owner Joint Life Insured Function SQS allows creating a joint owner joint life insured quotation for some products For the product with these features a different screen Fig 4 1 6 1 will be shown Sales Quotation 5 ste New Quotation F Ni i A J E 2 A o gt 5 3 gt oint Owner wm oint Life Insured ay Oe ae Ie Py 7 F P 7 gt ine 4 ove ve TP a 7 J EII gt x ee We a E S N ONY AIRAA
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