Sales Quotation System User Manual Broker Version
Contents
1. re oy CALC O ETE Caen oo Lifetime Rider Premium Waiver Rider Additional Contribution Account O Scheduled Contribution Top up conezsputon C e 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 Details 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 24 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 of2. Fig 2 1 Login Sales Quotation System from Start Menu The login screen Fig 2 2 will be displayed Page 2 of 24 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 24 3 Main Menu After successful login the Main Menu screen Fig 3 1 will be displayed Title Bar Quotation User Maintenance Help Exit J en i cu Fig 3 1 Main Menu screen System Bar lt displays the system name that you are working on Title lt 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 24 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 i was clicked on the Main Menu screen F Sales Quotation System SmS Main Menu Pi oju N gt 3 J Fig 4 1 Screen for Quotation On the Quotation Screen user can Create New Quotation section 4 1 Preview Quotation section 4
3. 1 New Quotation S a 3 J oy b C3 T A T E TA CAS a sil aad p on a Ds eth i l a ven ae ee aes varte o a le ane aa T zive ami Bge SU ee GO nt ftdd r ererercr ele vYyy First Policy Owner e z escer n A e E o E First Life insured Mr E kenit Mapt iTice Invertaene Fia m mane meeneem Plan Details Additional Contribution Account Policy Term O Additional Contribution Premium Term Policy Currency Payment Frequency single Desired Contribution Contribution E Advisory Fee 2 p a Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name 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 24 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 Functio
4. 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 ioc es eee x gt be m ae x User Maintenance vo amp 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 21 of 24 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 Details Click the icon 8 the User Maintenance screen it brings you to the screen Fig 5 1 1 3 Sales Quotation System LO OX oN User Maintenance 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 22 of 24 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 scre
5. 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 4 bh bt Fig 4 2 5 Buttons to scroll to previous or next page Page 16 of 24 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 17 of 24 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 current 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 18 of 24 Microsoft Office Document Image Writer Ready Microsoft Offi
6. 2 Print Quotation section 4 3 Save Quotation section 4 4 Return to Main Menu section 4 5 Page 5 of 24 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 i gt Sales Quotation System Ex a New Quotation oe Es Oe i os Tee e NS f a3 Py eked tet Poach EAA a poe ey mo Date EGR ata y E ar ora Tae a gt a lu It no JUN p Gl ve otz a mt a ay pe gt c y mer Sethe tee hr ites Ne SRR penne minal bec ngs oral aa ros see by Arar d di p gt See etch i veo EM C28 Leh be SS SCR ee cea taati Kx G y ie DY ta ETE bic bi T o Sn A te Tam Ta A i A F MTJ s 7 F Policy Owner z n Oooo E O I O me mara U E A E ee e o a a a fC 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 24 4 1 1 Term Product Sele
7. 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 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 15 of 24 Zoom View different Page Preview Window lt a Sa S B RDIEIM amp BA gt Ae gt BE Standard Life Any questions AR 852 2169 0300 eer hom Marre Fri Hwe your polity frurtibet randy CRL TALLE T Lade mory bee teriores mite receeeied te pretert lath yia orel ua rel hip ah cee tarag C chee tay very Homarcsenrwanse Gehennavree WORUM N BAY aPHeeoe CRAD CZS LCT ENT i standardlife hk Wealth Ampiif erin vesim ent Flan Ilus faton Doo ume nt seme First Propos ed Policy Ow ner Mr Tes Temer feo and Prose dPolisoy Owner Mis ww ww AntPraosed Lis insurd Mr Tes Temer fecon Proposed Ufeln sured Mregag Des th Se nett gt 1 of Suede Vewe Ran gt West Arpite tyvenmen Pisan Folloy Currmnoy HO Folloy Term VWede ue Premium Mode Seple Coverge Name A Fig 4 2 3 Preview window To zoom in and out the document you can click the magnifier icon EN or select the size in the combo box in left down side of the window Fig 4 2 4 ats Fig 4 2 4 Preview size You can also view the document in different sizes by clicking icon on the bar of right hand
8. 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 Bo shows in the right down side like Fig 4 1 3 2 New Quotation b x P la amp nA Pay ee fee z rester _ 7 Life Tasured pe xl product lifeMascer A mume GReontact wo O O wv GALUVLAL NLU LL j O Rider at Ease amp sate eae lee Premium Term O Accident Rider Policy Currency ae z Payment Frequency Annually O AcciCare Rider Class Desired Contribution Sum Insured SOIR Contribution O Hospital Cash Rider sum tnsured fa Sum Insured u O critical Illness Lifetime Rider som asea OOOO O OOE O Premium Waiver Rider Additional Contribution ee O Year Top up O Scheduled Contribution Top up VJ 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 24 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 EA 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
9. Standard Life Sales Quotation System User Manual Broker Version Table of content 1 2 3 4 4 1 4 1 1 4 1 2 4 1 3 4 1 4 4 1 5 4 1 6 4 1 7 Version 6 6 3G Introduction sssssseeeesssseereesssssosecesssssecsccesssssocecesssssecrceeessesoceeeesen 2 SVE EO eer A E N 2 Main Menu cece ccc eccccccecccecccecccecccecceencescescesecesscesscesseecceeees 4 TOE IN ces se csenece E E E 5 Crede New OMG bat Oa ariace cate taceeneiaceacaeustsdeanonsaaadriisaseeeeniaahnieaatonstenicanhiiacimrtecsipbatsarseners 6 Lero TOC aes ete seers EEN N 7 Unit Linked Product 20 0 0 cece ccc cc ccc eccececccceccccecscscccececcsceccececescecscecesescesescecescecesescusescess 8 Unit Linked With Protection Product c ccc cece eccececcccecccceccccececcscescscecescecscecesescusescess 9 Sime le investment PLO GUC sssrsensrs r a 11 Use of Calculate Function sesesesnsnesesesesesneresesesesreseresesesrereresesesrereseseseseereseneseseerenee 12 Joint Owner Joint Life Insured Function 2 0 0 0 cece cece eccececcsceccececescscescececescecescsceses 12 Partial Withdrawal Function cccccececccceccececcscececcscscscesescecescecescscesescecescecescececes 14 Proven 1008 621101 0 0 AER En E EE ee eee 15 PT OCA OM ocr atari sce ca EE 18 DAV TNS COA cars tenet aadi 20 Return to Main Menu c cccccecscecccceccccecccscccscecescececcecscscestscecesceceececscecusescesescecesees 20 User M
10. aintenance ccc cc ccceccecceccccccccecceccececcecceccescescescenses 21 Create New USeL uu ceccccceccccecccceccccccccceccsceccececescscsescecescsceccecscscesescecescecesescusescesescecasees 22 Change PAS WON ea E v pu esans seu caewuenacoaducicssieea sav enae eases 25 FOD NODU eei E ania E 24 EXiIt ve sccne ronctnremeiee ce teem wctercanwaaend qa aaceaareeacene caus aneuauae ne nemacteeanescuneoeseae ek 24 This user manual is solely for the use of authorized people Unauthorized use is prohibited All rights reserved Last updated Sep20117 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 E SQS from the desktop Method 2 From the Start menu click All Programs and then Standard Life Asia Ltd Click Sales Quotation System and then SQS exe Fig 2 1 standard ite Default Programs EA 5Q5v66G See Help and Support Z Uninstall Sales Quotation Systerr r Startup m
11. ce 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 19 of 24 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 w 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 30 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 20 of 24 5 User Maintenance
12. ct Term Product from the Product combo box e g Perpetual Protector it brings you to the screen Fig 4 1 1 1 New Quotation O Premium Waiver Rider Quotation Summary Click lt Preview gt to display the results Total Amount Payable Broker Name Fig 4 1 1 1 Term Product Perpetual Protector Plan Details Select e Policy Term Maybe fixed for some products e Policy Currency HKD USD e Payment Frequency Annually Semi annually Quarterly Monthly Enter e Desired Sum Insured 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 Page 7 of 24 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 CALI 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 t
13. en 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 23 of 24 Help Menu Version No 6 66 system Menu User Menu Expiry Date 30 05 2011 Section 1 System Menu When you click User Menu link 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 24 of 24
14. n 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 New Quotation Sales Quotation S P D eaaa Dr oint Owner wi rini iaig NNT oint Life Insured ad Dao e hea rans PT gL pia Ve We ation gt U rng 5 isl VE has lt Lge SS ia 3 gt eters a a ac F ry J Ara g oa Firat Policy Omer a Oo a First Life Insured Me _ Deataet wealth Amplifier Investment Plan TR Name Wong Ming TR Contact No 97845124 Plan Details Additional Contribution Account O Additional Contribution Policy Term Premium Term Policy Currency ia Payment Frequency single Desired Contribution Contribution I O Advisory Fee p a Quotation Summary Click lt Preview gt to display the results Total Amount Payable Fig 4 1 6 1 Page 12 of 24 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 L Sales Quotation System New Quotation ae c 97645124 ESS er REST NEN a 3 p a i 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 24 4 1 7 Partial Withdrawal Function SQS allows creating special quotation partial withdrawal for some products N For the product with this feature a butt
15. o the screen Fig 4 1 2 1 New Quotation Paces OF a E UAn a A aa gee dhe tine eya Eee nee Rie eee peels Date of Birth gt j Lu ty i L VW e Nr Ak F ADERE as i aod a YYYY Stasi First Policy Owner ue E First Life Insured Pe E Product Oc e sane TR Contact no Plan Details Additional Contribution Account gt F av 7 O Additional Regular Contribution Vithdran Premium Term i O Single Contribution Policy Currency faro Payment Frequency Annually Desired Contribution contribution n aviso 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 Enter 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 24 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 9 a New Quotation P D e nA
16. on Y will be shown in the right hand side Clicking this button a panel will be shown in Fig 4 1 7 1 Sales Quotation stem New Quotation MO First Policy Owner jue l Chan g Second Policy Owner Miss x Tai 23 BEL First Life Insured fur l O O Second Life Insured Miss v 23 _ Product Wealth Amplifier Investment Plan TR Name Wong Ming TR Contact No 97845124 Pren Dornia Special Quotation Policy Term Withdrawal C Premium Term Poli Currenc z This special quotation function allows for 1 different scenarios of change namely Payment Frequency Single 1 Withdrawal Desired Contribution Contribution soo0000 g Advisory Fee 2 p a Partial Withdrawal Quotation Summary Click lt Preview gt to display the results Total Amount Payable HKD 500 000 00 Fig 4 1 7 1 Checking the withdrawal button a box will be shown for entering the withdrawal year and amount Withdrawal e amount bo 150000 Entering the required withdrawal close the panel by clicking the button F Page 14 of 24 4 2 Preview Quotation After creating a new Quotation this function allows user to preview the illustration document for current quotation Preview 3 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 Traditional Chinese Simplified Chinese preview Fig 4
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