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Contents
1. CLASS User Manual E Canada Life Group Insurance Canada Life Automated Self Service User Manual This manual shows you how to register quote assume risk and renew a policy with our award winning CLASS technology the icons below to navigate to your required page C MSS Section 1 CLASS Registration O CLASS Registration 3 CLASS tip Section 2 Setting up an eQuote Throughout this User Manual a Starting an eQuote 4 we have included CLASS tips to a The quote assessment 5 help you navigate the system pet eee si Employee information 8 15 lt l We have also included some O Cover options 15 17 key points that you will need O Your eQuote 18 to know Section 3 Assuming Risk Assuming Risk 19 Ca Locating an eQuote to assume risk 20 21 Request Risk 22 25 Company 26 27 on Risk 28 Eligivility 29 Actively At Work 30 31 O Agency 32 Final 33 34 Section 4 Renewing a policy O Renewing a policy 35 a eRenewal 36 eed 0845 ra Cover confirmation 37 team on 223 remy C Member dat 38 44 ee We re here to help O eRenewal confirmation 45 46 Canada Life Automated Self Service User Manual Section 1 CLASS Registration To register simply go to www canadalife co uk class there are two registration options Standard Login you will be asked to select your user name and password Both2. Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk CI SS Quotation summary a e D Group Critical Illness summary 2 Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign Out eQuotes on risk Request risk Company Onrisk Eligibility AAW Agency Final Remember Quotation summary eee ee eee Please review the Information below to ensure that this Is the correct eQuote and eProduct for which you wish Canada Life to assume risk V You can save your progress Group Critical IIiness quotation summary 154050 EGO 590546 1 and return later by clicki Ng Biecka date 4 Juna 2014 Free cover limit 500 000 Benefit Save for later and exit Number of lives 20 Payment frequency Annually by cheque Total salary roll 1 540 000 Commission 10 Total sum assured 1 540 000 Unit rate 6 157 Sum Assured Year 7 annual premium 9 481 78 Category 1 Directors pensionable Gover required 1x salary Cover cease age TO Service qualification None lIinesses covered Core plus additional illnesses Eligibility definition all employees of the employer who are directors Salary definition P60 earnings Category 2 All other employees pensionable Cover required 1X salary Cover tease age TO Service qualification None nesses covered Core plus additional illnesses Eligibility definition all employees of the employer who are no
3. Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employee information Manual occupation selection If CLASS is not able to find a matching occupation for the job title you have entered you will need to select the most appropriate from a drop down list as shown below Canada Life Group Insurance Website y La Tube CLASS home Contactus Help Sign Out eQuotes quotation eQuotes reference 154649 Occupation selection We are unable to find a matching occupation for tha members listed below Please manually select an occupation for each member from the drop down lists For ease of data entry you can use the default drop down menu to select a default occupation for all members and then edit the details for any members who belong in an alternative occupation feld Select a default occupation Please select 4 Employoo name Gender Date of birth Salary Job Title Occupation Postcode 1 Yellow C Mala 13081972 27 005 Unknown Please select B51 6ER Save for later and exil to return to the contents page cl Ss Nelo CLASS tip e If CLASS has matched all job titles you will proceed to the category screen call the 0845 CLASS team on 223 7137 We re here to help 14 Canada Life Automated Self Service User Manual Sectio n 2 to return to the contents page Setting up an eQuote cl Ss Category Definition a e D T
4. Group Life Assurance C wish to request Canada Life to assume risk Group Income Protection C I wish to request Canada Life to assume risk Group Critical Iliness L wish to request Canada Life to assume risk Save for later and exit Back to return to the contents page cl SS Nelo Remember V By selecting the request to assume risk and clicking Continue you are confirming that you wish Canada Life to assume risk for the selected product s call the 0845 CLASS team on 223 7137 We re here to help 22 Canada Life Automated Self Service User Manual Section 3 Assuming Risk Request Risk Quotation summary CLASS will provide a summary of the eQuote for which you wish to assume risk If any information is incorrect select Amend eQuote at the bottom of the screen and produce a Copy eQuote so you can make the necessary adjustments Group Life quotation summary canada Life Group Insurance Website EJ Ha Tube CLASS home Gontactus Help Sign Out eQuotes on risk Request nsk Company Onnsk Elgbity AAW Agency Final n eQuotes reference 153997 Quotation summary Please review the information below to ensure that this is the correct eQuote and eProduct for which you wish Canada Life to assume risk Group Life Assurance quotation summary 153997 EGLA 590493 1 Effective date 1June 2014 Free cover limit 800 000 Benefit Number of lives 20 Payment frequency Annual
5. If any of the other details such as surnames job title or postcode have changed please amend them here to return to the contents page cl Ss Nelo CLASS tip e There are different steps depending on the number of lives in your existing policy call the 0845 CLASS team on 223 7137 We re here to help 38 Canada Life Automated Self Service User Manual Section 4 Renewing a policy Member data Leavers 2 9 lives only This section confirms those that you have identified as having left the scheme or who have reached the cover cease age If correct press Continue If any of the data is incorrect use the Back option to return to the data entry screen and amend the incorrect details Canada Life Group Insurance Website FJ Ka Tube CLASS home Contactus Help Sign out eRen ewal Member data Confirmation Member renewal details leavers Detailed below are the members that you have identified as having left the scheme including those who have left or are due to leave as a result of reaching the cover cease age Employer name Initial Gander Date of birth Job Tithe Leave date Red D Female 14 08 873 Research Assistant 24 11 2014 Save for later and exit to return to the contents page cl SS Nelo Remember V lf the data is correct press Continue If not press Back and amend call the 0845 CLASS team on 223 1137 We re here
6. Log in at www canadalife co uk class From the homepage click eQuotes in the eServices section Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign out eServices CLASS eSecurity Welcome Inez Please note that CLASS will not be available from 18 00 to 23 00 on 13 Dec 2012 whilst we perform system maintenance Service availability CLASS services are currently available eServices elnformation eNews eServices eQuotes eDemo Keep iNTOUCH with what s NEW at Canada Life eRenewals Help guides Smee eDocuments Product technical guides eReporting Hyperion eProduct summaries CL ESS Zone the home of all you eReporting Working Well could want for e Group Risk eAdmin FOCUS on BusinessCare the SME free to use legal service INTERACTIVE ZONE tools to Support CLASS e working are available here Forms Online Want to know more about Group Risk IFA Admin eSecurity Update Profile Change login name Change password Admin and agency Privacy policy Cookie policy Copyright T amp F CLASS User Support Team 0845 223 7137 9am 5pm Monday to Friday Canada Life Limited registered in England no 973271 Registered Office Canada Life Place Potters Bar Hertfordshire EN6 5BA CLFIS UK Limited registered in England no 04356028 is an associate company of Canada Life Limited Registered Office Canada Life Place Potters Bar
7. Mi Group Critical Iliness Insurance C have read the GCI Technical Guide Save for later and exit PROMS erg to return to the contents page cl Ss Nelo Remember V Before you can continue with your quote you must confirm you have read the Canada Life Technical Guide relevant to the product for which you wish to receive a quote call the 0845 CLASS team on 223 7137 We re here to help Canada Life Automated Self Service User Manual Section 2 to return to the contents page Setting up an eQuote Employer information cI S S Pension membership N e D If you selected Yes on the assessment questions linking your quote to a pension scheme you will now see this screen Please answer the questions and advise if the quote is open for pension scheme members only or all pensionable and CLASS tip non pensionable employees e If you want to cover pension contributions you need to have said Yes to question 3 eQuotes quotation iy Employer into i on the assessment questions eQuotes reference 153997 2 Canada Life Group Insurance Website CLASS home Contactus Help Sign Out Pension membership As you have advised us that benefits are linked to pension scheme membership we require the following information Remember Which products are pension scheme linked C Group Life Assurance ee aar ka V The questions will vary LI Group Critical
8. This page summarises the membership data you had previously entered in your eQuote If you did not include each member s surname and initial you can do it now This is required for all single premium costed schemes and for members requiring medical underwriting on Unit Rated schemes Remember SS Ee V If the data is not accurate at eQuotes on risk orren SORRY ARN TAgeney Fie the inception date you need to requote first then follow the assuming risk process Confirmation of quotation member data Sart eee ER Before assuming risk we need you to confirm that the eQuote data remains up to date Please review the information below and enter the employes sumame and initial for those members highlighted if this has not already been completed If any data items gender date of birth salary job title and category are incorrect you must select Amend eQuote and correct the data You will then be able to produce a new eQuole and complete the on risk process for the revised Quote Anticipated commencement date of eProduct s 23 November 2014 Sumame Initial Gendar Deb Salary bob Tithe Category 1 Green M Male 14 06 1970 25 500 Research Manager Managers 2 Brown A Female IOTNST1 26 095 Lead Researcher Managers a Yellow c Male 13081972 27 005 Unknown All other staff 4 Red D Female 14091973 22 500 Research Assistant All other staff Save for later and exit call the 0845 CLASS team on 223 7137 W
9. Oo from work for longer than 3 months within the last 3 years Number of Group Critical tliness claims or if not insured the number of employees absent with 7 a serious illness within the last 3 years How many employees to be covered have ever been accepted on non standard terms or have o had benefits restricted due to the non provision of evidence of health How many employees to be covered have ever been medically underwritten and either 0 declined postponed or accepted with an exclusion 3 Are any benefits linked to pension scheme membership or are pension contributions D Yes No to be covered d Aro any employees currently absent as a result of illness or injury that has persisted Yes No for 3 months or more Please note that any employees absent from work should be excluded fram any quote produced as they are nol eligible for immediate cover 5 Will any of the employees to be covered undertake business travel outside of any Yes No Canada Life Scheduled Territories 6 Do any of the employees who are to be covered work in one of our Excluded O Yes No Occupations to return to the contents page cl Ss Nelo CLASS tip e You can quote for all three products without duplicating your data Remember V If your client industry type is not available please contact the CLASS helpdesk V We only need to be advised of history regarding a previous group risk policy V The count
10. The quote assessment You will need to complete a Quote Assessment before we can proceed with an eQuote Just input the following information 1 About the client years in 4 Actively At Work conditions business Companies House please read this section carefully Dome NONA pe H Member s travel details if outside Canada Life scheduled territories for business purposes 6 Excluded occupations Click Excluded Occupations to find out what they are 2 Group Risk History just answer the questions relevant to the product you want a quote for 3 If you want to cover pension contributions or relate membership to a pension scheme select Yes Eligibility Employerinfo Employeeinfo Coveroptions Quote eQuotes reference 154848 eQuotes quotation Quotation assessment questions Please answer the following questions so that we can assess the suitability of providing an eQuote for this client 1 For how many years has the client been in business 0 2 Please provide the Companies House registration number Q Please select the industry Please select 2 2 Does the cli nt currently have any group insurance 0 Yes No if No has the client been insured in the last three years O Yes No Number of Group Life claims or if not insured the number of employee deaths within the last 3 0 Q years Number of Group Income Protection claims or if not insured tha number of employees absent 0
11. e Managers team on 223 1137 e Directors amp managers Managers amp staff We re here to help e All other employees e TUPE transfers 15 Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Build the quote CLASS will tailor the Cover Options screen for you based on the categories you selected on the previous pages For example if you require two categories it will provide two category options allowing you to select the relevant basis If you request a quote for more than one product CLASS will follow with a separate page for each product to again tailor the categories you selected For full details of the eligibility and benefit options available please download the comparison documents for each product These can be found in the elnformation section of the CLASS welcome page The benefit calculations available are summarised here in the CLASS help section to the right CLASS home Contact us Help Sign Out Canada Life Group Insurance Website eQuotes quotation Cover options Group Life Assurance eauotes rofrence 153997 Premium payment Please select v Q Commission Please select v Directors pensionable Cover required Please select 7 Service qualification Please select v Cover cease age Please select Q All other employees pensionable Cover required Please select v Service qualific
12. have reviewed the information and confirm that you wish to assume risk CLASS tip Once you tick the necessary box and continue confirmation of risk will ae e Within minutes of completing the on risk be announced C Carasa Lro croup meuranea wenste WF uf castors coat tin sionou ae ame email which will confirm uotes on risk cee i cover and provide a link to Confirmation to request Canada Life to assume risk sss tat Na download the documentation Canada Life has now collected all information and made all checks necessary to assume risk Checking the box below and selecting Continue will act as final confirmation that you wish Canada Life to assume risk based on the information that you have provided Formal confirmation of risk the first statement s of account and appropriate pre populated forms for completion will then be produced If any of the pre populated information is incorrect please contact the CLASS User Support Team immediately as manual changes to these forms will not be accepted An email will be sent to you shortly with a link to these documents Changes to these forms must be agreed by Canada Life C have reviewed the information and confirm that wish Canada Life to assume risk Save for later and exit call the 0845 CLASS team on 223 1137 We re here to help 33 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assumi
13. of these need to be at least 8 characters long and must include at least 1 number Step 1 You will need to complete the following information e Your or your organisation s Financial Services Register Number The Employee Type which can be e IFA e Administrator e T related Choose two memorable questions from this list e Place of birth e Mother s maiden name e First school e Memorable date e First holiday e Memorable address Unipass if you use unipass you will not need a user name and password Step 2 You will be asked to enter your company details correspondence address if different and your email address Verification After you have clicked Confirm you will receive an email verification which will be a link sent to your email address You have 48 hours to verify your account Once you have verified your account you will be able to sign in using the user name and password you selected in step one to return to the contents page cl Ss Nelo CLASS tip e If your organisation does not have a Financial Services Register Number and is part of a firm of actuaries solicitors or accountants you can still register Just speak to a member of the CLASS team who will then register the company manually call the 0845 CLASS team on 223 1137 We re here to help Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Starting an eQuote
14. page we display the client s name address and Companies House reference We also detail the renewal period This is to make sure you are renewing the correct policy and for the correct period L C cara Lte croup ranco venete W taf cusssnone costs oe Sanco eerste eRenewal a If you would like to see the scheme basis you can select Client details Jae 5 Please review the information below To renew this client s scheme s please select Continue or to review the basis of the scheme s before Display scheme basis proceeding with the renewal please select Display scheme basis Employer information Remember Registered company name of employer Screen Test ML 4 Mii 3 fioi V If an amendment to the Pewee scheme basis is required this will have to be completed before completing the eRenewal process Registered company number 00973271 Renewal information The renewal will provide a cost for the period 01 12 2014 to 30 11 2015 and will request medical evidence if this is required V You must read the renewal Renewal declaration declaration and confirm that Please confirm all members included in this renewal have either joined or are changing category at their first opportunity and are therefore not discretionary Should this not be the case please contact the Class User Support Team al mem bers have either No members are undertaking business travel outside any of the Canada Life Scheduled Territories N
15. to code contained in our template ck Continue it Save for later and exit E Mo longer required 1 Click on the Link to obtain the Excel template a You can either open or save the template file b This provides you with a simple template containing sample data to show you what we expect in each column BA a SO Fo an ee ee F _G 1 Surname Initial Gender Date of Birth Salary JobTitle Postcode Be _ SwZz2t A M 15 04 1955 23 200 RMM Operations Technician G2 7AB ca 5 Simply copy and paste your own data into the columns replacing the data contained but retaining the column headings Then save the template as an xls file call the team on 223 7137 We re here to help Canada Life Automated Self Service User Manual Sectio n 2 to return to the contents page Setting up an eQuote Employee information C MS S 3 Now with your data ready return to CLASS and use the Browse button to a e D find the file you have just saved Now that you have located the file press the Load button to load your member data Canada Life Group Insurance Website CLASS home Contactus Help Sign Out eQuotes quotation Quotes ref 154109 Employee information eoucte reference 154109 Please complete the employee information below Remember JY lf the file is not an xls file it TE E will not load Please select your preferred method of employee data entry 4
16. Assume CLASS will provide details of all the products Please choose the relevant product before you continue Please note that the earliest risk date which can be entered will be for the following day to return to the contents page cl SS Nelo CLASS tip e If Assumed is greyed out check that the effective date is not in the past If it is choose a future date from which you wish to assume risk If the effective date is valid and is still greyed out call the CLASS team call the 0845 CLASS team on 223 1137 We re here to help 21 Canada Life Automated Self Service User Manual Section 3 Assuming Risk Request Risk Locating an eQuote to Assume Risk If your quote was for more than one eProduct you can select the product type with which you wish to proceed You will need to confirm you have read the relevant Canada Life Technical Guide 2 Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign out eQuotes on risk Requestnsk Company Onrisk Eligibility AAW Agency Final Confirmation to request Canada Life to assume risk eves ore This facility allows you to confirm that you would like Canada Life to assume risk for one or more eProducts under the above eQuotes reference By selecting I wish to request Canada Life to assume risk and clicking Continue you are confirming that you wish Canada Life to assume risk for the selected product s
17. BAI 1NF Viiiins A Mal 4 TEOISTA E 71000 Senior Prini Operatie BATI 1NF o monone EES O sovr iner maoa Fe saa nnn 8 If you choose manual entry simply double click on each row to enter the data to return to the contents page cl Ss Nelo CLASS tip e There are two methods of data entry manual and Excel upload e We recommend using the upload method for all unit rated cases 10 or more lives You must use our Excel template and this can be accessed via the Click here to obtain Excel Template link call the 0845 CLASS team on 223 7137 We re here to help 41 Canada Life Automated Self Service User Manual Section 4 Renewing a policy Member data Adding your client data Load your client data direct into the CLASS Excel sample template When prompted on the Employee Save the completed sample data Information screen select Click sheet by selecting File then here to obtain Excel template to Save As from the menu open the template Rename the template and save the file to an appropriate location 2 Paste your client data excluding ensuring that it is saved as an xIs the column headings into the file type relevant columns of the CLASS template ensuring that you do Returning to the CLASS data not paste over the template D screen select Browse Find the column headings and only add file you saved and select Open data requeste
18. GER Please seloct E B31 GER Plesse select 3 E BSI6ER Please select E BS1 GER onore ERIS Save for later and exit Fe sox Prine o to return to the contents page cl SS Nelo CLASS tip e For further help uploading data click the question mark button e The CLASS occupation matching engine will automatically match an occupation to the job title you have entered call the 0845 CLASS team on 223 1137 We re here to help 12 Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employee information Option 2 Once selected the screen will be bulit with the relevant number of rows taken from the number of members stated on the previous screen You will see the loading message whilst this is being done The grid shown will have the same data columns as the Excel template Surname and Initial are optional at this point but you may find it useful to add them for reference purposes Simply click on the first row to start adding data You can tab from one field to the next and once the row is completed you can double click on the next row to start adding details for member two Continue until the data for all members has been entered Canada Life Group Insurance Website PI KaT Tube CLASS home Contactus Help Sign Out eQuotes quotation i Employee into Peata opua uote eQuotes referance 154848 E
19. Hertfordshire ENG 5BA Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority This will take you to the eQuotes module Here you just need to click Go to start the eQuote process eQuotes quotation Please select whether you want to revisit an existing eQuote or create a new one Create a new eQuote Allows you to create a new Group Life Assurance Group Income Protection or Group Critical Illness eQuote Go Revisit existing eQuote Allows you to copy amend view or request that we assume risk for an eQuote Enter eQuotes ref Please note that you can only amend an eQuote that has not yet been issued and in order to assume risk for a policy your CLASS administrator will need to have mapped you to the dquo Once you have assumed risk you will immediately be issued with confirmation of risk the first statement s of account documentation and appropriate pre populated forms for completion Display all my eQuotes i to return to the contents page cl Ss Nelo CLASS tip e Without a valid Companies House number you will not be able get an eQuote e You can monitor your progress by checking the blue bar at the top right of the screen call the 0845 CLASS team on 223 7137 We re here to help Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote
20. In the same way that you add data for a quotation you will be given the option of up loading your data using an Excel template or by loading your data manually one field at a time If you choose to upload your data using our Excel template simply select that method and then follow the on screen instructions 2 Canada Life Group Insurance Website FJ Ka Tube CLASS home Contactus Help Sinout eRenewal Member data Conima Member renewal details Please enter the renewal data for the scheme s Entering employee data Please select your preferred method of employee data entry Upload employee data using our Excel template We recommend this method for all cases but especially for cases with greater than 5 lives Enter employee data manually on screen one member at a time Only suitable for a very small number of employees Upload employee data 1 Click here to obtain our Excel template 2 Copy your data into the columns in this template and save it fo your computer as an xls file 3 Click on Browse locate your saved template and then Load the file Initial Gender Date of bith Salary Job Tithe Postcode Lyrd A Male 4 10061974 22687 Map Finishing Operative BAI 1NF Fizkdzn A Male 4 2emariers 25476 Cip Operative BA 1NF Lacy A Male 4 O22 rA E 1600010 Head Of Map Production BAT 1NF Fizldzn A Mal 4 a0 Tore E 30000 i Manager BAT INF Wilty A Male 4 2402 1972 E 31000 Senior Print Operative
21. Inese dependent on the answers Who are you insuring Please select m given and CLASS will prompt What is the pension scheme name optional which ones you will need to complete Save for later and exit MOMI EAE call the 0845 CLASS team on 223 1137 We re here to help Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employee information This page asks you to enter the membership relating to the total number of lives you entered on the previous page 2 Canada Life Group Insurance Website CLASS home Contactus Help Sign Out eQuotes quotation m m eQuotes refere 153997 Employee information nos Please complete the employee information below Entering employee data Please select your preferred method of employee data entry O Upload employee data using our Excel template We recommend this method for all cases but especially for cases with greater than 5 lives Q O Enter employee data manually on screen one member at a time Only suitable for a very small number of employees O You now need to select which method you would like to use to load the data You can either e upload the data using our Excel template which can be used for any number of lives or e enter the data manually one member at a time which you may prefer to use for cases with a very small number of members to return to the contents page cl SS Nel
22. The fi le mM ust not CO nta i na ny E Upload employee data using our Excel tempate Wie recommend this method for all cases but especially for cases with greater than AREE data other than what we have Enter employee data manually on screen one member at a time Only suitable for a very small number of employees asked for here Upload employee data 1 Click here to obtain our Excel template 2 Copy your data into the columns in this template and save it to your computer as an xis file a Click on Browse locale your saved template and then load the file eM Copy of SampleTemplate xds Er Once you have uploaded the member data CLASS will begin processing the job titles you have entered During the processing you may see the following screen Canada Life Group Insurance Website CLASS home Contactus Help Sign Out eQuotes Please wait whilst occupation matching is in progress processing times may vary during busy periods a oo Occupation matching times can vary depending on the number of employees covered the time of day you are uploading the data and most importantly the number of unique job titles included If the Occupation Matching Engine does not recognise a job title you have entered CLASS will prompt you to select an occupation for the affected member s from a drop down list Otherwise you will proceed to the category screen call the 0845 CLASS team on 223 7137 We r
23. al confirmation Once you arrive at this page you have completed the eRenewal process To receive the post renewal pack please tick the box and confirm you wish to renew the policy policies with Canada Life 2 Canada Life Group Insurance Website CLASS home Contactus Help Sign Out eRenewal Confirmation to request Canada Life to renew Canada Life has now collected all the information needed to process the renewal in respect of the scheme s for Canada Life SP To confirm that you wish Canada Life to renew the scheme s please check the box below and select Continue We will than produce formal confirmation of renewal and the statements of accounts and appropriate pre populated forms for completion An email will be sent to you shortly with a link to these documents hi confirm that wish Canada Life to renew the schemes Save for later and exit ack Continua to return to the contents page CI SS Nelo CLASS tip e You will receive an automated email with your statement of accounts when you renew your policies via CLASS call the 0845 CLASS team on 223 7137 We re here to help 45 Canada Life Automated Self Service User Manual Section 4 Renewing a policy eRenewal confirmation eRenewal confirmation Once you tick this box and press Continue CLASS will send you an automatic email with a link to the post renewal pack This pack includes the statement of ac
24. anada Life Automated Self Service User Manual Section 3 Assuming Risk If you wish to assume risk following an eQuote produced via CLASS then you will be required to complete this stage online The following steps will take you through this easy process Before you can assume risk the following points will need to be covered for a Group Life Assurance policy 1 The proposed policy has a Trust 2 Your client must have Deed in place Canada Life registered a scheme via the provides specimen Trust Deeds HMRC website and obtained via the Group website at a Pension Scheme Tax www canadalife co uk group Reference PSTR number For further information on this step please feel free to contact the Canada Life helpdesk to return to the contents page cl SS Nelo Remember V Before assuming risk for group life schemes e a Trust Deed must be in place e your client must have obtained an HMRC PSTR number call the 0845 CLASS team on 223 7137 We re here to help 19 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk Locating an eQuote to Assume Risk C J S S To assume risk you will need to visit eQuote from the homepage a e D Once you reach the page below enter the CLASS quote reference for which you wish to assume risk and press Search or you can use the Display all my eQuotes function which provides a list of all the qu
25. ation Please select Q Cover cease age Please select v Continue amp Save for later and exit to return to the contents page cl SS Nelo Remember V Benefits can be insured in the following formats Group Life Assurance amp Group Critical Illness e Benefits can be calculated as a multiple of salary e g 4x salary or as a fixed benefit Group Income Protection e Employees can be covered up to 75 of their earnings to a maximum of 350 000 Pension scheme contributions and employer National Insurance contributions can also be insured call the 0845 CLASS team on 223 1137 We re here to help 16 Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Arranging members in the correct category This screen allows you to select the individual category for each member based on the categories you have chosen CLASS home Contact us Help Sign Out Canada Life Group Insurance Website eQuotes quotation Cover options OUG eQ ref 154850 Employee information category selection nae Rerarenes Given that more than one distinct category of membership exists you now need to assign a category to each member in the scheme For ease of data entry you can select a default category by using the drop down menu for the majority of members and then edit the member details for any that are not in this default category Alternatively y
26. count invoice or Direct Debit advance notice as appropriate and pre populated health declarations for those requiring underwriting Due to Direct Debit scheme rules an advance notice detailing the proposed payment schedule will also be sent directly to the client Canada Life Group Insurance Website EJ ii Tube CLASS home Contact us Help Signout eRenewal Member data Coninmmation Member renewal details summary From Membership data that you hawe entered we have calculated tha following ranaesal totals Renewal date 15 April 2014 Number of lives 20 Total salary roll 1 540 000 Eis645 1 L E1S546 1 H Se Total sum assured benefit 9 040 000 1 406 177 9 040 000 Free cover limit 800 000 Benefit 76 000 Benefit 500 000 Benefit Please note that these totals reflect the potential benefits to which members are entitled under the eProduct s in line with the chosen cover options If any members have previously been restricted during medical underwriting these totals will be adjusted accordingly when calculating the cost for the new policy year Save for later and exit to return to the contents page CI SS Nelo Remember V If you have any questions please call the CLASS team on 0845 223 7137 call the 0845 CLASS team on 223 1137 We re here to help 46 Dedicated support team CLASS resources The team is ready and waiting to address any Our range of webcasts give yo
27. create a new one Create a new eQuote Allows you to create a new Group Life Assurance Group Income Protection or Group Critical Iliness eQuote Go O Revisit existing eQuote Allows you to copy amend view or request that we assume risk for an eQuote 154083 Please note that you can only amend an eQuote that has not yet been issued and in order to assume risk for a policy your CLASS administrator will need to have mapped you to the relevant agencies branches of your organisation Advanced search Q Display all my eQuotes i Once you have assumed risk you will immediately be issued with confirmation of risk the first statement s of account documentation and appropriate pre populated forms for completion All my eQuotes eQuote ref Employer name Crested date Effective date Status 154083 Canada Life UR 28 04 2014 13 48 29 04 2014 Issued Copy To assume risk please select Assume If you need to amend any details before assuming risk Such as the effective date the on risk date please select Copy and a revised quote can be produced on the previously entered details You can then amend accordingly As with eQuotes the on risk process can be tracked using the blue menu bar at the top There are stages in the on risk process e Request Risk e Actively At Work AAW e Company e Agency e On risk e Final e Eligibility If the previous eQuote was issued for multiple products once you select
28. d in the template Once the file name is successfully displayed select Load 3 The Gender Date of Birth Job Title Postcode and Salary columns are mandatory Once you have uploaded the member data CLASS will begin processing the job titles you have entered During the processing you may see the following screen 2 Canada Life Group Insurance Website Y fit Tube CLASS home Contactus Help Sign out Home ver confirmat eRenewal Member data Confirmation Please wait whilst occupation matching is in progress processing times may vary during busy periods PSA PSL fe i Pl et RE ed ft Occupation matching times can vary depending on the number of employees covered the time of day you are uploading the data and most importantly the number of unique job titles included to return to the contents page cl SS Nelo CLASS tip e For further help with uploading data click the relevant question mark symbol call the 0845 CLASS team on 223 1137 We re here to help 42 Canada Life Automated Self Service User Manual Section 4 Renewing a policy Member data Manual occupation selection If CLASS is not able to find a matching occupation for the job title you have entered you will need to select the most appropriate from a drop down list as shown below Canada Life Group Insurance Website y La Tube CLASS home Contactus Help Sign out eQuotes quota
29. e eQuote and produce an amended eQuote as there may be a cost implication Please also ensure that the Company number is correct Employer s information Registered company name of employer CLASS user guide Industry type IT Company address 3 Rivergate Bristol BSi6ER Company number 973271 Scheme registration information Please enter either the Pension Scheme Office PSO Reference or the Pension Scheme Tax Reference as appropriate PSO Reference Pension Scheme Tax Reference Full scheme name CLASS user guide Group Life Assurance Scheme Save for later and exit call the 0845 CLASS team on 223 7137 We re here to help 26 Canada Life Automated Self Service User Manual Section 3 Assuming Risk Company Registration Information Once you have provided the necessary information regarding the Companies House reference the registration information will continue to the page below CLASS home Contact us Help Sign Out Canada Life Group Insurance Website Company Onrisk Eligibility AAW Agency Final eQuotes on risk Company registration identification ine cs Based on the Registered company number you have entered the following UK companies have been identified Please select the company requesting cover and select Continue if the correct company can not be found use the Back option to return to the Company Registration page and amend the Registered company numb
30. e entered please review the information and select Continue to confirm that the dala is correct To make amendments to the data use the Back option to retum to the Member renewal details page You may like to print this page for your records You can do this by selecting Print details Joiners Surname initial Gender Daie of birth Polley joln date Joining salary Job Title Calegory Postcode White W Male 1E0972 1712014 E27 500 00 Unknown All other staff BS1 GER Leavers Surname Initial Gender Date of birth Leave date Job Tithe Red A Female 09101975 16 11 2014 Accountant Annual revision member data Surname Initial Gander Date of birth Ronowal salary Job Title Category Postcode Blue A Female 23 08 1975 35 000 00 Customer Services Rep Tupe transfers B90 86G Green A Male 08081975 4 000 00 It Analyst Tupe transfers B90 BBG Red A Female 08 10 1975 38 080 00 Accountant All other staff B90 8BG Yellow A Male 28 11 1975 35 000 00 It Analyst All other staff B90 86G White Ww Male 16 08 1972 27 500 00 Unknown All other staff B51 6ER Prini details Save for later and exit Unit Rated Costed policies CLASS will now provide a summary of the Total Salary Roll and Number of Lives along with the Total Sum Assured Benefit call the 0845 CLASS team on 223 1137 We re here to help 44 Canada Life Automated Self Service User Manual Section 4 Renewing a policy eRenewal confirmation eRenew
31. e here to help 10 Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employee information The data is loaded onto CLASS and checked for any issues that may have occurred Any issues with the data load will be highlighted in red at the top of the screen aS shown below It was not possible to convert all data Please check your data against the original and amend where necessary This means that some data items are not in the correct format data was missing or columns were in the wrong order This will also be displayed if you have deleted the row containing the headings Please shut down the excel file before uploading You will need to make sure that the file you are trying to load is not still open Please select a valid microsoft file to upload You may have saved the file as an xlsx file which is a new file format You will need to re save it as a xls file for the upload to be successful so simply re open the file and use the save as function to save the file again in an xls format Unable to process uploaded file Please check that you have the latest template and try again You may get this message if the template used is either missing the header row or the tab name is not Member Data These points need to be corrected for the template to load succesfully to return to the contents page cl Ss Nelo Remember V If y
32. e re here to help 28 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk igi cl Ss Confirmation of quotation assessment data a e D CLASS will now summarise the answers you provided in your eQuote regarding the history pension scheme eligibility if required and business travel outside Canada Life s scheduled territories If all of the information is correct press Continue Canada Life Group Insurance Website CLASS home Contactus Help Sign Out v If any of the information S P not correct you can make eQuotes on risk a changes by clicking eQuotes reference 154850 7 Confirmation of quotation assessment data Amend eQuote Before Canada Life can assume risk you need to confinm that the information you provided in response to the quotation assessment questions remains up to date If necessary you can select Amend eQuote to amend the data and produce a new eQuole before continuing Please then select Continue to confirm that the data is correct Group Life Assurance Not currently insured Group Income Protection Not currently insured Group Critical Illness Not currently insured Employees medically underwritten and accepted on non standard O terms Are benefits linked to pension scheme membership or are pension No contributions to be covered Are any employees curently absent as a result of illness or injury that Ne has
33. er Select company Please select Save for later and exit Based on the company registration number entered at quote stage a list of companies associated with that number will be displayed Select the correct one from the drop down box which will populate the screen CLASS will now provide your client s address to ensure we have the correct details If the details are correct select Continue CLASS will then complete a credit check on this client If CLASS has any concerns the system will notify you and details will be transferred to our helpdesk to check manually This could be due to the lack of information held relating to this client If you receive no message then you will continue with the on risk process and reach the following page to return to the contents page cl SS Nelo Remember V We will complete a Credit Check for each client and we will notify you immediately if there is a problem V Should the checks raise any issues at this stage the CLASS helpdesk will be notified They will arrange for an underwriter to check the case manually V If accepted you will receive an e mail explaining that you can continue with the On Risk process call the 0845 CLASS team on 223 1137 We re here to help 27 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk Confirmation of quotation member data a e D
34. his screen allows you to define the categories of membership If any of the products being quoted for have more than one category the same categories are required for each product The categories will be created from the selections made here Remember GE canada Life Group insurance website WH w etASShome Contactus Help Sign out J If you click all other staff eQuotes quotation or all other employees Category definition eQuotes reference 153997 you will not be able to specify This screen allows you to define the categories of membership for all products being quoted The categories for each product will be created from the any further categories after selection made here that point Based on the number of members entered you can create up to 10 categories Please note that each category will require a minimum of 2 members to be valid Category 1 Please select wv Category 2 Please select w Category 3 Please select v Category 4 Please select Category 5 Please select yv Category 6 Please select w Category 7 Please select lv Category 8 Please select vl Category 9 Please select v 5 Category 10 Please select Save for later and exit No longer required Sal Below are the available category options e All employees or a combination of the following e Directors e All other staff call the 0845 CLASS
35. ly by cheque Total salary roll 1 540 000 Commission 10 Total sum assured 1 430 000 Unit rate 2 338 Sum Assured Year 1 annual premium 3 343 34 Category 1 Directors pensionable Cover required 250 000 Cover cease age 70 Service qualification None Eligibility definition all employees of the employer who are directors Salary definition flat amount Category 2 All other employees pensionable Cover required 2x salary Cover cease age 70 Service qualification 12 months Eligibility definition all employees of the employer who are not included in any other category and who have completed 12 months service Salary definition P60 earnings Save for later and exit to return to the contents page cl SS Nelo Remember A summary will be displayed for each product you wish to assume risk for call the 0845 CLASS team on 223 7137 We re here to help 23 Canada Life Automated Self Service User Manual to return to the contents page Section 3 Assuming Risk Request Risk Quotation summary Group Income Protection summary Canada Life Group Insurance Website CLASS home Contactus Help Sign Out CI SS Nelo eQuotes on risk Quotation summary capita arama aie Please review the information below to ensure that this is the correct eQuote and eProduct for which you wish Canada Life to assume risk V You can make any Gr
36. m the Annual revision month and Annual revision day to be used to review the scheme Please note that if these differ from the commencement month and day the first set of accounts will be proportioned accordingly In addition please select from the options provided the relevant Branch to be used for administration purposes and amend the administration contact details as appropriate Administration data Annual revishon month June E Annual revision day 1 E Administration branch address Please select Administration contact details Forename Sumanme Telephone number Email to return to the contents page cl SS Nelo CLASS tip e Please ensure the email address is correct as the link to the documentation will be sent to the address advised Remember V You may want another member of your organisation to be responsible for the ongoing administration of the polices placed on risk If you are going to be the administrator check that we have your contact details correctly stated call the 0845 CLASS team on 223 7137 We re here to help 32 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk cD CI SS Confirmation to request Canada Life to assume risk a e D You have now reached the final page to confirm that you wish to assume risk with Canada Life To complete this process please tick the box and confirm that you
37. mployee information Please complete the employee information below Entering employee data Please select your preferred method of employee data entry Upload employee dala using our Excel template We recommend this method for all cases but especially for cases with greater than 5 lives Enter employee data manually on screen one member at a time Only suitable for a very small number of employees Upload employee data 1 Click here to obtain our Excel template 2 Copy your data into the columns in this template and save it to your computer as an xis file 3 Click on Browse locale your saved template and then load the file Enter employee data Denotes optional column Initial Surname Gander Date of birth Salary Job Tithe Postcode Yallund A Male 2608 1974 E 29 392 Ass Depot Mng DESS 40R Rachael A Male O31 1 1960 E 30 310 Ass Parts Ming STS 7RX T A Male 11 2 198F E 25 008 Assistam Front Of House F SE10 OFR amp Niscwniarix A Male OFS pez E 63 088 Assistant Manager PAI 2B legzwugh A Female 15121258 E 18 329 Receptionist MLS 4TF Singlz A Male J 16121973 E 50 000 Regional Customer Care GU 40 onone EERE CELTS Save for later and exit to return to the contents page cl Ss Nelo CLASS tip V You may find it quicker to use the data upload facility rather than manually typing the data call the 0845 CLASS team on 223 1137 We re here to help 13
38. ng Risk cD CI SS Confirmation to request Canada Life to assume risk a e D Within minutes of completing the on risk process you will receive an email confirming cover and providing a link Opening this link will provide access to the following inception information a e Confirmation of cover e Proposal form V All the inception items must e Direct debit mandate if necessary be returned fully completed within 30 days of the commencement date If we e Health declarations if necessary do not receive them within e Statement of accounts e Invoice if necessary 30 days we will mark the l olicy as not taken up All of these documents will be pre populated where possible and available n j in PDF format so they can be easily sent to your client fe ace Pa a p Pies Of all forms call the 0845 CLASS team on 223 7137 We re here to help 34 Canada Life Automated Self Service User Manual Section 4 Renewing a policy If you assume risk using CLASS you will be required to complete the renewal process online Renewing a policy using eRenewal usually takes between 5 and 10 minutes Just follow these easy steps What happens before the renewal date At least 8 weeks prior to policy renewal date Canada Life will issue a renewal pack This pack will advise the policy is due to renew via our online service and prompt you to log in to CLASS at www canadalife co uk class You can complete this proces
39. o CLASS tip e The Gender Date of Birth Postcode Job Title and Salary columns are mandatory in our Excel template call the 0845 CLASS team on 223 1137 We re here to help Canada Life Automated Self Service User Manual Sectio n 2 to return to the contents page Setting up an eQuote Employee information cI S S Option 1 Nelo Uploading data using our Excel template Selecting this method then provides you the step by step guide CLASS tip ee tip C E E Employee into Cover opimis Goie For further help eQuotes quotation uploading data click eQGuotes reference 153097 the relevant question Employee information Please complete the employes information below mark symbol Entering employee data Please select your preferred method of employee data entry Upload employee data using our Excel template We recommend this method for all cases but especially for cases with greater than Remember 5 lives Enter employee data manually on screen one member at a time Only suitable for a very small number of employees V You must use our template Upload employee data 1 Click here to obtain our Excel template as although you could create 2 Copy your data into the columns in this template and save it to your computer as an xls file a S mi lar tem plate 3 Glick on Browse locate your saved template and then load the file spreadsheet you rself it wi not load due
40. o members are working in one our Excluded Occupations joi ned or cha nged thei r category at the first Display scono oas EY opportunity and therefore are not discretionary If you would like to find out more information about the scheme basis you can select the Display scheme basis option at the bottom of the screen Changing the basis of a scheme If you would like to change the basis of the policy you will need to visit eAdmin from the CLASS homepage Here you can amend or update the policy This means you may not be able to continue with the eRenewal until the change of basis work has been completed The date at which the basis of the scheme is amended will not be backdated callthe 0845 CLASS team on 223 1137 We re here to help 37 Canada Life Automated Self Service User Manual Section 4 Renewing a policy Member data Renewal member details 2 9 lives only Once you reach this step the page will differ depending on the number of lives in your existing policy If the membership is between 2 to 9 lives Single premium cost the below page will appear 2 Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign out eRenewal Member data PEoniimalkii Member renewal details Listed below are the details of curent members of the scheme s Please enter the new salary for each member and update other information where mecessary Ifa membe
41. ocess consists of 3 steps that you can track in the blue e If your client has multiple menu bar products for example GLA amp GIP you can complete the 1 Cover confirmation renewal process for all 2 Member data policies at the same time To complete this step the policies must have the same renewal date 3 Confirmation E_r eRenewal Home Goverconfmation Member data Gonfinmation Renewal of existing schemes Allows you to complete the renewal process for a scheme for which you have received an invitation to Employer name renew via CLASS Please note that by selecting renew you will renew all policies shown for that client On completion of the eRenewal process you will immediately be issued with the statement a of account for ehema code the new scheme year documentation and if the unit rate has expired an eQuote for the forthcoming 15645 period Employer name 9 Search Q Display all renewable schemes E Matching schemes We have found 1 scheme matching your search criteria Employer name Policy code Product description Renewal date EiS45 1 Group Life Assurance Canada Life UR E15646 1 H Group Income Protection 1604 2014 EissaricG Group Critical Illness call the 0845 CLASS tamon 223 7137 We re here to help 36 Canada Life Automated Self Service User Manual Sectio N 4 to return to the contents page Renewing a policy CI SS Client Details N e D On this
42. otes you have completed CLASS tip m csston otis ne Sonon Should you wish to assume eQuotes quotation iae e polioa Please select whether you want to revisit an existing eQuote or create a new one colleague produced use the Advanced Search option Enter the quote number and tick the box Show my colleagues eQuotes Create a new eQuote Allows you to create a new Group Life Assurance Group Income Protection or Group Critical Illness eQuote Revisit existing eQuote Allows you to copy amend view or request that we assume risk for an eQuote Hidi Please note that you can only amend an eQuote that has not yet been Issued and In order to assume risk for a policy your CLASS administrator will need to have mapped you to the relevant agencies branches of your organisation Once you have assumed risk you will immediately be issued with confirmation of risk the first statement s of account documentation and appropriate pre populated forms for completion Display all my eQuotes i Exit call the 0845 CLASS team on 223 7137 We re here to help 20 Canada Life Automated Self Service User Manual Section 3 Assuming Risk Locating an eQuote to Assume Risk The quote will appear as shown in the below example 2 Canada Life Group Insurance Website FJ Ha Tube CLASS home Contactus Help Sign out eQuotes quotation Please select whether you want to revisit an existing eQuote or
43. otes reference 153997 CLASS tip Group Life Assurance Group Income Protection Group Critical lliness e When you press get eQuote en ee your quote will be e mailed Total salary roll 1 540 000 1 540 000 1 540 000 directly to you Total benefit 1 430 000 1 350 417 2 180 000 Unit rate 2 3380 Sum Assured 2 1930 Salary 6 2160 Sum Assured Free cover limit 800 000 Benefit 76 000 Benefit 500 000 Benefit Remember Payment frequency Annually by cheque Annually by cheque Annually by cheque V If any members exceed the Commission 10 10 10 Year 1 annual premium 3 343 34 29 614 20 13 550 88 free sare ee Pi Coa age CLASS will highlight them Members with benefits exceeding the free cover limit fcl in red There are members with benefits that exceed the free cover limit for which we will require satisfactory evidence of health omraam J If any members are excluded this will be shown here O sete ensoa CLASS will provide a summary of the information you have entered and provide a brief look at our terms and cost To make the quote official please select Get eQuote Once you press this option the quote will be sent to your email address with a full specification for the quote s including terms and conditions in a PDF After this CLASS will allow you the option to copy view or assume risk for your eQuotes call the 0845 CLASS team on 223 7137 We re here to help 18 C
44. ou have not used our template the file will not load call the 0845 CLASS team on 223 7137 We re here to help 11 Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employee information Option 2 Entering employee data manually Hopefully you will see from Option 1 that uploading data is simple and you can use it even if there are only a couple of members as you may find that quicker than manually typing the data especially if you already hold the data in an electronic spreadsheet However if you would prefer to type the data into the form held on screen you can opt to enter employee data manually Canada Life Group Insurance Website PI ifr Tube CLASS home Contactus Help Sign Out eQuotes quotation Employee info Cover options Quate eQuotes reference 154848 Employee information Please complete the employee information bokow Entering employee data Please select your preferred method of employee data entry O Upload employee data using our Excel template We recommend this method for all cases bul especially for cases with greater than 5 lives Enter employee data manually on screen one member at a time Only suitable for a very small number of employees Enter employee data Denotes optional column Initial Surname t Gonder Date of birth Salary Job Tithe Postcode Please select B51 GER Please select of E 851
45. ou may enter the category for each member individually Select a default category Please select d Surname initial Gender DoB Salary Job Title Category 1 Green M Male 14 06 1970 25 500 Research Manager Please select 4 2 Brown A Female 12 07 1971 26 095 Lead Researcher Please select d 3 Yellow C Male 13 08 1972 27 005 Unknown Please select 4 4 Red D Female 14 09 1973 22 500 Research Assistant Please select Save for later and exit You can use the default category option if a number of members have the same category Select a category and press Apply and just change the few that are not correct to return to the contents page cl SS Nelo Remember V Your first step is to select the default category setting and click Apply This will update the entire membership V You can then go through the few that need to be changed to the relevant category for any given member V Each category will require a minimum of 2 members to be valid If you click all employees you will not be able to specify any other category call the 0845 CLASS team on 223 7137 We re here to help 17 Canada Life Automated Self Service User Manual Sectio n 2 to return to the contents page Setting up an eQuote Your eQuote Cl AS S Now the quote specification is complete a e D e custome Contactus Hep Stun out eQuotes quotation CEE Quotation eQu
46. oup Income Protection quotation summary 153997 EGIP 590494 1 amendments to the qu ote by Effective date 1 June 2014 Free cover limit 76 000 Benefit clicking Amend eQuote Number of lives 20 Payment frequency Annually by cheque Total salary roll 1 540 000 Commission 10 Total benefit 1 350 417 Unit rate 2 193 Salary Year 1 annual premium 29 614 20 Category 1 Directors pensionable Income benefit 75 of scheme salary National insurance contributions Contracted in Employer pension scheme 10 contributions Deferred period 26 weeks Service qualification None Cover cease age 70 Payment period To cover cease age Definition of incapacity Standard Escalation RPI to a maximum of 2 5 Eligibility definition all employees of the employer who are directors Salary definition P60 earnings Category 2 All other employees pensionable Income benefit 50 of scheme salary National insurance contributions Contracted in Employer pension scheme 10 contributions Deferred period 26 weeks Service qualification 12 months Cover cease age 70 Payment period 36 Months Definition of incapacity Standard Escalation M to a maximum of Eligibility definition all employees of the employer who are not included in any other category and who have completed 12 months service Salary definition P60 earnings Save for later and exit tuote call the 0845 CLASS team on 223 1137 We re here to help 24
47. persisted for 3 months or more Life daims employee deaths within the last 3 years O Income Protection claims absentees for longer than 3 months within O the last 3 years Critical lilness claims employees absent with a serious illness within O the last 3 years Employees medically underwritten and declined or postponed O Employees absent from work due to illness or injury have not been Yes included in the quotation data There are no employees to be covered thal undertake business travel Yes outside of any Canada Life Scheduled Territories There are no employees who are to be covered working in one of Yes our Excluded Occupations Save for later and axit call the 0845 CLASS team on 223 7137 We re here to help 29 Canada Life Automated Self Service User Manual Section 3 AAW Actively At Work Actively At Work requirements This page is split into two sections 1 Confirmation of Actively At Work requirements We will require confirmation that all members meet our Actively At Work requirements Please read through our statement carefully before you continue eQ uotes reference 154850 ay Canada Life Group Insurance Website yw iin Tube eQuotes on risk Actively at work requirements Group Critical Illness 154850 EGC1 591288 1 The following Actively at work conditions will apply Any employee who is to be included in the policy on the commencement date and
48. r is due to exit the policy due to reaching the stated cover cease age a leave date will be populated and a cost calculated accordingly If you with cover to continue beyond this date you must contact the CLASS User Support Team to make a formal amendment to the policy basis Simply removing the leave date without making a formal amendment will mean that a premium will be charged even though the cover will not be in place Please note thal the data for new entrants to the scheme will be requested on a subsequent page Existing Sumame initial Gender Date ofbirth salary New salary Job Tite Category Postcode Leave date 1 Brown A Female 1207 1971 26 085 E 28 000 Load Researcher Manmpers gt 6516ER 2 Green M Male 1408 1970 25500 E 27 000 Research Manager Managers 6516ER 3 Red D Female 14009973 22 500 Research Assistant Alctherstaff B51 6ER 2412014 4 Yellow C Male 13061072 TOS E 25 000 Researcher Al other staff J B51 6ER Save for later and exit As the policy charges single premium rates the eRenewal will advise of the existing data and ask you to complete the New Salary and Leave Date columns These columns require you to enter each member s salary as at the renewal date or a leave date if applicable A leave date will already be populated for those that will reach the cover cease age during the next policy period If you have entered any leavers these will be confirmed on the next page
49. ries for travel we would accept are advised under Canada Life Scheduled Territories call the 0845 CLASS team on 223 1137 We re here to help Canada Life Automated Self Service User Manual Section 2 Setting up an eQuote Employer information This page asks generic questions on the name of the client address and total number of employees and importantly the number of eligible employees The second section of this page will allow you to select the product for which you wish to receive a quote This defaults to all three products but you can deselect those not required Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign out Employer info Employeeimio Cover opbons Quote eQuotes quotation Employer and quotation request information AE AS 15907 Please provide the following information about the employer and products required Employer information Registered company name of employer Q Postcode head office postcode if more than one location Building number or name i Industry type IT Total number of UK employees 0 Q Total number of eligible employees to be insured 0 2 Anticipated commencement date of the eProduct s Q Design your group insurance plan Select one or more products from those listed V Group Life Assurance C have read the GLA Technical Guide W Group Income Protection Insurance C have read the GIP Technical Guide
50. ritten Benefit portion Decision 1 Apple T Male 19 12 1860 0 amp 0 Ordinary Rates 0 Not Applicable wv O Save tor later and oct 2c call the 0845 CLASS team on 223 7137 We re here to help 31 Canada Life Automated Self Service User Manual Section 3 Assuming Risk Confirmation of administration information Annual revision date This page requires confirmation of the annual revision date CLASS will automatically set the annual revision date as the same day and month as the commencement date If you wish to amend this please select the required date We also require your company details to enable us to allocate the policy to your agency record and make commission payments if necessary to the correct account Please select your company address from the drop down list If your details do not appear please contact our CLASS helpdesk who will be able to assist Finally please check and amend if necessary the administration contact telephone number and email address noted at the bottom of this page If you have stated we already insure this client please enter the existing scheme code in the box provided Canada Life Group Insurance Website FJ if Tube CLASS home Contactus Help Sign out ET REGUE nai Ar ik Elgitlety ABK s eQuotes on risk bean i am Quotes reference 153997 Confirmation of administration information Before assuming risk pleas can you confir
51. s any time from the one month prior to the renewal date Deposit Premium The invoice you will receive will only state the deposit premium which is based on the previous annual premium It is therefore an estimate and the accurate premium will be calculated on completion of the eRenewal process to return to the contents page cl SS Nelo CLASS tip We will send you a renewal invitation 8 weeks before renewal date Just log in to CLASS to complete the renewal process Remember V You can only start to complete the renewal process one month before the renewal date V If the policy is due a rate review you will still be prompted to complete eRenewal as our service Is able to understand when a rate review is due and provide the necessary rate V If the policy has 10 or more lives we Suggest you ask your client to provide the renewal data in Microsoft Excel format call the CLASS 0845 team on 223 1137 We re here to help 35 Canada Life Automated Self Service User Manual Sectio N 4 to return to the contents page Renewing a policy CI SS Login at www canadalife co uk class N e D Enter eRenewal from the services available on the homepage Enter the policy reference or search via Display all renewable schemes Once the policy details appear an option Renew will follow If you wish to z start the renewal process please select Renew The eRenewal pr
52. t included In any other category Salary definition FO earnings Save for later and exit Amend eQuote Back call the 0845 CLASS team on 223 7137 We re here to help 25 Canada Life Automated Self Service User Manual Sectio N 3 to return to the contents page Assuming Risk cl SSs Company Registration Information a e D CLASS will now prompt you to enter information relevant to the product for which you are assuming risk Employer s information CLASS tip e If you are placing a Group Life Group Life policy requirements policy on risk then you will need your PSTR number which is provided when your client registers via the The PSTR number is the HMRC approved reference number which is HMRC website provided once your client registers via the HMRC website CLASS will prepopulate this information If you are assuming risk for a group life policy CLASS will require the PSTR number e PSO or Pension Scheme Office numbers apply only to schemes that were approved Canada Life Group Insurance Website CLASS home Contactus Help Sign Out uotes on risk before 6 April 2006 and have Company registration information PAETA not yet been updated Please review the information below If the Registered company name needs to be amended please enter the name in the box provided If either the Industry type or Company address has changed please note that you will need to copy th
53. tion eQuotes reference 154649 Occupation selection We are unable to find a matching occupation for tha members listed below Please manually select an occupation for each member from the drop down lists For ease of data entry you can use the default drop down menu to select a default occupation for all members and then edit the details for any members who belong in an alternative occupation feld Select a default occupation Please select 4 Employoo name Gender Date of birth Salary Job Title Occupation Postcode 1 Yellow C Mala 13081972 27 005 Unknown Please select B51 6ER Save for later and exil to return to the contents page cl Ss Nelo CLASS tip e You will need to select a category for any new members included on the data call the 0845 CLASS team on 223 ree Y i We re here to help 43 Canada Life Automated Self Service User Manual Sectio N 4 to return to the contents page Renewing a policy CI SS Summary page N e D Single Premium Costed policies CLASS will now provide a summary of the membership information you have entered 2 Canada Life Group Insurance Website FJ La Tube CLASS home Contactus Help Sign out eRenewal Remember V You can save this page and return at a later date to complete the eRenewal Member data Confirmation Member renewal details summary Detailed below is a summary of the data that you hav
54. to help 39 Canada Life Automated Self Service User Manual Sectio N 4 to return to the contents page Renewing a policy cl ss New Entrants 2 9 lives only a e D This section will prompt you to enter any new entrants You can add as many new entrants as necessary or if you have none you can leave this page blank and press Continue Canada Life Group Insurance Website EJ if Tube CLASS home Gontactus Help Sign Out eRenewal eS Remember V Once you have entered the relevant information on new Member renewal details new entrants Select Add member to add new entrants to the scheme s and then complete all of the necessary fields You can complete this process for each new entra nts No fu rther data WI entrant and once finished select Continue H you have no new entrants just select Continue be required Policy join Joining Renewal Surname initial Gender Date of birth dato salary salary Job Tithe Postcode Nate 4 w E E Save for later and exit call the 0845 CLASS team on 223 1137 We re here to help 40 Canada Life Automated Self Service User Manual Section 4 Renewing a policy Member data Members Renewal Details 10 or more lives If the policy has 10 or more lives it will be classified as unit rated As a result the member renewal details page will look slightly different from the single premium costed page
55. u further queries you may have concerning CLASS information on CLASS All enquiries they receive are guaranteed to You can find them in the CLASS zone on be completed within one working day our website at Contact them on www canadalife co uk group Telephone 0845 223 7137 Canada Life Automated Self Service Your 5 minute guide to CLASS p Group Lite Group icome Projection Group Critical Mrreg 1 F F E mail class canadalife co uk Opening hours Monday to Friday 9am to 5pm a Gi O SS e Ca nada Life Canada Life Group Insurance Canada Life Limited 3 Rivergate Temple Quay Bristol BS1 GER Telephone 0845 223 8000 Our forms are available to download from our website www canadalife co uk group Canada Life Limited registered in England no 973271 Registered Office Canada Life Place Potters Bar Hertfordshire EN6 5BA CLFIS UK Limited registered in England no 04356028 is an associate company of Canada Life Limited Registered Office Canada Life Place Potters Bar Hertfordshire EN6 5BA Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority GRP878 1114R
56. viously insured within a group risk policy you can advise us of their previously accepted benefits and any terms Please tick the box for the relevant members to advise of the underwritten benefit and terms applied V If you advise of a member members having a previous accepted benefit Canada Life Group Insurance Website CLASS home Contactus Help Sign Out eQuotes on risk ee ee Previously underwritten benefits sins ee eagle 30 days of the policy commencing Group Income Protection 153997 EGIP 590494 1 For each member listed below enter the total amount of benefit underwritten by the current insurer in the Benefit underwritten column Jv If the members detailed do Enter the portion of the benefit accepted at ordinary rates into the first row and if applicable the portion of the benefit accepted with a loading i into the second row along with the loading from the drop down menu in the Decision column not have a previously Where more than one Benefit portion is entered the sum should be equal to the Benefit underwritten underwritten benefit please Please note that this screen can only be used to enter benefits that have been underwritten and accepted at ordinary rates and a maximum of i one loading Should more than one loading decision have been made in respect of an individual member please contact the CLASS User do not tick any boxes and SAE Se RN eee press Continue Employee name Gender Des Benefit underw
57. who is absent from work on the last working day before that date on account of il health or disablement will nol be covered for any benefit until ihe employee has completed 7 days continuous full time active service with the employer following their return to work Confirmation of members to be medically underwritten The members listed below have benefits in excess of this products free cover limit If there is an existing scheme and any of these members have been previously medically underwritten and accepted please tick Enter previous underwriting before selecting Continue Enter Previous Employee name Gender Dob Salary Job Tithe Category Underwriting 1 Green M Male 14 06 1970 25 500 Research Manager Managers B 2 Brown A Female 12 07 1971 26 095 Lead Researcher Managers o 3 Yelow C Male 1081972 27 005 Unknown All other staff 4 Red D Female 14 09 1973 22 500 Research Assistant All other staff z Save for later and exit to return to the contents page cl Ss Nelo Remember V If any members do not meet our requirements please contact our helpdesk to discuss call the 0845 CLASS team on 223 7137 We re here to help 30 Canada Life Automated Self Service User Manual Sectio n 3 to return to the contents page Assuming Risk AAW Actively At Work cI S S 2 Accepted underwritten benefits a e D Secondly if any members exceed the free cover limit and they have been pre
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