My Profile
Sales Pipeline
PayoutKnowledge Management
- Get your Quote with the required dates and provider
- Fill up all of the required details of the client
- Choose Stripe Credit Cards / Stripe
- Fill up your card details.
- End of Process
Payment Journey for Stripe Credit
- Get your Quote with the required dates and provider
- Fill up all the required details of the client
- Choose Tele Transfer as your mode of payment
- Click on ‘Download my instructions for telegraphic transfer payment’ for further instruction and payment details
- Complete the Payment with the instruction provided from your Invoice
- Upload invoice via your agent account in the post sales section of that specific order.
- Once uploaded, the insurance team will verify the payment received with the payment receipt uploaded.
- Once the verification is positive, the cover is provided in your portal
- End of Process
Payment Journey for TeleTransfer
- Get your Quote with the required dates and provider
- Fill up all the required details of the client
- Choose Poli Pay as your mode of payment
- Choose the mode of Payment through Poli Pay (Pay through PAY ID or Balance Transfer)
- Further Instructions will be given in the Poli Pay portal for the payment process
Payment Journey for Poli Pay
- Get your Quote with the required dates and provider
- Fill up all of the required details of the client
- Choose Stripe Credit Cards / Stripe
- Fill up your card details.
- End of Process
Payment Journey for Stripe Credit
- Get your Quote with the required dates and provider
- Fill up all the required details of the client
- Choose Tele Transfer as your mode of payment
- Click on ‘Download my instructions for telegraphic transfer payment’ for further instruction and payment details
- Complete the Payment with the instruction provided from your Invoice
- Upload invoice via your agent account in the post sales section of that specific order.
- Once uploaded, the insurance team will verify the payment received with the payment receipt uploaded.
- Once the verification is positive, the cover is provided in your portal
- End of Process
Payment Journey for TeleTransfer
- Get your quote with the required dates and provider
- Fill up all of the required details of the client
- Choose Flywire as the payment method
- Fill up necessary fields for Flywire Gateway
- Choose your Desired Currency
- Generate an invoice containing all the details of the bank transfer
- Transfer the Specified amount through bank
- Upload the receipt in your Agent Portal
- End of Process
Payment Journey for Flywire
- Login to your Agent Account
- Click on my sales pipeline on side menu bar
- You will be able to see all of your sales details like Status, Cover details and Receipt Upload in the page .
Journey for Accessing Sales Pipeline
- Get your quote with the required dates and providers
- Fill up all the required details of the client
- Once you have filled up the details with the Referral Code (Filled), press next and don’t go through with the payment
- Once you are in the checkout page, note that all the clients’ details have been saved and visible from your sales pipeline page
- Now you will be able to review the details of your clients and make payment later in the future
Journey for Review and Payment
- Go in your agent account
- Go to sales pipeline on the left side menu bar
- You will be able to see upload payment proof button under the payment status
- Upload your receipt (Supported Files: JPG, PNG, PDF, JPEG)
- Once uploaded you will be able to see your uploaded file in the payment status page as uploaded file
- You can view and replace your file with the same upload payment
Journey for Upload Receipt
- The agent will be able to see, the visa status once the policy cover has been purchased by the insurance team and the status is marked as completed.
- This visa status will be displayed on the Post Sales Process menu in the side menu bar
- Choose the visa status of the student for complete the purchase process.
- End of Process
Journey for Accessing Visa Status
- Once the payment status is completed, the certificate is sent by our insurance team from 24- 48 hours (working week)
- Once the Certificate has been uploaded the registered agent email account and the student email account will receive the certificate.
- You will also be able to view your certificate in the Post Sales Process page.
Payment Journey for Accessing Your Certificate
- Once the visa status option has been changed, the agent would need to select the new dates required.
- If the total new accumulated policy cover date (example : 24 months 15 days) exceeds the previous one (EG: 23 months 1 Day)
- Only the difference between the two cover needs to be paid through the normal checkout process.
What if I have to add more time in the cover while deferred ?
- Once the visa status option has been changed, the agent would need to select the new dates required.
- If the total new accumulated policy cover date (EG: 20months 15 days) is less than the previous dates (EG: 24 months 1 Day)
- The agent will be able to download a refund instructions after the checkout page
- The agent can follow the instructions process according to the PDF provided with the difference amount and unique refund ID.
What if i have to reduce the cover time while deferring ?
- If the visa of the student is declined, please select the declined option in the post Sales Process Page
- After the selection, the process for the refund will automatically start and you will be able to see the status in the Post Sales Process Page itself.