Pocket Broker In partnership with Login Page The

Pocket. Broker In partnership with:

Login Page The Login Page welcomes each new user and asks them to confirm their Identification by submitting their cell phone number. This also ensures that the application sends through the correct policy information to the user.

Home Page The Home Page consists of the company logo, an information ticker and 8 functionality “toggles”. The ticker can be changed by the broker through the administration portal and can include info like weather and news headlines or personal greetings.

Chartered Assist The Assist “toggle” gives you immediate access to your companies assist benefits. Through a click of a button the client can call these call centres direct. It also gives them access to information relating to the assist benefits.

Chartered Assist – Low-end device As can be seen by these slides, the application can be installed into a variety of devices, old and new.

Chartered Claims Currently this “toggle” allows for 3 functions; Call the claims line direct (office hours). Notify us of a claim with its details outside of office hours. (an email is sent to a designated administrator within your company) How to claim (this process would be specific to your company)

Chartered Claims – After Hours Claims Once the user has chosen Motor or Non Motor they are asked for details of the claim and this is then submitted. It is received as an email by an office administrator of your choice. The next day the claims department can follow up with a call to the client and complete the claims registration process.

Chartered Claims – How to Claim This section can be used to advise clients of what to do in the case of a car accident, break in or any claims related event.

Add to Policy – Low end device This” toggle” allows the client to give basic details of the new risk item which they would like to add to their existing policy. They can either fill in the information blocks and submit it or they can call the office immediately. This request will come through as an email to an office administrator of your choice.

Emergency Services This “toggle” allows the user fast access to emergency services phone numbers.

Profile The fields on this “toggle” are automatically produced. Should the user wish to change any information he/she does so and click’s submit. He receives confirmation of the change and an email is sent to an administrator with the change request. Below the email address, this toggle also includes their account executive and client liaison information (this cannot be changed by the user).

Profile An example of the confirmation of change.

Share – Low end device The application allows the user to share the App with dependents and spouses. The initial invitation will go out to the primary policy holder. Once it is installed they may request to have the application shared with family.