To successfully capture an application, follow the steps below

  • On logging in, the following will be displayed: 

  • Click on Clients. The following will be displayed.

  • Here, a list of clients captured by the agent will be displayed in a list format. Click the magnifying glass icon after the Date of birth field

  • Scroll to the bottom of the screen and the following will be displayed:

  • Click on +New Application 
  • The following will be displayed

  • Select the Basic Plan in the drop down and enter the effective date. 

  • Click on Save