ONLINE CLIENT SERVICES PLATFORM USER GUIDE

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1 ONLINE CLIENT SERVICES PLATFORM USER GUIDE

2 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 1 1 For first time users, you will need to create an account as shown at right. Create An Account Please fill in the details below. All fields with * are mandatory (Kindly note that you are also required to fill in either your ID number, Passport number or both). Full Names * Username * * Password * Confirm Password * Country * Kenya Phone Number * ID No. * Passport No. * KRA Pin Fill in your details and click register. You will be required to enter your ID/ Passport number or KRA pin. Register Already registered? sign In You will receive an with a link to activate your account.

3 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 2 2 Once you activate your account, sign in with your Username (or ) and password to access the online services. Please sign in Username/ Password Remember Sign In OR Create An Account Forgot Your Password? reset it here Home Terms and Conditions About Jubilee Insurance Jubilee Insurance

4 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 3 3 After logging in (as 2 above), you will receive an through the address you registered the policy with (If unable to view it in your inbox, check your junk or spam mails). Click on the link in the to activate your policies. From: Jubilee Insure <admin@jubileeinsure.com> Sent: Tuesday, April 21, :18 AM To: Client s address Subject: Activate Your Policy Numbers You are required to confirm the below policies to start accesing the online services: General Insurance Private Car TOYOTA KAS 000A - ******** Commercial Vehicles TOYOTA HILUX KAL 000D - ******** Life Insurance Fanaka Plan Term Layer 1 - IL ******** Education Policy - IL ******** Pension Plan Personal Pension Plan - 3PPP150 ******** Click this link to confirm jubileeinsure.com/index.php/online.services/activate policy/

5 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 4 4 After activating your policies (as 3 above), you will receive confirmation as shown below. Please sign in Your policy numbers have been confirmed. Login to access online services Username/ Password Remember Sign In OR Create An Account Forgot Your Password? reset it here Home Terms and Conditions About Jubilee Insurance Jubilee Insurance

6 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 5 5 Please sign in (as 4 above) to manage your policies online. From this page, you will be able to: view your policy details make payment renew your policy report a claim and make an enquiry Report a Claim Policy Details Make an Enquiry Hi, fareeid General Policies (Click the policy number to view details) Policy Number Policy Description Agent Status Action P/NPB/2010/2009/38293 Private Car MATHEW KIMELI Due for Renewal View Details Life Policies (Click the policy number to view details) Click for action Policy Number Policy Description Due On Status P/NPB/2010/2009/38293 Term Assurance 9th June 2015 IN-FORCE Amount Due (KSHS) Action 111, Make Payment Premium arrears since 9th January 2015 KSHS 10, Next Premium due on 9th June 2015 KSHS 2, KSHS 11, Total amount required Print Send to Mail Pension Policies (Click the member number to view details) Member Number Member Name Valuation Date Scheme Name Thank you for registering for online services but you currently have no pension policies with Jubilee Insurance Home Terms and Conditions About Jubilee Insurance Jubilee Insurance Amount Action

7 ONLINE CLIENT SERVICES PLATFORM USER GUIDE 6 6 To request a callback, click on the ʻRequest Callbackʼ button at the top right and provide your details as shown below. * Name Enter your Name * Phone Number Phone Number Address Description Description Home Terms and Conditions About Jubilee Insurance Jubilee InsuranceSubmit Close

8 ONLINE CLIENT SERVICES PLATFORM USER GUIDE FOR FURTHER SUPPORT PLEASE CONTACT US ON: Online Chat: WhatsApp: Call Center: Facebook: Jubilee Kenya Please note that our response time is one hour. Queries sent through WhatsApp, Twitter and Facebook will be responded to until 10:00 pm from Monday Sunday, while queries received through , online chat and the call center will be addressed from 08:15 am pm between Monday Friday excluding public holidays.

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