Training Document. Amadeus Insurance

Transcription

1 Amadeus Insurance June 2011

2 Document control Security level Company Department Author Reviewed by Approved by Amadeus Qatar W.L.L Training Services Muhammad Zafar Siddique Minhas Date Date Version Date Change Comment By June 2011 Page 2 of 23

3 Table of Contents Table of Contents... 3 Introduction... 4 Providers and Products... 5 Display a List of Insurance Products 6 Product Features 7 Price and Sell Insurance 9 Sell Insurance in a PNR 10 Insurance Sell Options 12 Individual Policy 12 Family Policy 13 Long Sell 14 Adding Option 16 Sell Insurance without Having PNR 18 Sell Insurance in the Existing PNR 20 Retrieving a PNR with Insurance Element 22 Canceling an Amadeus Insurance Element 23 Confirming the Insurance Pricing 23 Add/Change 23 Print / Display Insurance Certificate 23 Page 3 of 23

4 Introduction Amadeus insurance enables you to book assistance and insurance products, such as cancellation, luggage, assistance and multi-risk insurance, using the distribution system. Requests for insurance are sent to a host system that returns the premium (price) and books the policy. Insurance elements are integrated into the PNR in Amadeus. Amadeus insurance is available to Amadeus users who have signed an agreement to sell insurance or assistance products with at least one insurance provider. You can carry out the following tasks for Amadeus insurance: Display a list of providers with whom you have an agreement Display a list of insurance products for a provider Display an insurance proposal of products matching the entered criteria, for a specific provider. Products and their extensions are priced separately, allowing Up Sell Display the features of a given insurance product Perform informative pricing for insurance Confirm a sale after informative pricing Sell Amadeus insurance for a PNR Cancel an insurance booking Print an insurance certificate Display an insurance certificate Amadeus insurance automatically extracts the address (AM), Phone number (AP), and itinerary details (Dates, Trip price from TST, Zone/Country codes, Trip type) from the PNR. Assistance and insurance details are included in the travel invoice, itinerary, and back office accounting records. Page 4 of 23

5 Providers and Products You can display a list of all insurance providers that are available to you. The providers available will depend on the agreements made by your travel agency. To display a list of providers, enter: IL System Response: Provider Code To display a list (IL) of products after displaying the list of providers, enter the II transaction code followed by the number of the provider in this list: II1 System Response: Page 5 of 23

6 Display a List of Insurance Products If you have set a preferred Amadeus insurance provider in your agent preferences, you can display a list of products for that provider by entering: II To display products for a different provider or if you have not set a preference, enter the II transaction code followed by the provider code. For example: IICHR System Response Page 6 of 23

7 Product Features You can view insurance product features: For your preferred provider and product For a specific provider and product From a list of products From an insurance proposal For an insurance element in a PNR If you have set a preferred insurance product for your preferred provider in agent preferences, you can display the features of the preferred product by entering: IF If you know the provider and product code, you can view product features by entering, For example: IFCHR/CHRT+TWP System Response: Page 7 of 23

8 Where: IF CHR /CHRT+TWP Transaction For Insurance Product Features Provider Code (CHARTIS) Slash, Product Code Note: you use this same transaction to view product features for an insurance element stored in a PNR. From a list of products, view the product features by entering For example: IF6 From an insurance proposal, enter For example: IF6/S4 IF Transaction For Insurance Product Features 6 Product on Line number 6 /S4 Slash, Segment indicator S and insurance segment number Whichever method you use to view the product features, the system response depends on the information returned by the provider. For example, the features could provide details about what the policy covers or the format of the sell transaction, including options that are mandatory for selling the product. Page 8 of 23

9 Price and Sell Insurance To price and sell Amadeus Insurance, you must be working in a PNR that has a name element or enter the name if only insurance segment. To sell insurance for the PNR, for your preferred Amadeus insurance provider and product, enter: IS To perform insurance informative pricing only, add the /FQ option to the sell entry. Enter, For example: IS/15DEC-5/FQ To sell insurance or display informative pricing for the PNR after displaying a list of products, specify the line number of the product in your entry. Enter, For example: IS6/15DEC-5/FQ System Response: Where IS Transaction code to sell insurance 6 Product line number /15DEC Slash, Start date of Cover / Policy -5 Dash, Number of Nights covered (6Days / 5 Nights) /FQ Slash, FQ - for informative pricing only (optional) Page 9 of 23

10 Sell Insurance in a PNR To sell insurance from the PNR and specify the provider and product in your entry, Enter: ISCHR/CHRT+TWP/15DEC-5/FQ System Response: Where: IS Sell insurance transaction code CHR Provider code /CHRT+TWP Slash, product code /15DEC Slash, Start date of Cover / Policy -5 Dash, Number of Nights covered (6Days / 5 Nights) /FQ Slash, FQ - for informative pricing only (optional) Page 10 of 23

11 Note: the system defaults to the first name in the PNR as the policy holder. If you want another passenger in the PNR named as the policy holder, change the passenger association by entering, For example: 4/NM-AHMED/AISHA MRS System Response: Where: 4 Insurance segment number 4 of the PNR /NM Slash, transaction to change the name -AHMED/AISHA MRS Dash, name of the policy holder Page 11 of 23

12 Insurance Sell Options Following are the options to sell insurance Individual Policy ISCHR/CHRT+TWP/15DEC-20DEC/ZN-.../AM//A1-./AE- /NB- /BD- /PI-PP /P1 Where: IS Insurance sell Transaction CHR Provider code /CHRT+TWP Product code 15DEC-20DEC Insurance started-end dates (Extracted from itinerary if any) /ZN- Slash, Zone Field, Dash ( 2 Letter destination ISO code) /AM Slash, Subscriber s address identifier //A1 Double Slash, Address 1 identifier, Dash, free flow address /AE- Slash, Subscriber s phone number, dash, number /NB- Slash, Beneficiary name, relationship, phone number /BD- Slash, Date of Birth (DDMMYYYY) /PI Slash, Passport number (/PI-PP ) /P1 Slash, Passenger association (1= Passenger number 1) Page 12 of 23

13 Family Policy ISCHR/CHRT+TWP/15DEC-20DEC/ZN- /FD-PF/AM//A1-./AE- /NB-./BD-./PI-PP /P1 Where: IS Insurance sell Transaction CHR Provider code /CHRT+TWP Product code 15DEC-20DEC Insurance started-end dates (Extracted from itinerary if any) /ZN- Slash, Zone Field, Dash ( 2 Letter destination ISO code) /FD- Slash, reduction code, only PF for family policies /AM Slash, Subscriber s address identifier //A1 Double Slash, Address 1 identifier, Dash, free flow address /AE- Slash, Subscriber s phone number, dash, number /NB- Slash, Beneficiary name, relationship, phone number /BD- Slash, Date of Birth (DDMMYYYY) /PI Slash, Passport number (/PI-PP ) /Pn Slash, Passenger association (n= Passenger reference number ) Page 13 of 23

14 Long Sell If your office profile is set to extract details from the PNR, or you prefer to make a long sell entry, you can sell insurance by including all the mandatory parameters in you entry. In this case system doesn t take the default values from the PNR. You must already have at least one name entered in your PNR. For example: ISCHR/CHRT+TWP/15DEC-20DEC/ZN-DE/AM-//A1-94 DRING ROAD/A2- ALDARWISH BLDG/AE /NB-AISHA-WIFE /BD- 04FEB1967/PI-PP343434/P1 System Response: Page 14 of 23

15 Where: IS Sell transaction for Insurance CHR Provider code /CHRT+TWP Slash, Product code /15DEC-20DEC Slash, Start date and end date cover policy /ZN- Slash, Zone indicator, dash destination ISO code (DE) /AM- Slash, Subscriber address transaction identifier //A1- Double Slashes, Address 1 Identifier, Dash, address /A2- Slash, Address 2 identifier if any, dash, address /AE- Slash, Subscriber s phone number /NB- Slash, Beneficiary identifier, dash, beneficiary name, dash, relation, dash, beneficiary phone number /BD- Slash, subscriber s Date of Birth (04FEB1967) /PI- Slash, Passenger ID identifier, dash PP Passport identifier (PP), Passport number /P1 Slash, Passenger association identifier, Passenger 1 Page 15 of 23

16 Adding Option You can add options to basic entry. Depending on the insurance provider these may be mandatory or optional. For example you may need to supply additional booking information that is not supplied in the PNR, Such as date of birth. To add insurance option, enter the transaction code followed by slash (/), Option identifier, dash (-) and the value. For example, enter the date of birth Entry: IS6/BD-04FEB1967 If already provisional sell the insurance product and need to update line 4 of the PNR for date of birth, Enter: 4/BD-04FEB1967 Options: /PI /BD- /CC- /SI /TV- Passenger ID If the insurance provider requires you to enter a passenger id, you can either include it in your sell transaction or add it to your provisional sell transaction. When entering a passenger id, you must include one of the following option PP = Passport, DL = Driving License, NI= National Id ID = Locally defined number Date of Birth Require to enter date of birth (Entry: 3/BD-04FEB1967) Credit Card Require to enter credit card details Supplementary Information Require to enter additional information (Passenger association require) Trip Value Some provider requires the value of the trip per passenger than the total value for all passengers. If the system able to extract the information from the TST, it will appear automatically in the travel assistance element. If the system can t extract the information, you must include it in your sell or pricing entry with passenger association. (Entry: 3/TV /P1-2) Page 16 of 23

17 Listed below are options that you can include in the basic sell entry that are not mandatory: /AE- Contact in case of an emergency /AM- Subscriber s free flow mailing address /AM// Strutted mailing address /CY- Company name /NA- Name /A1- Address line 1 (Mandatory) /A2- Address line 2 /PO- Post office box /ZP- Zip code /CI- City /ST- State /CO- Country /PD Family identifier /PF /PH /SH Spouse Identifier /ST Companion /FM- Commission percentage (Up to 3 digit) /NB- Beneficiary names (per person) /NM- Subscriber s name /NN- Nanny name /NS- Substitute name or replacement name /TO- Tour operator code (3 characters) /TT- Trip type, followed by keyword as follows: ACM = Accommodation, FLT= Flight, PKG= Package tour CRU= Cruise /XP- Extra premium /XR- Extra reference information /ZN- Destination zone or ISO country code You will see the flowing option codes in an insurance element. These are created by the system and you can t enter or modify them yourself /ON- Name of person, who is no longer in the PNR name field /CF- Confirmation number Page 17 of 23

18 Sell Insurance without Having PNR Following are the steps to sell the insurance without having PNR: Step 1 Enter Name Entry: NM1MINHAS/ZAFAR MR Step 2 Contact Details Entry: AP DOH Step 3 Ticket Arrangement Entry: TK OK Step 4 Sell insurance with long sell entry: ISCHR/CHRT+TWP/15DEC- 25DEC/ZN-DE/AM-//A1-94 DRING ROAD/A2-ALDARWISH BLDG/AE /NB-AISHA-WIFE /BD-04FEB1967/PI- PP343434/P1 Where: IS Sell transaction for Insurance CHR Provider code /CHRT+TWP Slash, Product code /15DEC-25DEC Slash, Start date and end date cover policy /ZN- Slash, Zone indicator, dash destination ISO code (DE) /AM- Slash, Subscriber address transaction identifier //A1- Double Slashes, Address 1 Identifier, Dash, address /A2- Slash, Address 2 identifier if any, dash, address /AE- Slash, Subscriber s phone number /NB- Slash, Beneficiary identifier, dash, beneficiary name, dash, relation, dash, beneficiary phone number /BD- Slash, subscriber s Date of Birth (04FEB1967) /PI- Slash, Passenger ID identifier, dash PP Passport identifier (PP), Passport number /P1 Slash, Passenger association identifier, Passenger 1 Page 18 of 23

19 System Response: Step 5 Received from Entry: RF AGT Step 6 Save the PNR Entry: ER System Response: Page 19 of 23

20 Sell Insurance in the Existing PNR Following are the steps to sell the insurance for existing PNR. Step 1 Retrieve a PNR Step 2 - Sell insurance with long sell entry: ISCHR/CHRT+TWP/15DEC- 20DEC/ZN-DE/AM-//A1-94 DRING ROAD/A2-ALDARWISH BLDG/AE /NB-AISHA-WIFE /BD-04FEB1967/PI- PP343434/P1 Where: IS Sell transaction for Insurance CHR Provider code /CHRT+TWP Slash, Product code /15DEC-20DEC Slash, Start date and end date cover policy /ZN- Slash, Zone indicator, dash destination ISO code (DE) /AM- Slash, Subscriber address transaction identifier //A1- Double Slashes, Address 1 Identifier, Dash, address /A2- Slash, Address 2 identifier if any, dash, address /AE- Slash, Subscriber s phone number /NB- Slash, Beneficiary identifier, dash, beneficiary name, dash, relation, dash, beneficiary phone number /BD- Slash, subscriber s Date of Birth (04FEB1967) /PI- Slash, Passenger ID identifier, dash PP Passport identifier (PP), Passport number /P1 Slash, Passenger association identifier, Passenger 1 Page 20 of 23

21 System Response: Step 3 - Received from Entry: RF AGT Step 6 Save the PNR Entry: ER System Response: Page 21 of 23

22 Retrieving a PNR with Insurance Element You can retrieve a PNR containing an Amadeus Insurance element. You can enter a partial subscriber name, the provider code, the country code, and confirmation number in the retrieve entry, as follows: RT/INS-D Amadeus Insurance with partial name RT/INSCHR-D Provider and partial name RT/INSCHRQA-D Provider, Country, and partial name RT/INS/ D Confirmation number and partial name RT/INSCHR/ D Provider, confirmation number, partial name RT/INSCHRQA/ D Provider, country, confirmation number and partial name ID When you retrieve a PNR containing any Amadeus insurance elements, the Amadeus insurance details per passenger are no longer displayed in the PNR, so that they don t take up a lot of space on the screen. The Amadeus insurance element contain a message informing you that more details exist, and you can enter a command to display the details of all elements or of selected elements To display the details of all Amadeus insurance elements in the PNR ID6 Specific Insurance element 6 in the PNR Page 22 of 23

23 Canceling an Amadeus Insurance Element The provider decides whether you are allowed to cancel an insurance product or not. The cancellation rules for each provider and product are stored in the host system. If you have cancelled a non-insurance segment, such as AIR, CAR, or HOTEL in a PNR, you must end transaction on the PNR. To cancel an insurance element, For example: XE7 If provider doesn t allow cancellation, the system displays a warning message. In this case, the insurance element remains in the PNR. Confirming the Insurance Pricing Once sell insurance provisionally (Pricing), you must confirm the insurance pricing segment of the PNR, For example segment 3 have the pricing segment with status NN, Enter : 3/HK Add/Change Add/change and confirm at same time in the insurance pricing. Note: Modification can only be done before HK status. For example: 3/AE /P1 or 3/BD-04FEB1967/P1 Print / Display Insurance Certificate You can print the insurance voucher on default printer. IVP Print an insurance certificate on default printer IVP/S5 Specific insurance element of a PNR IVP/COPY Re-print insurance certificate IVD Display Insurance certificate IVD/S5 Specific insurance element of a PNR Page 23 of 23