Content
tmp:Description
tmp:Start the RVS
tmp:User desk Top RVS
tmp:Display a booked insurance
tmp:Book an Insurance
tmp:Tariff List
tmp:Select Tariff
tmp:Check Tariff
tmp:Client Data
tmp:Payment Data
tmp:Generate Insurance documentation
tmp:Send Insurance documentation via E-Mail
tmp:End
Description
Using the RVS Mask various Travel Insurances can be booked. Diverse Insurance tariffs can be monitored and documents can be print locally.
Start the RVS
Click to the Link „RVS"at the „Fast-View"Area.
User desk Top RVS
If you have recalled an existing booking via the EXPERT-Mask, the existing Clip will be extended by the TAB "RVS (Pic. RVS 1).
With an existing booking some fields of the RVS-Mask will be preoccupied.
Travel insurance can also be booked separately.
In this case all required fields need to be filled manually.
The insurance mask shows basically 3 areas:
- Data Search (Pic. RVS 4)
- Insurance data (Pic. RVS 2)
- Passenger data (Pic. RVS 3)
- Buttons (Pic. RVS 5)
Fields „Insurance Data"Area (Pic. RVS 2):
Field < Insurance >
Select the Insurance Company of your choice.
Field < Booking >
Enter the Booking date.
Field < Departure >
Enter the Departure date.
Field < Return >
Enter the Return date.
Field < Destination >
Select a Destination. The choice is „Europe", World"and „Germany"
Field < Travel Type >
Select a Travel Type. The Choice is „AIR", „Coach", „Ship"and „Other".
Field < Tariff type >
Select a Travel Type. The Choice is "Single Person", "Item", "Family" and "Single plus Kid"
Field < Price p.P. >
Enter the Price per Person. You may either use the filed < price per person > or the filed < total price >.
Field < Total Price >
Enter the total travel price to the field < Total Price >. You may either use the filed < price per person > or the filed < total price >.
Field < Insurance amount >
Enter the Amount to be insured, the matching Insurance will be calculated. If so please do not use the filed < price per person > or the filed < total price >.
Fields at the „Passenger data"Area (Pic. RVS 3):
Field < Salutation >
Please select the appropriate Salutation (e.g. Mr. / Mrs)
Field < Title >
Please select the appropriate Title (e.g. Dr. / Prof.)
Field < Surname >
Please enter the Surname of the passenger.
Field < Name >
Please enter the passengers Name.
Field < DOB. /Age >
Please enter the date of birth of the passenger.
Field < Price >
Please enter the price per Passenger.
Button (Pic. RVS 5):
Button < search tariff >
Click on the button < search tariff >, if you have entered all search and all available insurance rates will be displayed.
Button < rate catalogue >
Click on the button < rate catalogue >, to receive a list of all available without considering passenger or booking data. This List will not hold fares otherwise it would show rates not applicable to the actual booking.
Button < expert's mode >
Click on the button < expert's mode > if you already know the required insurance and the insurance code, enter these codes directly in the expert's mode.
Information
ELVIA´s VARIO rates will be displayed in the rate catalogue after selecting <search tariff>. They can only be booked via the expert's mode.
Display a booked insurance
Booked insurances can be displayed by selecting the Insurance Company from the drop down box, entering the Insurance number and click to search glass at the end of the line.
The booking management is another easy way to recall a booked insurance.
Book an Insurance
Enter all appropriate data to "Insurance data" (Pic. RVS 2) and "Passenger data" (Pic. RVS 3) and click on the button „search tariff".
Information
If the desired rate code is already known, you may click to the button <expert's mode> to reach the expert's mode and enter the desired rate directly. VARIO rates can also be booked in the expert's mode.
Attention
Fulfil the at least the following fields: <Insurance>, <Booking>, <Departure>, <Return travel>, <price p. P.>. or <total price> or <Ins. Amount>. One Passenger is mandatory.
Tariff List
In the "Tariff" Area you will receive a list (Pic. 18) with the available Tariffs shown but limited to the given data from "Insurance data" and "Passenger data".
In the "Tariff" Area you will receive a list (Pic. 18) with the available Tariffs shown but limited to the given data from "Insurance data" and "Passenger data".
Column < Insurance > (Pic. Tarif List 1)
The column < Insurance > will show you the name of there insurance company.
Column < + > (Pic. Tarif List 2)
A click to the Symbol < + > will extend the tariff information (Pic. Tarif List Detail) and show more options. With some insurance extras can be booked here.
Column < Tariff Code > (Pic. Tarif List 3)
The actual Tariff Code will be shown here.
Column < Tariff Name > (Pic. Tarif List 4)
The actual Tariff name will be shown here.
Column < Price > (Pic. Tarif List 5)
The actual One-off-Price will be shown here.
Column < Total > (Pic. Tarif List 6)
The total fare fort he selected insurance options will be shown here.
Column < Info > (Pic. 7)
Click on „i" and you will be supplied with a PDF Document holding additional information, e.g. Services, Notes, Remarks, self-payment rules etc.
Select Tariff
Select a Tariff flagging the checkbox (Pic. Tarif List 8) and clicking to <next> (Pic. Tarif List 9).
Check Tariff
The Tariff selected will display in the Expert Mode (Pic. Check Tarif). Double check the data displayed and click to <book> to actually book the tariff selected.
Client Data
Check the client data (Pic. Additional Datas 1)imported from the booking if necessary amend these data.
Payment Data
Enter he appropriate Payment type (Pic. Additional Datas 2). Select from "Cash / Invoice", "Direct Debit" and "Credit Card".
Afterward click to < Book > to book the insurance.
Generate Insurance documentation
You need to select whether you would like to print or email the insurance documents.
Send Insurance documentation via E-Mail
If you have selected the dispatch by e-mail, please enter the e-mail address where the insurance policy should be send and click to the button < Book >
End
You can still print the insurance simply click on the button < Print >.
Also a cancellation of the insurance can be executed by clicking on the button < cancel >
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