How to submit health insurance quotation requests via Jisr

Users with 'Manage health insurance' permissions can easily handle their medical insurance processes, whether renewing an existing policy or requesting new quotations from various providers—all in one place through a streamlined process.

Create a new medical insurance request 

Click on 'Benefits Management,' then select 'Quotation Requests' under 'Health Insurance'

Next, click on 'Create New Request'

A form will be displayed; fill in the 'Organizations' section with the required information. Users can add details for multiple organizations to the request, so if the company has subsidiary companies that need to be included in the insurance, they can be added to the same quotation request.

Please note, if this is your company's first time filing a medical insurance claim, this field must be checked to adjust the subsequent sections of the form accordingly.

• Companies filing a first-time claim

When users indicate that this is their first time claiming medical insurance and proceed with the form, they will be required to provide the following information:

1. Insurance history

Broker appointment letter: This step requires entering the broker appointment letter, which authorizes the broker to act on behalf of the company. A template is available for download, to be filled out and re-uploaded.

3. Quotation details 

In this step, as it is the company's first time filing a medical insurance claim, only the details of the required providers, any special preferences, and the list of members will be included in the quotation requests.

Please note that at least three providers must be selected to proceed, unless the option to receive quotations from all providers is chosen.

• Companies with previous medical insurance 

When users initiate a quotation request for companies with a history of medical insurance claims, this option will not be selected in the organizations section.

When companies have prior insurance claims, users will follow the same steps to submit a request. However, a new section, 'Claims Experience' will be added in the insurance history step, allowing users to provide their claims history and upload a document detailing previous benefits.

After submitting the request, it will appear under active requests with the status 'Initiated Request' ready to be processed by the broker.

What happens if a user initiates a quotation request but doesn't complete the required fields for submission? 

This incomplete request will be listed as an active request with the status 'Draft Request' and no new quotation requests can be created until the draft is submitted. However, requests at any stage can be easily cancelled.