FAQs about medical insurance quotation requests

• What is the process for requesting a medical insurance quotation?

The quotation request process allows companies to request medical insurance quotations from various insurance providers through Jisr platform. This process simplifies the purchase of medical insurance services by automating the receipt of quotations and enabling direct connection with brokers and healthcare providers.

• Who can benefit from this service?

Any company looking for medical insurance quotes for its employees and their dependents can use this feature. It is especially useful for companies that want to compare multiple offers from different providers quickly and efficiently.

• How does the health insurance quotation request process work through Jisr?

The quotation request process consists of several steps:

1. The client submits the request and uploads the required documents.
2. The broker reviews the request and prepares the quotations.
3. The client reviews the quotations and selects the best one.
4. The broker finalizes the agreement based on the client’s selection.

• What information is required to start a request?

The required fields to initiate a quotation request include:

• Company Information: Company name, commercial registration number (with the ability to upload multiple CR files), address, and other relevant details.
• Insurance History: For companies with existing medical insurance, the system requires uploading the Broker of Record (BOR) letter, claim history, and previous benefits.
• Quotation Details: Selecting preferred providers and uploading the list of members to be insured.

• What if my company has never had medical insurance before and this is our first request?

If this is your first time requesting medical insurance, you don’t need to upload claims or previous benefits. You only need to upload the Broker of Record (BOR) letter and the list of members.

• Can I choose specific providers to receive quotations from?

Yes, you can select your preferred providers or choose to receive quotations from all available providers.

• What if none of the quotations suit me and I need more options?

If you're not satisfied with the initial set of quotations, you can request more. The system will provide options to specify the reason (e.g., pricing, benefits, etc.), and the broker will respond with additional quotations.

• How can I cancel my quotation request?

You can cancel your request at any time during the process by selecting the "Cancel Request" option and specifying the reason.

• What happens if my request contains missing or incorrect information?

If the broker identifies missing or incorrect information, the request status will change to “Invalid Information” You’ll need to correct the relevant fields or documents and resubmit.

• What is the expected SLA (Service Level Agreement) to receive quotations after submitting the request?

The time to receive quotations depends on the complexity of the request and the broker’s timeline. Typically, you can expect a response within a few business days (3–5 days), but the final timeline will be agreed upon between the broker and the client.

• Can I track the progress of my request?

Yes, you can track your request through the system. You’ll have access to a detailed view of your request where you can monitor its status, including updates from the broker.

• Can I review the number of insured members after submitting the request?

You can revise the number of insured members by up to 10% without starting a new request. Any change beyond that will require submitting a new request.

• What if the broker requests additional documents?

If the broker needs additional documents to reach an agreement, the client will be notified through a status update. The client can then upload the required documents, and the status will return to “Quotation Accepted” or another appropriate stage once the documents are submitted.

Can I view past requests or agreements?

Yes, completed or expired requests will be saved in the “Request History” section for future reference.