Mobile Point of Sales (MPOS)

E-Payment Handbook

Disclaimer:
“This power-point presentation is purely a training tool for the internal agency training programmes of Great Eastern Takaful
Berhad. All or any part of the contents of this presentation shall not be used directly or indirectly for soliciting insurance business,
policyholder services and/or facilitating any other form of communications with any external party whatsoever. This information is
correct as at 16052018
 What is E-Payment?

E-Payment is a platform that allows agents to collect initial premium

immediately using online payment gateway.
Since the release of E-Payment in MPOS, thousands of submissions via MPOS has jumped by leaps
and bounds. This is very logical because there is NO REASON MPOS users (the agents) who use
MPOS don’t use E-Payment. Here’s why:

• 1.Instant transaction. Customers / agents will be able know if the credit card is usable on the
spot. Traditionally, it takes 2 working days to know the status of credit card usability.

• 2.Payment received within seconds to minutes. Backend will be able to receive the payment
faster than usual. Underwriter process will only start based on the status of the payment and
all necessary documents receivable. Same like dongle, the case can be approved (fastest in
minutes) within the same day if it is clean and standard.

• 3.Can be used to collect premium for other payment methods like cash, cheque and Giro.
Initial premium can be collected via credit /debit card and then recurring premium to be paid
by cash, cheque or Giro if customers wished to do so. The objective of this handbook is to
educate more MPOS users about the benefits of E-Payment. It empowers them to speed up
their sales process and therefore be more productive. It reduces the time to chase for payment
status by just inviting the customers to pay via E-Payment. Agents can then move on to the
next Point-of-Sales.

The objective of this handbook is to educate more MPOS users about the benefits of E-Payment. It empowers them to speed up their
sales process and therefore be more productive. It reduces the time to chase for payment status by just inviting the customers to pay
via E-Payment. Agents can then move on to the next Point-of-Sales.
Hardware & System Requirement:
• Min iPad Air 2, iPad Pro, The iPad (2017, 2018) and above
• Min iOS 10 and above
• Stylus Pen (Highly encouraged)
Hi - Touch Hi – Point Hi - Tech

Unique POS
Experience
+ High Mobility
+ Convenience
+ E-Payment

Competitive Edge
Let’s Log- in !
Process Flow

1. 2. 3. 4. 5.
Customer CFF Quotation Proposal Submission
Management
-Customer Details -Financial -Full Quotation -Payment Method -Proposal review
-Relationships Needs Analysis -iQuote -Insurance /family -eSignature
-CFF Listing -Option 1 -PDS for history -Econfirmation
-Quotation Listing -Option 2 inclusion of -Health & Lifestyle -E-Payment
-Proposal Listing -Option 3 Rider (LR) -Supplementary -Submit
Forms
-Capture Images
-Acknowledgement &
Summary
 1.In the Summary page (the final page of Proposal
before submission), skip Easi-Pay Service Form and
tap ‘Payment’.
Important note to user: DO NOT complete Easi-Pay Service
Form first prior to E-Payment unless customer intend to use
OCR to key in the credit card details.

2. Invite the customers to read

and agree to the payment consent
before proceeding.
 3. Key in Cardholder’s Email, Relationship to
Policy owner then choose 'ePayment‘.

4. A payment link will be sent to

Credit Card Holder’s Email.
 5. In Cardholder's email, click 'Payment' to
proceed

6. After clicking, the link will then lead

customer to a secure webpage to key in
16 digit Credit Card /Debit Card
Number PLUS the OTP number (sent via
mobile phone).
Important note to user: Credit card numbers are not
supposed to be keyed-in in MPOS /Agent’s device. Hence a
payment link (a secure webpage) is sent seperately via email
for card holder to key-in the numbers out of MPOS /Agent’s
device.
 7.Transaction takes place (Contribution
will deduct from client’s account
(immediately).

8.IMPORTANT: After payment is being

made, agent needs to check in MPOS and
the payment status will then be notified
in the Summary page.
 9.IMPORTANT: If the payment selected
in proposal form is credit card, tap on
Easi-Pay Service Form and complete the
necessary. (*Cardholder signature
included)

10.IMPORTANT: Agent MUST

proceed to submit proposal in
MPOS after payment transaction
is completed.
 Thank You
Helpdesk 03-4259 8673/8675
Email mposhelpdesk@greateasternlife.com