AXA Solutions

Health Care Access

Release Pack

Available on Aug 13,2021

AXA Solutions Pack R-20201
1
Aug 2021
Release Summary
Health Care Access Product:

➢ Direct Proposal Journey – Landing Page

➢ Direct Proposal Journey – About You Page
➢ Direct Proposal Journey – About Your Dependents Page
➢ Direct Proposal Journey – About Your Health Coverage
➢ Direct Proposal Journey – Plan Selection & Customize Your Plan
➢ Direct Proposal Journey – Policy Sharing
➢ Direct Proposal Journey – Proposal Summary & Proposal PDF
➢ E-Application Journey – Personal Info page
➢ E-Application Journey – Mailing Info page
➢ E-Application Journey – Source of Funds
➢ E-Application Journey – UW Questions
➢ E-Application Journey – Beneficiary page
➢ E-Application Journey – Tele UW Authorization
➢ E-Application Journey – EAPP Summary
➢ E-Application Journey – Declaration & Acknowledgement
➢ E-Application Journey – Non-Forfeiture Options
➢ E-Application Journey – EAPP Signature and E-Application PDF
 Health Care Access
Proposal Journey
 Health Care Access
Proposal Journey:
Landing Page
This page shows the selection of Products
available on Direct Proposal Journey. To
go through this page, select ‘Direct’ after
selecting Prospect on My Clients page.

• Health Care Access is ONLY available

through Direct Proposal Journey in
Native APP.

Note: User cannot continue the journey on

the assessment created on web.

• Click Health Care Access to proceed to

the journey
Upon clicking Health Care Access, there
will be a prompt message reminding users
that the product is ONLY exclusive for
clients living in the Philippines.

There will be two options available.

1. Choose another product – this will let
the user select another product on
the Direct Proposal Landing Page

1. Proceed to Proposal – this will

redirect to About You page of Health
Care Access proposal journey.
 Health Care Access
Proposal Journey:
About You Page
 About You page will capture basic details
of Insured and/or Policy Owner. the Policy
Owner can input work details on this page
if he/she select Yes on the question "Are
you the person to be insured?"

The Policy Owner has also an option to add

a different Proposed insured.
Select “No” to add a different Proposed insured
On the Occupation field, there is a validation
for a declined occupation.
An error pop-up message will prompt.

Select an acceptable occupation and input

details on all fields.
Click to proceed dependents
page.
Health Care Access
Proposal Journey:
About Your
Dependents Page
 Adding dependent/s
• This page will capture basic details about
the dependents if any.
• User selects Yes to add dependent/s
• User selects No if client do not want to add
•
a dependent on the plan.
User has an option to add dependent/s.
• Click "Yes" on the question "Would you like to
add members to your family plan?“ to see the
form for dependent/s
• User can add maximum of 10 dependents
• Dependents must be 0-60 y.o
• A single insured cannot add sibling and child at
the same time
• A single insured can only add Siblings who are
single, unemployed and less then 18 y.o
• A single insured can add a child below 18y.o

• Click " to proceed to the Take over or

declaration of existing health page
 Declaration of
Existing Health
Coverage
(Takeover Policy)
This page will capture details about insured/dependents existing health coverage.

• To declare an existing health coverage, user should select “Yes” on the question
"Do you and/ or family have an existing health cover?

• When "Yes" is selected, user can select insured person with Existing
Health coverage to be insured.
• User can select “Yes” to question "Do you want to switch your
existing healthcover with AXA?"

• If "Yes" is selected, user can inpunt the details of the existing health
coverage

• Only the plan of insured and dependents with existing health

coverage are considered as Takeover
• And only those considered in the Takeover will proceed to the plan
creation
• Click "Next" to proceed to the selection of HCA Plan type
Selecting Health
Care Access Plan
Type
 Plan Selection Page

There are 2 type of Health Care

Access Plan that the client can
choose:
1. Health Care Access Prime – a
plan which has Inpatient Care,
Outpatient Care, Longevity
Health Fund and Dental Care
Coverage
2. Health Care Access Lite- a plan
with Inpatient Care and
Longevity Health Fund

3. After selecting a plan,

Click to redirect to
the customize your Plan page
Customize your Plan
page
Customize your plan page
On this page, user can customize their
plan according to their needs and
preferences. Details of insured are
displayed on the left panel.

• Health Care Access Prime plan

Optional Benefit:
Optical Care

• Health Care Access Prime plan

Optional Benefits:
Optical Care
Dental Care
Outpatient Care
 Table of benefits for
Health Care Access Prime

- This is an accordion table on the

Customize your plan page

• Coverage includes Inpatient Care,

Outpatient Care, Longevity Health
Fund and Dental Care Coverage
• Other benefits included are
Consultation and Annual Physical
Exam
• It also shows the
available Optional Benefits:
Optical Care
Additional Riders : Critical
illness Annual benefit Limit
 Table of benefits for
Health Care Access Lite

- This is an accordion table on the

Customize your plan page

• Coverage includes Inpatient Care

and Longevity Health Fund
• It also shows the available
Optional Benefits: Optical, Dental,
Outpatient;
Additional Riders : Critical illness
Annual benefit Limit
Customize your plan page

On Customize your plan page, user

can select different variant of health
care access Prime variants>, optional
benefits and riders.

They can also select preferred

payment mode; Quarterly, Semi-
annual, Annual. This page also
displays, computed premiums and
discount (if any).

1o% Discount is computed for a

family plan only

NOTE:
NO selection of annual deductible for
HCA Prime as this by default non-
deductible type of plan
 Policy
Sharing screen
 Policy Sharing

This is where the agents can declare if the policy

is being shared with another agent

Can only input agent code that is the same

account type(ag/ba)

Cannot input own agent code

Agent’s Name is uneditable

Press to save and proceed to

Proposal Summary
Proposal Summary
Page
 Proposal Summary Page
On this page the user can review the summary of the proposal. It shows the Health Plan Benefits, Benefit coverage and Premium
Breakdown.

• User clicks the button to Sync

Health Care Access Release Pack For internal use only
Upon clicking Approve Proposal
button a pop-up message will prompt

Select "Yes" to redirect to the

Sync Manager page
 Sync Manager page
After clicking the “Approve Proposal” on the Proposal Summary page,
user is redirected to the Sync Manager page

Click to upload the date and

proposal.
Uploaded proposal from Native will create an
assessment on web but is not viewable.

Successful Sync message will be displayed

Click “Sync” button

Assessment Logs
Click the ellipsis to redirect to the
Assessment Logs page

Click
Proposal Summary again

After successful Sync,

Button will be available on the Proposal Summary
 After Syncing, Proposal
Summary page will have
a button to Download
Click to get a view of
the Proposal. Proposal and this will
download and auto-
display the complete
Health Care Access
Proposal in PDF form.

Proposal will be displayed.

Proposal contains the all the details inputted
and created on the proposal journey.
Downloading Health
Care Access
Proposal
On the ellipsis, user can select "Save to Device or
"Send to Email" to get a copy of the proposal
 Health Care Access
E-Application Journey
 Eapplication Journey

Pressing the Submit Application will redirect the

application to the Eapplication journey
 Health Care Access
E-Application Journey:
Personal Info
 Personal Information

• Once syncing of Proposal is completed, there

will be an option in Assessment Log to Submit
Application. Once click, it will redirect to the
Eapplication – Personal Info page.

• Capture basic info from proposal journey will

be auto-populated/displayed on the left panel
of this page and will not be editable (also
displayed in Mailing Information and Source
of funds screen)

• On the right panel, this will capture additional

details of insured and/or Policy owner and
dependents(if any)

• Accepted Country of Residence is only

Philippines. Government ID and ID Number is
only required for Policy Owner/Principal
Insured and Dependents who are older than
18 yrs old

• Press Next to save and proceed to Mailing

info
 Health Care Access
E-Application Journey:
Mailing Info
 Mailing Information

This page will capture mailing details of insured

and/or Policy owner and dependents(if any).
Residence/Present address, Permanent Address,
and Business address(except juvenile dependent
or principal insured) is required for (Policy owner,
Principal Insured, and dependents).
Province, city, and country is auto populated
upon entering zip code(drop down is available
once a few digits of the zip code is entered)

Preferred Mailing Address is only available for

Policy Owner and Principal Insured

Press Next to save and proceed to Source of

Funds
 Health Care Access
E-Application Journey:
Source of Funds
Source of Funds

This screen will capture details regarding the

monthly income of policy owner and principal
insured(if PO<>PI) including the other sources of
income if it is applicable to them

Details regarding the recurring payment option is

also captured(Payment type, payment mode, and
bank). Chosen payment mode and payment type
in recurring payment cannot be changed once
the eapp is synced

Regular Premium reflected is based on the

payment mode(regular premium will also change
when payment mode is changed)

Press Next to save and proceed to Underwriting

Questions – Other Insurance Details
 Health Care Access
E-Application Journey:
Other Insurance Details
Other Insurance Details

This screen will capture the answers of the

insured and dependents regarding other
insurance details.

Insured/dependents that did not answer will be

tagged as NO answer in EAPP Form(this is
applicable to all UW Questions and Client Details
questions)

Insured/Dependents can only be chosen

once(will be removed from the list when a new
person to be insured is added for the question)
for each question(this is applicable to all UW
Questions and Client Details questions)

Press Next to save and proceed

to Underwriting Questions
 Health Care Access
E-Application Journey:
Underwriting Questions
Underwriting Questions

This screen will capture the answers of

the insured and dependents regarding health-
related questions.

Insured/dependents may add additional medical

condition/s if they have two or more mendical
conditions mentioned in the question

Press Next to save

and proceed to Underwriting Questions –
Additional questions
 Health Care Access
E-Application Journey:
Additional Underwriting
Questions
Additional Underwriting Questions

This screen will capture the answers

of the insured and dependents regarding
family-related health questions and
lifestyle questions

Press Next to save and proceed to Client

Details
 Health Care Access
E-Application Journey:
Client Details
 Client Details

This screen will capture the

answers of the insured and dependents
regarding smoking and PEP

Press Next to save and proceed to Life AD&D

Beneficiary
 Health Care Access
E-Application Journey:
Life AD&D Beneficiary
Life and AD&D Beneficiary

This screen will capture the beneficiary

assignment of insured and dependent/s

Each insured/dependent/s is required to assign

and allot 100% of primary beneficiary(can be
distributed between multiple beneficiary)

Insured/dependent can also allot 100%

secondary beneficiary(can be distributed
between multiple beneficiary) but it is not
required

Can add beneficiary using the select from

dependent or by manually adding beneficiary

Press Next to save and proceed to Telephone

Underwriting
 Health Care Access
E-Application Journey:
Telephone Underwriting
Authorization
Telephone Underwriting Authorization

This screen will capture the preference

of the telephone underwriting
authorization

Can choose between During office hours

or Others(needs to manually choose
range of time and the specific day of the
week

Press Next to save and choose Proceed

to be redirected to Declarations and
Acknowledgement Screen.

Press Next to save and choose Review

Answers to be redirected to EAPP
Summary
 Health Care Access
E-Application Journey:
Eapp Summary
 Eapp Summary

This screen displays the summary of the inputs that

the user entered from personal info page to
Telephone Underwriting Authorization

Press Edit to be redirected to the part of the Eapp

journey that user wants to edit the details of his
answer

Press Declarations and Acknowledgements to be

redirected to Declarations and Acknowledgements
 Health Care Access
E-Application Journey:
Declarations and
Acknowledgement
Declarations and Acknowledgement

This screen displays the

Declarations and
Acknowledgement that the
user needs to agree before
they can proceed with the
application and to capture their
answer

The first and third tick box is

required before a user can
proceed

Press Next to
save and proceed to the pop-
up of Health Care Access e-card

Select between Yes or No if use

wants to request for a physical
card. Will be redirected to Non-
Forfeiture Option after
selecting
 Health Care Access
E-Application Journey:
Non-Forfeiture Options
Non-Forfeiture Options

This screen will capture preference of the

user if they want Extended Term
Insurance(ETI) or Cash Surrender
Value(CSV) for Non-Forfeiture Options

Selecting a choice will save their answer

and will redirect the application to the E-
Signature
 Health Care Access
E-Application Journey:
E-Signature
E-Signature

This screen will capture the E-Signature

of the user. Policy Owner,Principal
Insured, and adult dependents have the
option to provide their e-signature

If e-signature is provided, Signed in the

Philippines tickbox needs to be checked

Policy Owner,Principal Insured, and

adult dependents also have the choice
to skip e-signature

Press Skip e-signature to skip providing

e-signature and proceed to the eapp
sync

Press Next then press Yes when asked

"Do you want to save signature?" To
save the signature and to proceed to
the eapp sync
 Health Care Access
E-Application Journey:
Eapp Sync
EAPP Sync

After the e-signature prompt

This screen display the progress of eapp sync

and the result of the sync if it is successful or
failed

Clicking the elipsis after the sync success

message will display the next button

Press next to be redirected to the Submit

Requirements
 Health Care Access
Upload Requirements
Upload Requirements

This screen display the uploaded requirements

and also lets the user upload both mandatory
and non-mandatory requirements

AVA/CDF/E-Signature, Valid IDs, and Payment

Requirements are mandatory requirements

Upload Requirements process is the same

with other products in native app

If all mandatory requirements are uploaded press

Submit Application to proceed to submit
application sync(pop up will appear, press yes to
proceed)

,
 Health Care Access
E-Application Journey:
Upload Requirements –
AVA / CDF / E-Signature
Upload Requirements – AVA / CDF / E-Signature

This screen lets the user

upload AVA/CDF/E-signature

If the user saves their e-signature prior to

the eapp sync, e-signature will already be
updated(like the example on the right)

Click the elipsis on the upper right then click

next to be redirected to the application
requirements page
 Health Care Access
E-Application Journey:
Upload Requirements –
Valid IDs
 Upload Requirements – Valid IDs

This screen accepts the upload of images or

files for valid IDs for application
requirements

Only the Valid IDs for Policy Owner and

Principal Insured is to be uploaded

Press the elipsis on the upper right of the

screen then tap next to save and to be
redirected to the Upload Requirements
main screen
 Health Care Access
E-Application Journey:
Upload Requirements –
Payments
Upload Requirements – Payment

This screen will capture the initial

payment (cash and credit card can be
chosen) and Recurring
payment(selected in Source of funds
during the eapp journey)

When cash is selected for initial and

user proceeds with the application, will
be redirected to Initial Payment where
user can select between the offline
payment proof to upload

When credit card is selected for initial

or recurring payment and user
proceeds with the application, will be
redirected to peso pay. After the
transaction, will be redirected to the
upload requirements main screen
 Health Care Access
E-Application Journey:
Upload Requirements –
Sync
Upload Requirements Sync

This page displays the progress of the

upload requirements sync

An error message will appear if sync fails

If sync is successful, will be redirected to the

assessment log(no successful message
display)
 Health Care Access
View Application
 View Application(Eapp Form)

This screen displays the plans of the

client and allows the user to view the
application

Click view application to view the eapp

form

While viewing the app, tap the upper

right elipsis to see the save to device and
save to email button

Press save to device to save the eapp

form(PDF) in the device used

Press save to email to receive the eapp

form(PDF) via email

Image on the lower right part of the slide

is a sample of a downloaded/saved eapp
in PDF form