click the link “new user, click to register” · 2019-07-22 · 5 | page . if the provided...

13
1 | Page Policyholder Portal – How to register? Click the link “New user, click to register”

Upload: others

Post on 05-Feb-2020

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

1 | P a g e

Policyholder Portal – How to register?

Click the link

“New user, click to register”

Page 2: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

2 | P a g e

Type in your Policy Number

Type in Last 4 digit of your SSN/Tax ID

Click “Verify” button to validate the Policy Number and SSN / Tax ID

Page 3: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

3 | P a g e

If the provided Policy Number and/or SSN/Tax ID are invalid, this message will display. Correct the values and try to verify again.

Page 4: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

4 | P a g e

Click “Cancel” button to go to Log In screen

If the provided Policy Number & SSN / Tax ID are already registered, this message will display.

Page 5: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

5 | P a g e

If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip Code values are require. Birth Date is asked if last 4 digit of SSN matches with applicant’s SSN, Otherwise only Zip code is required.

Type in Birth Date

Type in Zip Code and Click “Continue” button

Page 6: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

6 | P a g e

Type in a User ID. [Minimum 8 characters long]

Type in a valid Email Address.

Type in a Password. [Minimum 8 characters, at least one Upper Case, one Lower Case, one Digit and one Special Character e.g. !, @, #, $

Enter the same password.

Click Continue

Page 7: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

7 | P a g e

The system will show the message if the requested User ID is taken, entry a new User ID.

Page 8: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

8 | P a g e

This message will display if the requested User ID is available

Page 9: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

9 | P a g e

If the provided email address already exists, this message will display.

Page 10: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

10 | P a g e

Enter password and confirm it. The password must match the shown “Password Conditions”. Click “Continue”

Page 11: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

11 | P a g e

Review the content and click “Continue” to complete the registration.

Page 12: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

12 | P a g e

Click “Login” button to go to Log In screen.

Page 13: Click the link “New user, click to register” · 2019-07-22 · 5 | Page . If the provided Policy Number & SSN/Tax ID are valid, this message will display and Birth Date and Zip

13 | P a g e

Type in User ID.

Type in password.

Click “Log in” button.