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NEW BUSINESS APPLICATION PROCESS FOR ON-LINE APPLICATION FORMS FPA Loads application form on Discovery Health on-line system Loads application form on.

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Presentation on theme: "NEW BUSINESS APPLICATION PROCESS FOR ON-LINE APPLICATION FORMS FPA Loads application form on Discovery Health on-line system Loads application form on."— Presentation transcript:

1 NEW BUSINESS APPLICATION PROCESS FOR ON-LINE APPLICATION FORMS FPA Loads application form on Discovery Health on-line system Loads application form on Vision and assigns to back office with the membership number from Discovery Health Include signed Checklist/Cover Page and application form Back Office Checks information is loaded correctly on vision and ensures the checklist/cover page has been signed by the member and FPA Discovery Health Loads the application form Emails the FPA for PR requirements Once application form is completed will email the FPA a membership certificate Application form from time of capture 24 hours

2 NEW BUSINESS APPLICATION PROCESS FOR PAPER APPLICATION FORMS (Under certain circumstances) FPA BACK OFFICE DISCOVERY HEALTH Load DH App on Vision Assign Call Ticket To Back Office App Check for Completeness If checklist is not signed return on heat ticket to FPA Submit Submit to acquisitions@discovery.co.za Call Ticket Reassign to FPA with DH Reference No App Load App with PR Email FPA PR Requirement App with No PR Email Membership No to FPA Application form from time of submission 48 hours

3 NEW BUSINESS Discovery Health Email FPA PR Requirement - PDF File. If there is confidential information outstanding. The requirement will be sent to Alexander Forbes. A note will be made on HEAT for the FPA to notify the member to contact Discovery Health or Alexander Forbes to obtain the requirement FPA Resolve PR with Member Forward PR Requirements on DH Email Using Same Subject Line (Reference) To acquisitions@discovery.co.za Discovery Load Membership Email FPA Membership No FPA Close Call Ticket


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