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Connectz
Our cutting edge B2B Solution
Worldwide Insurance Solutions
Call Us: +971 4 5516325
Email Us: customerservice@worldwideinsurancesolutions.com
About Connectz
1
Worldwide Insurance Solutions,WIS, is a leading provider of partnership marketing & distribution solutions.
Our innovative marketing and distribution solutions are based on cutting edge technology, allowing our
partners to maximise revenue while delivering great service to the end customer.
Working with partners from across the Travel, Consumer and Corporate Insurance sectors, WIS delivers
impactful B2B solutions, through WISConnectz that provides the platform for growth.
With a global view, and drawing on its significant experience of product development and distribution across
both mature and immature markets, the WIS mission is to be the recognised leader and innovator of travel
and consumer insurance distribution, known for creating tangible value and delivering on its commitments
every time, first time.
The WIS Story
While WIS is a relatively new company, we bring to our partners the knowledge and insight from over 25
years experience in the travel and insurance sectors.Wholly owned by the Directors ofWIS,the company was
founded in 2014 to lead innovative in both marketing and distribution.
Jonathan Cooper
Director
Jonathan Cooper (JC) is the Managing Director and Founder of Worldwide Insurance
Solutions.With a career spanning over 25 years in insurance, JC has worked with the
worlds leading providers in the travel & retail industry and crafted some of the most
innovative and impactful business solutions.
He is recognised by clients and former colleagues as a creative and dynamic global
business leader with experience and expertise across all travel insurance disciplines,
excelling in strategic direction and business development.
Nuzrat Aziz
Director
Nusrat Aziz, Director WIS, has over 20 years experience in the Travel and insurance
industry. Based in the Middle East, Nusrat has worked across the GCC, South Asia,
Africa as well as Central and Eastern Europe.
Building on her deep understanding of distribution channels and strategic
partnerships, Nusrat has over the last 8 years, successfully implemented a number of
major airline & insurer partnerships as well as consumer propositions through both
the retail and travel industry. She is recognised by the industry for her focus on
relationship management and development of profitable sustainable partnerships.
What We Do
Distribution
Strategy
We work with you to assess your current
strategy, understand what works, what needs
to change, what needs to improve and where
you can make a difference.
Partner Support &
Development
We believe in long term relationships,
proactive and focusing on shared goals backed
by a vigorous challenge to allow for continuous
improvement.
Marketing
WIS has it’s core strength excellence in
marketing strategy and techniques.
Distribution
Analytics
Analysis of your business performance - be it
sales, retention, revenue, performance against
targets and campaign management.
Smart
Workflow
Our business model is based on process
efficiency, be it in terms of installation, ongoing
management or product/channel upgrade.
Programme Account
Management
For partners using WISConnectz, our B2B
technology solution.
Management
Information
WISConnectz provides real time
management information on all users.
Products and
Portfolio
We bring our partners one of the widest
range of product portfolios in the market.
Products that reflect your brand values,
stategy and customer aspirations.
End to End
Ecommerce Solutions
WISConnectz is an end to end e-commerce
solution.
WIS provides Partnership Marketing & Distribution Solutions for clients active in the travel and retail industry
as well as consumer and corporate insurance sectors.
Building on our years of experience and deep level of market insight we provide strategic advice to our clients
as they look to explore new channels, new markets and generate new revenue streams.
We provide full end-to-end solutions for our clients with market-leading products and services, delivered on
a cutting edge technology platform.
2
WISConnectz offers a range of Agency
Facilities with very generous commission
rates.
Whether you have heard all about us, are
pleased with what you have seen online or
simply want to start enjoying the service
and benefit of WISConnectz, opening an
account could not be any simpler.
The agency application is simple, swift and
all online.
Getting online with WISConnectzConnectzCon
Connectz
Welcome to...
Worldwide Insurance Solutions Connectz
Lorem ipsum dolor sit amet, consectetur adipiscing elit.Vestibulum posuere dignissim nulla, et finibus diam sollicitudin sit amet. Nulla
feugiat neque bibendum, porta purus sed, ornare quam. Pellentesque quis vehicula massa. Integer mattis tempor augue, et faucibus
nulla interdum gravida.
Agent Log In
Username Password Log In Forgotten Password?
↸ Who We Are Getting Online Working With Us Contact Us
Call Us: 01234 567 8910 Email Us: email@worldwideinsurancesolutions.com
Open an Agency with us
3
Shop
If you are a shop owner, WISConnectz is a reliable service which enables
you to quote and issue policies, aiming to work seamlessly with your
business.
Consultancy
As a consultant, the WISConnectz system offers you the flexibility to quote
on the go, with a sleek reponsive design built to support any device.
Broker
WISConnectz offers competitive rates to provide your clients with cover
for a wide range of products, focusing on but not limited to Travel
Insurance.
Shop Agency
To set up an Agency with WISConnectz, please complete the application form below and we will get back to you shortly.
Contact Details
Email Address:
Forename:
Telephone Number:
Position:
Company Information
Address 1:
Company Name:
Class:
Address 2:
Address 3:
Address 4:
Your Forenames
Company Position
Your Email
Your Telephone Number
Company Name
Surname: Your Surname
Please Select...
Address 1:
Address 2:
Address 3:
Address 4:
Declaration
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eget diam luctus nisi ultrices tincidunt tempus in ante. Curabitur bibendum mi vel
faucibus rutrum. Nullam sodales nec ante a iaculis. Fusce hendrerit dapibus bibendum. Ut consectetur aliquet ligula et ultricies. Morbi vehicula
sed sapien at rutrum. Praesent auctor tellus vitae risus rutrum, et porta ipsum tristique. Vivamus ut leo urna.
Please tick the box confirm that you agree to the declaration above.
Submit Application
Class Tips
Travel
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Cras eget diam luctus nisi
ultrices tincidunt tempus in ante.
Medical
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Cras eget diam luctus nisi
ultrices tincidunt tempus in ante.
Corporate
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Cras eget diam luctus nisi
ultrices tincidunt tempus in ante.
For Your Information
WISConnectz respects your privacy and will only
share the personal information you have given us
with other organisations for administration
purposes. This is in compliance with the provisions
of the Data Protection Act 1998. Data Protection
Registration Number: WIS0001
By submitting your information you are consenting
for WISConnectz to contact you regarding your
application or with any other relevant products or
information.
Sub Agencies
Number of Additional Agencies: Please Select...
Sub Agency Tips
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elit. Quisque dapibus semper diam id imperdiet. Sed
pharetra sapien molestie egestas volutpat. Donec
tincidunt ullamcorper ante, vel pharetra ex
ullamcorper in.
TelTelTelephephephephoneoneone NuNuNumbembember:r:r:
CCCCCoooommmmpppppaaaannnnyyyyy IIIIInnnnfffffoooorrrrmmmmaaaattttiiiiioooonnnn
AddAddAddresresress 1s 1s 1:::
ComComCompanpanpany Ny Ny Nameameame:::
ClaClaClass:ss:ss:
AddAddresress 2s 2::
Address 3:
Address 4:
YouYour Tr Teleelephophophonene NumNumberber
ComComComComCompanpanpanpany Ny Ny Ny Ny Nameameameame
Please Select...
AddAddAddresress 1s 1s 1::
AddAddress 2s 2:
AddAddresress 3s 3::
Address 4:
ClaClaClass TipTipTipTipTips
TravTravelel
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adipadipisciiscing eng elit.lit. CraCras egs eget det diamiam luctluctus nus nisiisi
ultrultrultricesicesices tintintinciduciducidunt tnt tnt tempuempus ins ins in antantante.e.
MediMedicalcal
Lorem ipsum dolor sit amet, consectetur
adipadipiscing eng elit. Cras egs eget diam luctus nisi
ultrices tincidunt tempuempus in ante.
Corporate
LoreLorem ipm ipsumsum dolodolor sir sit amt amet,et, consconsecteecteturtur
adipadipisciiscing eng elit.lit. CraCras egs eget det diamiam luctluctus nus nisiisi
ultrices tincidunt tempus in ante.
Sub Agencies
Number of Additional Agencies: Please Select...
Sub Agency Tips
Lorem ipsum dolor sit amet, consectetur adipiscing
elit. Quisque dapibus semper diam id imperdiet. Sed
pharetra sapien molestie egestas volutpat. Donec
tincidunt ullamcorper ante, vel pharetra ex
ullamcorper in.
Activate
an Agency
You can activiate your WISConnectz Application. Please log in below using the details emailed to you.You will be asked to agree the
Terms of Business so that you can activate your WISConnectz account.
Activation Code Activate
Apply Online
Applying online with WISConnectz is simple. All you need to do is fill out our online application
form, selecting your type of business and we will be in touch.
4
Once your application has been approved, you will be sent an email with your ‘Activation Code’.
You can activate your Agency on the front end of our site, where you will then be prompted to
create your user profile, giving you access to all of our backend facilities.
Getting a Quote with
WISConnectz
Home - Leisure Travel - Get Quote
Leisure Travel
Trip Details
Trip Type: Single Trip Annual Trip
Family Group:
FamilyIndiviudual(s)
Children:
Adults:
Travel Date(s): toStart Date End Date
Destination:
Europe Worldwide
Cover Level
Would you like to upgrade to an Annual Trip policy?
Bronze Single Trip
140.37 AED
Silver Single Trip
SelectFull Benefits +
Cancellation &
Curtailment
Medical Expenses
Baggage
Personal Liability
2000
2000
2000
2000
112.30 AED
SelectFull Benefits +
Cancellation &
Curtailment
Medical Expenses
Baggage
Personal Liability
2000AED
2000AED
2000AED
2000AED
Bronze Annual Trip Silver Annual Trip
FamilyIndiviudual(s)
Chi
C
Wou
Additional Cover
Home Burglary: 56.15AED
Terrorism Extension: 56.15AED
Golf Cover: 56.15AED
Hazardous Sports: 56.15AED
Winter Sports: 56.15AED
ContinueSave QuoteProduct Information
Input your
Trip Details
Choose your
Cover Level
Choose
Additional Cover
Getting a quote with WISConnectz is easy. Simply
select your type of cover, input your travel date(s),
and how many travellers require cover under this
policy.
Once you have input all of your cover information,
you will be provided with different levels of cover
to offer your client.
Now that your level is cover is selected, your client
may be interested to know that they can choose
from a variety of additional options for their policy.
5
Home - Leisure Travel - Get Quote
Leisure Travel
Product Information
Trip Details
Single Trip Annual Trip
Family Group:
FamilyIndiviudual(s)
Children:
Infants:Adults:
Seniors:0
1
Travel Date(s): 08/08/2015
Home - Leisure Travel - Get Quote
Leisure Travel
Product Information
Trip Details
Single Trip Annual Trip
Family Group:
FamilyIndiviudual(s)
Children:
Infants:Adults:
Seniors:0
1
Travel Date(s): 08/08/2015
Save Quote
Customer Details
Save
Forename(s): Forename(s)
Surname: Surname
Email Address: Email Address
Phone Number: Phone Number
Title: Please Select...
Close
Policy WIS0001/2015
Policy Details
Trip Type: Annual Trip
Destination: Europe
Customer: Mr Test Customer
Issue Date: 24/04/2015
Travel Date: 24/06/2015
Email Address: test@test.com
Premium: 112.30AED
Options: Home Burglary
Family Group: Individual(s) (2 Adults)
Mrs Test Customer (25),
Mr Test Customer (26)
Home
Contents
140AED
AddMore Information
Collision Damage
Waiver
130AED
AddMore Information
Cancel Policy
Home - Leisure Travel - Get Quote - Policy Details Product Information
Customer
Forename(s): Forename(s)
Surname: Surname
Email Address: Email Address
Phone Number: Phone Number
Title: Please Select...
Policy Details
Address: Address Line 1
Address Line 2
Address Line 3
Address Line 4
LeadTraveller
Forename(s): Forename(s) Surname: Surname
Title: Please Select...
Passport Number: Passport Number
Mobile Number: Mobile Number
Date of Birth: DD/MM/YYYY
Copy Details to Lead Traveller
Traveller 2
Forename(s): Forename(s) Surname: Surname
Title: Please Select... Date of Birth: DD/MM/YYYY
Quote 10001 Product Information
Quote Details
Trip Type: Annual Trip
Destination: Europe
Customer: Mr Test Customer
Quote Date: 24/04/2015
Travel Date: 24/06/2015
Email Address: test@test.com
Premium: 112.30AED
Options: Home Burglary
Family Group: Individual(s) (2 Adults)
Mrs Test Customer (25),
Mr Test Customer (26)
Quotation Policy Wording
All DocumentsPolicy Summary
24/04/15 12:03
24/04/15 12:03
Re-Emailed Documents
Jody Brooks
Policy Purchased
Jody Brooks
Notes
Issue Policy
Edit DetailsEmail Documents
Add a Note
Save your Quote
Your client may need time to think about their cover. But don’t worry, you can save their
information at any point through the quote process. You can also add a reminder via the notes
section, prompting you to call the client back to confirm and issue cover.
Or Issue the Policy
Once your client is happy with their level of cover, you will have the ability to review once more
before purchase. The client will recieve an email confirming their purchase, along with the cover
details and policy documentation.
You will also be offered upsell opportunities after purchase.
6
Features
The WISConnectz system offers you a reporting tool, which allows
you to track quotes and policies over a specified date period,
providing with a breakdown of policy data.
Reports
WISConnectz are always evolving as a company and like to keep you
up to date with all of the latest news on products and features within
the system via our announcement area.
Announcements
Once you have logged into the WISConnectz system you will be
welcomed with daily and weekly stats, providing you an overview to
the volume of quotes and sales produced in that time period.
Stats
The notifications area is a useful way to help you stay on top of
customer relations, prompting you with daily reminders.
Notifications
7
This Week
Quotes 1,534
View Mor
Announcements
Sample Announcement
There is a new travel product available!
Lorem ipsum dolor sit amet, consectetur ad
Read More >
Search Search
Stats
Today
Quotes
Sales
GWP (AED)
104
25
50,000 AED
Home
Notifications
Quote(s) Requiring Attention
Policie(s) Requiring Attention
4
2
The WISConnectz system offers you a reporting tool, which allows
you to track quotes and policies over a specified date period,
providing with a breakdown of policy data.
7
top of
1,534
View Mor
ements
ement
travel product available!
or sit amet, consectetur ad
Search
WISConnectz are
up to date with
the system via o
Once you have logged into the WISConnectz system you will be
welcomed with daily and weekly stats, providing you an overview to
the volume of quotes and sales produced in that time period.
re always evolving as a company and like to keep you
all of the latest news on products and features within
our announcement area.
The notifications area is a useful way to help you stay on t
customer relations, prompting you with daily reminders.
s Week
Quotes
Announc
Sample Announcem
There is a new tra
Lorem ipsum dolor
Read More >
Search
Stats
Today
Quotes
Sales
GWP (AED)
104
25
50,000 AED
Home
Notifications
Quote(s) Requiring Attention
Policie(s) Requiring Attention
4
2
Stats
Today
Quotes
Sales
GWP (AED)
104
25
50,
New Accounts awaiting activation
New contact us enquiries to be answered
8
Whatever your business type, WISConnectz are sure to have the product to suit you and your
client. Each product we provide has a comprehensive range of key features, and our simple
process allows you to get a quote and issue a policy in just a few clicks.
Our Products
Leisure
Travel
Inbound
Travel
Business
Travel
Car Hire
Excess Waiver
Our range of products includes:
Home
Contents
Group
Medical
Gadget
Cover
Business
Travel
Car Hire
Excess Waiver
Gadget
Cover
Financial
Failure
Collision
Damage Waiver
Documentation
Connectz
Quotation
Schedule
Quote Reference 10001
Quote Date: 25/04/15
Start Date: 25/06/2015 End Date: 25/06/2016
Premium: 514.58AED
Email: test@test.com
Customer Name: Test Customer Telephone: 01234 567 8910
Destination: WorldwidePlan Type: Bronze Single Trip
Additional Cover
Leisure Travel
This quotation is based on the information you have provided to us. It is valid for 31 days from the date of issue provided
there are no changes to your circumstances including your health during this period.
The Travel Insurance is underwritten by Alliance Insurance P.S.C, with
services provided by Allianz Global Assistance C/O Arab Gulf Health
Services (NEXtCARE).
Quoted by: Jody Brooks (Socrates Systems)
Address Line 1, Address Line 2,
Address Line 3, Address Line 4
012345678910
Not Covered
Not Covered
Home Burglary:
Golf Cover:
Winter Sports:
Covered
Not Covered
Not Covered
Terrorism Extension:
Hazardous Sports:
WISConnectz provides your client with a fully branded document pack, consisting of a quotation
schedule, certificate of insurance, policy wording, policy summary, client letter and confirmation
email.
schedule, certificate of insurance, policy wor
email.
The Travel Insurance is underwritten by Alliance Insurance P.S.C, with
services provided by Allianz Global Assistance C/O Arab Gulf Health
Services (NEXtCARE).
Connectz
Dear Name,
Thank you for purchasing cover with Company Name.
Your policy reference is: XXXXX
Please find attached your policy documentation, which includes:
• Policy Schedule
• Policy Summary
• Policy Wording
Within the Policy Wording you will find important and valuable information, including
emergency contact numbers you will need in the event of a claim.
Please read all the documents provided carefully, to ensure that you have the cover you
requested and to check that you have provided us with all necessary and correct
information.
We recommend that you take all the enclosed documents with you when you travel.
If you wish to discuss any aspect of this Insurance Policy, please call one of our advisors
on 04 5516325.
Yours Sincerely,
tŽƌůĚǁŝĚĞ /ŶƐƵƌĂŶĐĞ ^ŽůƵƟŽŶƐ D
Office 1108, Jumeirah Business Centre 4
Jumeirah Lake Towers, PO Box 32420
Dubai, United Arab Emirates
Tel. No.: +971 04 5516325
Email: admin@worldwideinsurancesolutions.com
514.58AE
Connectz
Certificate of
Insurance
Policy Number WIS1001/2015
Policy Issue Date: 25/04/15
Policy Start Date: 25/06/2015 Policy End Date: 25/06/2016
Customer Address: Address Line 1
Address Line 2
Address Line 3
Address Line 4
Premium: 514.58AED
Postal Code: EN11 8EP
City: City
Email: test@test.com
Customer Name: Test Customer
Telephone: 01234 567 8910
Mobile Number: 01234 567 8910
Destination: WorldwidePlan Type: Bronze Single Trip
Insured (Individual(s)): Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Additional Cover: Home Burglary Cover
1 of 2
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Leisure Travel
Useful Tips and
Tricks
You will find handy tips
throughout the system,
providing you with definitions
and explanations, to help
guide you through each step
of the process.
9
25/06/2016
01234 567 8910
Worldwide
Not Covered
Not Covered
The Travel Insurance is underwritten by Alliance Insurance P.S.C, with
services provided by Allianz Global Assistance C/O Arab Gulf Health
Services (NEXtCARE).
Thank you for purchasing cover with Company Name.
Your policy reference is: XXXXX
Please find attached your policy documentation, which includes:
• Policy Schedule
• Policy Summary
• Policy Wording
Within the Policy Wording you will find important and valuable information, including
emergency contact numbers you will need in the event of a claim.
Please read all the documents provided carefully, to ensure that you have the cover you
requested and to check that you have provided us with all necessary and correct
information.
We recommend that you take all the enclosed documents with you when you travel.
If you wish to discuss any aspect of this Insurance Policy, please call one of our advisors
on 04 5516325.
Yours Sincerely,
tŽƌůĚǁŝĚĞ /ŶƐƵƌĂŶĐĞ ^ŽůƵƟŽŶƐ D
Office 1108, Jumeirah Business Centre 4
Jumeirah Lake Towers, PO Box 32420
Dubai, United Arab Emirates
Tel. No.: +971 04 5516325
Email: admin@worldwideinsurancesolutions.com
25/06/20
01234 56
Worldwid
Not Cove
Not Cove
Connectz
Insurance
Policy Number WIS1001/2015
Policy Issue Date: 25/04/15
Policy Start Date: 25/06/2015 Policy End Date: 25/06/2016
Customer Address: Address Line 1
Address Line 2
Address Line 3
Address Line 4
Premium: 514.58AED
Postal Code: EN11 8EP
City: City
Email: test@test.com
Customer Name: Test Customer
Telephone: 01234 567 8910
Mobile Number: 01234 567 8910
Destination: WorldwidePlan Type: Bronze Single Trip
Insured (Individual(s)): Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Additional Cover: Home Burglary Cover
1 of 2
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Test Customer
(08/08/1992)
Passport Number: 123456789
Leisure Travel
Home - Business Travel - Get Quote
Business Travel
Trip Details
Cover Level
Policy Start Date: dd/mm/yy
Option 1 Option 2
Tips
Travel Pattern Please enter the total number of travel days; the total number of days should
be calculated by the average number of days required for one trip, multiplied by the
estimated number of trips required over a yearly period, e.g. 25 trips averaging 5 days each
trip is 125 total days travel.
Business Travel cover offers Worldwide travel for your company.
Travel Pattern:
Home - Business Travel - Get Quote
Business Travel
Trip Details
Cover Level
Policy Start Date: dd/mm/yy
Option 1 Option 2
Tips
Travel Pattern PleaPlease ense enter tter t
be cabe calculalculated bted by they the averaverage nage n
estimated number of trips requ
trip is 125 total days travel.
Business Travel cover offers W
Travel Pattern:
You will find handy titips
throughout the systetem,
providing you with definitioions
and explanations, to heland ex help
guide u through each sguide you thguide u thro h each step
of the process.of the processof t
9
Tips
Travel Pattern Please enter the total number of travel days; the
be calculated by the average number of days required for
estimated number of trips required over a yearly period, e.g. 25
trip is 125 total days travel.
Business Travel cover offers Worldwide travel for your company

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Brochure

  • 1. Connectz Our cutting edge B2B Solution Worldwide Insurance Solutions Call Us: +971 4 5516325 Email Us: customerservice@worldwideinsurancesolutions.com
  • 2. About Connectz 1 Worldwide Insurance Solutions,WIS, is a leading provider of partnership marketing & distribution solutions. Our innovative marketing and distribution solutions are based on cutting edge technology, allowing our partners to maximise revenue while delivering great service to the end customer. Working with partners from across the Travel, Consumer and Corporate Insurance sectors, WIS delivers impactful B2B solutions, through WISConnectz that provides the platform for growth. With a global view, and drawing on its significant experience of product development and distribution across both mature and immature markets, the WIS mission is to be the recognised leader and innovator of travel and consumer insurance distribution, known for creating tangible value and delivering on its commitments every time, first time. The WIS Story While WIS is a relatively new company, we bring to our partners the knowledge and insight from over 25 years experience in the travel and insurance sectors.Wholly owned by the Directors ofWIS,the company was founded in 2014 to lead innovative in both marketing and distribution. Jonathan Cooper Director Jonathan Cooper (JC) is the Managing Director and Founder of Worldwide Insurance Solutions.With a career spanning over 25 years in insurance, JC has worked with the worlds leading providers in the travel & retail industry and crafted some of the most innovative and impactful business solutions. He is recognised by clients and former colleagues as a creative and dynamic global business leader with experience and expertise across all travel insurance disciplines, excelling in strategic direction and business development. Nuzrat Aziz Director Nusrat Aziz, Director WIS, has over 20 years experience in the Travel and insurance industry. Based in the Middle East, Nusrat has worked across the GCC, South Asia, Africa as well as Central and Eastern Europe. Building on her deep understanding of distribution channels and strategic partnerships, Nusrat has over the last 8 years, successfully implemented a number of major airline & insurer partnerships as well as consumer propositions through both the retail and travel industry. She is recognised by the industry for her focus on relationship management and development of profitable sustainable partnerships.
  • 3. What We Do Distribution Strategy We work with you to assess your current strategy, understand what works, what needs to change, what needs to improve and where you can make a difference. Partner Support & Development We believe in long term relationships, proactive and focusing on shared goals backed by a vigorous challenge to allow for continuous improvement. Marketing WIS has it’s core strength excellence in marketing strategy and techniques. Distribution Analytics Analysis of your business performance - be it sales, retention, revenue, performance against targets and campaign management. Smart Workflow Our business model is based on process efficiency, be it in terms of installation, ongoing management or product/channel upgrade. Programme Account Management For partners using WISConnectz, our B2B technology solution. Management Information WISConnectz provides real time management information on all users. Products and Portfolio We bring our partners one of the widest range of product portfolios in the market. Products that reflect your brand values, stategy and customer aspirations. End to End Ecommerce Solutions WISConnectz is an end to end e-commerce solution. WIS provides Partnership Marketing & Distribution Solutions for clients active in the travel and retail industry as well as consumer and corporate insurance sectors. Building on our years of experience and deep level of market insight we provide strategic advice to our clients as they look to explore new channels, new markets and generate new revenue streams. We provide full end-to-end solutions for our clients with market-leading products and services, delivered on a cutting edge technology platform. 2
  • 4. WISConnectz offers a range of Agency Facilities with very generous commission rates. Whether you have heard all about us, are pleased with what you have seen online or simply want to start enjoying the service and benefit of WISConnectz, opening an account could not be any simpler. The agency application is simple, swift and all online. Getting online with WISConnectzConnectzCon Connectz Welcome to... Worldwide Insurance Solutions Connectz Lorem ipsum dolor sit amet, consectetur adipiscing elit.Vestibulum posuere dignissim nulla, et finibus diam sollicitudin sit amet. Nulla feugiat neque bibendum, porta purus sed, ornare quam. Pellentesque quis vehicula massa. Integer mattis tempor augue, et faucibus nulla interdum gravida. Agent Log In Username Password Log In Forgotten Password? ↸ Who We Are Getting Online Working With Us Contact Us Call Us: 01234 567 8910 Email Us: email@worldwideinsurancesolutions.com Open an Agency with us 3 Shop If you are a shop owner, WISConnectz is a reliable service which enables you to quote and issue policies, aiming to work seamlessly with your business. Consultancy As a consultant, the WISConnectz system offers you the flexibility to quote on the go, with a sleek reponsive design built to support any device. Broker WISConnectz offers competitive rates to provide your clients with cover for a wide range of products, focusing on but not limited to Travel Insurance.
  • 5. Shop Agency To set up an Agency with WISConnectz, please complete the application form below and we will get back to you shortly. Contact Details Email Address: Forename: Telephone Number: Position: Company Information Address 1: Company Name: Class: Address 2: Address 3: Address 4: Your Forenames Company Position Your Email Your Telephone Number Company Name Surname: Your Surname Please Select... Address 1: Address 2: Address 3: Address 4: Declaration Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eget diam luctus nisi ultrices tincidunt tempus in ante. Curabitur bibendum mi vel faucibus rutrum. Nullam sodales nec ante a iaculis. Fusce hendrerit dapibus bibendum. Ut consectetur aliquet ligula et ultricies. Morbi vehicula sed sapien at rutrum. Praesent auctor tellus vitae risus rutrum, et porta ipsum tristique. Vivamus ut leo urna. Please tick the box confirm that you agree to the declaration above. Submit Application Class Tips Travel Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eget diam luctus nisi ultrices tincidunt tempus in ante. Medical Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eget diam luctus nisi ultrices tincidunt tempus in ante. Corporate Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras eget diam luctus nisi ultrices tincidunt tempus in ante. For Your Information WISConnectz respects your privacy and will only share the personal information you have given us with other organisations for administration purposes. This is in compliance with the provisions of the Data Protection Act 1998. Data Protection Registration Number: WIS0001 By submitting your information you are consenting for WISConnectz to contact you regarding your application or with any other relevant products or information. Sub Agencies Number of Additional Agencies: Please Select... Sub Agency Tips Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque dapibus semper diam id imperdiet. Sed pharetra sapien molestie egestas volutpat. Donec tincidunt ullamcorper ante, vel pharetra ex ullamcorper in. TelTelTelephephephephoneoneone NuNuNumbembember:r:r: CCCCCoooommmmpppppaaaannnnyyyyy IIIIInnnnfffffoooorrrrmmmmaaaattttiiiiioooonnnn AddAddAddresresress 1s 1s 1::: ComComCompanpanpany Ny Ny Nameameame::: ClaClaClass:ss:ss: AddAddresress 2s 2:: Address 3: Address 4: YouYour Tr Teleelephophophonene NumNumberber ComComComComCompanpanpanpany Ny Ny Ny Ny Nameameameame Please Select... AddAddAddresress 1s 1s 1:: AddAddress 2s 2: AddAddresress 3s 3:: Address 4: ClaClaClass TipTipTipTipTips TravTravelel LoreLorem ipm ipm ipsumsum dolodolor sir sit amt amet,et, consconsecteecteturtur adipadipisciiscing eng elit.lit. CraCras egs eget det diamiam luctluctus nus nisiisi ultrultrultricesicesices tintintinciduciducidunt tnt tnt tempuempus ins ins in antantante.e. MediMedicalcal Lorem ipsum dolor sit amet, consectetur adipadipiscing eng elit. Cras egs eget diam luctus nisi ultrices tincidunt tempuempus in ante. Corporate LoreLorem ipm ipsumsum dolodolor sir sit amt amet,et, consconsecteecteturtur adipadipisciiscing eng elit.lit. CraCras egs eget det diamiam luctluctus nus nisiisi ultrices tincidunt tempus in ante. Sub Agencies Number of Additional Agencies: Please Select... Sub Agency Tips Lorem ipsum dolor sit amet, consectetur adipiscing elit. Quisque dapibus semper diam id imperdiet. Sed pharetra sapien molestie egestas volutpat. Donec tincidunt ullamcorper ante, vel pharetra ex ullamcorper in. Activate an Agency You can activiate your WISConnectz Application. Please log in below using the details emailed to you.You will be asked to agree the Terms of Business so that you can activate your WISConnectz account. Activation Code Activate Apply Online Applying online with WISConnectz is simple. All you need to do is fill out our online application form, selecting your type of business and we will be in touch. 4 Once your application has been approved, you will be sent an email with your ‘Activation Code’. You can activate your Agency on the front end of our site, where you will then be prompted to create your user profile, giving you access to all of our backend facilities.
  • 6. Getting a Quote with WISConnectz Home - Leisure Travel - Get Quote Leisure Travel Trip Details Trip Type: Single Trip Annual Trip Family Group: FamilyIndiviudual(s) Children: Adults: Travel Date(s): toStart Date End Date Destination: Europe Worldwide Cover Level Would you like to upgrade to an Annual Trip policy? Bronze Single Trip 140.37 AED Silver Single Trip SelectFull Benefits + Cancellation & Curtailment Medical Expenses Baggage Personal Liability 2000 2000 2000 2000 112.30 AED SelectFull Benefits + Cancellation & Curtailment Medical Expenses Baggage Personal Liability 2000AED 2000AED 2000AED 2000AED Bronze Annual Trip Silver Annual Trip FamilyIndiviudual(s) Chi C Wou Additional Cover Home Burglary: 56.15AED Terrorism Extension: 56.15AED Golf Cover: 56.15AED Hazardous Sports: 56.15AED Winter Sports: 56.15AED ContinueSave QuoteProduct Information Input your Trip Details Choose your Cover Level Choose Additional Cover Getting a quote with WISConnectz is easy. Simply select your type of cover, input your travel date(s), and how many travellers require cover under this policy. Once you have input all of your cover information, you will be provided with different levels of cover to offer your client. Now that your level is cover is selected, your client may be interested to know that they can choose from a variety of additional options for their policy. 5
  • 7. Home - Leisure Travel - Get Quote Leisure Travel Product Information Trip Details Single Trip Annual Trip Family Group: FamilyIndiviudual(s) Children: Infants:Adults: Seniors:0 1 Travel Date(s): 08/08/2015 Home - Leisure Travel - Get Quote Leisure Travel Product Information Trip Details Single Trip Annual Trip Family Group: FamilyIndiviudual(s) Children: Infants:Adults: Seniors:0 1 Travel Date(s): 08/08/2015 Save Quote Customer Details Save Forename(s): Forename(s) Surname: Surname Email Address: Email Address Phone Number: Phone Number Title: Please Select... Close Policy WIS0001/2015 Policy Details Trip Type: Annual Trip Destination: Europe Customer: Mr Test Customer Issue Date: 24/04/2015 Travel Date: 24/06/2015 Email Address: test@test.com Premium: 112.30AED Options: Home Burglary Family Group: Individual(s) (2 Adults) Mrs Test Customer (25), Mr Test Customer (26) Home Contents 140AED AddMore Information Collision Damage Waiver 130AED AddMore Information Cancel Policy Home - Leisure Travel - Get Quote - Policy Details Product Information Customer Forename(s): Forename(s) Surname: Surname Email Address: Email Address Phone Number: Phone Number Title: Please Select... Policy Details Address: Address Line 1 Address Line 2 Address Line 3 Address Line 4 LeadTraveller Forename(s): Forename(s) Surname: Surname Title: Please Select... Passport Number: Passport Number Mobile Number: Mobile Number Date of Birth: DD/MM/YYYY Copy Details to Lead Traveller Traveller 2 Forename(s): Forename(s) Surname: Surname Title: Please Select... Date of Birth: DD/MM/YYYY Quote 10001 Product Information Quote Details Trip Type: Annual Trip Destination: Europe Customer: Mr Test Customer Quote Date: 24/04/2015 Travel Date: 24/06/2015 Email Address: test@test.com Premium: 112.30AED Options: Home Burglary Family Group: Individual(s) (2 Adults) Mrs Test Customer (25), Mr Test Customer (26) Quotation Policy Wording All DocumentsPolicy Summary 24/04/15 12:03 24/04/15 12:03 Re-Emailed Documents Jody Brooks Policy Purchased Jody Brooks Notes Issue Policy Edit DetailsEmail Documents Add a Note Save your Quote Your client may need time to think about their cover. But don’t worry, you can save their information at any point through the quote process. You can also add a reminder via the notes section, prompting you to call the client back to confirm and issue cover. Or Issue the Policy Once your client is happy with their level of cover, you will have the ability to review once more before purchase. The client will recieve an email confirming their purchase, along with the cover details and policy documentation. You will also be offered upsell opportunities after purchase. 6
  • 8. Features The WISConnectz system offers you a reporting tool, which allows you to track quotes and policies over a specified date period, providing with a breakdown of policy data. Reports WISConnectz are always evolving as a company and like to keep you up to date with all of the latest news on products and features within the system via our announcement area. Announcements Once you have logged into the WISConnectz system you will be welcomed with daily and weekly stats, providing you an overview to the volume of quotes and sales produced in that time period. Stats The notifications area is a useful way to help you stay on top of customer relations, prompting you with daily reminders. Notifications 7 This Week Quotes 1,534 View Mor Announcements Sample Announcement There is a new travel product available! Lorem ipsum dolor sit amet, consectetur ad Read More > Search Search Stats Today Quotes Sales GWP (AED) 104 25 50,000 AED Home Notifications Quote(s) Requiring Attention Policie(s) Requiring Attention 4 2 The WISConnectz system offers you a reporting tool, which allows you to track quotes and policies over a specified date period, providing with a breakdown of policy data. 7 top of 1,534 View Mor ements ement travel product available! or sit amet, consectetur ad Search WISConnectz are up to date with the system via o Once you have logged into the WISConnectz system you will be welcomed with daily and weekly stats, providing you an overview to the volume of quotes and sales produced in that time period. re always evolving as a company and like to keep you all of the latest news on products and features within our announcement area. The notifications area is a useful way to help you stay on t customer relations, prompting you with daily reminders. s Week Quotes Announc Sample Announcem There is a new tra Lorem ipsum dolor Read More > Search Stats Today Quotes Sales GWP (AED) 104 25 50,000 AED Home Notifications Quote(s) Requiring Attention Policie(s) Requiring Attention 4 2 Stats Today Quotes Sales GWP (AED) 104 25 50, New Accounts awaiting activation New contact us enquiries to be answered
  • 9. 8 Whatever your business type, WISConnectz are sure to have the product to suit you and your client. Each product we provide has a comprehensive range of key features, and our simple process allows you to get a quote and issue a policy in just a few clicks. Our Products Leisure Travel Inbound Travel Business Travel Car Hire Excess Waiver Our range of products includes: Home Contents Group Medical Gadget Cover Business Travel Car Hire Excess Waiver Gadget Cover Financial Failure Collision Damage Waiver
  • 10. Documentation Connectz Quotation Schedule Quote Reference 10001 Quote Date: 25/04/15 Start Date: 25/06/2015 End Date: 25/06/2016 Premium: 514.58AED Email: test@test.com Customer Name: Test Customer Telephone: 01234 567 8910 Destination: WorldwidePlan Type: Bronze Single Trip Additional Cover Leisure Travel This quotation is based on the information you have provided to us. It is valid for 31 days from the date of issue provided there are no changes to your circumstances including your health during this period. The Travel Insurance is underwritten by Alliance Insurance P.S.C, with services provided by Allianz Global Assistance C/O Arab Gulf Health Services (NEXtCARE). Quoted by: Jody Brooks (Socrates Systems) Address Line 1, Address Line 2, Address Line 3, Address Line 4 012345678910 Not Covered Not Covered Home Burglary: Golf Cover: Winter Sports: Covered Not Covered Not Covered Terrorism Extension: Hazardous Sports: WISConnectz provides your client with a fully branded document pack, consisting of a quotation schedule, certificate of insurance, policy wording, policy summary, client letter and confirmation email. schedule, certificate of insurance, policy wor email. The Travel Insurance is underwritten by Alliance Insurance P.S.C, with services provided by Allianz Global Assistance C/O Arab Gulf Health Services (NEXtCARE). Connectz Dear Name, Thank you for purchasing cover with Company Name. Your policy reference is: XXXXX Please find attached your policy documentation, which includes: • Policy Schedule • Policy Summary • Policy Wording Within the Policy Wording you will find important and valuable information, including emergency contact numbers you will need in the event of a claim. Please read all the documents provided carefully, to ensure that you have the cover you requested and to check that you have provided us with all necessary and correct information. We recommend that you take all the enclosed documents with you when you travel. If you wish to discuss any aspect of this Insurance Policy, please call one of our advisors on 04 5516325. Yours Sincerely, tŽƌůĚǁŝĚĞ /ŶƐƵƌĂŶĐĞ ^ŽůƵƟŽŶƐ D Office 1108, Jumeirah Business Centre 4 Jumeirah Lake Towers, PO Box 32420 Dubai, United Arab Emirates Tel. No.: +971 04 5516325 Email: admin@worldwideinsurancesolutions.com 514.58AE Connectz Certificate of Insurance Policy Number WIS1001/2015 Policy Issue Date: 25/04/15 Policy Start Date: 25/06/2015 Policy End Date: 25/06/2016 Customer Address: Address Line 1 Address Line 2 Address Line 3 Address Line 4 Premium: 514.58AED Postal Code: EN11 8EP City: City Email: test@test.com Customer Name: Test Customer Telephone: 01234 567 8910 Mobile Number: 01234 567 8910 Destination: WorldwidePlan Type: Bronze Single Trip Insured (Individual(s)): Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Additional Cover: Home Burglary Cover 1 of 2 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Leisure Travel Useful Tips and Tricks You will find handy tips throughout the system, providing you with definitions and explanations, to help guide you through each step of the process. 9 25/06/2016 01234 567 8910 Worldwide Not Covered Not Covered The Travel Insurance is underwritten by Alliance Insurance P.S.C, with services provided by Allianz Global Assistance C/O Arab Gulf Health Services (NEXtCARE). Thank you for purchasing cover with Company Name. Your policy reference is: XXXXX Please find attached your policy documentation, which includes: • Policy Schedule • Policy Summary • Policy Wording Within the Policy Wording you will find important and valuable information, including emergency contact numbers you will need in the event of a claim. Please read all the documents provided carefully, to ensure that you have the cover you requested and to check that you have provided us with all necessary and correct information. We recommend that you take all the enclosed documents with you when you travel. If you wish to discuss any aspect of this Insurance Policy, please call one of our advisors on 04 5516325. Yours Sincerely, tŽƌůĚǁŝĚĞ /ŶƐƵƌĂŶĐĞ ^ŽůƵƟŽŶƐ D Office 1108, Jumeirah Business Centre 4 Jumeirah Lake Towers, PO Box 32420 Dubai, United Arab Emirates Tel. No.: +971 04 5516325 Email: admin@worldwideinsurancesolutions.com 25/06/20 01234 56 Worldwid Not Cove Not Cove Connectz Insurance Policy Number WIS1001/2015 Policy Issue Date: 25/04/15 Policy Start Date: 25/06/2015 Policy End Date: 25/06/2016 Customer Address: Address Line 1 Address Line 2 Address Line 3 Address Line 4 Premium: 514.58AED Postal Code: EN11 8EP City: City Email: test@test.com Customer Name: Test Customer Telephone: 01234 567 8910 Mobile Number: 01234 567 8910 Destination: WorldwidePlan Type: Bronze Single Trip Insured (Individual(s)): Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Additional Cover: Home Burglary Cover 1 of 2 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Test Customer (08/08/1992) Passport Number: 123456789 Leisure Travel Home - Business Travel - Get Quote Business Travel Trip Details Cover Level Policy Start Date: dd/mm/yy Option 1 Option 2 Tips Travel Pattern Please enter the total number of travel days; the total number of days should be calculated by the average number of days required for one trip, multiplied by the estimated number of trips required over a yearly period, e.g. 25 trips averaging 5 days each trip is 125 total days travel. Business Travel cover offers Worldwide travel for your company. Travel Pattern: Home - Business Travel - Get Quote Business Travel Trip Details Cover Level Policy Start Date: dd/mm/yy Option 1 Option 2 Tips Travel Pattern PleaPlease ense enter tter t be cabe calculalculated bted by they the averaverage nage n estimated number of trips requ trip is 125 total days travel. Business Travel cover offers W Travel Pattern: You will find handy titips throughout the systetem, providing you with definitioions and explanations, to heland ex help guide u through each sguide you thguide u thro h each step of the process.of the processof t 9 Tips Travel Pattern Please enter the total number of travel days; the be calculated by the average number of days required for estimated number of trips required over a yearly period, e.g. 25 trip is 125 total days travel. Business Travel cover offers Worldwide travel for your company