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
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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
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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
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ultrices tincidunt tempus in ante.
Medical
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adipiscing elit. Cras eget diam luctus nisi
ultrices tincidunt tempus in ante.
Corporate
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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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ullamcorper in.
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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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MediMedicalcal
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Corporate
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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
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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.
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