CULTURAL INSURANCE SERVICES INTERNATIONAL CLIENT PORTAL GUIDE

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CLIENT PORTAL MENU FUNCTIONALITIES:

Enrollments

• Add individual enrollments

• Generate your policy template

• Send welcome email packages

• Manage itinerary etc.

Invoicing

• Quickly search through invoices and perform varies actives with just a few clicks

• Send welcome package for invoices

• View/Print invoice details

• Make online payments

• Receive notifications on outstanding invoices

Search and Reporting Tools

• Access claim forms and policy brochure

• Generate enrollment rosters

• Invoice details; Search participants, invoices

• US and international provider search

Travel Information

• View travel alerts and warning issued by the state govern-ment

• Get information on US embassies around the world

Destination Information

• View any CDC issued health and vaccinations information

• Get destination profile

• Details on vise, exit/entry requirements

Welcome to the CISI Client Portal

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ENROLLMENTS

The following pages will walk you through the basic functionality of how to process enrollments, search for participants, and pay for invoices.

ADD ENROLLMENTS

You may add enrollments two ways, by manually typing in the participants information (ideal for one or two participants), or you may

upload a batch of participants by using our customized template.

• Select “Create Invoice” next to the current policy year

• If necessary, enter your PO number

• “Add Individual Enrollment” or “Import Enrollment

If the system generates errors, CISI will be automatically notified and will adjust the errors for you.

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Once you enrolled your participants, click on “Close Invoice”

“SEND WELCOME PACKAGE”

All the Participants on the generated invoice will receive:

• Medical Id Card

• Policy Brochure

• Consulate Letter

• Claim Form

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PARTICIPANT SEARCH

Do you need a medical Id card for a particular participant?

The Participants search menu allows you to search by name, destination, travel dates or all current active policy holders.

To search by name, you may simply type in just the last name. To narrow down the search you may use first name and DOB.

Do you need a copy of the materials? On the same page, you will see the following tabs “Invoice Detail Report,” “Invoice Cover Letter,”

and “Id Cards.”

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The participants name will display at the bottom on the screen.

• Check off the box next to the participants name

• View or print the materials from the screen

• Email the materials to the student or to yourself

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Search for invoices by the create date or by invoice number. If you do not have this information handy, check off the box “Include out-

standing payments less than 60 days” Search!

• View the invoice

• Pay now with a major credit card

PAYING ONLINE OR SEARCH FOR OUTSTANDING INVOICES

WE’RE HERE, WE’RE THERE, WE’RE EVERYWHERE!

1 High Ridge Park | Stamford, CT 06905 | (800) 727-2437