How to Process Kaiser through using IMG portal
In case the above video doesn’t work, refer to the illustrated steps below:
Step 1: Log in to your account
Step 2: Scroll Down and Click EAPP
Step 3: Type in your login details
Step 4: Click New Proposal
Step 5: Click Continue as Agent 1
Step 6: Click Kaiser Health Care
Step 7: Key in the Client Information, name & code of the Agent, then Click Create Quote
If I were your Agent 2, type in Franklin Vios and 158278PH on the spaces provided.
Step 8: Change Plan Name if the client prefers a different plan (Note: Default is 100k Plan)
In this example, we choose 45k.
Step 9: Scroll down and Select Term of Payment
In this example, we select Monthly Installment.
Step 10: Complete the Client Application Form