{"id":15103,"date":"2024-05-12T06:29:01","date_gmt":"2024-05-12T06:29:01","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=15103"},"modified":"2024-05-12T06:29:01","modified_gmt":"2024-05-12T06:29:01","slug":"adding-a-new-insurance-agent-2","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-insurance-agent-2\/","title":{"rendered":"Adding a New Insurance Agent"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]An accounting system is vital in the insurance industry, particularly the medical sector. This is why Daftra has created a special application for insurance agents. This app is a reliable tool that simplifies the management of accounting matters for the insurance companies you are affiliated with.<\/p>\n

To assist you in navigating the intricacies of medical insurance within Daftra, we offer a comprehensive guide. This resource empowers eyewear and optics shop to add an insurance agent and assign agents to patients and other features that you\u2019ll get to know through this guide.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more info refer to the \u201cAdding a new Insurance Agent<\/a>\u201d guide.<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"[\/vc_column_text][vc_custom_heading text=”The Percentage Borne by the Insured and the Insurance Company” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711279326830{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Both the insured and the insurance company bear a percentage of the product or service cost, known as the \u201cCo-payment percentage<\/strong>.\u201d<\/p>\n

When you specify the percentage for either party, the system automatically calculates the remaining cost borne by the other party.<\/p>\n

For example, if you set a 60% co-payment percentage for the insurance company (Company Co-payment), the client will automatically bear a 40% co-payment percentage (Client Co-payment).<\/p>\n

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\"\"<\/a><\/p>\n

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Also, the system allows you to set a maximum copayment for both parties. As well as adding a discount to the co-payment cost for the client, not the insurance company. This discount is applied after splitting the co-payment percentage between the client and the insurance company.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”alert-warning” css=”.vc_custom_1711278394548{margin-left: 200px !important;}”]<\/p>\n

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Before starting make sure to enable the Insurance app<\/a>\u00a0first.<\/strong><\/p>\n<\/blockquote>\n

[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Adding a New Insurance Company to Your Optics Shop Account on Daftra” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1715494546649{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text]To add a new insurance company, click \u201cInsurance Agents<\/b>\u201d from the main menu, then select \u201cAdd Insurance Agent<\/b>.\u201d<\/p>\n

Fill in the required info about the insurance agent.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"<\/a>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Once you\u2019ve added the insurance company information, clicking \u201cSave and Continue<\/strong>\u201d will automatically bring up the \u201cAdd Insurance Category<\/strong>\u201d screen. You can then fill in the category details as shown in the image.<\/p>\n

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\"\"<\/a>[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details about the insurance categories\/classes refer to the \u201cAdding an Insurance Class<\/a>\u201d guide.<\/strong>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=”Adding a new category\/class to an existing agent” font_container=”tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1711280078721{margin-left: 120px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]Click on \u201cManage Insurance Agent<\/strong>\u201d from the main menu<\/p>\n

under \u201cInsurance Agent<\/strong>\u201c,<\/p>\n

select the desired agent\/company.<\/p>\n

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\"\"<\/a><\/p>\n

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After entering the insurance company\u2019s profile, click on \u2018New Class,<\/strong>\u2018 as shown in the following image:<\/p>\n

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\"\"<\/a><\/p>\n

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Then you\u2019ll be redirected to the new category\/class page to fill in the details as discussed previously.[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For more details about medical insurance in Daftra refer to this\u00a0guide<\/a>.<\/strong>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5303],"tags":[],"class_list":["post-15103","user_manual","type-user_manual","status-publish","hentry","category-eyewear-and-optics-shop"],"yoast_head":"\nAdding a New Insurance Agent - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-new-insurance-agent-2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a New Insurance Agent - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]An accounting system is vital in the insurance industry, particularly the medical sector. 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