DTAP Procedure Manual Below 2 Mn

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DTAP Procedure Manual – Softlogic Life Insurance PLC
For below Rs. 2 million loans
Step 01 - Getting a quotation
Log in to the system using below credentials to get the DTAP quotation;



1. Log in Page

2. Home Page

Link: http://ime.softlogiclife.lk/
Username: DTAP.BOC
Password: DTAP@1234
(Please select “Bank” in the 3rd field)

3. Click ‘Underwrite’ then ‘DTAP Underwrite’ then ‘Quotation’ from the drop down list

4. Calculate the premium by filling “DTAP - Quotation”

Please note,







Always type the full name of the customer
Fill the customer’s date of birth as the mentioned format
Please always roundup the term to the next whole figure
Please select the correct gender since the premium is varying
Please select the correct loan type (For below Rs. 2 Mn Loans always select Housing Loan since
the premium is lower compare to other loan types)

Once you clicked the save icon, you will be getting the final quotation as follows,

Step 02 – Issuing cover confirmation
If the client agrees to the DTAP quotation premium amount, release the system generated cover confirmation
by following the steps,
Click ‘Underwrite’ then ‘Group DTAP’ then ‘Individual policy creation’ from the drop down

Fill all the requested details in Individual Policy creation to get the cover confirmation (Letter of Acceptance) as
follows,

Step 03 - Payment
Transfer the Payments to following bank account by mentioning the cover confirmation proposal number as reference,





Account Name
Bank & Branch
Account number
Reference

:
:
:
:

Softlogic life Insurance PLC
BOC Corporate Branch
81169175
Proposal number (Example - DT/PR2017/25690)

Step 04 – Issuance of original policy document
Softlogic life will issue original policy within one working day after receiving payment.
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