You can manage the Sesam Group Pension Insurances taken out by your company and the related policies, invoicing details and the insured on the Web Service.
Log in to the Web Service and select as the role the company you represent. Go to the Web Service’s Policies section from the top menu and select the required policy from the Group pensions menu.
In the Insured tab you can see the group’s data, the insured added to the group and the basic details of the insured.
In the Invoices tab are unpaid invoices and their details.
In the Event history tab, you can find all of the invoices paid on the policy.
In the Policy information tab, under Policy information you can view your company’s details, the method of payment for invoices, payment months and the investment plan.
You can add insured persons in the Insured tab by opening the relevant group.
Go to the ‘Insured’ tab, select the group and open the insured’s data. You may also select several insured at a time.
Select ‘Remove the insured person’.
Select the date on which the insured has left the group.
Select whether a separate payment will be made to the insured with an additional invoice. Select a sum and due date for the payment. The insured will remain on the invoices created earlier.
Select ‘Continue’ and ‘Remove from the group’
Unpaid invoices and their details can be found in the Invoices tab. The invoice proposition is an invoice generated by the management system automatically and according to the payment plan.
Under Other open invoices, you can change the insureds’ sums, open a PDF breakdown, export the insureds’ sums to an Excel file, import adjusted amounts with the Excel file or open invoices in PDF format by opening an invoice or invoice proposition. In addition, you can change the total of the invoice.
An additional invoice is an invoice created by a customer for an insured person.
You can change the invoice information in the Policy information tab. You can choose either a printed or online invoice by selecting Change invoice information under Payment method.