Insurance Booking: Pre Login
Customers can see available options and buy insurance that fit their needs without leaving the third-party platform.
Showcase insurance offers
Customers learn about Citi-connected offers for insurance plans on a third-party platform.
Customers can log in to Citi securely with their Citi User ID and password.
Customers can authorize Citi to share their data with trusted third-party providers.
One-Time Pin (OTP) validation
Consenting customers can receive an OTP from Citi on their registered mobile number and then validate it. Once validated, Citi will share the customer’s profile details with the third-party and customers will be directed to the third-party site.
After authentication, customers may review a selection of eligible products and choose their preferred option.
After selecting a product, customers take a questionnaire in order to proceed.
Product Disclosure Sheet
Customers review the product details in the product disclosure sheet in order to proceed.
Customers can review and agree to the insurer's terms and conditions of the selected insurance product.
Purchase the policy
Customers can select which Citi account they’d like to use at purchase.
Customers can receive an acknowledgment on booking confirmation along with the policy number.