Insurance Booking: Pre Login

Insurance

Insurance Booking: Pre Login

Customers can see available options and buy insurance that fit their needs without leaving the third-party platform.

Hong Kong

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Insurance

Showcase insurance offers

Customers learn about Citi-connected offers for insurance plans on a third-party platform.

API(s) Callout

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Secure identification

Customers can log in to Citi securely with their Citi User ID and password.

Customer Consent

Customers can authorize Citi to share their data with trusted third-party providers.

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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.

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Insurance options

After authentication, customers may review a selection of eligible products and choose their preferred option.

Underwriting Questionnaire

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.

Customer Declaration

Customers can review and agree to the insurer's terms and conditions of the selected insurance product.

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Purchase the policy

Customers can select which Citi account they’d like to use at purchase.

API(s) Callout

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Booking Confirmation

Customers can receive an acknowledgment on booking confirmation along with the policy number.