Redkik Broker Portal App User Guide

Redkik Broker Portal App

Product Information

The Redkik Broker Portal is a web-based platform that allows users to book shipments and purchase insurance coverage for their cargo. The portal offers multiple policies to choose from, and users can select their desired policy on the booking page. The system provides a quote within 30 seconds, and users can save the quote for later or accept it by clicking the “Send Quote” button. After accepting the quote, users can proceed with the booking process and make payment via a secure payment page or pay later via invoice. The purchase confirmation email includes the certificate of insurance.

Product Usage Instructions

To use the Redkik Broker Portal, follow these steps:

1. Go to https://app.redkik.com/ and login with your credentials. Click “Forgot password” if you’ve forgotten.
2. On the Bookings page, click the “New” button at the top to begin the booking process.
3. Select your desired policy from the drop-down menu at the top of the booking page.
4. Enter the origin/destination details. The system will search addresses for you as you type, or you can use the down arrow to open all address fields.
5. If you choose Sea or Air, enter the Exit/Entry ports and Vessel details.
6. Enter the Booking Holder details (for the Insured Party) and fill in all required details. Click the “Submit” button at the bottom to continue with the booking process.
7. Our system will provide a quote within 30 seconds. Click “Return” to make changes, “Save” to save the quote for later, or “Send Quote” to accept the quote.
8. To proceed, click “Protect My Cargo”. Review the shipment details and terms and conditions, agree to the terms and conditions, and click “Continue”.
9. Make payment via the secure payment page or pay later via invoice. After finishing payment, you will receive a purchase confirmation email, including the certificate of insurance.

INTRODUCTION

This guide walks you through booking a shipment using the Redkik Broker Portal which can be found at: https://app.redkik.com/

You’ll be taken directly to the Bookings page.

Note: Some tabs are not available to all users.

How to create a booking

• At the top of the Bookings page, you’ll find the “New” button.
• Click here to begin the process.

Step 1: Policy &Details

• If there are multiple policies available to your organization, you will see a drop down menu at the top of the booking page. Select your desired policy here.

Enter the shipment details

• Commodity – You can either scroll through the list of available commodities or simply begin typing and the list will filter for you.
• Insured Value – The maximum value which will be covered to the end customer in the event of ‘total loss’ i.e., if the entire shipment is destroyed or lost. This is calculated using the formula (Cargo Value + Cost of Freight) + 10%. IMPORTANT: Do not use punctuation of any kind in this field. No commas or decimal points.
• To add additional commodities, click this button:
• Use the red trash can icon to delete a line.
• Commodity Description – This is a free form, but required, field. Be as accurate as possible in your description of the cargo. This information will be important should you need to file a claim.
• Shippers Reference#/Marks and Numbers – Another free-form field for a tracking or reference code that the shipper has assigned to the shipment. Not a required field.

Enter the origin/destination details

• As you type, the system will search addresses for you; or you may use the down arrow at the right to open all address fields.

Enter the Journey details

• Start and End dates – Your start date will be the date your policy is effective. The end date must be after the start date.
• Transport type – Choose from Land, Sea, or Air.
• Carrier – Enter carrier name here. Not a required field.

If you choose Sea or Air, there are fields to enter Exit/Entry ports and Vessel

Enter the Booking Holder details (for the Insured Party)

Select the customer type, either

• Organization/Company or
• Private Individual

Then simply fill out the customer information fields. The ‘Reference’ field is free form and not required. The address field works in the same manner as earlier described. Once you have entered information for a customer, that customer will be saved and available to you in a drop down. No need to re- enter data.

After filling in all the required details, click the ‘Submit’ button at the bottom to continue with the booking process.

Step 2: Offers

• Our system will give you a quote within 30 seconds…
• Should changes need to be made, simply click the ‘Return’ button. Click ‘Save’ to save the quote for a later purchase. To accept the quote, just click the ‘Send Quote’ button.

Step 3: Complete

After a successful purchase, the system will show you the reference number assigned to the shipment and a purchase confirmation email is automatically sent to the booking holder. You can then choose to either View Booking Details of the booking you just made or Start New Quote to purchase another booking.

Quotation Email

The status of the booking is set to “Pending” until confirmed by the customer. The owner of the shipment will receive a quotation email from Howden admin@system.redkik.com which informs them who the insurance provider is and the total cost of insurance for the shipment.

• To proceed, the customer needs to click “Protect My Cargo”. They will then be taken to a page that summarizes the shipment details and the terms and conditions of the coverage offered.
• After agreeing to the terms and conditions, clicking “Continue” takes them to the payment page. If they choose to Pay Now, they are directed to a secure page to provide payment details. Or they may choose to Pay Later via invoice. After finishing payment, they will receive a purchase confirmation email, including the certificate of insurance.

© 2022, Redkik
All rights reserved.
Please handle this document electronically if possible. Only print if needed and recycle when done. Feel free to send an email to support@redkik.com for any additional requirements.
Thank you.

References

• Embedded Insurance Software – Instant & Integrated | Redkik
• app.redkik.com/

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