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Navigation within the PPCS User Interface

The downloaded PPCS Client desktop installer file and PPS Library configuration files are the pre-requisites to write the policy using PPCS system. Use the PPCS Client installer to install the PPCS client on Tenant’s (or Tenant User’s) local machine. Then run the .ppscloud file which opens the PPS client to proceed with creating / managing the policy transactions (policy creation, etc).

Background

The key prerequisites to access the PPCS client application are listed below:

  1. OIC Portal first creates Tenant for the Proposed Agent/Carrier organization.
  2. Tenant in turn will create users and coordinate in getting the user credentials to the users associated with him.
  3. Tenant user will download the PPS installer from OIC Portal and get the PPCS client installed on his local machine.
  4. Tenant’s user then subscribes to the PPCS Library required for performing the business transactions, and executable will be downloaded to the user’s desktop.
  5. As part of the contracting process, the Tenant will be provided with SFTP access by creating a folder structure in the name of Tenant.

Once the prerequisites are met, the Tenant’s user can log into the system and can start creating/ issuing the policies provided the MRL is deployed and available on the cloud.


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