Payment & Submission

Stage 5 of 6 · Collect first premium, set recurring mandate, submit packet

Collect the first premium while sitting with the customer — the paid receipt is bundled with the proposal form and documents as a single packet before the application moves to underwriting.
1

First Premium Collection

Pay via Sathapana Banking Portal or generate a KHQR for the customer to scan

$18.00
Optional · Open a Sathapana limited-KYC account (< 5 min)
Pay this and future premiums straight from the new account. Skip if customer prefers QR / their existing bank.
When a full payment gateway is integrated, all methods are surfaced automatically — no extra config per RM.
2

Recurring Premium MandateMandatory

Direct debit authorisation — Sathapana Bank is the default debit bank

Debit Bank
Account Holder Name
Account Number
Debit Frequency
Preferred Debit Day
OTP AuthenticationRequired

An OTP will be sent to the customer's registered mobile to authorise the Standing Instruction on Sathapana Bank.

Submission Packet

  • Proposal form & health declaration
    Ready
  • Uploaded supporting documents
    Ready
  • First premium payment receipt
    Pending portal collection
    Pending
  • Recurring debit mandate
    Pending OTP authorisation
    Pending
Collect first premium via Sathapana portal to proceed