Welcome to Plain!
This guide gives you an overview of Plain’s key features so you can quickly and easily get started with business insurance.
Add Your Company
Once you’re logged in, you can easily add your company by searching for its name or CVR number.
Next, your company details will be displayed, and you can proceed by clicking “Add company,” after which you’ll be asked to answer a few short questions.
Your current insurance situation
To give you the best possible experience with Plain, we’d like to ask a few questions about your company’s existing insurance policies. The purpose of this is to tailor a solution that fits your company’s specific needs, whatever your situation may be.
Select whether your company already has insurance elsewhere by answering “Yes” or “No.”
If your company has existing insurance, simply indicate which policies you have and where they are held. We will help you transfer these to Plain at a later stage.
Onboarding - four simple steps
Your company information is now in place, and you’re ready to complete the onboarding process, which is divided into four simple steps:
Employees
Revenue
Details
See offers
1. Employees
When you click “Complete onboarding,” you can choose to add employees.
You can easily enter the number of full-time and part-time employees working in your company. This includes both paid and unpaid staff.
2. Turnover
Once you’ve entered the number of employees, click “Continue to the next section.” On this page, we’ll collect your key financial figures to tailor the right coverage for your business - easily, quickly, and without hassle.
You can either manually enter your company’s expected annual revenue and total asset value or choose to connect your accounting system.
3. Company details
In the next step, you’ll describe what your company does and where its activities take place, so we can adjust the coverage specifically to your company profile.
Describe your company’s activity: Briefly explain what your business does.
Geography and location: Select the area where your company operates and carries out its activities.
Basement access: Indicate whether your company uses a basement. Plain notes that basements represent a higher risk, for example, of water damage.
Once the fields are filled in, you can click “See your offers” and you will be presented with an overview of available insurance options as well as your personalized insurance offers. Here, you’ll be guided through purchasing your first policy, be able to see prices, read more, and choose the coverage that suits your business best.
4. View offers
Under “See your offers,” you’ll see an overview of your insurance offers. You can easily read more about the different options by clicking “click here to read more about this insurance,” ensuring you choose exactly what fits your company’s needs.
Once you have found the right insurance, simply click “Select insurance” where you can then proceed to payment. Here, a summary of your insurance coverage and the price for the first period, as well as the duration of the first coverage period, will be displayed.
To complete the purchase, click “Confirm,” where you confirm that the information provided is correct and accept Plain’s general terms and conditions.
Your purchase is complete, and you are now officially a Plain customer!
Before you can pay for your insurance each month, you’ll need to add your payment card. Simply click “Add payment card” and follow the instructions.
Plain ensures that the process is simple and secure, and you’ll always have a clear overview of your active coverages and payment setup.
Plain main menu
Your selected insurance is now active and clearly displayed under “Coverages” in the main menu on the right in Plain.
The menu contains the following sections:
Overview
Here you’ll see a summary of your insurance policies, your next payment, and their status.
Coverages
Here you can easily view your active insurance policies, as well as contact Plain if you’d like to learn more about customizing your coverage to fit your needs more specifically.
You’ll also find the “Claims” section here, where you can quickly and easily report a claim to Plain. If a claim needs to be made, just click the “Start filing” button and you’ll be guided through a few simple steps. You can contact Plain at any time if you have questions or are unsure about the claims process.
Offers
Here you’ll find quotes and available coverages options tailored specifically to your company’s needs.
Company
In this section, you’ll find an overview containing all key information about your company. This includes the company name, address, CVR number, industry code, and options to connect your accounting and payroll systems, as well as view current insurance policies and add more.
Under addresses, you can register and manage your company’s locations. View existing addresses, add new ones, and get an overview of where your company has activities or departments.
The users section allows you to manage who has access to your company’s information and who can make changes.
Under consents, you can view your signed consents.
In the log section, your company’s activity history will be displayed. Here you can easily see and review what changes have been made.
Employees
This feature provides you with an overview of your company’s employees. At the top, you can filter the list by full-time or part-time staff. There is also an option to access help guides directly when adding new employees.
Employees can be created automatically based on onboarding information, but you can also easily add employees manually by clicking “Add employee” at the top right. You can then fill in the employee details and click next.
To set up employees who have already been created automatically, click “Set up employee” next to the selected employee.
You will then proceed to a form where you enter the employee’s name and the relevant job title, such as “Customer succes,” in the appropriate fields. Next, you select the type of employment so it’s clear whether the employee should be registered as full-time or part-time. Once all the necessary information has been entered, continue by clicking “Save.”
Payment
Under “Payments,” you have easy access to manage both payment methods and invoices for your insurance with Plain.
You can update or add new payment methods by selecting “Manage payment methods,” ensuring that your insurance payments are handled correctly and automatically. Everything is organized and clear, so you can quickly keep track of both payments and billing for your insurance agreements.
