Quick start overview
Setting up Soda plan is straightforward and can be completed in under 30 minutes. Here's everything you need to know.
Setup timeline:
- Platform setup: 15-20 minutes
- Policy goes live: Immediately after activation (however, you can schedule set a future activation date if needed)
- Employee activation: Employees can sign up on the Doctor Anywhere app and begin using their benefits right away after activation
Before you start: gather information
Company information:
- Company name (registered name)
- UEN number (Unique Entity Number)
- Company address
Decision maker information:
- Full name
- Email address
Employee information:
You'll need for each employee:
- Full name (as per NRIC)
- NRIC number
- Date of birth
- Gender
- Email address (corporate, or if they don't have corporate - personal)
- Dependant's full name and NRIC (if applicable)
Plan configuration:
Decide on:
- Which plan (outpatient panel only, non-panel, flex, etc.)
- Annual limit per employee
- Which services to enable
- Co-payment settings (optional) - percentage per visit of fix amount per visit
- Individual benefit limits (optional)
- Cap limit per visit (optional)
- Number of visits per year (optional)
Step-by-step setup process
Step 1: Get a quote
- Go to soda.insure
- Click "Get instant quote"
- Select a plan
- Answer a few simple questions (how many employees need coverage, what's the annual limit per employee) and add your email to view your personalised quote
Step 2: Company information
- Enter company name
- Enter UEN number (auto-fills company details)
- Add company address
- Sign up (email + password). Make sure you meet all password requirements (at least 12 characters, at least 1 uppercase, at least 1 lowercase, at least 1 number, at least 1 special character (!@#\$%&_-+,.)
Step 3: Configure benefits
- Enable/disable services:
- GP & Video Consult ✅
- Dental ✅
- Specialist ✅
- TCM ✅
- Physiotherapy ✅
- Chiropractic ✅
- X-ray & Lab ✅
- Health Screening ✅
- Mental wellness ✅
- Decide on the individual limits, co-pay etc. (optional)
Step 4: Upload employees
- Download .xlsx template
- Fill in employee information:
- Name
- NRIC
- Date of birth
- Gender
- Plan name (must match plan name you previously created)
- Account type (main or dependent)
- Upload completed template
- Verify employee list
- Confirm upload
Step 6: Activate your policy
- Enter credit card (or choose bank transfer). More about payment methods here
- Used for compliance and verification (for medical plans, we need to secure a security deposit)
- Will be used for a refundable deposit
- Can be a personal or corporate card
Step 7: Set policy go-live date
- Choose when you'd like your policy to begin (today or any date in the future)
Employee activation process
Automatic activation:
- Employees receive a welcome email
- The email contains setup instructions
- Employees download the Doctor Anywhere app
- Employees sign up using their company email
Employee sign-up:
- Download the Doctor Anywhere app
- Open app and click "Corporate Login"
- Enter company email
- Verify email address
- Access benefits immediately
Timeline:
- Welcome emails sent: Immediately after activation
- Benefits available: Immediately after activation
Common setup questions
Q: How long does setup take?
A: Platform setup: 15-20 minutes.
Q: Can I set up multiple plans?
A: Yes! You can create different plans for different employee groups (e.g., management vs. employees or sales team vs. tech team etc).
Q: Do employees need to wait for activation?
A: Once you activate your policy, employees can start using benefits immediately after they sign up to the Doctor Anywhere app.
Q: What if I don't have all employee information ready?
A: You can start with some employees and add more later. Just upload the template with the available employees first.
Q: Can I change settings after setup?
A: Yes, but some changes (like annual limits) are typically set for the policy year. Contact support for major changes.
Q: What's the minimum number of employees?
A: No minimum! You can start with just yourself or 1 employee.
Q: Do I need a corporate credit card?
A: No, you can use a personal credit card for verification & a refundable deposit. Optionally, you can use a bank transfer.
Post-setup checklist
✅ Immediate actions:
- Policy activated
- Employees received welcome emails
- HR dashboard accessible
- Payment method verified
✅ Within first week:
- Verify all employees are activated
- Test employee claim process
- Review HR dashboard features
- Share employee onboarding guide
✅ Ongoing:
- Monitor utilisation monthly
- Review employee feedback
- Adjust limits if needed (at renewal)
- Add/remove new employees as needed
Getting help
Support channels:
- Soda chatbot: Available in the dashboard