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Getting started with Soda: complete setup guide

Updated

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:

 

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

  1. Go to soda.insure
  2. Click "Get instant quote"
  3. Select a plan
  4. 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

  1. Enter company name
  2. Enter UEN number (auto-fills company details)
  3. Add company address
  4. 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

  1. Enable/disable services:
    • GP & Video Consult ✅
    • Dental ✅
    • Specialist ✅
    • TCM ✅
    • Physiotherapy ✅
    • Chiropractic ✅
    • X-ray & Lab ✅
    • Health Screening ✅
    • Mental wellness ✅
  2. Decide on the individual limits, co-pay etc. (optional) 

Step 4: Upload employees

  1. Download .xlsx template
  2. Fill in employee information:
    • Name
    • NRIC
    • Date of birth
    • Gender
    • Email
    • Plan name (must match plan name you previously created)
    • Account type (main or dependent)
  3. Upload completed template
  4. Verify employee list
  5. Confirm upload

Step 6: Activate your policy

  1. 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

  1. 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:

  1. Download the Doctor Anywhere app
  2. Open app and click "Corporate Login"
  3. Enter company email 
  4. Verify email address
  5. 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