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Instructions for Quoting & Issuing Recreational Insurance www.us-insurance.com www.us-insurance.com U.S. Insurance Services A part of American Reliable.

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Presentation on theme: "Instructions for Quoting & Issuing Recreational Insurance www.us-insurance.com www.us-insurance.com U.S. Insurance Services A part of American Reliable."— Presentation transcript:

1 Instructions for Quoting & Issuing Recreational Insurance U.S. Insurance Services A part of American Reliable Insurance Company, an Assurant Specialty Property Company

2 What does our system do? Our online rating system does more than rate. It allows you to see and do just about everything we can see and do including: 1)Quote new business 2)Issue a policy 3)Take payments 4)Give quote on an active policy for a potential endorsement (what if technology) 5)Quote an existing customer for a new line of business 6)Endorse a policy 7)Review the full history of a policy 8)Review reports on production and status of business

3 While our system has many tools for agents, the purpose of this document is to provide basic information which allows you to access our system, quote new business and issue a new policy.

4 First, go to and login using your case-sensitive username and password.

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8 NEW QUOTES

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13 COVERAGE TAB NEW QUOTES COVERAGES LINK

14 NEW QUOTES COVERAGE TAB NEW QUOTES COVERAGES LINK

15 NEW QUOTES VEHICLES LINK

16 NEW QUOTES VEHICLES LINK

17 NEW QUOTES VEHICLES LINK

18 NEW QUOTES DRIVERS LINK

19 NEW QUOTES DRIVERS LINK

20 NEW QUOTES DRIVERS LINK

21 QUOTE SCREEN

22 SUBMITTING NEW BUSINESS

23 SUBMITTNG NEW BUSINESS

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25 APPLICATION TABS

26 SUBMITTNG NEW BUSINESS Policy Tab

27 SUBMITTNG NEW BUSINESS Coverage Tab

28 SUBMITTNG NEW BUSINESS Driver Tab

29 SUBMITTNG NEW BUSINESS Driver Tab

30 SUBMITTNG NEW BUSINESS Vehicle Tab

31 SUBMITTNG NEW BUSINESS Vehicle Tab

32 SUBMITTNG NEW BUSINESS Vehicle Tab

33 SUBMITTNG NEW BUSINESS Vehicle Tab

34 SUBMITTNG NEW BUSINESS Vehicle Tab

35 SUBMITTNG NEW BUSINESS Underwriting Tab

36 SUBMITTNG NEW BUSINESS

37 Final Comments 1.Once you receive payment from insured you can print all application documents 2.Collect proof of discounts 3.Fax all signed documents and proof of discounts to Please include the fax cover page that prints with that specific application. 4.Questions or need help? Please call us at and press option 1 for customer service.

38 On behalf of U.S. Insurance thank you for your business. I appreciate you! Wishing you and your agency my very best. Blair Fox U.S. Insurance Services ext Direct Cell


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