Presentation on theme: "A Producer’s Guide to Chubb’s SMART Application Platform"— Presentation transcript:
1A Producer’s Guide to Chubb’s SMART Application Platform Thank you for taking time today to join us to discuss the upcoming enhancements of the SMART Application.NEXT SLIDEA Producer’s Guide to Chubb’s SMART Application Platform
2WelcomeSlides will advance automatically. However, you can use your left mouse button or press “Enter” to advance the slides manually.(Autorun time approximately 10 minutes.)
3What is Chubb’s SMART Application? The Information and Network Technology (INT) E&O SMART Application is a web-based tool that dynamically creates customized new and renewal E&O applications based on the client’s nature of operation.Project background and goals1. producer view
4Why Use Chubb’s SMART Application? Simplifies the application processFacilitates the ease of doing business with ChubbIncreases the producers’ value-addedOffers “anytime, anywhere” capabilitySaves time and cost for the Producer and ClientStreamlines the renewal application process
5Benefits of a Customized Application Customized SMART ApplicationPaper-based Applicationvs.164 mandatory questions, whether relevant or not89 relevant questions customized to the clientAverage “back and forth” more than 3.5 times between all parties“Back and forth” minimized or eliminatedApplication process time equals 78 daysEstimated application process time cut in half!Comparisons derived from actual case study.
6Streamlined Renewal Process Data cedes the renewal application with last year’s data.Client/Producer updates the renewal application in the SMART ApplicationChubb Underwriter reviews submitted applicationEstimated process time for renewals in the SMART Application = minutes vs. 40 to 60 minutes.
7The SMART Application Process ProducerClientProducerChubbProducer creates the application with the SMART Application wizard. Turns over to client.Client adds information and electronically signs the application. Hands off to Producer.Producer reviews application and sends to Chubb underwriter.Chubb underwriter receives and reviews the application.1234(average time 5 minutes)(average time 30 minutes)(average time 10 minutes)
8ProducerNext, we’ll review the Producer’s steps in the SMART Application process.
9SMART Application Process - Producer The Producer’s steps are very easy.Producer enters information into the SMART Application Wizard.Producer generates the application.SMART Application sends an to the client with log-in information.
10Chubb’s Internet Home Page Select linkClick on Chubb button at the top of the browser to access the SMART Application system.
11The @chubb Agency Portal Enter User ID and Password and press “Login.”Use Chubb user ID and password to enter the system. If you have not been issued this ID, contact your Chubb agency representative.
13Business / Quote & Modify Launch AppSelect “Launch App” to access the SMART Application.
14Producer Welcome Page SMART Application global navigation tabs This is the Producer Welcome screen. Begin creating a new application here.Click to learn more about SMART ApplicationClick on either link to create a new application.
15Create a New SMART Application Begin creating a customized application using the Application Wizard.Process flow bar indicates progressThe Application Wizard opensA yellow circle in the process flow bar indicates your progression of the application. A completed step is indicated by a yellow circle with a check mark.
16Send to ApplicantYou are here.This is the “Send to Applicant” page. You can continue to answer the questions and send the info to the applicant later, or you can send the link directly to the applicant now.Send to Applicant Later allows you to continue to work on the application.Send to Applicant Now sends notification to client.
17ClientNext, we’ll look at the Client’s steps in the SMART Application process.
18SMART Application Process - Client The Client opens the application after notification with log-in instructions.Client receives User ID and Password in 2 separate s.Client receives log-in instructions and quick reference guide.Client completes and signs application online, and system sends notification to producer.
19Client Log-in ScreenEnter User ID and Password sent in notification and press “Login.”This is the Client Log-in Screen. The client enters USER ID and PASSWORD.
20Client Agrees to Service Agreement The next screen in the client process is the information services agreement. This is a standard service agreement. The applicant must click “I agree” to move to the next screen.Client selects I AGREE.
21Quick Reference Guide link Client Welcome ScreenThe Client Welcome screen offers several options. Download reference material. Learn more about how to use the Smart Application. Or complete the application started by the Producer.Quick Reference Guide linkSelect to Learn About SMART Application.Select to Complete Your SMART Application.
22Application HistoryThis is the first screen you see when you enter the SMART Application. On this page, you can:View/edit the applicationPrint a copyDelete the applicationAttach documents (i.e., business plan, financial information, sample contracts)Click “View/Edit Application” to review the application started by the Producer.
23Preview & Confirm Application Review and confirm the information that has been entered in the application Wizard by the Producer. Press the Confirm button when you finish.Press to confirm your application.
24Navigating the SMART Application This is an instructional page to guide the Client through the application process.This is the side-bar menu of the application sections.
25Navigating the SMART Application Use the yellow circles to track your progress through the system. In this case, we are in the General Information section, and the Subcontractors information is complete.The yellow circle shows your location in the process.A yellow circle with a check mark indicates a finished section.
26Complete an Application Finish the application by entering the rest of the information.You are here.Red text indicates mandatory information.Click to add additional information to the application.
27Applicant Sign-offWhen the application is complete, the client must “sign off.”Continue to Applicant Sign-off page.
28Applicant Acknowledgement The Client reviews and acknowledges the terms of the application on this screen.Review theYou are here.Click to sign off and lock the application.Sign application here.
29Producer ReviewNext, we’ll review the Producer steps after the Client has signed off.
30Producer Reviews the Application The Producer opens the application again following notification that the client has finished.Producer receives notifying of completed application.Producer logs on and verifies applicationProducer submits application to Chubb Underwriter
31Producer Welcome PageProducer logs and navigates to the SMART Application.Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.
32Manage Existing SMART Applications Producer Inbox lists all current and submitted applications. Navigate to Applicant Acknowledgment from this page.Select Current Applications.Look for Applicant Acknowledgment in Status column.Click here to select.
33SubmitProducer reviews the application and submits to Chubb for underwriting review.You can review or edit the application.Or submit final application directly to Chubb underwriter.
34Other FeaturesChubb’s SMART Application offers many other helpful features and functions.
35Locate Applications Easily locate an application at any time. Click to locate an existing application.
36Click to process Renewals One of the key benefits of the SMART Application is the streamlined renewal process which uses information in the system to simplify the next year’s renewal.Click to process Renewals
37“Help”Press “Help” to find contact information for the SMART Application system.Click on “Help” for contact information.
38Marketing and Training Materials Access marketing and training materials within the SMART Application.Click for marketing/ training materials.
39In Summary Creating customized and shorter applications Now you see how easy the SMART Application is to use. You can better serve your information and network technology clients by:Creating customized and shorter applicationsSimplifying the application processSaving time and costStreamlining the application renewal process
40Give the SMART Application a try! It’s Fast, Easy, and SMART!