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Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform.

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Presentation on theme: "Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform."— Presentation transcript:

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2 Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform

3 Welcome Slides will advance automatically. However, you can use your left mouse button or press Enter to advance the slides manually. (Autorun time approximately 10 minutes.)

4 What is Chubbs 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 clients nature of operation.

5 Why Use Chubbs SMART Application? Simplifies the application process Facilitates the ease of doing business with Chubb Increases the producers value-added Offers anytime, anywhere capability Saves time and cost for the Producer and Client Streamlines the renewal application process

6 Benefits of a Customized Application Comparisons derived from actual case study. Application process time equals 78 days Paper-based Application Customized SMART Application Estimated application process time cut in half! 164 mandatory questions, whether relevant or not Average back and forth more than 3.5 times between all parties 89 relevant questions customized to the client Back and forth minimized or eliminated vs.

7 Streamlined Renewal Process Data cedes the renewal application with last years data. Estimated process time for renewals in the SMART Application = 15 minutes vs. 40 to 60 minutes. Client/Producer updates the renewal application in the SMART Application Chubb Underwriter reviews submitted application

8 The SMART Application Process 1234 ProducerClientProducerChubb Producer 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. (average time 5 minutes)(average time 30 minutes)(average time 10 minutes)

9 Producer Next, well review the Producers steps in the SMART Application process.

10 SMART Application Process - Producer 1.Producer enters information into the SMART Application Wizard. 2.Producer generates the application. 3.SMART Application sends an to the client with log-in information. The Producers steps are very easy.

11 Chubbs Internet Home Page Click on Chubb button at the top of the browser to access the SMART Application system. Select link

12 Agency Portal Use Chubb user ID and password to enter the system. If you have not been issued this ID, contact your Chubb agency representative. Enter User ID and Password and press Login.

13 Business / Quote & Modify Select Technology E&O

14 Business / Quote & Modify Select Launch App to access the SMART Application. Launch App

15 Producer Welcome Page SMART Application global navigation tabs Click to learn more about SMART Application Click on either link to create a new application. This is the Producer Welcome screen. Begin creating a new application here.

16 Create a New SMART Application The Application Wizard opens Process flow bar indicates progress Begin creating a customized application using the Application Wizard. A 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.

17 Send to Applicant Send to Applicant Now sends notification to client. Send to Applicant Later allows you to continue to work on the application. You 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.

18 Client Next, well look at the Clients steps in the SMART Application process.

19 SMART Application Process - Client 1.Client receives User ID and Password in 2 separate s. 2.Client receives log-in instructions and quick reference guide. 3.Client completes and signs application online, and system sends notification to producer. The Client opens the application after notification with log-in instructions.

20 Client Log-in Screen Enter User ID and Password sent in notification and press Login. This is the Client Log-in Screen. The client enters USER ID and PASSWORD.

21 Client Agrees to Service Agreement Client selects I AGREE. 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.

22 Client Welcome Screen Select to Learn About SMART Application. Select to Complete Your SMART Application. Quick Reference Guide link The 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.

23 Application History This is the first screen you see when you enter the SMART Application. On this page, you can: View/edit the application Print a copy Delete the application Attach documents (i.e., business plan, financial information, sample contracts) Click View/Edit Application to review the application started by the Producer.

24 Preview & Confirm Application Press to confirm your application. Review and confirm the information that has been entered in the application Wizard by the Producer. Press the Confirm button when you finish.

25 Navigating the SMART Application This is the side-bar menu of the application sections. This is an instructional page to guide the Client through the application process.

26 Navigating the SMART Application The yellow circle shows your location in the process. A yellow circle with a check mark indicates a finished section. 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.

27 Complete an Application Red text indicates mandatory information. You are here. Click to add additional information to the application. Finish the application by entering the rest of the information.

28 Applicant Sign-off When the application is complete, the client must sign off. Continue to Applicant Sign-off page.

29 Applicant Acknowledgement Review the The Client reviews and acknowledges the terms of the application on this screen. Sign application here. Click to sign off and lock the application. You are here.

30 Producer Review Next, well review the Producer steps after the Client has signed off.

31 Producer Reviews the Application 1.Producer receives notifying of completed application. 2.Producer l ogs on and verifies application 3.Producer s ubmits application to Chubb Underwriter The Producer opens the application again following notification that the client has finished.

32 Producer Welcome Page Producer selects Producer Inbox or Manage Existing SMART Applications to review the application. Producer logs and navigates to the SMART Application.

33 Manage Existing SMART Applications Select Current Applications. Look for Applicant Acknowledgment in Status column. Click here to select. Producer Inbox lists all current and submitted applications. Navigate to Applicant Acknowledgment from this page.

34 Submit Or submit final application directly to Chubb underwriter. Producer reviews the application and submits to Chubb for underwriting review. You can review or edit the application.

35 Other Features Chubbs SMART Application offers many other helpful features and functions.

36 Locate Applications Click to locate an existing application. Easily locate an application at any time.

37 Renewals Click 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 years renewal.

38 Help Click on Help for contact information. Press Help to find contact information for the SMART Application system.

39 Marketing and Training Materials Click for marketing/ training materials. Access marketing and training materials within the SMART Application.

40 In Summary 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 applications Simplifying the application process Saving time and cost Streamlining the application renewal process

41 Its Fast, Easy, and SMART! Give the SMART Application a try!


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