Presentation on theme: "Instructions for Quoting & Issuing Motorcycle Insurance In PTS"— Presentation transcript:
1Instructions for Quoting & Issuing Motorcycle Insurance In PTS American Reliable Insurance Company8655 E. Via De Ventura, Suite E200Scottsdale, AZ 85258T F
2What does our system do?Our online rating system does more than provide a rate.You can:Quote new businessIssue a policy, Point of Sale IssuanceTake payments including EFT and credit cardProcess change quotes on existing policiesProcess endorsement requestsPrint all policy documents including ID cards and DEC pagesView commission statements
3!!!!!After completion of the application process forward the signed application, UM/UIM selection form, and proof of discounts to your General Agent representative.
4Click on the PTS Agent Login link to open the log in screen Go to:Click on the PTS Agent Login linkto open the log in screen
5We have attached help documents and the UW guidelines on the landing page.
6Log in using your agency ID and case-sensitive password. If it is your first time on the system you must install the Meadco ScriptX , this print driver is required to print documents!!!
7Once you have logged in you are taken to the home screen Once you have logged in you are taken to the home screen. This screen has links for New Quote, Look up an existing quote, Look up a policy, and view Reports.
9Press the Start Quote button. Input the policy effective date, choose the applicable state and company.Press the Start Quote button.
10Fill in the yellow highlighted boxes and click the continue button.
11Choose any applicable discounts and click Continue. Proof of discount is required with the signed application.
12Choose the coverage limits Click Continue.250/500 limits only available for Umbrella requirement!!! Must provide a copy of Umbrella policy.
13Scrolling over ? Marks open help text. Choose the model year, make, and model. Verify the garaging zip. Choose COLL and OTC deductibles, choose amount of Accessory coverage.Click continue to proceed, or add New Vehicle to add an additional unit.Scrolling over ? Marks open help text.
14Fill in Date of birth, Marital Status, and Gender. Choose vehicle assignment if more than one vehicle or operator.If the client has completed a motorcycle safety course, input the completion date. Copy of certificate required with application.Choose violation level, use chart for helpClick here to add additional operators or click Rate to complete.
15You now have a quote sheet!! Quote NumberYou now have a quote sheet!!You may print the quote, edit quote to modify coverage, or click the Submit button to convert the quote to an Application.
17Click the applicable quote link under Policy # to enter the quote. If you need to look up a quote you recently completed to convert to an app or modify the quote, choose the Lookup Quote linkIf you don’t have the quote number use the first initial and full last name of the client and click the search button.Click the applicable quote link under Policy # to enter the quote.
18This takes you back into the quote summary. Click on Submit button to convert to an application.
19If necessary modify the policy effective date and click Continue
20Fill in any missing information in the highlighted boxes and click continue
21DISCOUNT SECTION Input prior carrier information. Copy of prior insurance DEC page required.Input association informationProof of membership required.
22Make any applicable coverage changes or click Continue
23Click Edit button to complete Vehicle information section
24Input VIN number and garaging location. If no lien holder or additional accessories click on the update button to save information.
26Accessories total must equal value shown here List all accessories, the values will round to nearest $100 in each row. Total accessories in this example should equal $3600Click here to add alien holderIf no lien holder click Update to save information
27Choose Get LIENHOLDER LIST from drop down to choose a bank. OrClick on Add New Lienholder #1 to add a new entity not currently in the list. See next page for further instructions
28To add a new lien holder, enter bank information and loan number if available. Click on Add New Lienholder #1 to save.If second lien complete this section.To save vehicle information click UPDATE button
29Click Add New Vehicle button if there are additional units (Max of 4 per policy) and follow same procedures on each unit.If change is needed click Edit buttonAlways click the UPDATE button after editing the vehicle to save changes.When done updating vehicles click continue
30Click the Edit button to complete the Driver information.
31Fill in Yellow highlighted boxes and click the UPDATE button to save information
32Click on Add New Driver for any additional operators (Max of 4) or click Continue to proceed
34UW information outlines Ineligible Vehicles and Operators. Additional information available inUW guideClick on Process Quote to complete Application
35Click Make Change if necessary to correct information. You are now at the Policy Review screen. You may validate the information.Then choose the payment plan and click on Bind Coverage if using Agent EFT, Credit Card, or Insured EFTClick Make Change if necessary to correct information.If paying with check draft see next slide for instructions
36If paying with Check draft click the forms link to access the application.
37Click on Application link and print application, complete the application and mail with proof of discounts and the Check draftto your General Agent.If paying with Credit Card, Insured EFT, or Agent EFT go to next slide.
38Choose payment plan and click bind coverage button.
39Input Down payment amount and Tab to get payment options. Choose payment option and input appropriate information.Insured EFT, after inputting bank information click on Post Info to apply payment.
40Input Credit Card information and click on Verify Card. Mailing address must match credit card billing address.
41After card verification Card InformationAfter card verificationclick on Post Payment
42Primoris is a third party credit card vendor Primoris is a third party credit card vendor. If insured agrees to pay their fee, click on the confirm button to continue.
43After agreeing to Primoris fee, a receipt will generate.
44Click continue after printing the forms to go to Policy Summary Screen Point of Sale (POS) Issuance:Click on Print Forms to print the Application, DEC page, ID cards, and privacy notices.Click continue after printing the forms to go to Policy Summary Screen
46This screen gives an overall snapshot of the insured information and policy coverage. There are several tabs at the top of the screen which provide additional policy information.
47This section shows installment due dates Billing tab provides a financial snapshot showing next payment due, remaining balance, and remaining paymentsThis section shows installment due datesThis section outlines payments received
48The Status tab will show if any endorsements are done, any cancellations pending, and any saved endorsement quotes.
49Here you can note a policy change. Example shown here. The Notes/Susp tabHere you can note a policy change. Example shown here.Batch Items are all documents which have been mailed to the insured,lien holder, or agent.
53Choose an endorsement reason provided or Other Reason will allow you to type your own Click Continue
54In this example I clicked the Vehicle tab, as I am adding a vehicle You may click on the appropriate tab for your endorsement. It is not necessary to go through all tabs.In this example I clicked the Vehicle tab, as I am adding a vehicleNow click Add New Vehicle button
55Click the update button to save changes Complete Yellow fields including VIN, Year, Make, Model. Choose Deductible if applicable. Add accessories if applicable. Add lien holder if applicable.(note-Deductibles must match on all vehicles. i.e. if you have a $500 deductible on first vehicle, and want COLL/OTC on added vehicle it must also be $500)If deleting a vehicle on policy you would click on Remove this Vehicle box then click updateClick the update button to save changes
56After clicking update, the new vehicle will be shown. I am adding an operator so I will click Drivers tab