Presentation on theme: "CompNow. 2 Table of Contents A. Who to Contact 3 B. CompNow® Login Procedures 4 C. CompNow® - Current Features 5 D. Internet Quoting – Benefits, Features."— Presentation transcript:
2 Table of Contents A. Who to Contact 3 B. CompNow® Login Procedures 4 C. CompNow® - Current Features 5 D. Internet Quoting – Benefits, Features & Eligibility 12 E. Internet Quoting Login Procedures 16 F. About Internet Quoting 21 G. Internet Quoting – Screen Shot Views30
3 Who to Contact: You may contact any individual or department below by dialing , enter 1, then extension (last 4 digits of direct number) Information Service Center: (512) Office Houston Shelly Horelica(713) Office (713) Mobile (800) Pager PIN # 5299 Sharon Bonilla(713) Office (713) Mobile (800) Pager PIN # 1857 Austin Agents: Pamela Rose(512) Office (210) Mobile (800) Pager PIN # 5298 Clayton Lee(512) Office (210) Mobile (800) Pager PIN # 5610 West Texas Agents: Bill Arrington(806) Office (512) Mobile (800) Pager PIN #5288 Dallas Agents: Sandra Wyatt(214) Office (214) Mobile (800) Pager PIN #1784 Clara Clark(214) Office (214) Mobile (800) Pager PIN #5286
4 CompNow ® Login 1. Click on CompNow from home page 2. CompNow Menu page click on Loss Runs & Claims 3. Login 4. Click on Loss Runs & Claims 5. This will bring you to customer premium & loss summary 6. Click on sort by insured’s name to retrieve alphabetically 7. Click on effective date of policy 8. Three blue bars at the top of the screen will give you the choice of what is available (loss run reports, loss analysis reporting & dairy summaries). 9. The loss run report is your loss runs for what is selected. 10. Loss analysis reporting is charts and graphs that can be sorted by location, cause of injury, class code, and specific injury nature.
5 CompNow® - Current Features Electronic First Report of Injury (EFROI) Loss run analysis, custom loss reports View claim status Access Worker Resource library
12 Internet Quoting Agency & Policyholder Benefits User friendly alternative to traditional paper based submissions Customer’s ease of doing business Improved customer response time Predefined pricing
13 Features User friendly entry Quick pricing indication Predefined qualification Multiple quote versions Online binding for all submissions Formal, presentation quality quote at agent’s office
14 Features (continued) Online editing/validation/help Quote status of traditional submissions Non-qualifying IQ submissions route to underwriter for traditional quoting
15 Eligibility Classifications – over 50% Quoted premium less than $15,001. Predefined qualifying questions
16 Internet Quoting Login 1. Click on CompNow from home page. 2. CompNow Menu page click on Loss Runs & Claims 3. Login 4. Click on Loss Runs & Claims search. 5. Select “Click here for Internet Quoting”.
18 Functionalities: There are several functionalities that will be able to be performed through the new IQ web function. Ability to receive estimated Pricing for a quote based on class codes and exposure. Ability to receive an on-line quote if the class code(s) selected are eligible for Internet Quoting. Ability to submit an application via the Internet if it does not qualify for Internet Quoting. Ability to save and edit an application prior to submitting. Ability to revise an online quote to obtain several versions of the information submitted. Ability to print an application, quote and DPGA (Deposit Premium Guarantee Agreement). Ability to submit an online DPGA for all quotes sent to Texas Mutual SM.
20 Security: You must have access to Comp Now in order to be granted security to Internet Quote. Screens and Edits: Once you log in to IQ, view the Quote Main Page. This page will displayed all your saved applications, quotes submitted on-line, submissions submitted via the Internet and all quote versions for an individual quote. This Page also displays the links for Pricing, Quoting New Business, Revising a Quote, About IQ Information Page, Printing a Quote, Editing an Application and viewing the information by quote, application or submission status. All quotes submitted to Texas Mutual Ins. Co. will be able to be viewed on the Quote Main Page whether they were submitted via the Internet, mail, or fax.
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32 Pricing Indicator: This feature can be used to obtain a pricing estimate utilizing all class codes and exposure. The class code can be manually entered then clicking on the “add” link or by using the Class code Browser. An “*” may be noted next to some class codes. The “*” denotes those class codes that are eligible for IQ. If any of the class codes selected are not eligible for IQ, the link to submit an online quote will not be displayed. Note: “A” Rated class codes cannot be used for pricing. Enter all monetary values without commas or decimals, for example, $ should be entered as
34 Class Code Browser: The Class Code Browser allows for the selection of a class code by several different methods. Search by keyword Search by class code View all class codes View class codes by numerical range A class code can be selected by clicking on the box next to the class code. Once the red check appears, click on the “Add Class” link at the bottom of the page. The subclasses can also be selected by placing your cursor in the ‘Subclass’ field next to the class code you would like to browse. The word ‘browse’ will appear and you can click on ‘browse’ to view and select a subclass for the selected class code. Selecting a subclass is not necessary for pricing; however, it is necessary for online quoting. Only one class code can be selected at a time.
37 Qualifying Questions Page: All questions must be answered by either clicking on the “Yes” or “No” indicator. If any of the answers disqualify an applicant from online quoting, the application can still be submitted via the Internet for consideration of a manual quote by an underwriter. Press ‘continue’ to proceed to the review qualifying questions page. Review Qualifying Questions Page: This page allows for the review and editing of the answers selected for each qualifying question. The qualifying questions can only be revised one time for a single application.
38 * This is a one page form, split for placing on this page only.
39 All Pertinent applicant information must be filled out. A valid SIC code must be entered. Note: The SIC code can be selected by using the search SIC Code functionality or inputted directly if the SIC code is know. (See SIC Code section.) If entity is a sole proprietorship or partnership, please input the social security number in the FEIN field. The entity type can be selected using the drop down box. If the application has an NCCI ID, it must be a 9-digit number. The Emod effective and published dates must be entered. The date should be in an MM/DD/YYY format and the year of the Emod must be prior to The increased limits can be increased or decreased by clicking on ‘increase’ or ‘decrease.’ A description of operations must be entered. Please limit the description to 300 characters or less. If additional space is needed, the “Additional Comments” section may be utilized. Applicant Contact Information must be entered. Valid addresses must contain the character. All required information must be entered. If address includes, an “c/o” line, please enter this information in the dba field. Press ‘continue’ to proceed with the application. Any section of the application can be selected by clicking on the navigation bar at the top of the page. At any time the application can be saved by clicking on the “Save Application” link at the bottom of the page. Application Main Form:
41 SIC Code Selection: The SIC code can be selected by multiple methods: Search by keyword Browse by SIC code range Entering the SIC if known If selecting the SIC code, click on the box next to the SIC code to select it, then press the “Set Code” link on the bottom of the page.
43 Locations Page: There should be an input for each applicant location. Any locations that are added should be located in Texas. If the location entered on the ‘Required Information’ Page is a Texas location, the link ‘Add Mailing Address as Location 1’ should be displayed and can be utilized to add the mailing address as the first location. A 5 or 9 digit zip code must be entered. After entering the location information, please click on ‘Add’ to add a location. Press ‘continue’ to proceed with the application. Any section of the application can be selected by clicking on the navigation bar at the top of the page. At any time the application can be saved by clicking on the “Save Application” link at the bottom of the page.
45 Applicant Exposure Page: Please add each class code for the applicant’s business. Each class code must also have a subclass for a description. If class code and subclass are known, they can be entered. If class code is not known, the class code browser can be used for assistance in locating the correct class code for the applicant. (Please see the section on Class Code Browser.) The subclasses can also be browsed by clicking on ‘browse’ in the Subclass field. All subclasses eligible for IQ will be displayed. Click on the box next to the class code to add the class code and subclass. A class code can be added on an ’if any’ basis. Up to 3 ‘if any’ classes can be added. If remuneration is entered for a class code, the number of employees must also be added. Enter all monetary values without commas or decimals, for example, $ should be entered as
47 Applicant Officer’s Page: Please enter all pertinent information for each officer added including: name, date of birth in MM/DD/YYYY format, % ownership (0%-100%), duties, title, class code and remuneration (payroll). Please include the officer’s remuneration in the total remuneration if they are included. Please indicate whether the officer is to be included or excluded. Click on ‘add’ to add the officer information. Enter all monetary values without commas or decimals, for example, $ should be entered as
49 Prior Coverage Page: At least 2 years of immediate and continuous Prior Coverage must be added if an internet quote is to be received. If the carrier is unknown, please click on link “Carrier Not Known.” When adding multiple prior coverage information, one may select the same carrier that was initially input. After entering the Prior Coverage and Loss Information click on “Update.” Enter all monetary values without commas or decimals, for example, $ should be entered as
53 Review Application Page: Once all required information has been completed the application can be submitted for an online quote or a manual submission. The application can be edited by clicking on ‘Edit Application.’ The application can be printed by clicking on ‘Print Application.’ The application can be deleted by clicking on ‘Delete Application.’ The application can be submitted by clicking on ‘Submit Application.’ Application Verification: Carefully read the application verification information and click on either “I agree” or “I disagree.” If “I agree” is selected, the application will be submitted for consideration. If “I disagree” is selected, you will be returned to the Review Application page.
57 Deposit Premium Guarantee Agreement (DPGA) This feature allows the electronic submission of a DPGA for all quotes. If multiple quote versions exist, only one DPGA can be submitted and should be submitted on the quote version one would like to bind. A DPGA can be submitted by either clicking on “Submit a DPGA” from the ‘Quote Main’ page or by clicking on “Submit DPGA” at the bottom of the ‘Quote Review” page. The DPGA must be submitted electronically one day prior to the proposed effective date of the policy (i.e. the effective date cannot be any sooner than tomorrow’s date). The actual Deposit Premium must arrive no later than 10 days after the proposed effective date of the policy. DGPA Confirmation: Once the DPGA has been submitted, a confirmation message will be displayed. A printable copy of the DPGA can be printed by clicking on the “Print Your DPGA” link. It is recommended to keep a copy of the DPGA.
58 Submitting an Application: Once ‘Submit Application’ has been pressed, the application will be submitted for processing. A message window will be displayed while the application is being processed. Once your application has been processed and a quote is being created, the following message will be displayed: Online Quote Review Page: If a quote is returned and no errors occurred during the application processing, an online quote will be displayed. The quote will display the premium for the quote and all pertinent information. A printable copy is available by clicking on ‘Print Quote.’ Please keep a copy of the quote for your records. A new version of the quote can be created by clicking on ‘Re-Quote’ at the bottom of the page. A DPGA (Deposit Premium Guarantee Agreement) can be submitted for the online quote by clicking on ‘Submit DPGA for this Quote.’
60 Edit Application: Any saved application can be edited for changes either by clicking on ‘Edit Application’ from the Quote Main page or by clicking on ‘Edit Application’ at the bottom of the Application Review page. All Saved Applications can be sorted by clicking on ‘Saved Applications’ under the View by Status section of the Quote Main page. If applications are sorted by clicking on ‘Saved Applications’ under the View by Status section of the Quote Main page, the links ‘Revise a Quote’ and ‘Submit an Online DPGA’ are disabled. Revise a Quote: This features allows for the creation of multiple versions of a quote. All Quotes can be sorted b clicking on ‘Quotes’ under the View by Status section of the Quote Main page. The ‘Edit Application’ link is disabled if the quotes are sorted by status. A new version of the quote can also be created by clicking on the ‘Re-Quote’ link at the bottom of the Quote Review page. Review and Print: This feature allows for the printing and reviewing of information for either a saved application or an online quote. A submission cannot be reviewed or printed. Printing of a quote or application can also be done by clicking on the “Print” link at the bottom of their respective Review pages.
61 If you want to register for Internet Quoting access, contact your Texas Mutual SM marketing representative.