Presentation is loading. Please wait.

Presentation is loading. Please wait.

Web site Tutorial. Table of Contents Note: The toolbar below mirrors the toolbar found on the left-hand side of our Web site. AGENTS HOME POLICY SERVICING.

Similar presentations


Presentation on theme: "Web site Tutorial. Table of Contents Note: The toolbar below mirrors the toolbar found on the left-hand side of our Web site. AGENTS HOME POLICY SERVICING."— Presentation transcript:

1 Web site Tutorial

2 Table of Contents Note: The toolbar below mirrors the toolbar found on the left-hand side of our Web site. AGENTS HOME POLICY SERVICING CLAIMS QUOTE FORMS & MANUALS MARKETING RESOURCES OTHER RESOURCES NEWS & EVENTS BROAD STREET BROKERAGE AGENCY SETTINGS PAC WEB SITE ASSOCIATE DIRECTORY

3 Agents Home Quick Links - Recent Quotes (Auto, Home, Commercial) Motorists News Policy Search for Issued Policies “Learn More” Ads

4 Question Would you like additional information about Agents Home?

5 Agents Home Tips This page allows you to navigate to any section of our Web site using the navigation toolbar.

6 Quote Personal Lines –Start a new quote –Search for existing quote Commercial Lines –New Small Business quote –Search for existing quotes –Small Business request form Life –Life Illustrations Rating Worksheets

7 Question Would you like to see a sample of our Small Business Request form?

8 Small Business Request Form Instead of sending a fax, fill out the Small Business request form for an automatic e-mail submission. Click here to submit

9 Policy Servicing Existing policy search Submit Anniversary Auto change request Billing Inquiry Register for agency sweep account e-Payment – upload payment for existing policies Commercial Auto lookup

10 Question Would you like additional information about Policy Servicing?

11 Policy Servicing Tips Sweep Accounts allow agents to have customer payments made at your agency withdrawn from the agent’s account. e-Payment cannot be used to upload a down payment in personal lines or commercial lines. It can only be used on previously issued policies.

12 Claims Submit a claim online for: –Personal Auto Glass Only –Personal Auto –Homeowners –Commercial Auto –Commercial Property –Commercial General Liability

13 Forms & Manuals Agent-Issued Policies –Used for real estate closing when there is not sufficient time to request issuance from home office Personal Auto Exclusions Forms Library - index of coverage forms Forms and Supplies –Order or print brochures, stationery, marketing pieces, applications and more Manuals – training manuals for Commercial e-Quote, Personal Lines Rating, Agency Interface, Personal Lines Underwriting Guides Marketing Forms – brochures for Commercial Lines Select Products

14 Question Would you like additional information about Forms & Manuals?

15 Forms & Manuals Tips Forms Library – when searching for names, the fewer words entered increases the number of results to help find the correct form. Stick to a few key words. Forms & Supplies – applications are Motorists’ applications, not Acord applications.

16 Marketing Resources The Marketing Toolkit is the perfect place for all agency needs!

17 Marketing Resources Inside the Marketing Toolkit: –Perpetuation Information –HR Training Assistance –Producer Training Assistance –Pacesetter Agency – attaining this status, benefits –Co-op Advertising –Marketing Ideas –Contact Us –Sources

18 Marketing Resources Free Web Pages Marketing Resources/FAQ – including e-Quote training guides Company Store Co-op Balance Motorists’ Just Rewards PIA’s “Reaching GEN Y” – marketing to Generation Y PIA’s Guide to Planning – created by agents for agents to assist in planning efforts for their agencies

19 Question Would you like additional information about our Just Rewards program?

20 Motorists’ Just Rewards  By using e-Quote or Small Business Unit, agents can earn points that can be redeemed for TVs, stereos, golf clubs, etc.

21 Other Resources RCT (Residential Component Technology) can be used to find replacement cost for homes Engineering & Safety on ISOnet – risk management and loss control tools Learn more! View a webinar or visit Training Home to register for Motorists CE training classes Insurance Resources - NAMIC’s Web site, other third party Internet sites Give us feedback by using Agent Feedback (regarding our Web site) or Report a Problem Webex Building Valuation Systems (BVS)

22 News & Events Motorists and industry-related news

23 Broad Street Brokerage Links and Services – resources and quoting assistance Term Quote Shop Pending Policies Forms & Questionnaires –Medical Quotes –Health Questionnaires –Disability –Employee Benefits –Travel Insurance

24 Agency Settings Print Preference – paperless options E-mail Preference – directing specific e-mail topics to a designated producer or CSR Change Password or Reset Forgotten Challenge Question Response Report an Agency Change – edit basic agency information Reset Portal Preferences

25 Question Would you like additional information about Agency Settings?

26 Agency Settings Tips Portlets: –News –Recent Home Quotes –Recent Auto Quotes –Recent Commercial Quotes –Recent Life Quotes You can arrange the order of the portlets, or click the “Reset Portal Preferences” link to return the order of the portlets to the default state.

27 PAC Web Site Click on the PAC Web site link and you can easily find PAC meeting minutes, news, agendas, and much more.

28 Associate Directory Meet your Underwriter – provides contact information, biography and photograph to help you get to know your underwriter. Meet the Life Staff – biography and photographs allow you to match a face with a voice. E-mail Quick Reference – provides e-mail addresses for various support areas.

29 Thank You Thank you for viewing this webinar. Please contact your Agency Interface Representative with any remaining questions.


Download ppt "Web site Tutorial. Table of Contents Note: The toolbar below mirrors the toolbar found on the left-hand side of our Web site. AGENTS HOME POLICY SERVICING."

Similar presentations


Ads by Google