Instructions for Quoting & Issuing Recreational Insurance www.us-insurance.com www.us-insurance.com U.S. Insurance Services A part of American Reliable.

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Presentation transcript:

Instructions for Quoting & Issuing Recreational Insurance U.S. Insurance Services A part of American Reliable Insurance Company, an Assurant Specialty Property Company

What does our system do? Our online rating system does more than rate. It allows you to see and do just about everything we can see and do including: 1)Quote new business 2)Issue a policy 3)Take payments 4)Give quote on an active policy for a potential endorsement (what if technology) 5)Quote an existing customer for a new line of business 6)Endorse a policy 7)Review the full history of a policy 8)Review reports on production and status of business

While our system has many tools for agents, the purpose of this document is to provide basic information which allows you to access our system, quote new business and issue a new policy.

First, go to and login using your case-sensitive username and password.

NEW QUOTES

COVERAGE TAB NEW QUOTES COVERAGES LINK

NEW QUOTES COVERAGE TAB NEW QUOTES COVERAGES LINK

NEW QUOTES VEHICLES LINK

NEW QUOTES VEHICLES LINK

NEW QUOTES VEHICLES LINK

NEW QUOTES DRIVERS LINK

NEW QUOTES DRIVERS LINK

NEW QUOTES DRIVERS LINK

QUOTE SCREEN

SUBMITTING NEW BUSINESS

SUBMITTNG NEW BUSINESS

APPLICATION TABS

SUBMITTNG NEW BUSINESS Policy Tab

SUBMITTNG NEW BUSINESS Coverage Tab

SUBMITTNG NEW BUSINESS Driver Tab

SUBMITTNG NEW BUSINESS Driver Tab

SUBMITTNG NEW BUSINESS Vehicle Tab

SUBMITTNG NEW BUSINESS Vehicle Tab

SUBMITTNG NEW BUSINESS Vehicle Tab

SUBMITTNG NEW BUSINESS Vehicle Tab

SUBMITTNG NEW BUSINESS Vehicle Tab

SUBMITTNG NEW BUSINESS Underwriting Tab

SUBMITTNG NEW BUSINESS

Final Comments 1.Once you receive payment from insured you can print all application documents 2.Collect proof of discounts 3.Fax all signed documents and proof of discounts to Please include the fax cover page that prints with that specific application. 4.Questions or need help? Please call us at and press option 1 for customer service.

On behalf of U.S. Insurance thank you for your business. I appreciate you! Wishing you and your agency my very best. Blair Fox U.S. Insurance Services ext Direct Cell