A guide to Policy Inquiry For producer use only. Not for use with consumers

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Table of contents What is Policy InquiryWhat is Policy Inquiry? How to gain access to Policy Inquiry Policy Lookup Viewing In force policies Pending Policy: Pending Requirements Views In force and Pending policy views Pending policy: Requirements views New Business Report

What is Policy Inquiry? A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company What is Policy Inquiry? Policy Inquiry is an online resource that allows insurance representatives and agency staff to view policy information including outstanding requirements on pending individual disability insurance (IDI) policies, and IDI policies that are in force.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company How to gain access to Policy Inquiry You can login to Policy Inquiry from The Standard’s producer IDI webpage at This is a good page to bookmark since you can access everything from here that you need to sell individual disabilitywww.standard.com/di insurance with The Standard. To navigate to the Policy Inquiry, please click on Log In to Secure Services.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company How to gain access to Policy Inquiry You will then see this page.Click on  Policy Inquiry,  complete the login information, and you will then be taken to  the Policy Inquiry screen.   

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company How insurance representatives contracted with The Standard can gain access to Policy Inquiry Contracted insurance representative who would like to access their customers’ policy information through Policy Inquiry must first obtain a login and password. They may request a registration letter to establish their login and password by ing The registration letter provides instructions on how to login to Producers Online to access Policy Inquiry.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company How agency staff can gain access Policy Inquiry Agency staff of insurance representatives may request access to Policy Inquiry by completing the Request for Policy Inquiry, Form 8854IDI.Form 8854IDI The form must be signed by their MGA or SMP.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company How agency staff can access Policy Inquiry You can find the form at by selecting Find Forms on the right.

Policy Lookup A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Policy Lookup The first page that you see after you enter your login and password allows you to search for IDI policies by: Policy Number Name of Insured and Name of Owner. The Policy Lookup feature allows you to access individual pending and in force policies.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Policy Lookup 00C First, let’s look at Policy Lookup by Policy Number. If you choose to search by policy number, you enter all ten digits of the policy number.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Policy Lookup You may also look up a policy by Name of Insured. From the Search by menu, choose Name of Insured, then insert your cursor into the Search for cell and enter the last name, followed by a comma and the first name of the insured you are looking for.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Policy Lookup To perform a Policy Lookup using the Name of Owner search option: from the Search By menu, choose Name of Owner, then enter the policyowner’s name in the Search for cell; enter the last name first followed by a comma and the first name of the insured you are looking for.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Policy Lookup Name Search Results DOE, JANE DOE, JANE “DOEJANE” Once your search gives you the name and policy number you are interested in, you can click on the Policy Number link to access the policy information. You can also look up a new policy on the same screen.

Viewing In Force Policies A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View In Force Policy DOE, JANE 123 ANY LANE ANYTOWN, ST H) W) /00/0000 FEMALE DOE, JANE After you have accessed the policy, the first screen to appear is the Summary View. The status of the policy is active in this example. You can go to Financial Activity by selecting the link at the top of the screen. This option is only available with In Force policies. The policy information displayed in Policy Inquiry is in real time.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Financial Activity View: In Force Policy DOE, JANE After you have accessed the policy, the first screen to appear is the Summary View. The status of the policy is active in this example. You can go to Financial Activity by selecting the link at the top of the screen. This option is only available with In Force policies. The policy information displayed in Policy Inquiry is in real time.

Summary Views Pending Policy and In Force A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View: Pending Policy SMITH, JOHN 123 ANY LANE ANYTOWN, ST H) W) /00/0000 CARE, I SMITH, JAMES In the Pending Policy Summary View, you can see the policy status. It is Pending in this example. You can also search for a new policy number in this summary view by entering the policy number in the cell at the top right of the screen.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View: Pending Policy SMITH, JOHN CARE, I DR. M..AKEBETR ART, YTSAN You can toggle between Summary and Pending Requirements views. This is the Pending Requirements View.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View: In Force SMITH, JOHN 123 ANY LANE ANYTOWN, ST H) W) /00/0000 CARE, EYE SMITH, JOHN The In Force Summary View is similar to the Pending Policy Summary view. You can find the insured name and address and the name of the writing producer. (If there are several producers the Summary will display all of the producers’ names.) The In Force Summary View also displays the premium and billing mode. If the policy is pending, the summary displays the status of premium payments.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View: In Force and Pending Policy For both In force and Pending Summary Views, the Summary page displays coverage information and benefit and rider details. The total base coverage amount displays under the Coverage section, and also under the Benefit and Rider Detail Section.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Summary View: In Force and Pending Policy + SM When you select the link next to the Future Purchase Option Rider a popup window displays detailed information about the FPO Rider.

Pending Policy Pending Requirements Views A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Pending Policy Pending Requirements AYE, D ART, YTSAN SMITH, BOB Pending requirements are listed on the Pending Policy Requirements screen. Under the Pending Requirements section, the date the underwriting requirement was requested and its status, are displayed in the second and third columns. You can search for a new policy by entering the policy number into the cell at the top right, or by clicking on the New Search links located at the top and bottom right of this screen. You can see any additional requirements needed for the underwriting process in the Notes section at the bottom left, first column.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Pending Policy Summary View In the Pending Policy Summary View under “Requirements” Approved polices are highlighted in yellow. Notice that the date on which The Standard mailed the policy is listed along with the due date all delivery requirements need to be returned to The Standard. This is a great feature to help track policy information.

New Business Report A Guide to Policy Inquiry © Standard Insurance Company

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company What is the New Business Report? The New Business Report is part of Policy Inquiry. This report shows all the pending policies for an individual producer, MGA or SMP. The report is an abbreviated version of the Pending Requirements view and contains outstanding underwriting requirements only. The New Business Report for MGAs and SMPs lists producers and their pending policies, sorted by producer name. Please note: New Business Report only shows outstanding underwriting requirements and the time that has elapsed since they were requested by The Standard’s home office.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Accessing New Business Report On the same page where you search for a policy, you can search by Producer Number under New Business Report Lookup. You do not need to enter leading zeros.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Accessing New Business Report

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Accessing New Business Report SMITH, JANE When you search by Producer Name this view displays. Click on the Producer Number link to access New Business Report.

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company New Business Report SMITH, JANE PROTEKTYU, IYE Just as on the Pending Requirements screen, approvals in the New Business Report are highlighted in yellow. You can select the Policy Number to go to the Summary view

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company New Business Report 111 JANE SMITH INSURANCE AGENCY INC B00000 JANE SMITH INSURANCE AGENCY SMITH, JANE You can convert the New Business Report to a.pdf file which can be saved to your computer or attached to an .

A Guide to Policy Inquiry, 14506PPT(8/09) ©Standard Insurance Company Questions? If you have questions about using Policy Inquiry, please The Standard at or call We are always happy to assist you.