Retail Training Manuel

2 Overview  One stop, secure, and easy-to-use web-based tool that incorporates rate, quote, and bind functions  Enables agents to submit quote information and ACORD™ applications  Submission messaging utilizes your existing system  This tool is accessed from our Agent website

3 Benefits  Faster approval’s for your risks  Faster and accurate policy issuance  Improved data integrity

4 New Quote Workflow

5 Accessing [Tool Name]  [Tool Name] is accessed from our agent website, [Agent Site Address}  Click on the [Tool Name] icon.  The Login screen will be displayed. Type in your Account ID, User Name and Password information.  Click OK button Welcome screen will be displayed

6 Welcome Screen

7 Rate Indication Screen

8

9 Add New Location

10 Rating Summary

11 Quote - Additional Client Information Screen

12 Quote – General Information [Update] Screen

13 Quote - Pre Qualifying Questions Screen

14 Quote - Building Information [Update] Screen

15 Quote - Building Optional Coverages

16 Rate Risk Screen

17 Quote - Premium Summary

18 Reports

19 Applications

20 Quote Submission  From the General Information screen click Submit/Send tab on the sidebar  The Quote Messaging Available options will be displayed

21 Quote Submission and Response

22 Request Type – Submit to Bind

23 Request Type – Submit to Bind  In case you do not want to continue with the request to bind, click on cancel button on the . The General Information screen will be displayed. Click on Submit/Send tab on the sidebar, the Quote Messaging – Quote Submission Options screen will be displayed.

24 Messaging

25 Messaging Response Type : Return Adjusted Quote to Agent This means that the MGA underwriter has made changes to the quote. You can view the changes. You can not modify any information contained with this quote. You can send messages using any of the following request types:  Submit to Bind  Submit to Review  Submit message to MGA underwriter Response Type: Unlock the Quote When you will receive this from your MGA underwriter, the quote is unlocked and you can make changes. Response Type: Decline the Quote This risk has been declined by the MGA

26 System Administration Access  You must be setup as an System Administrator  User / Producer Setup is the option available. Your office can add new users, modify existing users, or remove access  You are also able to search by user name.

27 Producer Setup

28 FAQs Question: How do I get a ‘Quick Rate Indication’ in this tool? Click on Quick Rate Indication button at the bottom of the Welcome screen or a New Rate Indication tab on the menu bar. Enter required fields, Client Name, Location, and G/L and/or Property class codes. Click on Rate Risk button at the bottom of the Rate Indication screen. Total premium is displayed in the lower right corner and includes all state specific taxes. Question: How do I search when search option is available? There are two ways to search your item in the list.  Page through the list by using the [Previous Page] and [Next Page] options at the bottom of the list.  Use the Search function at the top of the list When using the Search function, you may search an item by the options provided in the search dropdown if available. You may make a selection from the dropdown to search. Once the search criteria value is typed in the space provided, click the Go button. If the correct item is not found, click the Reset button the refresh the screen and display the original list.

29 FAQs Question: How do I access an existing quote? The quickest method is to click on the View Quote link in the quote . Another option is to click on Existing Quotes button at the bottom of the Welcome screen or on Clients tab on the menu bar of this tool. Use the search feature to locate the Client. Search for quotes by Client Name, Current Address, City, State, Zip Code, or Contact Phone.

30  If you add property coverage to an existing quote, be sure to add the protection class to all existing locations otherwise you will receive the following error:  Utilizing descriptions simplifies working with multiple locations, buildings, and quotes. It also speeds up locating things in the system. Quick Tips

31 Questions about this tool Contact Customer Support  Contact1 Titl e ext contact  Contact2 Titl e ext contact  Contact3 Titl e ext contact