EXIM Online Essentials: An Introductory Guide for Brokers · Exim Online Essentials: A Guide for Brokers May 2017 EXPORT-IMPORT BANK OF THE UNITED STATES 3 We strongly advise against

EXIM Online Essentials:

An Introductory Guide for Brokers

Updated May 2017

This is a companion guide for the webinar dated April 20, 2017 available on

EXIM Bank’s website

Table of Contents Page

Welcome to EXIM Online (EOL) ................................................................................... 2

• What products are used on EOL? .................................................................. 2

• What tasks can be performed on EOL? ........................................................ 2

• Best practices when using EOL? .................................................................... 2

• Where can I find EOL? .................................................................................... 3

How do I get an EOL account? .................................................................................... 3

• Logging on to EOL ........................................................................................... 4

Creating an exporter’s new user account ................................................................. 4

Creating additional exporter user accounts .............................................................. 6

• Exporter Landing Page ................................................................................... 8

Associating a broker with the exporter’s account .................................................... 8

Associating a broker with a specific exporter’s application .................................... 9

Where to find help while using EOL? ......................................................................... 12

Exim Online Essentials: A Guide for Brokers

M a y 2 0 1 7 EX P O R T - I M P O R T BAN K O F T H E U NI T ED S T AT E S

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Welcome to EXIM Online (EOL)

This document will help you to get started using our online application and

policy management system. Common tasks will be explained step-by-step,

including registering new exporters, applying for insurance and guarantee

products, and managing your Ex-Im Bank transactions.

What products are used on EOL?

Multi-buyer insurance

Express Insurance

Small Business Multi-buyer (ENB)

Small Business Environmental (ENV)

Standard Multi-buyer (ESC)

Exporter Single Buyer (ESS)

Financial Institution Buyer Credit (FIBC)

Bank Letter of Credit (ELC)

Medium term Insurance

Medium term Bank Guarantee

What tasks can be performed on EOL?

Exporter can assign a broker to their EOL account and a specific

application

Exporter/broker can complete an application (full, SBCL)

View pending applications status

Accept a quote

Pay premium

Issue policy documents

View and print in-force policies and policy documentation

Report shipments and over dues

Broker can view all policies and commissions

File a claim

Best practices when using EOL?

A single brokerage firm may have multiple EOL users. Each individual user

must submit a signed copy of the Standards of Professional Conduct and

Service. You can get a copy from the Director of Broker Relations and

Product Development.



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We strongly advise against sharing and letting others use your User ID/PW

EOL assumes the person entering information is the person to whom

that user’s ID and password were issued

Sharing ID’s and passwords can create confusion and potential

E&O issues

Update Broker Relations when there are changes to account users (e.g.

add, delete, revise user details)

When a new account user is established, advise EXIM if commission

viewing access rights should be granted

Where can I find EOL?

EOL is accessed via EXIM Bank’s website using the “Tools for Exporters” tab.

How do I get an EOL account?

Individual brokers can receive an EOL user account after their brokerage firm

has become a registered brokerage with EXIM Bank. The “Primary Contact” for

that firm who submitted the original brokerage registration should send an email

to [email protected] and copy [email protected] asking for a

new EOL account to be set up, and should indicate whether the individual

should have viewing rights for broker commission information in EOL.

An EOL account will be created for the broker, who will then receive an email

with instructions on how to access EOL and complete their EOL profile.

mailto:[email protected]

mailto:[email protected]



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If the brokerage firm wants different offices to receive their own commissions

directly from EXIM Bank, those offices must each separately complete the broker

application and registration process. Each office will receive its own broker

registration number, and the person registering for that office becomes the

“Primary Contact” for that office.

NOTE: Once the brokerage is registered and entered into EOL, the firm is added

to the list of registered brokers in EOL that exporters may use to assign a broker

to a specific application.

Logging on to EOL

Clicking the EOL link on EXIM Bank’s website will take you to the log-on page,

where you enter your User ID and password.

Creating an exporter’s new user account

For new customers you will need to assist them in registering and naming you as

their broker. We strongly encourage you to walk through these steps with your

customer to insure proper access to their applications and policies in EOL.

1. Click on the “Register for a user account” link after which you will be

prompted to accept the terms of use.



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2. Since this company is new to EOL, they should answer “No” to the

question “Does your Company already have an EXIM Online Account”?

3. Complete the details for the exporter’s EOL profile. Note that you will

need the exporter’s DUNS number to complete the process.

The user will then be prompted to select a user ID and password and enter their

contact details. Then press “Continue”. Do not use your broker email address

for an exporter’s EOL user account.



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You will then receive a confirmation that the user account was created and

that a confirmation email has been sent. You may then proceed to log in to the

new account.

Creating additional exporter user accounts

If anyone at your client’s company has ever logged into EXIM Online and/or

submitted an application, their company is already in EXIM Online. Additional

user accounts for the company can be created so multiple people in your

client’s company can access the company’s transactions in EOL.



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1. Click on the “Register for a user account” link after which you will be

prompted to accept the terms of use.

2. Since this company is already in EOL, they should answer “Yes” to the

question “Does your Company already have an EXIM Online Account”?

3. Enter the company’s broker registration number and zip code



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4. The user will then be prompted to select a user ID and password and enter

their contact details as above. Then press “Continue”.

5. You will then receive a confirmation that the user account was created

and that a confirmation email has been sent. You may then proceed to

log in to the new account.

Exporter Landing Page

Pictured below is the exporter’s “landing page”, and it is the first screen that

your customers will see upon logging onto EOL.

Associating a broker with the exporter’s account

By clicking on the “Maintain Broker” link, the exporter grants you access to their

EOL account. A drop-down box will list all registered Ex-Im Bank brokers. Instruct

the customer to select your brokerage firm from the list, and click the “Add



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Broker” button. We strongly encourage you to walk through this step with new

customers to insure you are properly associated with their company.

Associating a broker with a specific exporter’s application

1. The exporter must first initiate the application process from the exporter’s

landing page.



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2. Then the exporter selects the type of policy.

3. The location of the link to add a broker to the application depends on the

type of policy.

For Express Insurance:

To access the link to assign a broker for Express Insurance, click on the

“Company Info” link



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Then select the broker from the drop-down list of all registered brokers, and click

“Save and Exit”. That broker will now have access to this application.

For other Multi-Buyer (ENB), Single Buyer (ESS), Financial Institution Buyer Credit

(FIBC), and Medium-Term policies:

After selecting one of the policy types as above, select the “Access Rights” link.

Then select a broker from either the list of brokers already associated with the

exporter, or select a new broker for this application.



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For Letter of Credit (ELC) policy:

After selecting one of the policy types as above, select the “Broker” link.

Then select a broker from either the list of brokers already associated with the

exporter, or select a new broker for this application.

Where to find help while using EOL The “Customer Service” button on the top right of the landing page provides

access to comprehensive instructions on how to use all aspects of



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EOL. Click on the links on the left side of the page to open the associated

content, which will appear on the right side of the page. There are also links to

Frequently Asked Questions, and an opportunity to provide feedback on your

EOL experience. The “Contact Us” section is used only to provide general

feedback to EXIM Bank. DO NOT use this section to ask questions about the

status of specific applications or policy related questions. Direct such questions

to the appropriate loan officer.

Documents

EXIM Online Essentials: An Introductory Guide for Brokers · Exim Online Essentials: A Guide for Brokers May 2017 EXPORT-IMPORT BANK OF THE UNITED STATES 3 We strongly advise against