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Retail Training Manuel. 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 email system - PowerPoint PPT Presentation
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Retail Training Manuel
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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 email system
This tool is accessed from our Agent website
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Benefits
Faster approval’s for your risks
Faster and accurate policy issuance
Improved data integrity
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New Quote Workflow
Enter risk information
Select Class code, limits, and
deductibles
Using messaging, submit to our office
for review and action
Quote Form is generated
Risk information is reviewed by our
office
Agent receives email notification
that the Quote Form is now available
Access through our agent website
Answer Prequalification
Questions
Using messaging, agent submits Bind
Request
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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 buttonWelcome screen will be displayed
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Welcome Screen
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Rate Indication Screen
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Rate Indication Screen
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Add New Location
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Rating Summary
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Quote - Additional Client Information Screen
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Quote – General Information [Update] Screen
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Quote - Pre Qualifying Questions Screen
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Quote - Building Information [Update] Screen
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Quote - Building Optional Coverages
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Rate Risk Screen
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Quote - Premium Summary
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Reports
Rating Summary Report
Rating Worksheet Report
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Applications
Quote Applications
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Quote Submission
From the General Information screen click Submit/Send tab on the sidebarThe Quote Messaging Available options will be displayed
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Quote Submission and Response
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Request Type – Submit to Bind
Quote form Example
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Request Type – Submit to Bind
In case you do not want to continue with the request to bind, click on cancel button on the email. 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.
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Messaging
MGA Messaging Templates
Retailer Messaging Templates
Accept QuoteDecline Quote
Return adjusted QuoteSend message to Retailer
Submit Quote for ReviewSubmit Bind Request
Send message to MGA
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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 email 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
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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.
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Producer Setup
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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.
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FAQs
Question: How do I access an existing quote?
The quickest method is to click on the View Quote link in the quote email. 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.
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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
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Questions about this tool
Contact Customer Support
Contact1Titleext. 5423contact [email protected]
Contact2Titleext. 5423contact [email protected]
Contact3Titleext. 5423contact [email protected]
