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The AGeNT websiTe ... IMPROVED FOR YOUPERSONAL INSURANCE REFERENCE GUIdE
The Agent website has a brand new look and feel! The new design puts your most frequently used tools and information right at your fingertips.
Over
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Accessing the Agent website is as easy as 1, 2, 3, 4!
1. Access the Agent Website: www.travelersagents.com.2. Enter your User Id and Password.3. Choose Personal Insurance as your starting page.4. Click Logon.
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Getting Help with the Agent website
For help accessing or navigating in the new Agent Website, contact the Agency Help desk at 888.352.7088, and select option 3, then press 3 when prompted.
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The following describes the key elements of Travelers of Florida’s new Agent Website:
ItEM # DEscRIPtIOn
1 critical Alert message highlights important business messages for your location. Click to view important messages such as hurricane notices.
User Profile provides you with access to all the functions previously found under My Agency.
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Use Personal Drop-Down Menu and Left navigation menu to quickly get to where you need to go.
4 Click on + to expand the left navigation.
5 Quote & Issue right from the home page.
6 Reports & Alerts are now available from your home page.
7 news, Featured Links and the Message Box contain up to date news and topics available from Travelers of Florida.
Travelers of Florida, P.O. Box 30094, Tampa, FL 33630-3094 © 2007 First Floridian Auto and Home Insurance Company. © 2007 The Travelers Companies, Inc. All rights reserved. First Floridian is licensed to write only in Florida PL-13469 Rev. 5-07travelersfl.com
We made the transition from the old Agent Website to the new Agent Website even easier! The following is a quick reference guide as to the location of your most frequently used tools and information in comparison to the previous design.
Link Old Agent Website Location New Agent Website Location
Audit Requirements• Reference Library tab• Click on Underwriting Guidelines• Click on Audit Requirements
• Personaldrop-down• Go to Information by Line of Businesssection• Click on Audit Requirements (Retention)
Agent Sweep Enrollment /Change • Reference Library tab• Click on Agent sweep Enrollment
• Personal drop-down • Place arrow over Billing tools• Click on Agent sweep Enrollment /change
Agent Sweep Payment • Home page• Click on Agent sweep Payment under Quick Site Links
• Personal drop-down • Place arrow over Billing tools• Click on Agent sweep Payment
Agent Sweep Reports • Management Info tab • Home page • Go to Reports & Alerts section • Click on PL Daily sweep Report or Monthly sweep Report
ATLAS3 – Customer Service Gateway
• Home page• AtLAs3 – customer service Gateway is located under the
Quick Site Links section
• Personal drop-down• AtLAs3 – Gateway is located in the middle of the page
ATLAS3 – Help• Home page• AtLAs3 Help is located in the Featured Links Section of the
site.
• Personal drop-down • Place arrow over training & Reference• Click on AtLAs3 training & Information
Billing Alerts • Management Info tab• Personal drop-down • Go to Reports & Alerts section of the main page• Click on PL Billing Alerts
Claim Activity • Home Page• Go to Message center
• Personal drop-down • Go to Reports & Alerts section
Claim Information • claim services tab • Personal drop-down• Click on claim
Commission Statements • Management Info tab• Personal drop-down • Go to Reports & Alerts section• Click on PL commission statements
Electronic Claim Notification • claim services tab• Click on Electronic claim notifications
• Personal drop-down• Place arrow over claim• Click on Electronic claim notification
EFT Enrollment/Changes • tools and systems tab• Click on EFt Enrollment/changes
• Personal drop-down• Place arrow over Billing tools • Click on Electronic Funds transfer
Email (Non Atlas II) Policy Change• Home page • Email (non Atlas II) Policy changeis located under the
Quick Site Links section
• Personal drop-down• Click on E-Mail Policy changes (non-AtLAs II)
First Notes and Bulletins • Reference Library tab• Click on First notes, travQuote and Atlas3 Bulletins
• Personal drop-down • Place arrow over training & Reference• Click on First notes, travQuote & AtLAs3 Bulletins
Forms • Reference Library tab• Click on Forms and Endorsements
• Personal drop-down • Click on Forms & Endorsements
Important messages for your agency • Home Page• Local news and Message Boxes specific to your location
• Personal drop-down• Message boxes and news are both specific to your location
Information by Line of Business • Home Page• Also found on Reference Library tab
• Personal drop-down• Click on Information by Line of Business
Management Information • Management Info tab • Personal drop-down• Go to Reports & Alerts section
Manuals • Reference Library tab• Click on Manuals
• Personal drop-down• Place arrow over training & Reference • Click on Manuals
New Agency Training • sales & Marketing tab• Click on new Agency training
• Personal drop-down• Place arrow over training & Reference • Click on new Agency training
Order Brochures • sales & Marketing tab• Click on new Agency training
• Personal drop-down• Place arrow over sales & Marketing • Click on Order Brochures & Forms
TravQuote • Home Page• travQuote is located under the Quick Site Links section
• Personal drop-down• travQuote is located in the middle of the page
Underwriting Guidelines• Home Page• Underwriting Guidelines were located under the Quick Site
Links section
• Personal drop-down• Place arrow over training & Reference • Click on Underwriting Guidelines