instructions for quoting & issuing recreational insurance u.s. insurance services a part of...
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Instructions for Quoting & Issuing
Recreational Insurance
www.us-insurance.com
U.S. Insurance ServicesA part of American Reliable Insurance Company, an Assurant Specialty Property Company
What does our system do?
Our online rating system does more than rate. It allows you to see and do just about everything we can see and do including:
1) Quote new business2) Issue a policy 3) Take payments4) Give quote on an active policy
for a potential endorsement (what if technology)
5) Quote an existing customer for a new line of business
6) Endorse a policy7) Review the full history of a policy8) Review reports on production and
status of business
While our system has many tools for agents, the purpose of this document is to provide basic information which allows you to access our system, quote new business and issue a new policy.
First, go to www.us-insurance.com and login using your case-sensitive username and password.
Accessing our system will take you to the home screen. This screen has links that allow
you to quote, issue, endorse or retrieve policy information as well as many other
things simply by clicking on the links.
The Producer Default Limits link allows you to set default limits on quotes helping you to
save time.
To do a new quote or retrieve a stored quote click on the quote link.
Type in the customers first and last name then press the enter key on your keyboard.
NEW QUOTES
NEW QUOTES
Click on the “Enter New Quote” link
For agents with multiple state authority select the state
otherwise click “continue”
NEW QUOTES
Select the product to quote(motorcycle / atv, jet ski, boat, travel trailer )
then click continue.
NEW QUOTES
Complete the information on each of the 3 links. When finished click the rate button.
NEW QUOTES
HELP BUTTONS – Throughout the system are question marks (?). Clicking on these will provide further information that will help you in the quote.
NEW QUOTESCOVERAGE TABNEW QUOTES
COVERAGES LINK
Be sure to note discount information if applicable.
TRANSFER DISCOUNT– applicants with current or prior insurance coverage (proof required)
HOMEOWNER DISCOUNT– Applicants who own either a home, condo or mobile home (proof required).
NEW QUOTESCOVERAGE TABNEW QUOTES
COVERAGES LINK
The next tab (vehicles) is where you enter information about the motorcycle or atv including garaging zip code.
NEW QUOTESVEHICLES LINK
For quotes with multiple units click on the “add new vehicle” button.
NEW QUOTESVEHICLES LINK
BE SURE TO INCLUDE:1. MODIFIED BIKE STATUS2. VALUE OF ADDITIONAL EQUIPMENT – IF PHYSICAL
DAMAGE SELECTED
3. THEFT DETERRENT DISCOUNT --IF APPLICABLE
NEW QUOTESVEHICLES LINK
The final tab is the driver screen. This screen is where you provide detailed information about each operator.
NEW QUOTESDRIVERS LINK
BE SURE TO INCLUDE:1. ALL OPERATORS – SPOUSES, CHILDREN, SIBLING AND FRIENDS (GIRL
AND BOYFRIEND)
2. DRIVING RECORD AND STATE LICENSED FOR EACH OPERATOR
3. CYCLE ASSOCIATION DISCOUNT --IF APPLICABLE
4. MOTORCYCLE ASSOCIATION DISCOUNT – IF APPLICABLE
NEW QUOTESDRIVERS LINK
ONCE YOU’VE COMPLETED APPLICANT INFORMATION, CLICK ON THE RATE TAB FOR THE QUOTE.
NEW QUOTESDRIVERS LINK
1) ALL QUOTES ARE AUTOMATICALLY STORED.
2) QUOTES ARE BASED ON APPLICANT INFORMATION. RATE MAY CHANGE DURING APPLICATION IF MVR OR VEHICLE INFORMATION DIFFERS
3) REQUOTE BUTTON AT THE TOP ALLOWS YOU TO AMEND EXISTING QUOTE
4) SUBMIT BUTTON – BEGINS THE APPLICATION PROCESS FOR SUBMITTING NEW BUSINESS
QUOTE SCREEN
2. Once retrieved click on the SUBMIT button at the top of the stored quote
SUBMITTING NEW BUSINESS
1. Retrieve stored quotes by clicking on the quote button on the home page
SUBMITTNG NEW BUSINESS
Begin completing the application. Click on the “continue” button to proceed.
SUBMITTNG NEW BUSINESS
Type in the effective date. Click on the “continue” button to proceed.
SUBMITTNG NEW BUSINESS “APPLICATION TABS”
You’re almost done! From here you simply need to click on each of the 5 tabs to confirm or complete remaining information for the application.
SUBMITTNG NEW BUSINESS“Policy Tab”
On the “Policy Tab” select the appropriate payment plan (paid in full, U.S. Insurance pay plan, 20% down and 4,6, or 8 remaining payments). You can also choose other payment plans listed with other companies.
SUBMITTNG NEW BUSINESS “Coverage Tab”
On the “Coverage Tab” you are simply confirming coverage information.
You will need to add prior insurance information if giving the transfer discount.
SUBMITTNG NEW BUSINESS “Driver Tab”
On the driver tab click on each drivers name (a link) to complete remaining information for each listed driver.
SUBMITTNG NEW BUSINESS “Driver Tab”
Add drivers license info (include the state licensed)
Finally, click on either of the respective buttons . This will order the mvr.
SUBMITTNG NEW BUSINESS “Vehicle Tab”
On the vehicle tab click on each vehicle (a link) to complete remaining information needed for motorcycle or atv.
SUBMITTNG NEW BUSINESS “Vehicle Tab”
If the system does not recognize the VIN number don’t worry. You can still complete the application and sell the policy.
SUBMITTNG NEW BUSINESS “Vehicle Tab”
Scooters and Mopeds: We insurance all scooters 250cc’s or less but some make and models may not be listed. If you don’t see the manufacturer listed simply select “scooter” as the make and “250cc’s or less” for the model.
SUBMITTNG NEW BUSINESS “Vehicle Tab”
Complete lienholder information if applicable.
SUBMITTNG NEW BUSINESS “Vehicle Tab”
When finished click on the “update vehicle information tab.
SUBMITTNG NEW BUSINESS “Underwriting Tab”
On the underwriting tab have your customer answer the remaining 7 questions.
When finished click on the “continue tab”.
SUBMITTNG NEW BUSINESS
The pending dec page will display what the policy will be issued at.
Click on the pay button for the final process.
We accept e-check from either agent or applicant. We also accept visa or mastercard.
Final Comments
1. Once you receive payment from insured you can print all application documents
2. Collect proof of discounts3. Fax all signed documents and proof of
discounts to 800-342-9156. Please include the fax cover page that prints with that specific application.
4. Questions or need help? Please call us at 800-874-1738 and press option 1 for customer service.
On behalf of U.S. Insurance “thank you” for your business. I appreciate you!
Wishing you and your agency my very best.
Blair FoxU.S. Insurance Servicesblair.fox@assurant.com800-874-1738 ext. 10228904-680-0530 Direct904-687-3155 Cell
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