best insurance professionals & claims resource … · bipcr – profile submission website user...

BEST INSURANCE PROFESSIONALS & CLAIMS

RESOURCE

PROFILES SUBMISSION WEBSITE

USER GUIDE

2 | P a g e BIPCR – Profile Submission Website User Guide Back to Top

Contents Contents ........................................................................................................................................................ 2

Getting Started .............................................................................................................................................. 3

How to Log In to your Profile Update Tool ................................................................................................... 3

Profile Updating Home Page ......................................................................................................................... 4

1. How to Edit/Change Profile Content .................................................................................................... 5

The Company Tab ..................................................................................................................................... 5

The Profiles Tab....................................................................................................................................... 10

The Branches Tab .................................................................................................................................... 17

The Clients Tab ........................................................................................................................................ 21

The Personnel Tab .................................................................................................................................. 24

2. How to Preview Profile Content ......................................................................................................... 28

3. How to View Profile Content Changes ................................................................................................ 29

4. How to Submit Profile Content Changes ............................................................................................ 31

5. How to Generate a Cost Estimate for the Current Profile Content .................................................... 32

6. How to Contact AM Best ..................................................................................................................... 34


Getting Started Thank you for using A.M. Best’s online updating tool. This system is provided for the convenience of our

members who prefer to make their own profile updates online. With this updating tool, you can make

changes whenever you want, as often as you want. Changes made online will be reflected in your web

profile within 24 hours of acceptance by A.M. Best.

Note: It is NOT a requirement that you use this online option to update your profiles. We can make

changes for you. Members are always welcome to email their changes to us.

How to Log In to your Profile Update Tool 1. From the AM Best Claims Resource homepage, go to the Customer Updates panel, and click the

Updating Page Link.

2. Enter your User name and Password. Click Login.

You can find username and password information on the cover letter included in your renewal package

or contact the Claims Resource group at [email protected] to have your login information

sent to you. Or call us at 908-439-2200 ext. 5904

3. After logging in, a popup will remind you to submit your changes when you are finished.

4. Click OK to close the popup and display your Profiles Home Page.

mailto:[email protected]

mailto:[email protected]


Profile Updating Home Page From the Profile Update home page, users can:

1. Edit Profile Data and Review locations of their Service Area profiles

2. Preview their profile content for both print and web

3. View Changes to profile information

4. Submit profile content to AM Best for review

5. Generate a cost estimate for the current state of your profile content

6. View Instructions/User Guide for Updating Profile Content

7. Contact A.M. Best

Important Note: You may save your changes at any time during the update process. However, saving

changes does not mean they will be published. If you only Save your changes, they remain suspended as

a pending status. You must submit your data to A.M. Best when you are ready to have your changes

published. (See Data Submission).

All changes do not have to be finished in one session. At any point you may click on Back to Home Page

in the upper right hand corner to return to the Home Page and preview your changes or get an estimate.

Simply click on Edit Profile Data again to return to your changes.


1. How to Edit/Change Profile Content

Profile content is separated into 5 tabs; Company, Profiles, Branches, Clients, and Personnel. To update

content, click the tab which contains the data fields for updating. All changes must be saved before

clicking a new tab. On all screens, users can return to home page by clicking the Back to Home Page link

or Finished with Home Office link.

Please note: the following screen shots are for Attorneys, field names may differ for other account

types.

Add/Edit Company Information

1. On the Profile Home Page, click the Edit Profile Data button.

2. The Company Tab page will be displayed.

The Company Tab The following information can be updated under the Company Tab:

Company/Firm Name

Main Address

Mailing Address

Contact (Phone, Email, etc.)

Website

Social Media Links

Firm Description

Year Established

Firm Logo

Articles

Announcements

Press Releases

Additional Website Links

A physical address must be maintained for AM Best records. If you do not wish to publish your physical

address, contact AM Best to disable the main address.


3. Click on field text boxes to make changes.


4. To add new contact information;

a. Select the type of contact from the Dropdown

b. Click Add to create a new text box field

c. Enter the value for the new field.

5. To add articles, announcements, press releases or logos

a. When adding a logo or a pdf file for the first time, click the Select button to bring up the

multi-media selection box.

b. Click Add again.


d. When adding a pdf file, be certain to include a title and an author (if applicable).

e. Select PDF file as your type.

f. Select Browse and locate your pdf file.

g. If you are adding a logo, the file should be no larger than 220 x 400 pixels.

h. It is not necessary to complete any other information on this screen.

i. Once you have loaded your image or pdf file, click Save

6. After all changes are made, click the Save Changes button, at the top or bottom of the screen,

to save the changes to the Company Profile page.


8. Changes Saved will be displayed in green font, signifying the changes are now saved, but not yet

submitted to A.M. Best.

9. Click the Click here to Submit Changes link to open the Profile Submission Web Site (Refer to the

How to Submit Profile Content Changes section for submission instructions)

10. To return to the Home Page, click Back to Home Page link. Or click on another tab to make

additional changes.

Delete Company Information

1. To remove address or contact information;

a. Select the data in the text field

b. Click the delete key or backspace

2. To delete company logo, articles, announcement, press releases or additional links, click the

DELETE button next to each field

3. Click the Save Changes button to save the deletions.


The Profiles Tab The Profiles tab lists each profile type by publication and section.

Under the profiles tab, you can update, add or delete the following:

Profiles under additional sections/categories

Service Area profiles

Profile location

Practice areas (Attorneys)

Services Provided (Adjusters & Experts)

Professional Memberships (Adjusters & Experts)

Service Area (Adjusters & Experts)

Qualifications (Experts)

How to Add/Edit Profile Specific Data to a Home Office (Practice Areas/Services, Memberships, Qualifications, etc.)

1. From the list of profiles, click the Edit link for the Home Office Profile.

2. From the Profile Main Details page, click on Add Practice Types to select from our standardized

list.


3. To make multiple selections, hold the control key while you click on the various practice areas.

4. Click on OK.

5. To change the order of your practice areas, click on one of the items in your list and hit the up or

down button until the practice area is where you want it.

6. To remove practice areas, click on the practice you want to delete then click the Remove button.

7. Use the Practice Types (Non-Standard) area if you want to add practice areas (or services

provided) that are not available on our pick list. Please separate all practice areas with a semi-

colon ( ; ).

8. Click Save Changes button to save the changes to the Profile Main Details page.

9. Changes Saved should appear in green font, indicating that all changes were saved but not yet

submitted. Click Profiles tab to return to list of profiles.


How to Add a New Profile

1. Select this option if you want to add a new Service Area profile or if you want and additional

profile under another Section.

2. To Add a Service Area profile, click the Add New Profile link to open a blank main detail form.

3. Select a Profile Type from the drop down.

4. Select a Publication Section from the drop down.


5. To select a Publication Location, click the Select button and pick a location from the popup

window.

6. Add Mileage to Location and click Save Changes, to add the Profile and return to the main

Profile tab.

7. To add a Profile under an additional section, click on [Add New Profile].

8. Select … Home office profile (or branch if you are adding additional profiles for a branch

location).

9. Select your new Publication Section:

Attorney Sections: General Defense, Subrogation, Investigation & Adjustment, Regulatory &

Compliance

Expert Section include: Accident Reconstruction, Construction Consultants, Consultants,

Engineering Experts, Special Investigators, etc. (over 45 available)

10. Select a publication location.

11. You may select unique practice areas for additional profiles. If no selections are made, then

practice areas will automatically be taken from your Home (or branch) profile.


Note: You will also be given additional Profile Format Options for your new section profile. (These

options will influence the cost of your profile in the additional section.

How to Edit a Service Area or Additional Section Profile

1. Options for editing a Service Area profile or profile under another section are limited as the data

for these are linked to the home office.

2. Only the mileage or profile location can be changed under these types of profiles.

3. From the list of profiles, click the Edit link in the edit column of the Profile to be changed.

4. The main details of the profile will open, make changes as needed. Profile Type cannot be

changed.

5. Click Save Changes button to save the changes to the Profile.

6. Changes Saved will appear in green font. Click Profiles tab to return to list of profiles.


How to Remove a Profile

1. From the list of profiles, click the Remove link in the Remove Profile column of the Profile to be

removed.

2. From the popup window, click OK to remove the listing or Cancel to cancel the removal.

3. The Status profile will change to Deleted and the Remove Profile link will be Restore.

Note: To restore the profile, click Restore and select OK from the popup window. Status will change to

Added.


How to Preview a Profile

To review the profile information, click the Preview link in the Preview column of the profile to be

reviewed. A popup window will display the Profile information.

Note: we recommend you preview the Web Profile as this will show you what your what your online

presence will look like.


The Branches Tab The Branches tab lists branch heading and location information and sort order.

How to Add a New Branch

1. Click the Add New Branch link to open a blank Company details page.

2. Enter the Branch address and contact information.

3. To copy other fields from home office, the new branch information must be saved first.

4. Click Save Changes to add the new branch information.


5. Click Finished with Branch Office button to return to Branch Office list.

6. The new branch appears in branch list.

How to Edit or Copy Home office Information to Branch Information

1. Once you have created the branch and saved it, click on edit again.

2. Click the link for Copy Fields from Home Office to open the Select Fields to Copy From Home

Office window.


4. In the Select Fields to Copy From Home Office window, use the check boxes to select field(s) to

copy.

5. Click the Select button to copy the Home Office Fields to the Branch office.

6. Click Finished with Branch Office button to return to Branch Office list.


How to Remove a Branch

1. From the Branch list, click the Remove column checkbox for the branch office to be removed.

2. Click the Save Changes button to remove the branch office from the list.

3. The branch is removed from the list and changes saved is shown in green font.

How to Sort the Branch List

1. Use the Sort column text boxes to number the order to display the branch offices.

2. Click the Save Changes button to save the sort order changes.

3. Changes Saved is in green font and the branch offices are in the new sort order.


The Clients Tab The Clients tab lists Client information for each type of client. The client list is displayed alphabetically by

heading, then company name.

If there are existing clients from another office, click the Copy existing Client from another Office link to

copy the information to the new office.

How to Add New Clients

1. Click the Add New Client link to open the New Client Notes page.

2. For the Client Name field, use the Lookup Name link to open the Select a Company window.


3. Scroll or use the Search box to find the company name.

4. Click Select to choose the Company name for the client information.

If the company is not on the Standardized Company List, the client name can be typed into text

box.

5. Fill in the rest of the client details. Contact name and address information must be provided for

verification purposes.

6. Click the Save Changes button to save the client information. The new client is listed on the

Clients list.


How to Edit New Client Information

Only New Clients added before submitting the changes can be edited using the edit link in the edit

column. Older clients can be removed and then added as new clients with the changes.

1. Click the Edit link to open the New Client Notes page.

2. Client Name cannot be changed, all other fields can be edited.

3. Click Save Changes to save the changes and return to the Client Name list.

How to Change the Heading of a Client

To change the heading of a client, use the dropdown in the Heading column of the client to choose a

new heading. Click the Save Changes button to save the heading change.

How to Remove Clients

To remove a client from the list, click the checkbox in the Remove column for the client. Click the Save

Changes button to remove the client from the list. Please note, the client will be removed from the list

after submitting changes.


The Personnel Tab The Personnel tab displays personnel information by sort order. If there are existing personnel from

another office, click the Copy existing Personnel from another Office link to copy the information to the

current office.

How to Add New Personnel

1. Click the Add New Personnel link to open a New Personnel Main Details page.


2. Click the education tab to add undergraduate and graduate information, select colleges and add

other education information. Click on Add Education to add additional college/degree

information to the list.

3. Go to the Admittance tab to add Bar and Court Admittance information (attorneys only). Click

Add Admittance add to the list. Use the Type drop-down to select Bar or Court. Click Select to

bring up a search box. Then enter the year of admittance.


4. Go to the Bio Details Tab to enter the rest of your biographical information. The following

information is entered under this tab:

Bar Association & Other Memberships (Attorneys only)

Individual Practice Areas (Attorneys only)

Languages

Authorship List

Military Information

Honors

Cases

Certification List

Legal Fraternity Information

Law Review (Attorneys only)

Clerkship Information (Attorneys only)

Profile Picture

Note: for the following fields: Bar Association List, Non-Standard Practice Types, Authorship List

and Certification List, enter text in the field above then click the “Add…” button below to add

the new text to the list as shown below:

The other fields on this tab are either open text fields or pick lists.

5. Save your changes and click the Finished with Person button to return the Personnel List, new

personnel is shown as NEW.


How to Edit Personnel Information

1. Click the Edit link in the Edit column to open the Personnel Main Details page.

2. Make changes to the Main Details, Education, Admittances, or Bio Details.

3. Click the Save Changes button to save all changes to personnel data.

4. Click the Finished with Person button to return to the personnel list.

How to Remove Personnel

To remove a person from the personnel list, click the checkbox in the Remove Column. Click the Save

Changes button to remove the name from the list.

How to Change the Sort Order of the Personnel List

To reorder the personnel list, change the sort column numbers with the new order. Click the Save

Changes button to change the list order.

Remember to update the heading using the dropdown option.


2. How to Preview Profile Content Before submitting your profile content changes, users can preview their profile content.

1. On the Profile Updating Home Page, click the Preview link in the Preview column for the Web

Profile to view.

2. A popup window with the profile content will be displayed.

3. Review the content, close popup window to return to homepage.


3. How to View Profile Content Changes Before submitting your profile content changes, users can preview the changes that were made to the

content.

1. On the Profile Updating Home Page, click the Changes link in the View Changes column for the

profile to view.

2. A popup window in highlight mode with the profile content changes will be displayed. Green

text indicates new content and red text indicates deleted content.


3. To compare changes more easily, click the Compare Mode link in the top left corner. The

window will expand to show the New Profile next to the Original Profile.

4. Click the Highlight Mode link to return to the highlight window. Or click the X in the top right

corner to close the popup window and return to the homepage.


4. How to Submit Profile Content Changes When all changes are ready to be submitted. Click the Data Submission button on the homepage to

open the BIPCR – Profile Submission Web Site.

1. Enter a note for the new submission. (Optional)

2. Enter submitter name and email/phone number. (Required)

3. Click Agree to submit the changes to be published on the Best’s Insurance Professionals and

Claims Resource Center and in the digital publication, if applicable.


4. Click Disagree to NOT submit the changes. A popup window will be displayed stating that your

changes will not be submitted.

5. Click OK to return to the homepage.

To stop the submission process and return to the homepage, click the click here to continue editing your

profile content link or click the Back to Home Page button in top left corner.

5. How to Generate a Cost Estimate for the Current Profile Content

To view a cost estimate of your current state of your profile:

1. Click the Cost Estimate button from the Home Page or click the See Summary link below the

profile list.


2. A new page with estimated amounts for each profile is displayed. Subtotals for Home Office,

Branch Office and Service Area Profiles will be displayed as well as a total for all profiles.

3. To view the details of the summary, click the See Details link. A Cost Estimate detail page will be

displayed.

4. Click the See Summary link to return to the summary page, or click Back to Home Page button

to return to the Profiles home page.


6. How to Contact AM Best To start a live chat with A.M. Best:

1. Click the BestLine link in the top right corner of the banner.

2. From the Live Chat window, enter your Name, Email, Company, and State (optional). Then click

Start Chat.

3. Use the Live Chat window to speak with an AM Best representative.

To contact A.M. Best, click the Contact Us link in the top right corner, below the banner. A separate

window will open with sales and editorial contact information.

best insurance professionals & claims resource … · bipcr – profile submission website user...

Documents