commercial auto online quote tool - networked ins · 2020-01-28 · thank you for your time! your...
TRANSCRIPT
Commercial Auto Online Quote Tool
NLink Training Guide
Recommended Viewing on Full Screen. Use your “ESC” key to go back to menu view.
Start at www.networkedins.com
Login.Each producer in your office should have a unique login so Networked can contact the right person.For additional login names and passwords, click here.
Your “Dashboard” shows your recent quote activity.
Our online appetite for BOP, Work Comp and
Auto is searchable.
You can view at a glance the
markets available for
online quoting.
To initiate your Commercial Auto quote, click on “Quote Now” when you have found the correct class. Click here for a printable 8-page list of the 1017 classes available online.
Enter the insured’s information. When you enter the zip code, the city and state will fill-in automatically. Throughout the quote process, several screens will pop-up, allowing you to quickly move to the next screen.
You may check “Test Quote” if you need to train your
staff or practice.
As you move through the
screens, track your progress in the
menu on the left.
IMPORTANT! Hit “Next” (not your Enter key) to move to the next step.
When searching for classes, enter
one word to access list.
If you have an appointment with CNA, Travelers or Safeco, uncheck that box so you don’t block your own quote with those carriers!
Enter the loss history. After you request to bind, you will provide loss runs for this client. The system is based on all drivers having good driving records. If this isn’t the case, Networked may be able to provide a quote outside the online system; it will take longer.
You may choose from several coverage
options.
Entering the VIN is optional. If you do enter it, the make,
model and year will automatically
populate.
You will need to know the MSRP for each
vehicle, regardless of the true new or used purchase price was.
Kelley Blue Book is a good source.
Click on “?” for more help with these blanks.
Continue to work through the screens,
entering vehicle information.
You may enter up to 12 vehicles.
When your vehicle list is complete, you will be
prompted to enter driver information. The “?” helps
you enter license numbers in the correct format.
It’s not required that the driver’s license # is valid—
the system does not pull MVRs. You must provide
the MVR after you request to bind.
Remember, the quote indication will only apply if all
drivers have good records.
Success! You’ve reached the quote page. The more frequently you use this tool, the faster you’ll get. Affiliates report they can quote one auto with two drivers in 10 minutes.
The Navigation bar reports your progress.
Quote clock – watch the progress of your quote as the information is transmitted to the carrier and results are received. Don’t hit any keys while you wait.
As your quotes come in, you can click to view the
details, save and/or print them.
If you want to change the quote, you may go
back to that section using the Navigation
bar. You must go forward by clicking
“Next” on each page. The Quote Clock will
start again.
PRINT SAVE
Personal use is not included in your quote; you may ask your Placement Specialist to add it before binding.
If you get “Delayed Rate” response, the system will generate an
automatic email to notify you when the quote is available. This happens
when the carrier’s website is experiencing heavy traffic.When you hit “Submit Binder Request,” an account
is set-up and your Placement Specialist is notified. She will email you requests for MVRs, Loss Runs and other documents that may be required. The carrier must approve the submission before it’s bound. Our system retains your quote for 30 days.
Thank You for Your Time!
Your Networked Team appreciates you
spending the time to learn how to use the
NLink quoting tool. We invite your comments or
questions. Click here to send a quick email.
Include your agency name so we can
forward it to your Placement Specialist.
NETWORKED INSURANCE AGENTS 933 McCourtney Road Grass Valley, CA 95949 800 682-8476 Fax 530 274-2562 www.networkedins.com