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New Agent Quote Rating System

MainComLines PerLines

START

Quote and Application Process Flows

ProductsSearch Criteria

Products

Rating Info

Search Results

Policy Info & Liability Limits

Optional Endorsements

Supplemental Coverages

Proposal Summary

END

Final C

Application Submission

Mailing Address

Location Listing/Address

Application Questions

Checklist

END

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END

Main screen

• To search for a previously entered proposal, select…• Find A Proposal

• To begin creating a proposal, select one of the following…• Create Commercial Lines Quote• Create Personal Lines Quote

Search Criteria screen

• Finding a proposal may be done in three ways:• By Proposal Number…

• Enter the proposal number in the field and select View Search Results

• By Applicant’s Name…y pp• Enter any part of the Applicant’s name in the field

and select View Search Results• By Line of Business…

• Select the line of business from the dropdown list and select View Search Results

Search Results screen

• Search Results:• If No Results Appear…

• There are no matches for your search criteria – try another criteria by selecting the Start New Searchbutton

• If Results Appear…• Double-click on the name of the desired entry in

Results list

Personal Lines Products screen

NOTE: Personal Lines Products are NOT AVAILABLE at this time.

• To create a Personal Lines proposal, select one of the following products:

• Standard-Homeowners (MHO3)

• Personal Property-Renters and Tenants (MHO4)p y ( )

• Condo-Unit Owners-Homeowners (MHO6)

• Preferred-Homeowners (MHO5)

• Basic-Combination Dwelling (MDW1)

• Broad-Combination Dwelling (MDW2)

• Special-Combination Dwelling (MDW3)

• Condo-Unit Owner-Combination Dwelling (MDW6)

Commercial Lines Products screen

NOTE: Commercial Auto and Small Contractors products are NOT AVAILABLE at this time.

• To create a Commercial Lines proposal, select one of the following products:

• Businessowners Program-Standard (LOB5)

• BOP-Standard with Enhancements (LOB5)( )

• BOP-Chatham Square-Food Service Specialty (LOB50)

• BOP-Chatham Square with Enhancements (LOB50)

• Commercial Auto (LOB15)

• Small Contractors (LOB6)

Rating Information screen

• To begin a proposal, select Add Location:• Enter all requested data fields until the

“Accept Edits” message appears.

• After completing data entry on the location, either…p g y ,• Enter data for another location/building by

selecting Add Location OR…

• Select View Summary Totals to view/edit premium totals, coverage limits, coverage options.

• To navigate through the fields, use any of these keys:• Tab Key• Enter Key• Up or Down Cursor Keys

Proposal Summary screen

• Here is your Proposal Summary

• Displays a quick snapshot of Coverage Form and Liability Limit

• Displays Location & Policy premiums for all available deductibles• The active deductible is listed in blue

•To change deductible, select the desired deductible radio button and select Accept Edits

• To Exclude Terrorism, click the exclude checkbox

• Access to view/edit rating information, optional and supplemental coverages

• Access to print a Worksheet or Proposal Letter

Worksheet printout

• To view or print out a worksheet that displays a breakdown of coverages and premium, select the View/Print Worksheet button

Proposal/Quote Letter printout

• To view or print out a proposal that summarizes coverages and limits, select the View/Print Proposal button

Optional Endorsement screen

• To view or edit Optional Endorsements select • To view or edit Optional Endorsements, select • the View/Edit Optional Endorsement button on the Proposal

Summary screen

• Only those Optional Endorsements available for the selected class code will be accessibleS g ill t ti ll b dd d lt f • Some coverages will automatically be added as a result of rating entries – these are indicated by a checked box

• All Optional Endorsements on this screen are location specific.• Check the Location and Building Number listed at the top of

the screen the screen. • Use the navigation buttons at the bottom of the screen to

access the list for the desire location/building.

Optional Endorsement screen

• To add a coverage, • Select the Edit Entries button• Check the box for the desired optional endorsement• Select the Accept Edits button

• If additional info is needed, a popup form will appear• Enter the requested date• Select Accept Edits when data entry is complete• Select Close to return to the Optional Endorsement list

• To delete a coverage,• Select the Edit Entries button• Uncheck the box for the desired optional endorsement• Select the Accept Edits button

• To edit a coverage’s popup form• To edit a coverage s popup form,• Double-click on the colored form name• Once the popup form appears,

• Select the Edit Entries button• Edit the desired date• Select the Accept Edits buttonp• Select close to return to the Optional Endorsement list

• Once a coverage with a popup form for additional information has been access, the coverage name will appear as a “blue” or “red” hyperlink:

• Blue hyperlink indicates the popup form has been access and all i d i f i h b fill d required information has been filled out

• Red hyperlink indicates the popup form has been access BUT there is missing information on the form

• To ensure proper rating, enter all necessary information on optional endorsement popup forms

• Select the View Summary Totals button to return to the Proposal Summary screen to view adjusted premium

Policy Information & Liability Limits screen

• To view or edit coverages below select • To view or edit coverages below, select • the View/Edit Policy Info and Liability button on the Proposal

Summary screen

• Edit any entries by selecting the Edit Entries button and clicking in the desired field.O dit l t l t th A t Edit b tt• Once edits are complete, select the Accept Edits button


• Policy Coverage Form• Deductible

• Property Off Premises• Delete Nonowned

• Liability Limit• Medical Limit• Personal Advertising Injury• General Aggregate

• Extend Hired Nonowned• Exclude Terrorism

Supplemental Coverages screen

• To view or edit coverages below select • To view or edit coverages below, select • the View/Edit Supplemental Coverages button on the Proposal

Summary screen

• Edit any entries by selecting the Edit Entries button and clicking in the desired field.O dit l t l t th A t Edit b tt• Once edits are complete, select the Accept Edits button


• Wind Deductible• Wholesaler (Y/N)• Fire Legal limit• Burglary/Robbery

• Customer Property• Valuable Papers• Boiler & Machinery• Mechanical Breakdown

• Bldg Code/Law %• Exterior Glass• Include Glass Deductible (Y/N)• Central Station Burglar Alarm (Y/N)• Burglary/Robbery

• Money/Securities• Accts Receivables• Utility Services• Inflation Guard %• Supplies/Materials

• Mechanical Breakdown• Pollution Cleanup• Water Backup Limit• Sprinklered (Y/N)• Outdoor Signs• Signs Deductible

• Central Station Burglar Alarm (Y/N)• Central Station Fire Alarm (Y/N)• Delete Loss of Income• Loss Income to Extra Expense & Rental

Income• Loss of Income Limit

End of Quote Process

• If your goal was to obtain a quick quote premium, there is no need to proceed further.

• Once you have arrived at this screen you have provided all the needed data to obtain a premium total.

• Adjust any coverages by accessing the sub features on this screenscreen.

• If desired, print your results in either worksheet or proposal letter form.

• To begin a new proposal, select the Back to Main Screen button.

Start of Application Process

• If you wish to submit the proposal for policy issuance, additional information is needed...

• Select the Application Entry button to begin the Application Process..

Mailing Address screen

• To begin data entry of Mailing Address screen, select the Edit Entries button and enter:

• Applicant(s)’ Name• Applicant’s Street Address, City, State and Zip Code• Applicant’s Phone Number (optional)

• Once entries are complete, select the Accept Edits button

• To proceed forward, select the Next button

• To return to the Proposal Summary screen, select the Back button

Location Listing screen

This screen lists all risks entered in Rating information. If the Address field is blank, address information is needed.

• To enter missing address information or to edit existing data…• Double-click on the desired location’s Address field –

…the Location Address popup screen will appear.

• Once entries are complete, select the Accept Edits button and then Closethe screen

• To proceed forward, select the Next button

• To return to the Mailing Address screen, select the Back button

Location Address sub-screen

To begin data entr of Location Address screen select the Edit • To begin data entry of Location Address screen, select the Edit Entries button and enter:

• Business Description (i.e., “Florist”)• Street Number (i.e., “125”)• Street Direction (i.e., “North”, “West”)• Street Name (i.e., “Main”)Street Name (i.e., Main )• Street Type (i.e., “Ave” “Rd”)• Additional address description (i.e., “Rear of Building”)• City, State & Zip Code (i.e., “Flemington, NJ 08822”)


• To add a Mortgagee/Loss Payee to this location, select the View/Edit Mortgagee/Loss Payee button

• To proceed, select the Close button

Mortgagee/Loss Payee sub-screen

• To begin data entry of Mortgagee/Loss Payee screen, select the Add Mortgagee/Loss Payee button and enter:

• Mortgagee/Loss Payee’s Type and Subtype• Mortgagee/Loss Payee’s Name, Street Address, City, State

and Zip Code• Mortgagee/Loss Payee’s Account Number


• To add another Mortgagee/Loss Payee to the same location • To add another Mortgagee/Loss Payee to the same location, select the Add Mortgagee/Loss Payee button and repeat steps above

• To proceed, select the Close button

Application screens

• To begin data entry of Application screen, select the Edit Entriesbutton:

• Answer each question either “YES” or “NO” by selecting the appropriate radio button

• When applicable provide the requested additional • When applicable, provide the requested additional information.

• To edit an Additional Information screen, click on the color hyperlink that is embedded in the question


• To proceed forward, select the Next button• To return to the previous screen, select the Back button

Application screens

• The Application screen provides feedback on entries made…• Questions that are BOLD and RED indicate the additional information

screen was left blank – these entries must be completed.

• Questions that are BOLD and BLUE indicate the additional information screen was completed correctly.

• When the entire question block displays a RED background, your q p y g yresponse indicates an issue that would prevent you from binding the quote – please contact your underwriter.

Final Checklist screen

• This is the Final Checklist screen – here you will be provided with feedback on whether your application submission is complete.

• If all required data has been entered, the section will display a check in the checkbox

• If there is missing data the checkbox will be empty• To return to the section with the missing data, click on the section

button and enter the requested data.• Follow the navigation buttons to return to the Final CheckList screen

• If all sections display a check in the checkbox, you can finalize your application by selecting the Submit to Underwriting button

Application Submission screen

Application Submitted…• This screen provides confirmation that your application has

been submitted to your assigned underwriter. It provides…• The newly assigned Quote Number• Submission Date and Time• Your Assigned Underwriter’s Name and Contact Number• Your Assigned Underwriter s Name and Contact Number• Special Comments regarding your application

submission – READ CAREFULLY• To print a copy of this page, select the Print This Page For Your

Records button

new agent quote rating system - oas.farmersofflemington.com · new agent quote rating system. main...

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