TICA IR ST GENCY I NK - Utica First Insuranceagents.uticafirst.com/agentportal/help/Agency Link LLP...
22
LA ANDLOR RD WEB UT AG B RATIN 1| P TICA FIR ENCY LI G SYST age RST INK EM
Transcript of TICA IR ST GENCY I NK - Utica First Insuranceagents.uticafirst.com/agentportal/help/Agency Link LLP...
LA
ANDLORRD WEB
UT
AG
B RATIN
1 | P
TICA FIR
ENCY LI
G SYST
a g e
RST
INK
EM
2 | P a g e
CONTENTS New Business Tutorial ................................................................................................................................................... 3
Accessing the New Business Tutorial ......................................................................................................................... 3
Accessing the Landlord Rating Manual .......................................................................................................................... 5
Doing Work as Another Agent ....................................................................................................................................... 7
Quoting as a different Agent ..................................................................................................................................... 7
Using the Web Rating System........................................................................................................................................ 8
Options Overview ...................................................................................................................................................... 8
Quote Index ................................................................................................................................................................... 9
Using the Quote Index ............................................................................................................................................... 9
New Application Procedure ......................................................................................................................................... 11
General Information ................................................................................................................................................ 11
Screen Descriptions ..................................................................................................................................................... 13
Policy Information ................................................................................................................................................... 13
Location information ............................................................................................................................................... 14
Coverage Information .............................................................................................................................................. 15
Extended coverage information .............................................................................................................................. 16
Loss history .............................................................................................................................................................. 17
Additional interests ................................................................................................................................................. 17
Insured’s statement ................................................................................................................................................. 18
Quote information ................................................................................................................................................... 18
Policy issue ............................................................................................................................................................... 21
NEW BU
ACCESSIN
Click the A
Result: The
Next, click
USINESS TU
NG THE NEW
Agency Informa
e Agent Inform
the Help and T
UTORIAL
W BUSINESS T
ation button:
mation page wi
Tutorial tab.
TUTORIAL
ll be displayed.
3 | P a g e
Select the
document youu want.
4 | P
a g e
ACCESS
Click the H
The Agent
Click Perso
ING THE LA
Help/Tutorial li
Information p
onal Lines Man
ANDLORD
nk.
age is displaye
nual button.
RATING M
ed.
MANUAL
5 | P a g e
Select the
Select the
The docum
Note: If yo
bottom of
state you are l
document you
ment you select
ou do not hav
the page.
ooking for.
u want to revie
t will open in a
e Adobe Read
ew.
a new window
der, you can d
using the Ado
ownload it by
be Reader.
y clicking the ‘get Adobe Re
6 | P
ader’ button o
a g e
on the
DOING
QUOTING
If you have
subcode o
so, click on
The Select
Click on th
the agent
will appear
WORK AS
G AS A DIFFE
e the authority
r an agent wit
n the agent nam
Agency screen
he appropriate
you selected t
r as the Agency
ANOTHER
ERENT AGENT
y to quote as
h 6 sub‐coded
me next to Age
n will appear.
subcode you
to work with. N
y.
AGENT
T
another agent
offices quotin
ency in the left
wish to work
Notice the orig
t (for example
ng as one of th
t frame.
with and the
ginal agent is n
e, a New York
he other office
home page wi
not shown. Ins
agent quoting
s besides his o
ill be displayed
stead, the agen
7 | P
g as his Pennsy
own) and need
d, this time sh
nt you now se
a g e
ylvania
d to do
howing
elected
USING T
OPTIONS
Click Creat
Click on th
The policy
Note: For
Procedure
THE WEB R
S OVERVIEW
te New Quote
e appropriate
information sc
information o
.
RATING SY
button.
line of busines
creens will be d
on how to set
YSTEM
ss you want to
displayed.
up a new ap
quote.
pplicant, skip tthe next page and begin w
8 | P
ith New Appli
a g e
ication
QUOTE
USING TH
Click Existi
Enter or se
INDEX
HE QUOTE IN
ng Quotes but
elect any of the
NDEX
tton.
e fields in the ttop row and cliick Search to fiind a specific ppolicy or group
9 | P
p of policies.
a g e
Select the
policy using thhe radio buttonn on the left annd select Edit, Delete, View oor Copy.
10 | P a g e
NEW A
GENERAL
Click on th
Select a ta
and advan
Note: Field
similar to t
PPLICATIO
L INFORMAT
e appropriate
b to save infor
ce to the next
ds preceded by
the one below
N PROCED
TION
line of busines
rmation and sw
screen.
y an asterisk (*
will appear.
URE
ss button you w
witch to a new
*) indicates a r
want to quote.
policy screen.
required field.
.
. Clicking the re
If required fie
ed arrow will s
elds are not co
11 | P
save the inform
ompleted, a me
a g e
mation
essage
Note, as y
informatio
You can us
informatio
through th
Some scre
Location sc
you have e
you continue
on and red X’s i
se the red arro
on. You will se
he quote via po
ens you can o
creen to the C
entered inform
to enter info
f no informatio
ows in the low
e the tabs bo
oint‐and‐click.
only navigate t
Coverage scree
mation to the sc
ormation, tabs
on is present o
wer right to nav
ld when they
to using the re
en and from th
creen, you can
s will show g
on that page.
vigate through
become enab
ed arrow when
he Coverage s
use the tab to
reen check m
the pages for
bled and you c
n entering a n
creen to the E
o go back to it.
marks to indic
rward and bac
can use them
new policy (for
Extended Cove
12 | P
cate the scree
kwards as you
to directly na
r example, fro
erage screen).
a g e
en has
u enter
avigate
om the
Once
SCREEN
POLICY IN
Select the
page.
Click the P
the policy
N DESCRIPT
NFORMATIO
Rate State; e
Policy tab in th
information.
TIONS
N
nter the Appli
he browser win
icant Name, M
ndow or click t
Mailing Addres
the red arrow
ss, City, State a
to continue w
and Postal Co
with the quote
13 | P
de on the App
. You can now
a g e
plicant
w enter
LOCATIO
Click the L
enter addit
To select a
after a loca
N INFORMAT
Location tab in
tional location
a location, clic
ation is selecte
TION
n the browser
s, fill out the r
ck “Select Loca
ed will be linke
window or cli
equired fields
ation” Drop Do
d with the risk
ck the red arr
then click the A
own box and s
k selected as a
row. This displ
Add Additiona
select the des
Location.
lays the Locat
al Location but
sired location.
14 | P
ion screen. No
tton.
Note: tabs se
a g e
ote: to
elected
COVERAG
Click the re
To select c
GE INFORMA
ed arrow from
coverages for a
ATION
the Location s
a specific locati
screen in the b
on, click the Se
rowser window
elect Location
w. The coverag
drop down bo
ge screen will b
ox and select th
15 | P
be displayed.
he desired loca
a g e
ation.
EXTENDE
To add Ext
browser w
coverages
Select the
coverage n
Click on th
You can no
to navigate
ED COVERAG
tended Covera
window. A list o
if you wish by
Extended Cov
name then app
e Details butto
ow enter detai
e to a new pag
E INFORMAT
ages, click the
of available Ext
holding down
erage(s) by cli
pears in the rig
on to enter the
ls for this cove
ge.
TION
red arrow from
tended Covera
the <CTRL> ke
cking the cove
ht window. Cli
e coverage deta
erage on the sc
m the Coverag
ages will be dis
ey on your key
erage name(s)
ck the Click to
ails screen.
creen that app
ge screen or th
splayed for thi
board while cl
in the left box
Continue butt
pears. To save
he Extended C
s location. You
icking the cove
x and clicking t
ton to enter co
this informatio
16 | P
Coverages tab
u can select m
erages.
the Add butto
overage details
on click one th
a g e
in the
ultiple
n. The
.
he tabs
LOSS HIS
Click the H
Enter any
buttons.
ADDITIO
Click the In
Enter the
selecting t
TORY
History tab in th
losses the ins
NAL INTERES
nterests tab in
interest inform
he appropriate
he browser win
sured mention
STS
the browser w
mation for thi
e buttons.
ndow. The Los
ns. You can ad
window.
s location. You
s History page
dd another los
u can add ano
will appear.
ss or delete a
other interest
loss by select
or delete the
17 | P
ting the appro
e current inter
a g e
opriate
rest by
INSURED
Click the S
quote. The
Answer the
QUOTE I
Click the Q
Rate, to ra
Applicatio
’S STATEMEN
Statement tab
e screen is requ
e questions to
NFORMATIO
Quote tab in th
ate and view
n to display ap
NT
b in the brows
uired if you are
gather Insured
N
e browser win
the applicatio
pplication infor
ser window. Th
e submitting an
d Statement in
dow. Select on
n. Display Qu
rmation.
he screen is n
n application h
nformation.
ne of the butto
ote to view th
not needed if
however.
ons to perform
he quote if yo
you only need
an action:
ou have alread
18 | P
d to just gene
dy rated it. Pr
a g e
erate a
review
When you
From here
list of erro
error.
click the Rate
, you can print
ors will be disp
button, the qu
t the quote or
layed. By click
uote will be dis
r view the app
king the error y
splayed.
lication. If the
you will be dir
application ha
rected to the p
as an error and
page containin
19 | P
d cannot be ra
g the informat
a g e
ated, a
tion in
Clicking th
e View Applicaation previews the application:
20 | P a g e
POLICY IS
Click the Is
Viewing th
submitting
When you
indicating t
SSUE
ssue tab to issu
he application w
g the quote to
u hit I Accept,
the policy is in
ue the policy by
will provide a p
Utica First for
, you are sub
process of sub
y sending the q
preview similar
issue.
mitting the po
bmitting to Uti
quote informa
r to above. Sub
olicy to Utica
ica First.
tion to Utica F
bmitting the ap
First Insuranc
First Insurance.
pplication will
ce. The follow
21 | P
.
begin the proc
wing screen ap
a g e
cess of
ppears
When succ
cessful, you will see the followwing screen indicating the poolicy was sent successfully to
22 | P
o Utica First.
a g e
