Cattle Price Insurance Program WEB HELP GUIDE

Transcription

1 Cattle Price Insurance Program WEB HELP GUIDE

2 Cattle Price Insurance Program Web Help Guide CPIP Basics... 3 A. First Time Accessing CPIP?... 4 Using your Activation Code...4 B. Accessing the CPIP Website... 7 C. How to View:... 9 Current Premium Rate Tables...9 Your Active Policies...10 Your Expired Policies...11 D. How to Purchase a Policy E. How to File a Claim Against a Policy Need Assistance? Call the AFSC Call Center at AFSC. 2

3 CPIP Basics The Cattle Price Insurance Program (CPIP) is a voluntary, producer-funded insurance program that protects against declines in Alberta beef cattle prices. Producers have the ability to decide on the level of coverage, for what length of time and the amount of weight to insure. Premiums will vary according to the policy length and the coverage level chosen. Premium of payment is required up front via Visa or Mastercard to purchase insurance. The four week window prior to policy expiry is the claim window where a producer can look at the weekly settlement index and decide to make a claim on a policy. There are two insurance programs currently developed for fed cattle price insurance and basis insurance. Price Insurance: an insurance policy to cover the combined risk of fluctuations in fed cattle prices, the Canadian dollar and the basis. Policies will be settled and any indemnities paid against a weekly provincial fed cattle price index. Basis Insurance: an insurance policy providing coverage on the price difference of fed cattle between Alberta and the US. Policies will be settled and any indemnities paid against a weekly provincial fed cattle basis index. Policy Lengths: 12, 16, 20, 24, 28, 32, and 36 weeks. These policies are offered on a continual basis year round. Each policy has a Claim Window beginning four weeks prior to the Expiry Date. Effective Date Expiry Date Cattle Fed in Alberta for 4 weeks prior to Claim Window 4 Week Claim Window Sell the Cattle Need Assistance? Call the AFSC Call Center at AFSC. 3

4 A. First Time Accessing CPIP? Using your Activation Code Access the Cattle Price Insurance Website at 1. Open your internet browser and type into the address bar. Hit the Enter button on your keyboard. 2. Click on Register New Web Account. 3. When you first applied for CPIP, you should have received documentation containing your Activation Code, AFSC ID and Subscription Number. Enter your Activation Code and either your AFSC ID or Subscription Number into the boxes now and click Next. Need Assistance? Call the AFSC Call Center at AFSC. 4

5 4. Fill in all of the information this screen is requesting. You may click on the for more information on what is required for your Username and Password. Click Next when you have all of the information filled in. 5. An has been sent to the account you registered with the remaining steps to complete your account registration. 6. From the that AFSC sent you, click on the link, or you can copy it into an internet browser address bar. Need Assistance? Call the AFSC Call Center at AFSC. 5

6 7. Click on Submit. Access the Cattle Price Insurance Website at 8. The final step click on the here link to be taken to the main log in screen. You have successfully activated your account. Until you have completed this process, you will not be able to log in with the username and password you created. Need Assistance? Call the AFSC Call Center at AFSC. 6

7 B. Accessing the CPIP Website Access the Cattle Price Insurance Website at 1. Open your internet browser and type into the address bar. Hit the Enter button on your keyboard. 2. You will now be at the log in screen for CPIP. Type your username and password into the corresponding boxes. Don t have a username and password set up yet? Refer to Section A. 3. Once logged in to this webpage you will see the 'Welcome Back' General Information page. If you only have one business with AFSC and see that business name on the brown bar near the top of your screen, continue to Step 4. Need Assistance? Call the AFSC Call Center at AFSC. 7

8 Have more than one business with AFSC? Follow these instructions before proceeding. a) If you have access to more than one business, you will first need to select the business you currently want to use. b) Click on the 'Select Business' button. c) A drop down box will appear with all of the businesses you have access to. Click on the name of the business you wish to deal with today. d) The business name you selected will now appear in the brown bar at the top of your screen. Need Assistance? Call the AFSC Call Center at AFSC. 8

9 C. How to View: Current Premium Rate Tables Access the Cattle Price Insurance Website at 1. Log in to the CPIP web page at 2. Once logged in to CPIP you will see the 'Welcome Back' General Information page. Under the Current Premiums section, click on the drop down box to choose an option (Price or Basis) to view, or choose 'ALL Options' to display both Price and Basis premium tables. 3. Click on Go to view the option table you have requested. You can print this table by clicking on Print in the top right corner. Click Close to return to the General Information page. Need Assistance? Call the AFSC Call Center at AFSC. 9

10 How to View: Your Active Policies Follow these steps to view any policies which are still active (have not expired). 1. Login to the CPIP web page at 2. Click on the View or Purchase a Policy tab at the top of your screen. 3. Under the My Policies section, you can see any policies you have purchased which are still active (have not expired). Make sure the circle beside Current Policies is filled in. From here you can click on any invoice or policy number to view a Statement of Coverage and Premium. You can click on any column heading with header. beside it to sort the information by that column Need Assistance? Call the AFSC Call Center at AFSC. 10

11 How to View: Your Expired Policies Follow these steps to view any policies which have reached their expiry date. Policies will show here for one year after expiry. 1. Login to the CPIP web page at 2. Click on the View or Purchase a Policy tab at the top of your screen. 3. Under the My Policies section, click the circle beside Expired Policies. From here you can click on any invoice or policy number to view a Statement of Coverage and Premium. Click on the Policy number for more information. You can click on any column heading with beside it to sort the information by that column header. Need Assistance? Call the AFSC Call Center at AFSC. 11

12 D. How to Purchase a Policy 1. Login to the CPIP web page at 2. Click on the View or Purchase a Policy tab at the top of your screen. 3. Click on the 'Start Purchase' button. Need Assistance? Call the AFSC Call Center at AFSC. 12

13 4. Step 1 of 4: Terms and Conditions You must agree to the terms and conditions to continue. Click on 'I Agree' to continue. If you do not agree, click I Don t Agree. You will be unable to purchase a CPIP policy if you choose to not accept these terms and conditions. 5. Step 2 of 4: Select Policies to Purchase The following steps walk you through adding a policy to purchase. Each of the boxes needs to be filled in to continue. Let s start on the left side. a) Option Click on 'Select' for a drop down box to appear. Choose the option type you wish to purchase click on either Price or Basis from the drop down box. Need Assistance? Call the AFSC Call Center at AFSC. 13

14 b) Choosing an option will bring up the current premium table for the selected option. Insurable Period/Insured Index: Decide on the Insured Index (coverage level) you want from the column on the left. From across the top of the table, decide on the length of policy you want. Click on the corresponding Premium per CWT value from within the table for the Insured Index and Insurable Period you have decided on. The Option, Insurable Period and Insured Index will fill in automatically once you click on a premium from within the table. The premium rate per CWT will now show for the option details you selected. c) Insured Weight: Click in the Insured Weight (CWT) box and type in the amount of weight you want to insure (remember to enter in hundred weight (cwt)). Need Assistance? Call the AFSC Call Center at AFSC. 14

15 d) Lot ID: This is an optional field. If you want to associate this insurance policy with a specific group of cattle, type it in now. Example: Pen542. e) Policy Premium: Click the 'Recalculate' button and the Policy Premium will be calculated. Need to make a change to this policy? Change any of the policy details by clicking on the drop down boxes for Insured Index or Insurable Period, or click on View Table to view the premium table again. With any changes you make, a new Policy Premium will be calculated. Need Assistance? Call the AFSC Call Center at AFSC. 15

16 6. Once the policy information looks correct, click the 'Add' button on the right side of your screen. 7. The policy you just added will now show up under 'List of Policies'. Need Assistance? Call the AFSC Call Center at AFSC. 16

17 8. Want to purchase another policy? Repeat the above actions to add another policy to your List of Policies. Ready to continue? Click on the 'Next' button. 9. Step 3 of 4: Enter Payment Information You now have a final opportunity to view your policies before purchasing. Everything look correct? Click the 'Submit for Purchase' button. Need to make some changes? Click the 'Previous' button to make changes to the listed policies. Need Assistance? Call the AFSC Call Center at AFSC. 17

18 Important Note: Once you click OK in the pop up box, you will be automatically taken to the Service Alberta web page to submit payment. Upon entering your payment information, you will be redirected back to your CPIP web page to receive payment confirmation. 10. Once on the Service Alberta page you will need to fill in the required fields with your credit card information in order to proceed. Once your card information is entered please click on Process Transaction to continue. You will see this pop-up box when the transaction is processed to re-direct you back to the CPIP portal. Click on Yes to finalize the purchase and return to the CPIP portal. Need Assistance? Call the AFSC Call Center at AFSC. 18

19 A pop-up Payment Receipt screen will appear with the details of the transaction. You may want to print this for your banking records. Click the X in the upper right corner to close the box and continue with your CPIP purchase. 11. Step 4 of 4: Purchase Confirmation You have successfully purchased cattle price insurance! Click on 'View Statement of Coverage' to view or print your statement. To purchase another policy, click on 'Purchase More Policies'. You can now view this policy under your My Policies section. Note: If you purchased more than one policy, they will all show on the same invoice. Need Assistance? Call the AFSC Call Center at AFSC. 19

20 E. How to File a Claim Access the Cattle Price Insurance Website at You will be able to file a claim on your CPIP policies online: Thursday and Friday from 1:30pm to 5:00pm Monday from 1:30pm to 7:00pm The exceptions are holiday Mondays. Canadian Holiday Monday: Monday closed, Tuesday open for claims from 1:30pm to 7:00pm. American Holiday Monday: both Monday and Tuesday will be open for claims from 1:30pm to 7:00pm. Settlement Index will not be available until Tuesday. Check out the Calendar of Insurance on the CPIP page on afsc.ca for more information. Settlement Indices are calculated weekly and made public on Monday. Any claim submitted Thursday or Friday will be submitted without the benefit of knowing the Settlement Index. All claims will be processed after close Monday evening. The last four weeks of a policy is the Claim Window. During each of these last four weeks you can decide to make a claim, with no obligation to sell the cattle to file a claim. 1. Login to the CPIP web page at 2. Click on the View or File a Claim tab at the top of your screen. 3. Click on the File Claim button. Need Assistance? Call the AFSC Call Center at AFSC. 20

21 4. Step 1 of 3: Select Weight to Claim Any policies that you can file a claim on will show here. 5. Type in the amount of weight you want to claim and click the Add button. 6. The weight you are claiming will now show under the Weight Being Requested column. You may adjust this by clicking on the Remove button. The Remaining Weight column will update in accordance with the weight you have requested to claim. To file more than one claim at a time, request weight on any number of policies shown. Need Assistance? Call the AFSC Call Center at AFSC. 21

22 7. Step 2 of 3: Confirm and Submit Claim Request You can now view the claims you are submitting. This is your last chance to make changes before submitting for processing. To make changes to your claim requests, click the Previous button. If a Settlement Index is available, it will show here as well as your Estimated Settlement Award. 8. Step 3 of 3: Confirmation You have successfully submitted your claims. Click on View Claim Request to view or print your statement. To file another claim, click on File More Claims. Need Assistance? Call the AFSC Call Center at AFSC. 22

23 9. The policy you claimed on will show under your My Claims section with a Claim Status of Pending. Once your Settlement Award is calculated and approved, the status will change to Settled. Need Assistance? Call the AFSC Call Center at AFSC. 23

24 10. Once you have claimed all the weight on a policy or the policy expires, whichever comes first, you will be sent a Settlement Statement. That policy will then show in the View or Purchase a Policy tab under Expired Policies. Need Assistance? Call the AFSC Call Center at AFSC. 24