OICONNECT Policy Administration System LIGHTNING QUOTE

Transcription

1 OICONNECT Policy Administration System LIGHTNING QUOTE Agent User Guide OLYMPUS INSURANCE COMPANY PO Box 32879, PALM BEACH GARDENS, FL 33410

2 1 BEGIN A LIGHTNING QUOTE 1.1 Beginning a Lightning Quote Page 3 12 Figure 1 - Main Menu Screenshot Figure 2 - Main Menu Lightning Quote Screenshot 2 LIGHTNING QUOTE 2.1 Agency Information Page 4 12 Figure 3 - Agency Information Screenshot 2.2 Basic Information Page 4 12 Figure 4 - Basic Information Screenshot 2.3 Personal Information Page Trust/LLC Personal Information Figure 5 - Personal Information Trust/LLC Screenshot Individual Personal Information Figure 6 - Personal Information Individual Screenshot 2.4 Address Information Page 6 12 Figure 7 - Address Information Screenshot Figure 8 - Address Suggestions Screenshot Figure 9 -Alert Screenshot 2.5 Discounts Page 7 12 Figure 10 - Discounts Screenshot Figure 11 - Duplicate Coverage Search Results Screenshot 2.6 Rating Info Page Figure 12 - Rating Info Screenshot Coverage Information Figure 13 - Coverage Information Screenshot Wind Mitigation Figure 14 - Wind Mitigation Screenshot 2.7 Endorsements and Optional Coverages Page Figure 15 - Endorsements and Optional Coverage Screenshot 2.8 Rate Results Page Figure 16 - Rate Results Screenshot P a g e 2 12

3 1 BEGIN A LIGHTNING QUOTE 1.1 Once entering your login credentials in the Olympus Production site, you can begin a quote in one of two ways On the first page, you can click the lightning quote option in the application section OR Hover over the Main Menu icon, and choose Lightning Quote under Quoting and Binding Figure 1 - Main Menu Screenshot OR Figure 2 - Main Menu Lightning Quote Screenshot P a g e 3 12

4 2 LIGHTNING QUOTE 2.1 Agency Information Enter the Quote Effective Date and select the corresponding agency from the dropdown Figure 3 - Agency Information Screenshot 2.2 Basic Information Choose the policy form Homeowners or Dwelling Fire If you re quoting a homeowners policy, then choose either HO6 or HO3 under Form Type Usage Indicate if this is a Primary, Secondary or Seasonal Residence New Purchase Choose Yes or No If Yes, a mailing address field opens up next to risk address. This is required for the insurance score Figure 4 - Basic Information Screenshot P a g e 4 12

5 2.3 Personal Information Under Personal Information, choose whether the risk is owned by a Trust, LLC, Individual, or Other Trust/LLC additional fields will generate requiring First and Last Name, Social Security Number (Not Required), Date of Birth, Name of Trust or LLC of individual(s) occupying residence You must choose either AND (to add another insured) or N/A if there isn t one Figure 5 - Personal Information Trust/LLC Screen View Individual additional fields will generate requiring First and Last Name, Social Security Number (Not Required), Date of Birth, Name of Trust or LLC of individual(s) occupying residence If there is a second named insured, click AND to generate another name field. Otherwise, click N/A Figure 6 - Personal Information Individual Screenshot P a g e 5 12

6 2.4 Address Information Complete the Property Location, including the zip Figure 7 - Address Information Screenshot Note: Mailing address is required if this is a new purchase An Address Suggestion will pop up with a verified risk address. Choose the correct one, or enter manually if different or not found Figure 8 - Address Suggestions Screenshot An ALERT box will appear instructing you of any coverage/age requirements for this zip code. Click OK. Note: Under the property location, there is a link to google maps for your convenience. Figure 9 - Alert Screenshot P a g e 6 12

7 2.5 Discounts The final section on this screen is where any discount information is entered, including multipolicy information, burglar/fire alarms, electronic policy discount, etc. Figure 10 - Discounts Screenshot If there are duplicates on this risk under your agency code (either policy or quotes), a box will appear with information on each of these including quote/policy number, insured name and address Note: You can click on the quote/policy number of a duplicate to continue editing the original, or you can click OK to finish the current quote Figure 11 - Duplicate Coverage Search Results Screenshot Click OK to continue through Click Continue to Rating Info P a g e 7 12

8 2.6 Rating Info Any known information regarding this address will populate automatically. Review carefully to ensure accuracy Year of Construction Construction Class Dwelling Type Number of Stories Square Footage Year of Roof Roof Geometry Roof Type Distance to fire hydrant Protection Class Number of Families Flood Zone Figure 12 - Rating Info Screenshot Finally, on this page we have the Rating Info pulled from webservice. This displays territory code, DTC parameters, BCEG, and the insurance tier (will not print on the quote) Coverage Information: Enter the Coverage A amount, choose a Coverage B limit (or leave it as zero for a premium savings), then choose Medical Payments to Others, Liability, and Deductible Limits. Figure 13 - Coverage Information Screenshot Note: Please remember that our base AOP deductible is 1%. Anything lower will have a surcharge. P a g e 8 12

9 2.6.2 If there is a wind mitigation, click + under the Wind Mitigation section to expand those options Opening protection credits on new coastal risks will now be included automatically Upload the wind mitigation in this section to attach to the quote Figure 14 - Wind Mitigation Screenshot Click Continue to Endorsement and Optional Coverages P a g e 9 12

10 2.7 Endorsements and Optional Coverages Any endorsements already included will have a red X next to them To add an additional endorsement, the Spartan for example, click on the name of the actual endorsement ( Spartan Enhanced Coverage ), and then click ADD at the bottom Figure 15 - Endorsements and Optional Coverages Screenshot Once the endorsements are selected, select Continue for a rate P a g e 10 12

11 2.8 Rate Results Shows the quote information a. Quote number b. Effective date c. Policy form d. Applicant Name Premium Breakdown e. Coverage Premiums f. Credits g. Endorsements Premium h. Premium, inclusive of MGA policy feeds and surcharges i. MGA Policy Fee Emergency Management Trust Fund Surcharge j. Total Premium Quote Imaging with links to: Add attachments Add images Print quote quote Save and exit Or convert to application P a g e 11 12

12 Figure 16 - Rate Results Screenshot P a g e 12 12