AmTrust BOP Quick Quote Guide Customer Service:

Transcription

1 One Page Cheat Sheet 1. Sign into and click on New Submission 2. Complete the New Submission screen and click Create 3. Select BOP by clicking on the plus sign Direct Submit Application Upload if you want us to complete your quote 1. To upload an application click the green Attach Files + button and follow the instructions. 2. We will respond to most submissions within 1 business day. Quick Quoter to quote it right away in your office 1. To Quick Quote click on the Edit Icon and then answer a few questions and hit Continue 2. Complete the Business Information on the Quote Main screen. You may also select an Expansion Endorsement to add a package of coverages by clicking on the appropriate box, and can view the coverages by clicking Compare. Click Save and Continue to move on. 3. Enter location 4. Select location coverages. As desired, click the plus sign beside the coverage and enter rating note that if Incl appears the coverage is set to that of the Expansion Endorsement that you selected, if a green + appears you my click and customize coverage. 5. Click Continue or Back to Locations to add another location 6. Enter building and then select building coverages. You must select and enter Building and Personal Property Coverage. 7. Click Continue; or to add another building click Building; to add another location click Back to Locations 8. Select BOP policy coverages 9. Select any Additional Interests needed that are not included on selected Expansion Endorsements and click Continue 10. View Quote premium and as appropriate select the IRPM modifier (for example, enter.75 for a 25% credit, or 1.25 for a 25% increase; most state allow up to 25% and some more, like TX allows up to 40%). 11. Select a pay plan and click Continue 12. If you have binding authority present the proposal and bind as appropriate. Otherwise, click Submission in the Quote Menu or Return to Submission on the Quote Final screen and follow the instructions to upload an application for our underwriter to complete the quote so that you may present and request binding as appropriate. AmTrust BOP Product Management,

2 Detailed Screen Shots Begin by signing into roup.com Note that the BOP UW and Eligibility guides are located under the BOP Link in the Small Business Insurance highlighted in red. Select New Submission from the Main Menu AmTrust BOP Product Management,

3 Enter basic and click Create (FEIN number is optional) Select BOP by clicking on the Plus sign Direct Submit Application Upload If you would rather direct submit an application for underwriting, click Attach Files and follow the instructions. Agent Quick Quote To do your own quick quote, Click the Edit button AmTrust BOP Product Management,

4 Answer a few underwriting questions and click Next Click Continue to quote Enter insured Select an Expansion Endorsement as desired, Click Compare to view coverages Enter location AmTrust BOP Product Management,

5 Click the + to select coverage as needed, note that if Incl appears in the Added box, then there is coverage from any selected Expansion Endorsement If a green plus sign appears in the Select column you may edit the coverage. Enter building Click on the plus sign to select building coverages as desire, you must select Building and PPC Click on the plus sign to add additional policy coverages as desired Select Additional Interests AmTrust BOP Product Management,

6 View Quote premium and select IRPM modifier as appropriate (enter.75 for a 25% credit, or 1.25 for a 25% increase, some States allow up to.40) Select your Payment Plan. All billing is direct to the insured, note the EFT option. If you have binding authority present the proposal and bind as appropriate. Otherwise, click Submission in the Quote Menu or Return to Submission on the Quote Final screen and upload the application as described above for our underwriter to complete the quote so that you may present and request binding as appropriate. Once uploaded our underwriter will contact you within an hour in most cases. AmTrust BOP Product Management,