Welcome to.. Web Application Guidelines September 2012

Transcription

1 Welcome to.. Web Application Guidelines September 2012 Page 1 of 30

2 Table of Contents Company Contacts...3 Submitting Business...4 Commercial Lines...4 Personal Lines...4 Commercial Lines Quotes...5 Personal Lines Complete Application On-Line...22 Policy Issued...23 General Web Application...27 Sample Declaration Pages...30 Page 2 of 30

3 Company Contacts Website: o Agent Resources Underwriter Guidelines Recent Writings Forms Download Products Web Application Guidelines o Agent Profile Please complete and send to California Mutual Web Application: o To access the web application you will need a User Name and Password. These are issued upon setup of agency. o Forgotten User Name or Password cschmidt@calmutual.com Mike Venuti, Commercial Underwriter o mvenuti@calmutual.com o Toll Free Bobbi Benton, Commercial Underwriter o bbenton@calmutual.com o Toll Free Jessica Redmond, Personal Underwriter o jredmond@calmutual.com o Toll Free Royce Ruiz, Claims Manager o rruiz@calmutual.com o Toll Free o Claims Fax Page 3 of 30

4 Submitting Business Commercial Lines or Fax preferred o Application o Loss Runs prefer 5 years all commercial applications to mvenutui@calmutual.com Fax all commercial applications to Personal Lines Homeowner and Dwelling Fire business may be submitted by completing the application online, rating and binding. You must have a user log in to access website. If you have questions or need assistance please contact Jessica Redmond jredmond@calmutual.com Page 4 of 30

5 Commercial Lines Quotes Once a completed application is received by underwriting, it will be input into the web application, rated and a quote issued. Agent will receive an diary from the underwriter indicating that the quote is available for review. Agent will access the website with their User Name and Password at: (the link is also in the .) Page 5 of 30

6 You may access the quotes several ways: o Current Status New Diary find the diary item to go to quote Submissions Pending find the insured and click on App/Form No o Submissions Tab at top of page Find the insured and click on App/Form No Page 6 of 30

7 You are able to view and revise the following: o Application Info tab Quick Quote Applicant data Additional named insureds Business Info Billing info Policy Premium Summary Page 7 of 30

8 o Property/Cvgs tab Property Schedule If more than one location and/or building select from the property schedule line item Location description Coverages, including limits, co ins, deductible and premium Mortgagees Additional Interest (not mortgagee) Deductible Commission Re-Rate after any revisions o Print, or Save to your computer any or all of the following from the Property/Cvgs tab: Print Summary Policy Premium Summary by Coverage Part, Commission and Coverage Details See next page for sample Page 8 of 30

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12 Print Quote This proposal is to present to the insured, including: Property Locations, Coverage Parts, Premium Summary and Authorization to Bind Coverage. (You may also print the quote from the top of the header) See next page for an example Page 12 of 30

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18 o Property Details tab Provides details about the property schedule o General Info tab Provides supplemental details about the property Page 18 of 30

19 o Notes/File Attach tab Agent may enter remarks to the underwriter, attach files such as pictures, revise text that will appear on the Quote Page 19 of 30

20 o Diary tab View all diaries related to this policy, reply to diaries or start a new diary Page 20 of 30

21 o Request Issuance of Policy Review quote thoroughly; confirm payment plan, make any necessary revisions; review policy summary and or quote proposal. Request to issue policy can be done several ways: Request Issue at top of header Bind/Print Evidence at top of header Respond to diary include total premium in diary notes the underwriter include total premium in body of Page 21 of 30

22 Personal Lines Complete Application On-Line Select the Homeowner or Dwelling Fire icon under the Create New Submissions on Home page Complete all Yellow Fields for a Quick Quote Complete all additional Blue Fields for a Complete Quote prepared to Issue Property/Cvgs tab includes an icon of a blue house on left side of screen click to enter the ISO Home Value replacement cost estimator. The more complete the estimator the more accurate replacement cost value. Select Calculate and select Print if needed. Close estimator by x upper right corner of screen. After closing properly many of the values will populate into the remaining application. Selected coverages, limits, complete forms if required, rate, print quote for your insured. If quote is accepted, request issuance or Bind/Print Evidence and the policy will be processed. Refer the Commercial Quote section for further detail on the individual tabs. Refer to the Policy Issued section following for further information once the policy is issued. If you would like to participate a Go to Meeting demo with our staff please contact underwriting for a convenient 30 minute demo. As many as 10 persons may participate at one time. Page 22 of 30

23 Policy Issued Once a policy is issued there is a wealth of information on the web application for your agency s use. o Submissions tab select policy from list clicking on the Policy No Summary basic policy information including term, policyholder, agent, risk, coverages, limits, deductible and premium. You may print a COI or Loss History from this tab. Page 23 of 30

24 Policy Docs PDF of Declarations, forms and general correspondence (Some agencies no longer request copies of the policy as they can be accessed, printed, ed or saved to their local computer) Page 24 of 30

25 Accounts Pay plan, invoices and payment activity on policy. Invoices can be reprinted from this tab by selecting the PDF icons. Use the Print Page at the top of header to print all activity. Claims Claims activity including claim number, type, loss date, status and paid amounts Page 25 of 30

26 Policy Diary All diary items can be viewed Page 26 of 30

27 General Web Application We will be happy to provide on-line demonstrations of the web application system by contacting California Mutual. Please set aside approximately 30 minutes to participate in the general demo. Or if you have specific questions please don t hesitate to call. You must enable (allow) pop-ups from our website. If pop-ups are blocked you will not be able to generate PDF s etc. If you need further information on each tab if you select Help at the top right of the screen further information about each tab will display. On many screens you may see Refresh Print Page near the top of the header. If you change filters you must Refresh. Select Print Page to do just that. At the top of the page are several tabs: Home this is the opening page from where you can check diaries and submissions pending. Please do not create a new commercial submission from this page. or fax applications and our underwriters will complete. Personal lines can create submission from the home tab. Change your password, link to CA Mutual Website Page 27 of 30

28 Diary - Review all diaries from this tab Submissions Listing of all submissions and policies for you as an agency or you can filter for all agents within your agency. There are several additions you can filter further. App/Forms New submissions for personal lines only Page 28 of 30

29 Clients Enter client name and refresh to obtain all policies. Policy Details Enter policy number to obtain details print COI and Loss History Page 29 of 30

30 Agent BOB With the correct permission, you can view and filter details about applications, policies, inforce policies and loss history for your agency Sample Declaration Pages Commercial Policy Package Business Owners Package Dwelling Fire Homeowners Page 30 of 30