Title: CA Property PUP Quote to Bind Purpose: This job aid will walk you through quoting and binding a CA PUP. Starting the PUP Quote

Transcription

1 Title: CA Property PUP Quote to Bind Purpose: This job aid will walk you through quoting and binding a CA PUP Starting the PUP Quote *Important Note: As you complete the PUP quote, ensure that all required fields are filled out as you move from one page to the next and keep in mind to move from page to page in order. 1) You can initiate the PUP quote one of two ways: a. Start on the Underlying Home policy page and choose Initiate PUP Quote from the Move To drop down menu and click go b. Start on the Quote tab and choose Personal Umbrella Policy from the Product dropdown menu, click Create New Quote Prefill Tab 1) The first page is the prefill page. You will see that the information from the underlying home policy has carried over into this page (Name, DOB, Relationship to primary named insured). Make sure to answer any questions that might be blank for each named insured. 2) Click Customer Search on the named insured s in order to pull the underlying policy information into the quote. This will populate a pop up box, you will then click on the named insured that matches and the policy information will pull into the PUP quote

2 3) If the underlying policy information doesn t populate from Customer Search, under the Active Underlying Policies section, click add. You will then see the Other AAA Product Search pop up box and you will be able to type in the Auto and Home policy numbers and click search. This will then pull in the policy information at the bottom of the page. 4) Make sure the underlying home policy is set to Primary if not, click on the change link next to the Home policy and then choose the Primary radio button. 5) After all of the information is complete, click Continue to move to the next page.

3 General Tab 1) The next page is the General tab. This page will show the agent information, membership information, address and contact information. 2) At the bottom of the page you will find the Third Party Designee section, if applicable. 3) Most if not all of this information will be prefilled already, please fill in any additional information and click Continue to move to the next page. Underlying Risks There are four separate sub tabs under the Underlying Risks tab, you will visit each tab. 1) Property Sub tab

4 a. This page shows all of the information for the underlying home policy. All of this information will be prefilled from the home policy. Verify that all information is correct and then you can move to the next sub tab by clicking on Continue 2) Auto Sub tab a. This page shows all of the information for the underlying auto policy. All of this information will be prefilled from the home policy. Verify that all information is correct and then you can move to the next sub tab by clicking on Continue

5 3) Other Vehicles sub tab a. This page is where you can add other vehicle types, such as watercraft or recreational vehicles to the PUP policy. Simply click the yes radio button and the form will open for you to input the information.

6 4) All Residents sub tab a. This page will list the resident information that is populated from the Underlying Auto and Home policies. If there are any additional residents that don t qualify to be on the Underlying Auto or Home policies, you would add them here on this page. b. Verify the information for the Residents that are listed; click Add button if you need to add an additional resident. Claims 1) The next page is the Claims tab, this is where the claims will be listed from the Underlying Home and Auto policies. Review the information that is listed to make sure it is accurate. 2) If there are any claims missing, they should be added on the Underlying Home or Auto; once you click Prefill on the PUP policy, the new claim information will pull into the PUP quote

7 Premium & Coverages tab 1) The next page is the Premium & Coverages page, there are two sub tabs, Endorsements and Quote. a. The Endorsements tab will show any endorsements that have been added to the quote from the previous pages. You will not add any endorsements here on this page (much like the auto endorsements page) b. The Quote sub tab is where you will choose the limit of liability, the payment plan, etc, just like with Auto and Home. c. Once you ve chosen the Payment Plan and Limit of Liability for your quote, click calculate. You can move to the next page by clicking Continue Underwriting & Approval 1) This page houses the Underwriting questions, similar to Home and Auto. Once you ve answered these questions, you can move to the next page by clicking Continue

8 Documents 1) The documents page will allow you to generate documents as well as generate documents for e-signature. This page will also show you any items that are required to bind or required to issue. 2) Ensure that you make a selection for the Applicant s Statement Signature to show how this document was signed. Bind 1) On the bind page you will click Purchase and then move to the Payment Screen 2) This page is identical to the Home and Auto Payment screens. a. Enter in the payment information and click on Apply Payment. b. The policy will be bound and you will be taken back to the main policy page.

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