SurePower Innovation Quick Reference Guide-Arizona SurePower Table of Contents GETTING STARTED GETTING STARTED Internet Access/Agent Log-on Information QUOTE QUOTE Quotes - How To Create A Quote APPLICATION APPLICATION Applications - How To Create An Application/Issue Policy ATTACHMENTS ATTACHMENTS How To Add An Attachment/How To Add A Work Task ENDORSEMENTS ENDORSEMENTS New Business - Application With Mortgagee How To Change: From Insured 11 Pay To Insured EFT 11 Pay Adding Mortgagee WITHOUT Changing The Billing Entity - Escrow NO Changing 11 Pay To Mortgagee Bill - Escrow YES How To Change From EFT to Mortgagee Bill (Add Mortgagee 1st) How To Search For A Customer 001
Getting Started Internet Access/Agent Log-on Information SurePower Quoting System Log-on https://www.agent.natlloydscorp.com SurePower Training System Log-on Address https://training.agent.natlloydscorp.com USER NAME-PASSWORD Your User Name and Password remain the same as on our PACS system. Please enter current User Name and Password (in all lowercase letters). You will then see the Agent s Main Menu. CUSTOMER SERVICE Should you encounter any problems, you can contact our Service center at 800.749.6419. Our Service center is available Monday through Friday, 8:00 am until 6:00 pm CST. Quotes How To Create A Quote NEW QUOTE QUICK TIP All fields with an *Asterisk are REQUIRED and must always be filled in. 1. On the home page, in the Actions Box, click the New Quote link. 2. In the Product Selection section type the Effective Date. 3. Enter the date manually or use the convenient drop down calendar. 4. Click Continue. (See Fig. A) 5. Choose the Product type from the Product Selection List that will be used for the Quote. 6. On the following page, answer all of the required policy questions. (See ) 7. In the Policy General section select the Package Level. 8. Next, select the Occupancy Type. 9. In the Insured Information section answer the following: Insured Type Name Birth Date - Enter manually or use the convenient drop-down calendar. Address - You must verify the address by clicking on the Verify Address Icon. Primary phone number and email are optional, however they will be required when creating an application. 10. Click Save and Go to Next Page when finished. Fig. A An official quote is created after the contact information has been added and saved. 002 HOW TO CREATE A QUOTE
Quotes How To Create A Quote DWELLING GENERAL 1. Next, fill-in the required fields under Dwelling General. (See Fig. C) Enter Square Feet. Enter Year Built. Select Roof Year. Select Construction Type. Select Primary Residence. Click Calculate RCV/ACV. Fig. C 1. Next, fill-in the required fields under Dwelling Detail. (See Fig. D) 2. Enter the All Peril Deductible amount. 3. Enter Amount for Coverage A - Dwelling. 4. Enter any Base Coverage Amounts. 5. Select optional Liability coverages. 6. Select optional Exclusions. 7. Select optional Policy Discounts/Surcharges. 8. Adjust coverage amounts if necessary and click Save for any changes. 9. Browse the Coverage List section located at the bottom of the page. (See Fig. E) 10. Click Save and Go to Next Page. 003 HOW TO CREATE A QUOTE
Quotes How To Create A Quote DWELLING DETAIL QUICK TIP All fields with an *Asterisk are REQUIRED and must always be filled in. Fig. D COVERAGE LIST Fig. E 004 HOW TO CREATE A QUOTE
Quotes How To Create A Quote RATE CONFIRMATION 1. Review the Rate Confirmation section. (See Fig. F) 2. Click Save and Go to Next Page. 1. To view available Payment Options, click Change Payment Options Section. (See Fig.G) Fig. F PAYMENT OPTIONS Fig. G 2. Review the Payment Plan section. (See Fig.H) 3. On the Payment Options screen, Click on Return To Payment Options. 4. n the Actions Box on the left you may select: Print, Copy, Close, Delete Quote or any of the options offered. (See Fig. I) 5. Also available, is the option to continue and Create an Application. Fig. I 005 HOW TO CREATE A QUOTE
Quotes How To Create A Quote PAYMENT DETAIL Fig. H ATTN: Payment Plan Options are informational only. The actual Payment Plan will be scheduled in the Application. DO NOT ADD PAYMENT INFORMATION AT THIS TIME. PAYMENT PLAN Fig. H 006 HOW TO CREATE A QUOTE
SurePower Quick Reference Guide Create An Application Applications How To Create An Application QUICK TIP If the Quote was created on a previous date, you must make the effective date current. 1. Click Create Application from the Actions Box. 2. The Issues Alert section at the top of the page will indicate the required information yet to be added. 3. Answer all questions with an *asterisk. 4. Click Save and Go to Next Page. 5. On the Insured Information tile, review and enter any required information. 6. Click Save and Go to Next Page. 7. In the Dwelling General section, select Roof Type and # of stories. (See Fig. A) DWELLING GENERAL DWELLING DETAIL LOSS HISTORY ADD L INTEREST/MTG 8. Add any additional information in the Dwelling Detail section. 9. Review the Coverage List. 10. Click Save and Go to Next Page. 11. If the APlus report shows a Loss History, click view and add information if necessary. 12. Click Save and Go to Next Page. 13. In the Additional Interests/Mortgagees section add information if necessary. (See ) 14. Click Save and Go to Next Page. 15. In the Actions box, Click Finalize Transaction. 16. In the Cash with Application section, enter payment information. 17. If no more changes are needed, Click Issue Policy. Fig. A 007 HOW TO CREATE AN APPLICATION
Applications How To Create An Application PAYMENT OPTIONS FORMS LIST PREMIUM INFO 1. Review Rate Confirmation information. 2. Click Save and Go to Next Page. 3. In Payment Options the Insured 11 Pay is automatically selected. If a different payment option is required, select the Change Payment Option choice. 4. Add banking information if required. 5. Click Save at the bottom of the screen. 6. Click Return To Payment Options. 7. Review the Forms List section. 8. Click Save and Go to Next Page. 9. Review Premium Information section. 10. Click Save and Go to Next Page IF ANY ADDITIONAL CHANGES ARE NECESSARY IN PREVIOUS SECTIONS, COMPLETE THE CHANGES. 11. In the Actions Box, Click Finalize Transaction. Fig. C 12. In the Cash with Application section, enter payment information. (See Fig. C) 13. If no more changes are needed, Click Issue Policy. 008 HOW TO CREATE AN APPLICATION
SurePower Quick Reference Guide Attachments Attachments How To Add An Attachment/How To Add A Work Task INSURED SEARCH 1. From INBOX: Select Customer Policy Search. 2. Click Customer Policy Search. 3. Input policy number in Customer LookUp. 4. Click Search. (Move to Step 6) 5. From Task Inbox: Click the arrow next to Work to perform action on the preferred policy.(see Fig. A) 6. Click Attachments. 7. In the Actions box, Click Add Attachment. 8. Select the Type of Attachment. (See ) 9. Click Select. Fig. A NEW ATTACHMENT 009 HOW TO ADD AN ATTACHMENT
Attachments How To Add An Attachment/How To Add A Work Task 10. It should pre-fill the description box. 11. Click Add Files. ADD FILE QUICK TIP Please pay attention to the note on Step 13. 12. Locate the document that you saved on your computer. Repeat steps 11 & 12 until all of the necessary files have been attached. 13. Click Add Attachment when finished and proceed to Step 17. ** Note** If a New Task section was generated, please follow steps 14 through 19. 14. Select Underwriting Inquiry (it should prefill). 15. Add a Message in the Note box. NEW TASK ADD A NOTE 16. Click Add Attachment. 17. You have now attached an Exclusion and worked a task that will notify the underwriter. 18. Click Documents. 19. You should be able to see the Attachment. 20. You have now completed adding an attachment. 010 HOW TO ADD AN ATTACHMENT
SurePower Quick Reference Guide Endorsements Endorsements New Business Application With Mortgagee QUICK TIP Make sure that you are on the correct tab (Additional Interest/Mortgagees). (See Fig. A) 1. In the Actions Box, Click Add Additional Interest. 2. In the Additional Interest/Mortgagee Detail section you may choose to click the search icon to search and auto populate the name and address of the Mortagagee or skip to step 3 and then enter the information manually in step 7. 3. Click the drop down arrow next to Interest Type and select First Mortgagee. 4. Notice that to the right, the Escrow Box selection is defaulted to YES. (See ) 5. Select Escrow Yes if the Mortgagee is paying. 6. Select Escrow No if the Insured is paying. 7. Fill out the sections marked with asterisks and verify the addresses. 8. Click Save. 9. Click Return to Addl Int/Mortg. (See ) Fig. A ADD L INTEREST/MTG 011 NEW BUSINESS APPLICATION WITH MORTGAGEE
Endorsements New Business Application With Mortgagee 10. If Escrow Yes (mortgagee is paying), in the Actions Box, Cick Finalize Transaction (skip to step 12). 11. If Escrow No, skip to step 15. 12. In the Closeout section, Click the Payment Type and select Mortgage Pay/Title Check. 13. Click Issue Policy. (See Fig. C) 14. Your policy should now be posted in the Recent List. Fig. C PAYMENT PLAN 15. If Escrow No (mortgagee is NOT paying), Click Change Payment Options. 16. Change Payment Plan to one of the options below: 17. A. Insured Pay In Full B. Insured 11 Pay C. Insured EFT (11 Pay) (See Fig. D) 18. In the Actions Box, Click Save. 19. On this application the EXAMPLE below is Insured Pay in Full. 20. In the Actions Box, Click Finalize Transaction. 21. Select Payment Type in the Cash with Application section. (See Fig. E) 22. Click Issue Policy. 23. Click Recent List. Fig. D CASH WITH APP Fig. E 012 NEW BUSINESS APPLICATION WITH MORTGAGEE
SurePower Quick Reference Guide Endorsements Endorsements How To Change: From Insured 11 Payment To Insured EFT 11 Payment QUICK TIP First, open the policy that you want to change to Insured EFT 11 Pay from the Insured Search or Recent Activity List. Go to Optional Forms (This used to be Correspondence). 1. From the Correspondence Selection, choose the Correspondence Form titled Blank Automated ACH Authorization Enrollment Form. (See Fig. A) 2. Click View Sample and Print both pages. (See ) 3. Please fill out the form (have Insured sign Page 1). Scan and save BOTH pages onto your computer. 4. When you have completed this process, you are ready to continue. OPTIONAL FORMS Fig. A CORRESPONDENCE 5. In the Actions Box, Click Start Transaction. 6. Select Endorsement and then click Select. (See Fig. C) Fig. C 013 HOW TO CHANGE: FROM INSURED 11 PAY TO INSURED EFT 11 PAY
Endorsements How To Change: From Insured 11 Payment To Insured EFT 11 Payment 7. Choose the effective date (CANNOT backdate). 8. Explain what type of change you are doing in the Additional Declaration Text box. 9. Click Start. (See Fig. D) TRANSACTION 10. Choose the chevron box marked Payment Options to change. 11. Click Change Payment Option. (See Fig. E) Fig. D PAYMENT OPTIONS 12. Click on Insured EFT (11 pay). 13. Fill out Pay Plan Information section. 14. In the Actions Box, Click SAVE. Fig. E ATTACHMENTS 15. Click Attachments. (See Fig. F) 16. In the Actions Box, Click Add Attachments. 17. From Name, select Signed Automated ACH Authorization Enrollment form. (See Fig. G) 18. Click Add Attachment at the bottom. Fig. F Fig. G 014 HOW TO CHANGE: FROM INSURED 11 PAY TO INSURED EFT 11 PAY
Endorsements How To Change: From Insured 11 Payment To Insured EFT 11 NEW ATTACHMENT 19. Click Add Files (The Agent should locate the 2 EFT pages saved in your computer). 20. Click Add Attachments at the bottom. (See Fig. H) APPLICATION 21. Choose Application. (See Fig. I) Fig. H 22. In the Actions Box, Click Finalize Transaction. 23. Type in the Workflow Comments Box: Attached Signed Automated EFT form and changed billing from 11 pay to Insured EFT pay. (See Fig. J) 24. Click Submit for Approval at the bottom. Fig. I Fig. J 25. This will go to the underwriter s Inbox whom will approve and send back to your Agent Inbox to work the task. 26. Go to your Inbox, find the endorsement, Click on the arrow pointing to Work. 27. Click Complete at the bottom. 28. In order to get a copy of the endorsement go to Documents. (See Fig. K) DOCUMENTS Fig. K 015 HOW TO CHANGE: FROM INSURED 11 PAY TO INSURED EFT 11 PAY
SurePower Quick Reference Guide Endorsements Endorsements Adding Mortgagee WITHOUT Changing Billing Entity - Escrow NO 1. In the Actions Box, Click Start Transaction. 2. Select Endorsement. (See Fig. A) 3. Click Select. Fig.A 4. Choose the most effective date. 5. Type Adding Mortgagee NOT Changing Billing in Description. 6. In the Actions Box, Click Start. 7. Click Additional Interests/Mortgagees. (See ) 8. In the Actions Box, Click Add Additional Interest. 9. Select First Mortgagee. 10. Change Escrow to No. 11. Fill out the Mortgagees info. 12. In the Actions Box, Click Save. 13. In the Actions Box, Click Finalize Transaction. 14. Click Process. 016 ADDING MORTGAGEE WITHOUT CHANGING BILLING ENTITY - ESCROW NO
SurePower Quick Reference Guide Endorsements Endorsements Changing 11 Pay To Mortgagee Bill ESCROW YES 1. In the Actions Box, Click Start Transaction. 2. Select Endorsement. 3. Click Select. 4. Enter the effective date. 5. Type Changing from 11 pay to Mortgagee Bill in the Description box. (See Fig. A) 6. Click Start. Fig. A 7. Go to the Additional Interests/Mortgagees chevron. 8. In the Actions Box, Click Add Additional Interest. 9. Select First Mortgagee and then fill out the info below Escrow YES. 10. Click SAVE. 11. Click the Payment Options chevron. (See ) PAYMENT OPTIONS 12. Click Change Payment Options for the Mortgagee. 13. Click Mortgage Bill Full Pay. 14. Click Save. 15. Click Finalize Transaction. 16. Add a note in the Workflow Comments Box. 17. Click Submit for Approval. 18. Underwriting will review. 19. Check INBOX. 20. Locate the application. 21. Click the arrow next to Work. 22. Click Process. 017 CHANGING 11 PAY TO MORTGAGEE BILL - ESCROW YES
SurePower Quick Reference Guide Endorsements Endorsements How To Change From EFT To Mortgagee Bill (Add Mortgagee 1st) QUICK TIP First, open the policy that you want to change to Insured EFT 11 Pay from the Insured Search or Recent Activity List. Go to Optional Forms (This used to be Correspondence). 1. Get the Blank Automated ACH Authorization Unenrollment form. 2. Click View Sample and Print both pages. 3. Fill out the form (have Insured sign Page 1). Scan and save BOTH pages into your computer. 4. When you have completed this process, you are ready to continue. 5. In the Actions Box, Click Start Transaction. 6. Select ENDORSEMENT, then Click Select. 7. Choose the effective date (Cannot backdate). 8. In the Description box fill in what type of change you are doing, then click START. (See Fig. A) 9. Click on Additional Interests/Mortgagees. (See ) Fig. A 10. In the Actions Box, Click Add Additional Interest. 11. Select First Mortgagee. 12. Make sure Escrow is YES and complete all asterisks. 13. In the Actions Box, Click Save. 14. Click Attachments. Fig. C ATTACHMENTS 15. In the Actions Box, Click Add Attachment. (See Fig. C) 16. Select Signed Automated ACH Authorization Unenrollment Form. (See Fig. D) 17. Click Select. 018 HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST
Endorsements How To Change From EFT To Mortgagee Bill (Add Mortgagee 1st) NEW ATTACHMENT Fig. D 18. The Description box should be pre- illed. 19. Click Add Files in green. 20. Locate the ile saved in your computer. 21. Click Add a New Task. (See Fig. E) 22. Select Underwriting Inquiry (Which pre ills your underwriter). 23. Type a message in the Note box. 24. Click Add Attachment. TASK ATTACHMENTS APPLICATION PAYMENT OPTIONS 25. Click Application. 26. Click Payment Options. Fig.E 019 HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST)
Endorsements How To Change From EFT To Mortgagee Bill (Add Mortgagee 1st) PAYMENT OPTIONS 27. Click Change Payment Option for the Mortgagee. (See Fig. F) 28. Click Mortgagee Bill Full Pay. (See Fig. G) 29. In the Actions Box, Click Save. Fig. F PAYMENT PLAN 30. In the Actions Box, Click Finalize Transaction. 31. Add a note in the Workflow Comments Box. (See Fig. H) Fig. G 32. Click Submit for Approval. 33. Submit for Approval goes to the Underwriters to approve. When approved it will come back to your Agent Inbox to Work. 34. The Agent now has to go to their Inbox. 35. Locate the application. 36. Click the arrow next to Work. 37. Click Process. Fig. H 020 HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST)
SurePower Quick Reference Guide Customer Search Search How To Search For A Customer 1. In the Actions Box, Click Customer Policy Search. 2. Click the drop down arrow in Search by Insured and select an option. (See Fig. A) 3. Select 100 in Max Hits and Click Search. (See ) Fig. A 021 HOW TO SEARCH FOR A CUSTOMER