instructions for quoting issuing motorcycle insurance in pts n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Instructions for Quoting & Issuing Motorcycle Insurance In PTS PowerPoint Presentation
Download Presentation
Instructions for Quoting & Issuing Motorcycle Insurance In PTS

Loading in 2 Seconds...

play fullscreen
1 / 74

Instructions for Quoting & Issuing Motorcycle Insurance In PTS - PowerPoint PPT Presentation


  • 98 Views
  • Uploaded on

Instructions for Quoting & Issuing Motorcycle Insurance In PTS. American Reliable Insurance Company 8655 E. Via De Ventura, Suite E200 Scottsdale, AZ 85258 T 480.483.8666 F 480.483.1675 www.assurant.com. What does our system do?. Our online rating system does more than provide a rate.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Instructions for Quoting & Issuing Motorcycle Insurance In PTS' - brandy


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
instructions for quoting issuing motorcycle insurance in pts

Instructions for Quoting & IssuingMotorcycle Insurance In PTS

American Reliable Insurance Company

8655 E. Via De Ventura, Suite E200

Scottsdale, AZ 85258

T 480.483.8666 F 480.483.1675

www.assurant.com

slide2

What does our system do?

Our online rating system does more than provide a rate.

You can:

Quote new business

Issue a policy, Point of Sale Issuance

Take payments including EFT and credit card

Process change quotes on existing policies

Process endorsement requests

Print all policy documents including ID cards and DEC pages

View commission statements

slide3

!!!!!

After completion of the application process forward the signed application, UM/UIM selection form, and proof of discounts to your General Agent representative.

slide4

Go to:

www.assurantrecreationalinsurance.com

Click on the PTS Agent Login link

to open the log in screen

slide6

Log in using your agency ID and case-sensitive password.

If it is your first time on the system you must install the MeadcoScriptX , this print driver is required to print documents!!!

slide7

Once you have logged in you are taken to the home screen. This screen has links for New Quote, Look up an existing quote, Look up a policy, and view Reports.

slide9

Input the policy effective date, choose the applicable state and company.

Press the Start Quote button.

slide11

Choose any applicable discounts and click Continue.

Proof of discount is required with the signed application.

slide12

Choose the coverage limits

Click Continue.

250/500 limits only available for Umbrella requirement!!! Must provide a copy of Umbrella policy.

slide13

Choose the model year, make, and model. Verify the garaging zip. Choose COLL and OTC deductibles, choose amount of Accessory coverage.

Click continue to proceed, or add New Vehicle to add an additional unit.

Scrolling over ? Marks open help text.

slide14

Fill in Date of birth, Marital Status, and Gender.

Choose vehicle assignment if more than one vehicle or operator.

If the client has completed a motorcycle safety course, input the completion date. Copy of certificate required with application.

Choose violation level, use chart for help

Click here to add additional operators or click Rate to complete.

slide15

Quote Number

You now have a quote sheet!!

You may print the quote, edit quote to modify coverage, or click the Submit button to convert the quote to an Application.

slide17

If you need to look up a quote you recently completed to convert to an app or modify the quote, choose the Lookup Quote link

If you don’t have the quote number use the first initial and full last name of the client and click the search button.

Click the applicable quote link under Policy # to enter the quote.

slide18

This takes you back into the quote summary.

Click on Submit button to convert to an application.

slide21

DISCOUNT SECTION

Input prior carrier information.

Copy of prior insurance DEC page required.

Input association information

Proof of membership required.

slide24

Input VIN number and garaging location.

If no lien holder or additional accessories click on the update button to save information.

slide26

Accessories total must equal value shown here

List all accessories, the values will round to nearest $100 in each row. Total accessories in this example should equal $3600

Click here to add a

lien holder

If no lien holder click Update to save information

slide27

Choose Get LIENHOLDER LIST from drop down to choose a bank.

Or

Click on Add New Lienholder #1 to add a new entity not currently in the list. See next page for further instructions

slide28

To add a new lien holder, enter bank information and loan number if available. Click on Add New Lienholder #1 to save.

If second lien complete this section.

To save vehicle information click UPDATE button

slide29

Click Add New Vehicle button if there are additional units (Max of 4 per policy) and follow same procedures on each unit.

If change is needed click Edit button

Always click the UPDATE button after editing the vehicle to save changes.

When done updating vehicles click continue

slide34

UW information outlines Ineligible Vehicles and Operators.

Additional information available in

UW guide

Click on Process Quote to complete Application

slide35

You are now at the Policy Review screen. You may validate the information.

Then choose the payment plan and click on Bind Coverage if using Agent EFT, Credit Card, or Insured EFT

Click Make Change if necessary to correct information.

If paying with check draft see next slide for instructions

slide37

Click on Application link and print application, complete the application and mail with proof of discounts and the Check draft

to your General Agent.

If paying with Credit Card, Insured EFT, or Agent EFT go to next slide.

slide39

Input Down payment amount and Tab to get payment options.

Choose payment option and input appropriate information.

Insured EFT, after inputting bank information click on Post Info to apply payment.

slide40

Input Credit Card information and click on Verify Card.

Mailing address must match credit card billing address.

slide41

Card Information

After card verification

click on Post Payment

slide42

Primoris is a third party credit card vendor. If insured agrees to pay their fee, click on the confirm button to continue.

slide44

Point of Sale (POS) Issuance:

Click on Print Forms to print the Application, DEC page, ID cards, and privacy notices.

Click continue after printing the forms to go to Policy Summary Screen

slide46

This screen gives an overall snapshot of the insured information and policy coverage.

There are several tabs at the top of the screen which provide additional policy information.

slide47

Billing tab provides a financial snapshot showing next payment due, remaining balance, and remaining payments

This section shows installment due dates

This section outlines payments received

slide48

The Status tab will show if any endorsements are done, any cancellations pending, and any saved endorsement quotes.

slide49

The Notes/Susp tab

Here you can note a policy change. Example shown here.

Batch Items are all documents which have been mailed to the insured,

lien holder, or agent.

slide53

Choose an endorsement reason provided or Other Reason will allow you to type your own

Click Continue

slide54

You may click on the appropriate tab for your endorsement. It is not necessary to go through all tabs.

In this example I clicked the Vehicle tab, as I am adding a vehicle

Now click Add New Vehicle button

slide55

Complete Yellow fields including VIN, Year, Make, Model. Choose Deductible if applicable. Add accessories if applicable. Add lien holder if applicable.

(note-Deductibles must match on all vehicles. i.e. if you have a $500 deductible on first vehicle, and want COLL/OTC on added vehicle it must also be $500)

If deleting a vehicle on policy you would click on Remove this Vehicle box then click update

Click the update button to save changes

slide56

After clicking update, the new vehicle will be shown.

I am adding an operator so I will click Drivers tab

slide58

Complete Yellow boxes if applicable input Riders Safety Course completion date

Click the Update button to save driver information.

slide59

Click on E-Quote Policy to get

quote summary and rate

slide60

You may decline, process, or save the endorsement from here.

I will click Save to show you how to retrieve a saved quote

slide61

From the Policy information screen, choose the Status tab to retrieve the quote.

Click on Edit if change is required. Click Apply to process the endorsement

slide62

You may print the revised DEC Page and ID cards after completion of the endorsement.

Click Continue to proceed to Policy Information screen.

slide66

I chose the Motorcycle ID Card link.

Click on the Print button at the top of screen to print.

Click the Back button to print other forms.

Click the Info button to return to Policy Information screen

slide69

Choose payment amount, payment method, and payment type if applicable. Click the Post Payment button to complete.

slide71

From the Main Menu click the Reports Link.

Your available reports may differ from this screen.

Click the Policy Inforce Premium to view your active policies.

slide72

Select the options from the drop down menus, choose the date,

and specific state if necessary. Click Get Report button

slide73

This screen provides an overall summary of policies.

Click on Policy type link for individual policy holders.