instructions for quoting issuing motorcycle insurance in pts n.
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Instructions for Quoting & Issuing Motorcycle Insurance In PTS PowerPoint Presentation
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Instructions for Quoting & Issuing Motorcycle Insurance In PTS

Instructions for Quoting & Issuing Motorcycle Insurance In PTS

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Instructions for Quoting & Issuing Motorcycle Insurance In PTS

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  1. 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

  2. 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

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

  4. Go to: Click on the PTS Agent Login link to open the log in screen

  5. We have attached help documents and the UW guidelines on the landing page.

  6. 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!!!

  7. 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.

  8. Click on New Quote to start a quote.

  9. Input the policy effective date, choose the applicable state and company. Press the Start Quote button.

  10. Fill in the yellow highlighted boxes and click the continue button.

  11. Choose any applicable discounts and click Continue. Proof of discount is required with the signed application.

  12. Choose the coverage limits Click Continue. 250/500 limits only available for Umbrella requirement!!! Must provide a copy of Umbrella policy.

  13. 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.

  14. 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.

  15. 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.

  16. Converting Quote to anApplication

  17. 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.

  18. This takes you back into the quote summary. Click on Submit button to convert to an application.

  19. If necessary modify the policy effective date and click Continue

  20. Fill in any missing information in the highlighted boxes and click continue

  21. DISCOUNT SECTION Input prior carrier information. Copy of prior insurance DEC page required. Input association information Proof of membership required.

  22. Make any applicable coverage changes or click Continue

  23. Click Edit button to complete Vehicle information section

  24. Input VIN number and garaging location. If no lien holder or additional accessories click on the update button to save information.

  25. Click link to itemize accessories

  26. 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

  27. 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

  28. 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

  29. 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

  30. Click the Edit button to complete the Driver information.

  31. Fill in Yellow highlighted boxes and click the UPDATE button to save information

  32. Click on Add New Driver for any additional operators (Max of 4) or click Continue to proceed

  33. Update Resident information and click Continue

  34. UW information outlines Ineligible Vehicles and Operators. Additional information available in UW guide Click on Process Quote to complete Application

  35. 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

  36. If paying with Check draft click the forms link to access the application.

  37. 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.

  38. Choose payment plan and click bind coverage button.

  39. 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.

  40. Input Credit Card information and click on Verify Card. Mailing address must match credit card billing address.

  41. Card Information After card verification click on Post Payment

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

  43. After agreeing to Primoris fee, a receipt will generate.

  44. 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

  45. Policy Summary Screens

  46. 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.

  47. 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

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

  49. 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.

  50. Processing Endorsement Quotes