mf online Quote Process

Transcription

1 mf online Quote Process

2 Brokers Corner In order to log into our system, user needs to first open up our Internet website and scroll down to the screen below. Click on the Broker Login under the Self Service Corner tab. Click on the Login button and this will navigate user to the mf online system. PLNBPR.1.0 DRAFT Page 2 Authorised Financial Services Provider A Member of the Old Mutual Group

3 User must log in using their User ID and password which they receive once their access was approved. Please refer to the General Annexure for more details. Once user has logged in, they will be presented with mf online Home Page. They will click on Quote/policy Search. You can now commence with creating a quotation. PLNBPR.1.0 DRAFT Page 3 Authorised Financial Services Provider A Member of the Old Mutual Group

4 Create a Quote Step 1: Select the commercial radio button and click on the Create Commercial Client button. Search Refines the search dependent on the Criteria Captured Clear Allows you to clear search criteria and capture new options Report Allows User to export Search Criteria to a PDF Document for printing. Memory Displays the clients accessed in the last 48 hours Step 2: Complete the fields with a * in the tabs Company details, Contact/Postal details & Risk Address Remember to work from left to right mf online Page 4

5 Step 3: Complete the fields with a * and click on Add Risk Address button to add. Step 4: Once that step is done, you will notice that your create quote button is now in green and available for selection. Step 5: Click on Create quote to start the transaction. Create Quote : Will allow user to start the quote Save : Will allow user to save client details Cancel : Will cancel the entire transaction mf online Page 5

6 Step 6: Click on the Create button. mf online Page 6

7 Quote Creation Once the basic details of the client have been captured, the information line must be completed. The information line is mandatory. You will not be able to add any sections before the information line has been added. Follow the steps below to do this. For a quote, only the fields marked with a * are mandatory. Step 1: Navigate to the General Information screen. Click on the drop down arrow and click on Add Section to start capturing a new section on a quote. mf online Page 7

8 Step 2: The Add New Section Line screen displays. The Section Code field defaults to INFO (Information Line). Pay special attention to the questions asked and ensure that you mark the correct radio button. The default selection for all four questions is YES, which will cause the transaction to be referred for authorisation. mf online Page 8

9 Step 3: Once you have added the information line, you can continue adding the various sections of the quote. For this example we will select Fire Step 4: Select an Item Name from the drop down option. Remember to work from left to right mf online Page 9

10 Step 5: Enter the amount that the item must be insured for in the Sum Insured field. Enter the actual rate in the Suggested Rate field. Step 6: Screen below shows buttons are enabled once necessary fields are completed. Risks/Extensions Only extensions that you are required to charge for Item details Interested parties, etc mf online Page 10

11 Step 7: To add another item, click on Add New Item button Step 8: Once information is completed, you have the option to Calculate, Save or Close section. Calculate : Will calculate premium but still keep you in the section Save : Same function as Calculate but will also save your items Close Section : Will prompt you to Save or not save your changes or close section Claims Preparation Costs will be added automatically for 10 % of claim, maximum of R5000 to every section. Once the user has saved the transaction, they will receive a Message : mf online Page 11

12 Step 9: Once sections have been added, click on the submit quote button. Step 10 : Transaction will be referred. Click on the continue button. A proposed quotation schedule will be generated. This schedule is purely for information purposes only. Once the quotation has been authorised, a quotation schedule will be ed. Dependent on your selection of frequency, the proposed schedule will print accordingly. mf online Page 12

13 How to add more than one address This part explains how to load a new risk address during the quote process. Follow the steps below to complete the process. Step 1: Click on Risk Address Tab. Step 2: Complete the fields marked with a * and click on Add Risk Address button. mf online Page 13

14 Different Excesses The default selection for the First Amount Payable button will always default to the normal Mutual & Federal excesses. Should you require specific ones, a request must be sent to a Mutual & Federal Branch. How to Load an Interested Party If there are any parties that have an interest in the insured item, the interested Clients details must be loaded on the quote. This is to ensure that we note the Clients interest in the event of a claim. An example of an interested party is a financial institution that may hold a bond over the insured property. Follow the steps below to load an interested party. Step 1: Interested Parties button will be found under your Item Details button under each section. Step 2: Click on Add New. mf online Page 14

15 How to Load Extensions Perils that are part of the Multisure will not display. An extension can be added by following the following steps : Step 1: Click on the Risks/Extensions button. Step 2: Tick the check box next to the peril. Step 3: Enter the sum insured and actual rate in the Suggested Rate field. Step 4: Click on save mf online Page 15

16 How to Load Additional Claims Preparation Costs mf online automatically loads claims preparation costs as an additional item at 10% of claim min R This is done once any section is loaded. No additional action is required by an mf online user. This item raises no additional premium The client has the option to request cover for additional claims preparation costs. This will raise an additional premium. Follow the steps below to load additional claims preparation costs cover. Step 1: Click on the Claims Preparation Cost item on the on the Multi- Object screen. The Fire Claims Preparation Costs screen displays. Step 2: Click on the Risks/Extensions button. mf online Page 16

17 Step 3: Tick the block in the active column. Step 4: Enter the insured amount in the Sum Insured field, for example, R Step 5: Enter the actual rate in the Suggested Rate field; Step 6: Click Save. mf online Page 17

18 How to Add a Clause and Memo Follow the steps below to add a clause and memo. Step 1: Navigate to the particular section displayed. Step 2: Click on Section Clauses. Step 3: Click on the drop down arrow in the Clause ID field. Step 4: Select the applicable section and item. mf online Page 18

19 Step 5: In this scenario free text is selected. Step 6: Select Add New. The Clause Description field reflects the value: Free text Step 7: Firstly add a heading in the top block and then you are ready to type your message in the bigger block. In this block, you have the option to type unlimited characters and you can also copy and paste from another document. Step 8: Click on Save mf online Page 19

20 How to Add Public Liability section Step 1: Select Public Liability in the drop down option and click on Add Section button Step 2: Step 3: Step 4: Step 5: Step 6: Step 7: Enter your retroactive date (which is the date of your quote) Enter a sum insured in your limit of indemnity block Add the no. of premises per item details as well as a premium. Click on Calculate button or Close section. Claims preparation costs cover will auto default. You have completed Public Liability section. mf online Page 20

21 How to Add Goods in Transit section Step 1: Select Goods in Transit in the drop down option and click on Add Section button Step 2: To have specified vehicle (load limit) cover, you need to specify which vehicle is carrying the load. Click on Item Details button. mf online Page 21

22 Step 3: Click on Add New Vehicle button Step 4: Complete relevant fields Step 5: Click on save button at the bottom of the page mf online Page 22

23 Annual carry steps Step 1: Step 2: Step 3: Step 4: Select basis of cover as Annual Carry Enter sum insured, rate at the top and enter the Annual carry amount. Confirm that the means of conveyance is correct. You have completed Goods in transit section. mf online Page 23

24 How to Add Stated Benefits section Step 1: Select Stated Benefits in the drop down option and click on Add Section button Step2: Step 3: Complete the accumulation limit, occupation, no. of persons, highest Annual Earnings, Total annual Earnings and Death no. of yrs. Click on the Risks/Extensions button Step 4: Step 5: Complete the sum insured and rate block for Death. You have completed Group Personal Accident section. mf online Page 24

25 How to Add Specified Cars section Step 1: Select Specified Cars in the drop down option and click on Add Section button Step 2: Select the item name and enter the sum insured and rate. Step 3: Step 4: Step 5: Complete the cover type and the rest of the fields will auto populate. Complete the make, model and year of manufacture. Remember to work from left to right when completing the tabs. You have completed Specified cars section. mf online Page 25

26 How to Add Broadform Liability section Step 1: Select Broadform Liability in the drop down option and click on Add Section button Step 2: Enter the Retroactive Date (which is the date of your quote) and the Limit of indemnity. Step 3: Working from left to right, complete the no. of premises, premium and Products turnover. Once done, click on the in the Products liability line. Step 4: Enter the Defective Workmanship turnover. mf online Page 26

27 Step 5: Working from left to right, complete the no. of premises and premium Step 6: Enter the rate in Employers Liability and click on the and complete the total remuneration block as shown below. Step 7: Once completed, click on the Item Details Button. Step 8: Step 9: Complete the underwriting questions and click on save. You have completed Broadform section. mf online Page 27