ISR Mark IV Modified Property & General Liability Insurance

Transcription

1 ISR Mark IV Modified Property & General Liability Insurance Risk Recommendation Reminder Service User Guide Property Insurance Stronghold For Warehousing & Wholesaling Businesses Adept For Professional Offices Domain For Property Owners Merchant For Retailers General Liability Insurance Modern approach, Industrial strength

2 ISR Mark IV Modified Property & General Liability Insurance Risk Recommendation Reminder Service User Guide The Risk Recommendation Reminder Service allows you to track the progress of items due, receive alerts for upcoming deadlines and see a snapshot of all your clients priorities. Plus you can login and access information via your computer, laptop, tablet or smartphone. Welcome to Calliden s modern approach to the middle market with our online reminder service. The Risk Recommendation Reminder Service is designed to make transacting business with Calliden easier and more efficient. What are the benefits for me as a broker? The Risk Recommendation Reminder Service allows you to easily manage the progress of your clients risk engineering requirements. Choose to manage your clients risk recommendation or let your client manage their own Receive reminders for upcoming deadlines Save time with edit and update functionality Access from your PC, tablet or smartphone Please note this service is only available if risk improvements are identified following a survey. Managing Individual Clients You can choose to either manage your clients risk recommendations or let your client have access through a unique log-in. Reminders will be sent for upcoming deadlines and you are able to prioritise items for actioning and close completed items. What are the benefits for my client? One of the most significant features is the reminder service. You or your client may receive reminders for upcoming deadlines and update or upload documentation for each risk. Managing your brokerage s portfolio Track the progress of your portfolio and quickly view all your clients risk recommendations at a glance though a personalised brokerage URL. All of your clients details will be listed to view their risk recommendations and upcoming deadlines. Property Insurance Modern approach, Industrial Strength Stronghold For Warehousing & Wholesaling Businesses Domain For Property Owners Adept For Professional Offices Merchant For Retailers General Liability Insurance

3 Getting Started The Risk Recommendation Reminder Service can be accessed through your internet browser at the following address Make sure you save this link in your internet browser s Favourites for easy access. 1. The Middle Market Team will send an with log-in details for your clients account. You can choose to manage your clients risk recommendations or let your client manage their own. The password supplied is automatically generated and can be changed by using the Lost Password button on the login page. If you need some assistance, contact details are listed at the bottom of each page. PAGE 3

4 2. Once you have logged into the Risk Reminder Service you will be able to view your clients details and risk recommendations A summary of your clients risk recommendations will be listed on this page. You can view the details of each risk by clicking on View Full Details. Or if you need to make changes, add a comment or upload documentation to a risk click Edit PAGE 4

5 3. View full details of each risk recommendation Details the date of survey, due date and any comments or documentation that have been uploaded. Please note changes cannot be made on this page. If you would like to make a change to the risk recommendation, go to Back to List on the menu bar and click Edit for the relevant item. PAGE 5

6 4. Edit a clients risk recommendation Changes can be made to each of your client s risk recommendations. You or your clients are able to comment and upload documentation and mark the risk as completed. PAGE 6

7 5. Logout Once you have completed your session, click Logout The following logout screen will appear to confirm your logout was successful. PAGE 7

8 6. Managing your Brokerage s Portfolio If you have more than one client registered on the Recommendation Reminder Service the Middle Market Team will send you a unique brokerage specific URL to view all of your client s outstanding risk management actions. Each of your clients will be listed and full details of each risk can be accessed by clicking on the relevant View full details Or if you need to make changes or add a comment to a risk click Edit. You will need to log in with the unique client details to make changes. PAGE 8

9 Frequently asked questions How do I find out my username or password? This service is only available if risk improvements are identified following a survey. The Middle Market Team will send you an with a unique username and password for each of your clients. How do I change the password? The password of the account can be changed by using the Lost Password link on the login page. You will need to enter your username and then instructions will be sent to you on how to reset the password. How do I mark a risk item as completed? You can close a risk item on the Edit page. This page can be accessed from your client s home page by clicking on Edit. How do I get a personalised brokerage URL? If you have more than one client registered on the Risk Recommendation Service the Middle Market Team will send you a unique brokerage specific URL to view all of your clients outstanding risk management actions. How do I comment or upload documentation for a risk recommendation? The Edit page allows you to comment or upload documentation for each of your clients risks. This page can be accessed from your client s home page by clicking on Edit. Feedback and Contact Us Calliden is committed to continually improving its service to you. For feedback on our services or system enquiries regarding the Risk Recommendation Reminder Service (ie. System faults or login issues), please contact our Customer Systems Helpdesk. Customer Systems Helpdesk P E techsupport@calliden.com.au Underwriting Enquiries P CALL ( ) 8:45am to 5pm AEST E middlemarket@calliden.com.au Calliden Industrial Special Risks and General Liability policies are issued by Calliden Agency Services Limited ( CASL ) (ABN , ASFL ) acting under a binder as agent for the insurer Great Lakes Reinsurance (UK) PLC (ARBN ABN AFSL ) trading as Great Lakes Australia ( Great Lakes Australia ). PAGE 9