Web Quoting Guide. Non-Owned Auto policy

Transcription

1 1D LLLL Web Quoting Guide Quick Reference Manual- Non-Owned auto can be found under Section 6-3, Rule 70 in our 2015 Underwriting Manual. The other non-owned auto sections of the manual which you can reference are, Drive other car coverage Rule 74, Hired autos Rule 75, Employers Non-ownership liability Rule 76, and Extended Non-Owned liability coverage Rule 77. Issuance- FAJUA producers may bind a Non-Owned auto policy through our portal. Required documentation with submission- The original signed application will need to be mailed in along with the payment. Also include the prior commercial auto insurance policy (if applicable). Page 1 of 15 As of 11/12/2015

2 From our main page click on FAJUA Producers then select the link for FAJUA Online Binding Forms & Applications The log in screen will be displayed as shown below. Screen includes several document links that are available prior to logging in, including quoting instructions, change request forms and other supporting documents. Sign in using the Login ID provided by FAJUA. At the top of the next page, select Commercial Auto and hit the Go button. Page 2 of 15 As of 11/12/2015

3 The quote screen will open and your producer information will be populated. A reference ID number will also appear at the top of the screen. Complete the Applicant Information section. Open up the drop down list for Business Type and select Nonowned and fill in the other fields. Please note that the red asterisk shows all the required fields in the quote. Page 3 of 15 As of 11/12/2015

4 Next, complete the Policy Information tab. Answer Yes to the question asking if this Is this a Non Owned Policy?. Then enter in the effective dates and answer the other required questions. Page 4 of 15 As of 11/12/2015

5 The mailing address and the contact information can then be entered. Under Business Information, describe the type of policy that is being quoted and provide any pertinent information about the risk. Hit Continue at the bottom to move to the next section. Page 5 of 15 As of 11/12/2015

6 Next, confirm the information that prefilled into the Locations section of the quote. Open up the drop down button for Territory and Town Code to select the value under the dropdown box. Click on the Add button to list this address. Notice on the top left, you have 2 tabs which are now blue. Your quote is now saved when you hit the Continue button on the previous screen and now to can toggle to any screen which has been completed already. At the bottom of any page you can also select the More Actions dropdown box. Here you will be able to save your work on the current page. Page 6 of 15 As of 11/12/2015

7 Select the Click here to add icon to detail the vehicles usage and to select the coverage amounts. Complete the Non Owned section which will provide the rating factors for how the vehicle are being used. Next, choose the Libility coverage for your quote and click on Save. Page 7 of 15 As of 11/12/2015

8 On the Optional Coverages screen just press Continue. This coverage isn t an option for a Non-Owned policy. Don t make any changes to the Premium Modification screen and hit Continue. Page 8 of 15 As of 11/12/2015

9 Under the Drivers section you will only be required to add one operator to the quote. No MVRs will need to be run or submitted for the Non-owned auto policy. Do not enter in any information under the No of Years Continually Licensed section because the system will calculate this for you. Select Add at the end. Page 9 of 15 As of 11/12/2015

10 Complete the General Questionnaire which will ask additional Underwriting questions. When the questions are answered click on Continue. Page 10 of 15 As of 11/12/2015

11 If the Insured has any Additional Interests, it can be added on this page. Select the Click here to add to make this entry. Click on Continue to move onto the next screen. Any contracts they have with an additional Interest must be submitted with the application. Next, please reference the prior carrier information. Click the Add button for this to be included with your quote. Page 11 of 15 As of 11/12/2015

12 The Incidents screen doesn t need to be completed for a Non-Owned policy. Just click on Continue to proceed. No information is required for Loss History as well. Click on Continue to move to the next screen. The next tab on our portal is for attaching files but this function is currently unavailable. Any supplemental documents should be ed to fajuadp@bluecod.com or mailed in with the original application or request for proposal. Page 12 of 15 As of 11/12/2015

13 Please include any additional comments or information that may be helpful to Underwriting. If you don t have enough room on the Applicant name field you can enter in any additional named insured s here. The portal will then provide you with the application. This is provided to give you the opportunity to review your work before it is finalized and submitted to FAJUA. Select Continue at the bottom if the screen to bind the policy. Page 13 of 15 As of 11/12/2015

14 Complete all the fields about the payment for this policy and hit Continue. The system will move you to the confirmation screen. Please hit Continue again. Page 14 of 15 As of 11/12/2015

15 The portal will then provide you with the finalized application. The paperwork must be completed and signed by the insured and the producer. Be sure section 13 is filled out for employer non-owner coverage. Please mail the original signed application, along with any required supplemental documents. Required Documents: Include the current commercial auto insurance policy (if applicable). Also the Premium Finance Company contract or FAJUA payment plan (if applicable). Via mail: FAJUA Service Provider PO Box 9142 Marlborough, MA Via overnight: FAJUA Service Provider 295 Donald Lynch Blvd Marlborough, MA Select Save and Exit and you will be brought back to the My Work Screen. The Bound policy will be displayed at the top of the list with a Status which will show as Bound. Page 15 of 15 As of 11/12/2015