@chubb Agency Portal FREQUENTLY ASKED QUESTIONS

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1 FREQUENTLY ASKED QUESTIONS

2 Why did Chubb redesign agency portal? Our goal is to make it easier for you to service your Chubb customers and provide pertinent information regarding our products and services. We completed extensive research and user experience testing with a number of our agents and worked with a top design firm to be sure we implemented best practices around the end-user experience.

3 What has changed on agency portal? The main change includes a redesigned home page. The new home page includes: Top navigation menu easy access to all Information about our products, services and industry solutions Quick Links direct access to the most frequently used solutions Showcase learn about some of our latest products and services Video Spotlight

4 What has NOT changed on agency portal? The solutions themselves (inquiry applications, quote tools, etc.) have not changed. Use Quick Links to access some of the most frequently used solutions or you can access the full suite of available solutions by hovering over Business, Personal, or Claims on the top navigation bar and viewing the Manage & Service Accounts content. To access the most frequently used solutions click on the Quick Links To access the existing solutions, click Manage & Service Accounts found under Business, Personal or Claims

5 Will my User ID and password work with the agency portal? Yes. If you have an active User ID, you will use the same User ID and password to access the agency portal. If you forgot your password, or your password expired, you can reset your password on the login page using your User ID and address. IF YOU NEED FURTHER ASSISTANCE, PLEASE CONTACT THE APPROPRIATE HELP DESK: Commercial agents and Accident & Health agents, please contact the ebusiness Help Desk at , option #2 or send an to Personal agents, please contact the Premier Solutions Team at ,option #1 or send an to

6 Who do I contact if I do not have a User ID and password? If others in your agency have access contact the Agency Administrator in your office to sign up for User ID. If your agency needs to be set up your principal should complete Agency Administer Request form and submit it to your local Chubb office. Note: The Help Desk can assist if you are unsure who your administrator is.

7 As an Agency Administrator, where do I access the EAS Administration system? Agency Administrators have a new Administration drop-down in the top right corner of the home page. This provides quick access to all Administration solutions. On the blue utility bar there will be a drop down menu next to Welcome (your name). Note: This menu is only visible by administrators.

8 As a user, how do I navigate around agency portal? You may access all available resources from the top navigation bar by hovering over Business, Personal or Claims. A drop-down menu will appear for each and you may choose resources from Manage and Service Accounts, Products, Services and Industry Solutions. Note: The links will differ on the menu depending on the section you choose. The TOP NAVIGATION BAR is located under the blue utility bar at the top of the page.

9 When I click on a link, will I be taken out of agency portal? Links will open into a new browser window (depending on your browser settings). Close that window by clicking on the x in the right top corner as you normally would. Note: It is best to close each browser window when finished.

10 What are Quick Links? Quick Links are located on the left side of the home page. These Quick Links have been selected based on your business needs and feature some of the most frequently applications.

11 What information will I find in Products, Services and Industry Solutions? One of the things we heard from you our agents was that you need easier access to Chubb s product and service information. These new sections will provide quick access to many of our product and industry resources including marketing materials, loss prevention information, and more.

12 In Business, what information will I find in Prepare, Sell and Take Action? First select the section (Product, Service or Industry Solution) you want. Here, you will find key resources to help you Prepare for your client meeting, the tools to Sell the solution and, ultimately, the ability to Take Action when closing the sale.

13 In Personal, under Products and Services, the information is categorized into The Chubb Advantage, Marketing Materials and Tools & References. What s the difference between them? The Chubb Advantage demonstrates how Chubb can (or has) made a difference, while the Marketing Materials are the sell sheets providing specific product information and the Tools & References are the how to.

14 Where can I find claims information, report a new claim, or learn more about other claims solutions? All of the Claims solutions (including Claims Details, our Claims Inquiry application and our Report a Claim site) are available by hovering over Claims located on the top navigation bar.

15 What if I can t find a specific solution? Applications (or individual systems) are tied to specific user roles that are attached to your individual user ID. If an application does not appear on your menu, your Agency Administrator may not have assigned that specific role to user ID. PLEASE CONTACT your Agency Administrator to request that you be given access to a particular application. Note: The Help Desk can assist if you are unsure who your administrator is.

16 If I click on a link, how will I know where I am? The top navigation bar will have a blue box around the section you are in and the left menu category will be expanded.

17 How can I return to homepage? From every page within agency portal, you can return to the home page by clicking the Chubb logo at the top left corner of the page.

18 How do I log out of agency portal? From home page, select the Welcome drop-down and click Log Out. Note: Clicking the Log Out button within any of the solutions, will also log you out of agency portal and you will be required to log back in to access your secure content.

19

20 Chubb Group of Insurance Companies Chubb Group of Insurance Companies ( Chubb ) is the marketing name used to refer to the insurance subsidiaries of The Chubb Corporation. For a list of these subsidiaries, please visit our website at This document is being provided for informational purposes. Neither Chubb nor its employees or agents shall be liable for the use of any information or statements made or contained in this document. Actual coverage is subject to the language of the policies as issued. Chubb, Box 1615, Warren, NJ Form (Ed. 9/13) Printed on recycled paper

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