To improve your GI sales process we have integrated The Key with our general insurance quote and apply engine the SBG GI Portal.

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1 General Insurance Accessing the SBG GI Portal via the key The SBG General Insurance Proposition and the key To improve your GI sales process we have integrated The Key with our general insurance quote and apply engine the SBG GI Portal. The General Insurance (GI) products available through the key are as follows: Home Insurance (Standard Buildings & Contents cover) Landlords Insurance Mortgage Payment Protection Insurance (MPPI) underwritten by Aviva Income Protection Insurance The Key can also be used to record the research and quotations for the following areas of advice: Specialist Home Insurance Specialist Portfolio Business Mortgage Payment Protection Insurance (MPPI) underwritten by Jubilee Please note - it will only be possible to raise and apply GI quotations on the key once you have: been placed on the new SBG GI Proposition (as launched 17 th December 2012) received your logon activation credentials for the SBG GI Portal If you have any issues with this process, or have mislaid your SBG GI Portal activation details, you will need to contact our GI Portal Support Team on This guide has been split into a number of sections for ease of reference: Establishing your User Credentials Raising GI Quotes How to Apply 1

2 Establishing your User Credentials Once you have activated your SBG GI Portal user account you can set up your GI access within The Key. User credentials can be entered each time you access the SBG GI Portal however we recommend that you add your credentials into the Setup Area Users Section. The information you enter here will then be used each time you access the SBG GI Portal and you will only need to update these details if you change your SBG GI Portal User Id or password. To do this: Expand the Setup link in the left-hand launch bar by clicking on the + button Select Users, again from the left-hand launch bar Select the Logins tab located at the top of the screen Click the New button The following box appears for you to: Select SBG GI Portal from the Account Name drop down list Enter your SBG GI Portal User Id (likely to be your address) Enter your SBG GI Portal password Click Ok 2

3 Raising GI Quotes Within the Protection/GI Fact Find, the information you enter in the Insurance area of the Fact Find will determine the relevant need(s) area and present appropriate detailed data capture tabs: Once the appropriate cover is selected and the relevant details filled in click Quote Clicking the Quote button will display a box listing the available providers. Select SBG GI Portal and OK. 3

4 You will be presented with a pop up box which should be pre populated with your GI Portal User ID and password, if these are not present please add them in the user section of The Key. In the example below you have the option of selecting either Home or Landlords buildings and contents insurance and the option to select which branch the quote request relates to. Once your selections are made click Request Quote to proceed. This will launch the SBG GI Portal. The web service will open and information entered via the Fact Find will be populated into the relevant areas of the quotation service. You will need to check the information on the quote request and enter any further information as required. The following 3 screens show the information that has been entered via The Key. A unique Quote Reference will be generated at this point which can be viewed here (This reference will automatically import to The Key) 4

5 Once the information has been validated and any further information added click Get Quotes to proceed. The GI Portal will automatically source your quote from a number of providers on the panel with the lowest premium quote being returned on screen. In the example below RSA has quoted with the lowest premium. From here you can select between payment methods and frequency. 5

6 Available payment methods include: Direct Debit Credit Card Debit Card For credit and debit card payments the only frequency options are one-off Annual payments and for the Direct Debit option you can select between Monthly, Annual or Monthly with 2 months payment free. For increased flexibility some of the quote options can be amended from this area, simply amend the details and click Refresh Quotes Once you are happy with the quote results and payment options you can save the details, import the quote and supporting documentation into The Key by selecting Save & Quit From here you will be prompted to enter a quote reference for the case. And then asked to confirm the payment options selected. 6

7 Once this has been completed and you click Continue you should receive confirmation on screen that the quote and supporting documentation has been successfully imported to The Key The quote will have been returned to the Product section of The Key and a new Insurance Product automatically created as shown below. NB: A new Product will be created each time a quotation is produced within the SBG GI Portal. It will be important to ensure that any existing Products are updated to reflect their current status e.g. Not Proceeded With, in order that the Product area reflects the current situation. The quote can then be viewed within the Products section of The Key and can be opened by clicking the Open button to review the imported data if required. 7

8 The following specific areas should be reviewed: Main details of cover provided and whether accidental damage included Other details details of application, start date and contract numbers can be entered when known. The unique quote reference number from the GI Portal will import to this tab. Commission details of any commission expected can be entered Documents The quote Policy Summary, Policy Document and Price Summary will import from the GI Portal to this tab. How to Apply From the Product Details screen click Review This will take you back to your previous quote result screen. 8

9 Click Apply Now and you will be presented with the insurance declaration, ensure this is read and understood; tick the appropriate boxes and Proceed to continue You will then be guided through the rest of the application process and be prompted to fill in details relating to Eligibility, Application and Payment details. 9

10 . We recommend you check any bank or debit / credit card details that are entered in this final section before final submission. 10