1 AMERICAN SERVICE INSURANCE COMPANY COMMERCIAL BUSINESS UNIT BUSINESS AUTO ONLINE TRAINING GUIDE WEBSITE: For your convenience, here is our Contact Information: PHONE #: (847) prompt #3 or toll free (800) FAX #: (847)
2 Once logged on through atlas-fin.com Click on Commercial and then Business Auto Select. Click on Reference to access Training Materials, Underwriting Guidelines and Frequently Asked Questions. Click on POINT OF SALE to enter.
3 Click on Business Auto Select to enter a new quote or edit an existing quote.
4 In the right hand corner, Click on New Application.
5 Select American Service. Read the Underwriting Guidelines and click I Agree to enter. Click Cancel to exit.
6 Enter Applicant information, Inception, Term & Business Type. Enter Prior Company Insurance information when applicable. Click on Credits/Debits if you need to enter any (this is a Submit item).
7 Credits and debits are typically used for large accounts and need underwriting approval. Enter the amount of the credits and/or debits in the appropriate boxes (use whole numbers). Credits and debits will only be approved under special circumstances. When finished click on Back to Application.
8 Enter Driver information (FIRST _ MIDDLE INITIAL _ LAST NAME), Date of Birth & Relationship to the business. IL & USA are defaulted based on the Driver s Date of Birth. Choose the correct selection under the Relationship box (i.e. Owner for company Owner, Employee for non-relative employees) If the driver has an International Driver s License select INT L under State. Click on Driver Info to enter any violations, accidents or to select a Not Licensed Driver.
9 Check any boxes that apply to this driver. Select any Violations or Accidents that apply and enter the date. This information will be verified once the MVR is run.
10 Click Add Driver to add additional drivers. Click Continue to Trucks/Vans when finished.
11 Enter Policy and Coverage information. Note for Use: Service: Maximum 3 stops per day (per vehicle) Commercial: More than 3 stops per day (per vehicle) Retail: Retail Delivery type risks
12 For Hired Auto Coverage Select Yes and enter the estimated Cost of Hire. For Non-Owned Coverage Select Yes and enter the # of Employees. Both of these coverages will be referred to the Company for approval.
13 Enter the Year, Make and Model of the vehicle. If the model is not found select Not Listed and enter the correct Model, Size and Original Cost New (OCN) when applicable. Models that are Not Listed will be submitted to the Company for review. If Stated Value was selected enter the Stated Value. Select Deductible for Physical Damage when applicable.
14 Click Add Vehicle to add a Trailer. Enter the Year and select the type of trailer under Make. Select the type of trailer under the Model drop down. You may add physical damage to the trailer max value is $5000.
15 Click Add Vehicle to add additional vehicles. Use the Exceptions button to make any Vehicle specific changes. Click Generate Quote to quote without pulling MVRs for the drivers. -Quote will be based on information entered in the Driver Info screen. Click Quote With MVR to pull the MVRs and rate accordingly. Click Enter VINs to enter and validate each vehicle (Not needed to Quote).
16 1 -Enter the Vehicle Identification Numbers in the spaces provided. Click Validate VINs. If VIN(s) are verified click on Return to Vehicles. 2 -If a VIN is Not Verified, check to make sure it was entered correctly. 3 -To bypass the Validation, click on Use VIN to Override and click on Return to Vehicles. *NOTE -The VIN can also be entered before the vehicle information if the VIN is valid, it will automatically populate the Year, Make and Model. **NOTE -VINs are not validated for Trailers.
17 Click on Details for the quote details. Click on Financing for a sample calculator. Click on Bind to proceed to Bind the policy.
18 This screen shows the Applicant information, vehicles, coverage details and premiums for this Quote.
19 This calculator is used for estimating payment options only. This will not carry over when making a payment.
20 1 -If a VIN was Not Verified before hitting the Bind button, they must be validated now. 2 -To bypass the Validation, click on Use VIN to Override, then click Re-Rate, this will submit the application for Company approval. 3 -If the VIN(s) are validated, click Re-rate to proceed.
21 When you click on Bind, this screen will appear. A link for the MVR(s) will appear. Click link to view or print. Quoted shows the amount without the MVR(s). Actual is the amount with the MVR(s). Click Accept to proceed with Binding or click Details for the updated Quote sheet.
22 Enter the Mailing Address. If the Physical Address is different, correct the information. Enter any Additional Insureds when applicable (there is no charge for this).
23 Verify the Vehicle Information Enter Lienholder information when applicable. Enter Garaging Address if different than the physical address.
24 Select the correct answers. Questions 2 19 are defaulted to No change the answer when needed. Add any Remarks at the bottom.
25 Select one of the Payment Methods your Agency is setup for. For Premium Finance select one of our Premium Finance Companies. Click continue.
26 For Direct Bill or Direct Bill with EFT, select the down payment percentage.
27 For Premium Finance -Select Down Payment Percentage.
28 Enter amount collected from the client. The amount Received should match the amount to Collect.
29 For Agency Bill make sure the Total Policy Premium is correct. Click Process Application to finalize and Bind the account.
30 1 -If a Notice appears it will list what items need approval from the company before the account can be bound. Click Submit to American Service to submit the account for approval. You will receive a message under the menu option on the Point of Sale Menu when there is an update from Customer Service. 2 -You can also click on Submitted Quotes to check the status, edit, delete or withdraw your quote.
31 Verify the Proper Method of Payment and click OK.
32 Print the Insurance Application and have the insured sign and initial where instructed. Print the I.D. Cards for the insured. Click the links to view or print any additional Policy forms. Policies for Agency Bill agents will be mailed to the agent and for Direct Bill agents, the policy will go directly to the insured.
33 Signed application reminder. You may Fax or mail in the signed applications for split limits of 50/100 or higher or a 50k CSL or higher.
34 After you enter the POS menu you will see many options. There are two different ways to process an endorsement. If you know the policy number you can click on the Endorsements button.
35 Enter Entire Policy Number including Suffix and click Continue.
36 Or you can endorse a policy by clicking on the Bound Policies button.
37 In this screen you can choose from many different ways to look up a policy. Each dropdown box has different criteria. The Equal To button corresponds to the Search For button. After the search criteria is entered click find, then click Endorse. You can also re-print and view policy documents here.
38 If an endorsement has been processed on this policy the same day you will receive this error message. You will need to enter the endorsement tomorrow and submit it to underwriting for approval if you need it backdated to the prior day.
39 Type the description of the endorsement. You can process more than one transaction on an endorsement as long as the transactions have the same effective date. You can only process 1 endorsement per policy in a given day.
40 Make changes as need to this screen. -Driver 3 added. Click on Driver Info for new driver.
41 Make changes to this screen as needed. -Added Vehicle 3. Click Enter VINs to validate any New VINs (optional for Quoting).
42 Here is the Quote Results for the changes made. Click on Details for Quote Details, Financing for the calculator and Bind to Bind the endorsement. Validate and VINS for new vehicles.
43 Screen shows change in premium also this is where the MVR for the new driver would appear. Click accept and move to policy information screens.
44 Make changes as needed. Add any Additional Insureds.
45 Add any other information needed (Lienholder, Garaging address ).
46 Change any answers if necessary. Choose Payment method. You can only choose the same method as the original policy.
47 Enter form or forms of payment. Amount Received must equal Collect from Client.
48 Continue by clicking OK and the Endorsement will be generated.
49 Print any documents to give to the Insured from this menu. The Common Policy Changes will list all changes made to the policy in the endorsement.
AMERICAN SERVICE INSURANCE COMPANY COMMERCIAL BUSINESS UNIT COLORADO BUSINESS AUTO PROGRAM TRAINING GUIDE WEBSITE: www.atlas-fin.com For your convenience, here is our contact information: Phone: 847.472.6700
SECTION 4.a: View Policy Info. Policy Search Auto The View Policy Information options can be found via the View Policy Info. button off of the Arrowhead Exchange Main Menu. View Policy Information: VPI
1D2207728 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
COMMON COMMERCIAL PROGRAM AND SYSTEM QUESITONS This information we hope will be of help when quoting and issuing policies In the InsurPas system. The list is far from all inclusive. We are always trying
WinRater Comparative Auto Rating Quick Reference Guide Updating an existing WinRater version on your PC/Network: To update your WinRater, you need to run our SoftSync online updating system. You can access
How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire
eexcess Application Reference Guide 1 The eexcess Internet Address Online quoting and binding from any internet capable computer. The URL: Type www.chartisinsurance.com/eexcess at the browser address line
Chapter 27 Personal Training FrontDesk v4.1.25 PT Specific Program Options Empl oyees Contract Templates Personal Training Window in Contract Wizard Contract Manager / Personal Training Information Clear
Acceptance Indemnity Insurance Company Acceptance Casualty Insurance Company Occidental Fire & Casualty of North Carolina Wilshire Insurance Company Harco National Insurance Company Transguard Insurance
Public Transportation Program Guidelines We submit these guidelines to assist you in qualifying, submitting and binding Public Transportation business with RLI Transportation. These guidelines are subject
YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE Strong. Stable. Local. Personal. 10/12 Install, Sign On and View Account Balances 1. Visit the iphone App Store on your iphone and search for 1st Source
2015 SAXTAX Software Installation Guide 1. Installation: Installing from a Link: Please click on the link provided in the setup email received. Some email accounts will not allow access to executable links
Please use the following index links to quickly access the information you are looking for: Create a new My PHLY account Registration for Agents Auto ID Web Edit Profile Logout instructions Online Bill
Create the Job and Import the Trusses (MBA) Using the Scheduling Module of MBA The process of preparing work for and entering it into the MBA Scheduling Module requires a number of steps. MBA The job is
This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements. What If Quoting is still available. The functionality has been enhanced to allow
Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to
IIG Mexico Insurance Training Manual Agenda Policy Issuance Policy Information Important Things Reports Cancellations Edit Cancel vs. Edit Questions Logging on to the system Log on to the system Select
4. Print Checks Table of Contents Print Checks...2 All...3 Department...4 Print Single Posting...5 Click on 4. Print Checks from the Main Menu and the following window will appear: The best practice is
Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter
Program Questions 1. Who is the carrier being offered and what is their rating? Hudson Specialty, which has an AM Best rating of A Excellent XV and is a member of the Odyssey Re Group. 2. Is this personal
1 Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. You will need to enter your Email Address and Password assigned to you by your Agent.
Health Savings Account (HSA) Online Enrollment Guide New Users Follow the steps below to open your HSA with 24HourFlex. If you run into problems or have further questions, please contact our customer service
User Guide for Thames Underwriting Limited This user guide is designed to help you transact business with the Insurance Administrators via the online Insurance Trading system. For further assistance please
DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic
Database Program Instructions 1) Start your Comparative Rating software by double-clicking the icon on your desktop. 2) Click on the button on the Comparative Rating Software Main Menu. 3) A message Loading
Account Access User Guide Available within AgriPoint How to manage your accounts online, anytime, anywhere. Rev. 10/12/2015 This guide is designed to familiarize you with the features and options available
Agency Producer Email GENERAL INFORMATION Name: DBA (if any): Business Entity: Individual Corporation Partnership LLC Other: Effective Date: US DOT: SSN or FEIN: Yrs in business: Yrs in Trucking Industry:
Agency Producer Email Name: DBA (if any): GENERAL INFORMATION Business Entity: Individual Sole Proprietor Corporation Partnership LLC Other: Effective Date: US DOT: SSN or FEIN: Yrs in business: Yrs in
Auto Repair and Service Insurance Application INSTRUCTIONS: ALL QUESTIONS MUST BE ANSWERED IN FULL. INCOMPLETE APPLICATIONS WILL NOT BE PROCESSED MVR S MUST BE SUBMITTED ON ALL OWNERS AND EMPLOYEES. Producer
Banner HR Account Request System Login and Usage: Login: 1. Go to http://accounts.unh.edu 2. Click on the IT Accounts Management System button 3. Login Adding Security Roles After logging in the Home screen
27.0 OVERVIEW CHAPTER 27 The Experian Collection Advantage Extended Service Option (ESO) provides you access to an Experian service. Data from collection activity files is forwarded to Experian, and they
CREATING CUSTOMERS - OPTION 200 Customer Accounts provide the framework to manage financing, billing, sales territories, commissions, customizing services and shipping. Sales can be created through individual
ON LINE QUOTATION GUIDE Access WWW.LAMONDIALE.LU Following screen will appear click on Individual Investors click click here Page 1 of 14 Following screen will appear Page 2 of 14 Click Presales 4th Tab
Full Service Scheduler Appendix A Appendix A Full Service Scheduler The Service Writing module has a full scheduler you can use to manage your service schedule. You can use it to schedule service appointments,
mf online Quote Process Brokers Corner In order to log into our system, user needs to first open up our Internet website www.mf.co.za and scroll down to the screen below. Click on the Broker Login under
Online Banking Guide Your guide to safely and securely managing your accounts online. Table of contents LOGGING INTO ONLINE BANKING... Page 2 YOUR PASSWORD... Page 3 SETTING UP YOUR SECURITY IMAGE, PHRASE
February 2001 Online Users Manual TABLE OF CONTENTS Getting Introduction 1 Started Preface..2 Understanding the Icons...3 Launching & Logging Into SPS...4 Program Office Guide Getting Started. 7 Tables
SharePoint Wiki Redirect Installation Instruction System Requirements: Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007. License management: To upgrade from a trial license,
Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your
Totally Internet Based Software System Setup Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 Adding Users... 1 User Information Tab... 1 Operations Tab... 2 Accounting Tab... 2 Display
Summary: How to do the End of Day This article is a guideline to using the End of Day Wizard. The End of Day Wizard is designed to guide you through the steps needed to balance the Register(s) and verify
AUTO ARCHIVING December, 6 th 2005 What is Auto Archiving? Archiving allows the user to keep their emails but not count them towards the set quota. By keeping emails archived, the quota will never be met
Insurance Indemnity Sections 1 through 6 must be completed for a quote indication. Sections 7 through 9 must be completed in order to bind. 1. General Information Applicant Legal Name Company Name (DBA)
IMAP and SMTP Setup in Email Clients Configuring an Email Client for IMAP Configuring an Email Client for the SMTP Server Overview Internet Message Access Protocol (IMAP), or a remote connection through
1. General Information Proposed Effective Date: A. Applicant s Name: B. Applicant s Mailing Address: E-Mail: County: Business Telephone Number: Fax: C. Physical Location of Business (if different): Population
TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to
Ease-E-Club Client Management Software by Computerease Bluefin Payment Setup and Processing The Bank Export, Point of Sale and Client file are integrated with Bluefin Payment Systems: http://bluefin.com/computerease.
Log in to ESS Go to www.strsoh.org/employer. It is very important that you have your own user name and password to submit information via ESS. If you do not have an ESS account, please contact your STRS
Quick Start Guide for SAXTAX 2010 Programs 1. Installation: Installing from a Link: Please click on the link provided in the setup email received. You will automatically be prompted with a download window.
Employer Online Access Documentation BBCS Payroll Services Online Portal The following has been provided as a brief introduction to the Online Access Portal for BBCS Payroll Customers. It is to help you
Information Technology Services Reference Sheet Receiving an Asset Procedure This guide explains how to receive an item that is a major equipment asset over $5,000. 1. Log into PeopleSoft Financials. Click
Commercial Specialty Auto Guidelines These guidelines are to assist you in qualifying, submitting, and binding Commercial Specialty Auto business with RLI Transportation. They are subject to change without
Using an Automatic Back Up for Outlook 2003 and Outlook 2007 Personal Folders Part 1 Install the Personal Folder Backup Utility Note: You should close Outlook and any other applications before installing
MISSISSIPPI GARAGE DEALER / NON - DEALER APPLICATION CANAL INSURANCE COMPANY CANAL INDEMNITY COMPANY Quotation No. New Policy No. Renewal /Rewrite No. Bound by SGA? Yes No Policy Period From AM/PM on /
USC Marshall School of Business Marshall Information Services Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox Delegate access is typically used when an assistant will be managing
Section 1: Getting Started Step 1: Log on to Concur Expense 1 In the User Name field, enter your user name. 2 In the Password field, enter your password. 3 Click Login. If you are not sure how to start
Health Services provider user guide online claims submission... convenient service, delivered through an easy-to-use secure web site http://provider.ab.bluecross.ca/health... convenient service, delivered
Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply
Contingent Liability Application (Bobtail & Deadhead) COLUMBIA INSURANCE COMPANY NATIONAL FIRE & MARINE INSURANCE COMPANY NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY OF MID-AMERICA NATIONAL INDEMNITY
Table of Contents Changing Your Password in Windows NT p. 1 Changing Your Password in Alpha Connection.. pp. 1-3 Not Able to Get Outlook Express Mail Because Alpha Connection Password Expires... pp. 3-4
People First Dependent Certification Process Each time an employee logs into People First to make an enrollment selection during open enrollment or because of a qualified status change (QSC), he/she must
Guarantee Trust Life Insurance Company Agent Portal www.gtlic.com Agent Portal Guide Rev. 3/2014 Table of Contents Log in to Agent Portal... 3 Obtain Quote... 4 Print Quote... 5 Save and Retrieve Quote...
ReadyTalk for Salesforce User Guide Revised 11/8/2013 2 Contents Getting Started... 4 What is ReadyTalk for Salesforce?... 4 Installing and Configuring the AppExchange Application... 5 User Types and Settings...
B&SC Office 365 Email Microsoft Office 365 In its continuous efforts to provide the highest quality student experience, Bryant & Stratton College is giving students access to a new tool for accessing email.
Med Supp e-app Training Manual January 2014 Brokerage To date, the e-app functions for all states except HI and MN. Medicare SELECT is not available on e-app. Try it today on mutualofomaha.com/broker or
Truck Application 1. Name (and "dba") Individual/Proprietorship Partnership Corporation Other Policy Term From: To Business Phone Number 2. Mailing Address City State Zip 3. Premises Address City State
Resident Experience To pay rent online, you need to first enroll in ResidentPortal. You can navigate to the ResidentPortal from the property s website. The link to ResidentPortal is most commonly displayed
PaperClip em4 Cloud Client Setup Guide Copyright Information Copyright 2014, PaperClip Inc. - The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Inc. All brand and product
Sales Person Commission Table of Contents INTRODUCTION...1 Technical Support...1 Overview...2 GETTING STARTED...3 Adding New Salespersons...3 Commission Rates...7 Viewing a Salesperson's Invoices or Proposals...11
Quick Guide: Payroll tips QuickBooks Payroll lets you pay employees with just a few clicks and minimal data entry, usually just the hours employees worked. To make the most of the payroll features: When
September 11, 2015 CIRCULAR LETTER NO. 2263 To All Members and Subscribers of the WCRIBMA: ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES The WCRIBMA is pleased to announce the availability
WCB REV NOVEMBER, 2014 mywcb Online User Guide for Employers ebusiness Support Team Phone: 780-498-7688 Fax: 780-498-7866 Email: email@example.com Hours: 8:00 a.m. to 4:30 p.m., Monday through
Outlook Web Access End User Guide Page 0 Outlook Web Access is an online, limited version of an Outlook client which can be used to access an exchange account from a web browser, without having an Outlook
QuickBooks Business Accounting Software 2007 2009 for Windows Account Conversion Instructions Converting from Direct Connect to Web Connect As your financial institution completes its system conversion,
Policy Tracking Copyright 1998-2004, E-Z Data, Inc. All Rights Reserved No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z Data,