BUSINESS AUTO ONLINE

Size: px
Start display at page:

Download "BUSINESS AUTO ONLINE"

Transcription

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.

COLORADO BUSINESS AUTO PROGRAM

COLORADO BUSINESS AUTO PROGRAM 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

More information

SECTION 4.a: View Policy Info. Policy Search Auto

SECTION 4.a: View Policy Info. Policy Search Auto 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

More information

Web Quoting Guide. Non-Owned Auto policy

Web Quoting Guide. Non-Owned Auto policy 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

More information

RTR for Quotes/Application Users Guide

RTR for Quotes/Application Users Guide RTR for Quotes/Application Users Guide Welcome to Real Time Rating! The following tutorial provides step-by-step instructions on how to utilize our web based rating system for quoting and new business

More information

COMMON COMMERCIAL PROGRAM AND SYSTEM QUESITONS

COMMON COMMERCIAL PROGRAM AND SYSTEM QUESITONS 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

More information

WinRater Comparative Auto Rating Quick Reference Guide

WinRater Comparative Auto Rating Quick Reference Guide 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

More information

COMMERCIAL AUTO TRUCKING APPLICATION

COMMERCIAL AUTO TRUCKING APPLICATION COMMERCIAL AUTO TRUCKING APPLICATION A. GENERAL INFORMATION Proposed Effective Date: Business Name: (DBA) Applicant s Name: Applicant s Mailing Address: City: : Zip: E-Mail: County: Business Telephone

More information

How to Change Your Schedule for Holidays

How to Change Your Schedule for Holidays 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

More information

eexcess Application Reference Guide

eexcess Application Reference Guide 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

More information

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password

Personal Training. Chapter 27. FrontDesk v4.1.25. PT Specific Program Options. Contract Templates. Set Member s Secure Check In Password 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

More information

Email Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming

Email Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming Email Setup Guide 1. Entourage 2008 Page 2 2. ios / iphone Page 5 3. Outlook 2013 Page 10 4. Outlook 2007 Page 17 5. Windows Live Mail a. New Account Setup Page 21 b. Change Existing Account Page 25 Entourage

More information

CHOICES: Insurance Rate Comparison Search Systems. Auto Insurance. Instructions/User Guide

CHOICES: Insurance Rate Comparison Search Systems. Auto Insurance. Instructions/User Guide CHOICES: Insurance Rate Comparison Search Systems Auto Insurance Instructions/User Guide April 2014 Table of Contents Step 1 Select an Example... 3 Step 2 Select by County or Company... 4 By County...

More information

COMMERCIAL AUTO APPLICATION

COMMERCIAL AUTO APPLICATION Acceptance Indemnity Insurance Company Acceptance Casualty Insurance Company Occidental Fire & Casualty of North Carolina Wilshire Insurance Company Harco National Insurance Company Transguard Insurance

More information

09/14. Online Workers Compensation Monthly Self Bill Instructions

09/14. Online Workers Compensation Monthly Self Bill Instructions 09/14 Online Workers Compensation Monthly Self Bill Instructions Contents Online Workers Compensation...1 Completing the Payroll Report...1 Mail In Payment...5 Online Payment...7 Email Management...13

More information

Cyber Pay ONLINE Product Manual Payroll Administrator User Guide

Cyber Pay ONLINE Product Manual Payroll Administrator User Guide -1- Cyber Pay ONLINE Product Manual Payroll Administrator User Guide -2- Table of Contents 1. Overview 3 2. Logging In 4 a. The Log In Screen 4 b. Forgotten Password 5 3. Basic Interface 5 4. Payroll Entry

More information

Public Transportation Program Guidelines

Public Transportation Program Guidelines 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

More information

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE

YOUR GUIDE TO THE iphone MOBILE APP WITH 1st SOURCE 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

More information

Large Fleet Trucking Program Guidelines (20+ power units)

Large Fleet Trucking Program Guidelines (20+ power units) Large Fleet Trucking Program Guidelines (20+ power units) These guidelines will assist you in qualifying, submitting and binding Large Fleet Trucking business with RLI Transportation. These guidelines

More information

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide

Profit Developers, Inc. (PDI) 2015 SAXTAX Software Installation Guide 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

More information

Please use the following index links to quickly access the information you are looking for:

Please use the following index links to quickly access the information you are looking for: 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

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements.

This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements. 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

More information

CANADA SAVINGS BONDS WEB TRANSMISSION GUIDE 2014. csb.gc.ca PAYROLL SAVINGS PROGRAM 20$ 40$ 80$ 50 $ 30$ WEBGUIDE-14

CANADA SAVINGS BONDS WEB TRANSMISSION GUIDE 2014. csb.gc.ca PAYROLL SAVINGS PROGRAM 20$ 40$ 80$ 50 $ 30$ WEBGUIDE-14 7 WEB TRANSMISSION GUIDE 204 CANADA SAVINGS BONDS csb.gc.ca PAYROLL SAVINGS PROGRAM 40$ 5$ 30$ 0$ 20$ 80$ 70$ 0$ What are you saving for? 50 $ 40$ 20 0$ 80$ 4 20$ 7 7 $ $ $ $ $ $ $ $ $ $ $ $ WEBGUIDE-4

More information

Using the Scheduling Module of MBA

Using the Scheduling Module of MBA 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

More information

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!

Dues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing! 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

More information

IIG Mexico Insurance Training Manual

IIG Mexico Insurance Training Manual 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

More information

Banner Self-Service Direct Deposit Instructions Table of Contents

Banner Self-Service Direct Deposit Instructions Table of Contents Banner Self-Service Direct Deposit Instructions Table of Contents Accessing the Online Form... 2 Primary Accounts... 3 Adding Primary Accounts... 3 Allocation Accounts... 4 Adding Allocation Accounts...

More information

Database Program Instructions

Database Program Instructions 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

More information

HOW TO GUIDE MONEY MANAGEMENT

HOW TO GUIDE MONEY MANAGEMENT MONEY MANAGEMENT CONTENTS Introduction... 2 Launch Money Management... 3 Add Accounts... 4 Delete Accounts... 6 Transaction History... 7 Sorting Transaction History... 7 Deleting Transactions (Manual Only)...

More information

Payroll. 4. Print Checks. Table of Contents Print Checks...2 All...3 Department...4 Print Single Posting...5

Payroll. 4. Print Checks. Table of Contents Print Checks...2 All...3 Department...4 Print Single Posting...5 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

More information

DIRECT PAYMENTS (ACH TRANSFER MODULE)

DIRECT PAYMENTS (ACH TRANSFER MODULE) 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

More information

Health Savings Account (HSA) Online Enrollment Guide New Users

Health Savings Account (HSA) Online Enrollment Guide New Users 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

More information

3. Is this personal umbrella available monoline over other acceptable carrier underlying coverages? Yes.

3. Is this personal umbrella available monoline over other acceptable carrier underlying coverages? Yes. 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

More information

Check Writer Program

Check Writer Program 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

More information

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link.

Access your Insurance Agent s web site using the URL the agency has provided you. Click on the Service 24/7 Link. 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.

More information

A-One Commercial Insurance Risk Retention Group, Inc. Auto Liability Application GENERAL INFORMATION BILLING OPTIONS. Coverage and Limits Information

A-One Commercial Insurance Risk Retention Group, Inc. Auto Liability Application GENERAL INFORMATION BILLING OPTIONS. Coverage and Limits Information 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:

More information

Account Access User Guide

Account Access User Guide 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

More information

A-One Commercial Insurance Risk Retention Group, Inc. Auto Liability Application GENERAL INFORMATION

A-One Commercial Insurance Risk Retention Group, Inc. Auto Liability Application GENERAL INFORMATION 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

More information

User Guide. Thames Underwriting Limited

User Guide. Thames Underwriting Limited 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

More information

Banner HR Account Request Process Cheat-Sheet for adding Banner Security Roles

Banner HR Account Request Process Cheat-Sheet for adding Banner Security Roles 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

More information

Small Fleet Truckers (6-19 Revenue Units) Underwriting Checklist

Small Fleet Truckers (6-19 Revenue Units) Underwriting Checklist Small Fleet Truckers (6-19 Revenue Units) Underwriting Checklist Fleet: City, State: Insured s Email Address: Expiration Date: Proposed Effective Date: Date Quote Required: Broker: Producer(s): Producer

More information

Auto Repair and Service Insurance Application

Auto Repair and Service Insurance Application 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

More information

ON LINE QUOTATION GUIDE. Access WWW.LAMONDIALE.LU. Following screen will appear click on Individual Investors click click here

ON LINE QUOTATION GUIDE. Access WWW.LAMONDIALE.LU. Following screen will appear click on Individual Investors click click here 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

More information

CHAPTER 27 EXPERIAN COLLECTION ADVANTAGE. 27.1.1 Special Requirements 27.0 OVERVIEW 27.1 REQUIREMENTS AND INSTALLATION. 27.1.

CHAPTER 27 EXPERIAN COLLECTION ADVANTAGE. 27.1.1 Special Requirements 27.0 OVERVIEW 27.1 REQUIREMENTS AND INSTALLATION. 27.1. 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

More information

How to do the End of Day

How to do the End of Day 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

More information

AUTO ARCHIVING. December, 6 th 2005

AUTO ARCHIVING. December, 6 th 2005 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

More information

CREATING CUSTOMERS - OPTION 200

CREATING CUSTOMERS - OPTION 200 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

More information

Full Service Scheduler

Full Service Scheduler 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,

More information

HealthyCT Online Bill Pay

HealthyCT Online Bill Pay HealthyCT Online Bill Pay User Guide for Enrollment and Online Payments Table of Contents I. Enrollment Process: On-line Bill Pay Page 1 II. Payment Process- Pay Your HealthyCT Bill Online A. One-Time

More information

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified. 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

More information

Kuali Requisition Training

Kuali Requisition Training Kuali Requisition Training From the Kuali Main Menu, click Requisition to start the process of creating a requisition. This Guide covers the tabs that are needed to create a requisition. When creating

More information

Configure Microsoft Outlook 2007 to use

Configure Microsoft Outlook 2007 to use Configure Microsoft Outlook 2007 to use Exchange Email Setting Important 1. Before configure your Microsoft outlook 2007 to use exhange you MUST log into the Web Exchange page to login and change your

More information

mf online Quote Process

mf online Quote Process 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

More information

I. Pease list the owner(s) of the business applying for insurance and identify how many years experience the owner(s) has in this type of business:

I. Pease list the owner(s) of the business applying for insurance and identify how many years experience the owner(s) has in this type of business: 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

More information

Online Banking Guide. Your guide to safely. and securely managing. your accounts online.

Online Banking Guide. Your guide to safely. and securely managing. your accounts online. 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

More information

Totally Internet Based Software. System Setup. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400

Totally Internet Based Software. System Setup. Strategy Systems, Inc. PO Box 2136 Rogers, AR 72757 (479) 271-7400 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

More information

February 2001 Online Users Manual

February 2001 Online Users Manual 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

More information

SharePoint Wiki Redirect Installation Instruction

SharePoint Wiki Redirect Installation Instruction 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,

More information

Intuit QuickBooks Direct Deposit Getting Started Guide

Intuit QuickBooks Direct Deposit Getting Started Guide 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

More information

IMAP and SMTP Setup in Email Clients

IMAP and SMTP Setup in Email Clients 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

More information

Canal Truck Insurance Application

Canal Truck Insurance Application 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)

More information

If you have difficulty logging in to ESS, here are some other helpful hints to remember:

If you have difficulty logging in to ESS, here are some other helpful hints to remember: 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

More information

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure 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

More information

Ease-E-Club Client Management Software by Computerease

Ease-E-Club Client Management Software by Computerease 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.

More information

Quick Start Guide for SAXTAX 2010 Programs

Quick Start Guide for SAXTAX 2010 Programs 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.

More information

Commercial Specialty Auto Guidelines

Commercial Specialty Auto Guidelines 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

More information

Employer Online Access Documentation

Employer Online Access Documentation 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

More information

Profile. 2 On the Expense Settings menu on the left

Profile. 2 On the Expense Settings menu on the left 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

More information

Quickstart Guide Online Payroll

Quickstart Guide Online Payroll Quickstart Guide Online Payroll The secure, convenient way to pay and manage payroll. Click here to begin b It s easy to get started with Online Payroll. Just follow these simple steps. First, sign on

More information

16.4.3 Lab: Data Backup and Recovery in Windows XP

16.4.3 Lab: Data Backup and Recovery in Windows XP 16.4.3 Lab: Data Backup and Recovery in Windows XP Introduction Print and complete this lab. In this lab, you will back up data. You will also perform a recovery of the data. Recommended Equipment The

More information

Health Services provider user guide

Health Services provider user guide 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

More information

Using an Automatic Back Up for Outlook 2003 and Outlook 2007 Personal Folders

Using an Automatic Back Up for Outlook 2003 and Outlook 2007 Personal Folders 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

More information

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?

CHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account? 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

More information

Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox

Outlook 2013 Delegate Access Managing Someone Else's Calendar and Inbox 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

More information

MISSISSIPPI GARAGE DEALER / NON - DEALER APPLICATION

MISSISSIPPI GARAGE DEALER / NON - DEALER APPLICATION 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 /

More information

Contingent Liability Application (Bobtail & Deadhead)

Contingent Liability Application (Bobtail & Deadhead) Contingent Liability Application (Bobtail & Deadhead) COLUMBIA INSURANCE COMPANY NATIONAL FIRE & MARINE INSURANCE COMPANY NATIONAL INDEMNITY COMPANY NATIONAL INDEMNITY COMPANY OF MID-AMERICA NATIONAL INDEMNITY

More information

ONE POS User Manual. A brief hand guide for ONE ERP POS SYSTEM MYIT SOLUTION. Latest update on: 03/09/12

ONE POS User Manual. A brief hand guide for ONE ERP POS SYSTEM MYIT SOLUTION. Latest update on: 03/09/12 ONE POS User Manual A brief hand guide for ONE ERP POS SYSTEM MYIT SOLUTION Latest update on: 03/09/12 TABLE OF CONTENTS CHAPTER 1 - SETTINGS Database Setup... 3 Printer Configuration... 5 Cash Drawer

More information

Quick Guide: Payroll tips

Quick Guide: Payroll tips 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

More information

Instruction Guide. People First Dependent Certification Process

Instruction Guide. People First Dependent Certification Process 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

More information

ReadyTalk for Salesforce User Guide

ReadyTalk for Salesforce User Guide 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...

More information

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide 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...

More information

Resident Experience. ResidentPay - Resident Experience 1

Resident Experience. ResidentPay - Resident Experience 1 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

More information

Med Supp e-app Training Manual

Med Supp e-app Training Manual 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

More information

Online Payment System Instruction Manual

Online Payment System Instruction Manual Cindy Boudloche Chapter 13 Bankruptcy Trustee Online Payment System Instruction Manual (The alternative to Cashier s Checks and Money Orders) Rev. April 2014 Table of Contents Introduction and Purpose

More information

Online Check Stub Enrollment. from Dominion Payroll Services

Online Check Stub Enrollment. from Dominion Payroll Services Online Check Stub Enrollment from Dominion Payroll Services How to Create an Account In order to access the Employee Self-Service portal, you will need to go through a one-time process that allows you

More information

Truck Application DESCRIPTION OF OPERATIONS. LIABILITY COVERAGE Complete for desired coverages by indicating limits of insurance.

Truck Application DESCRIPTION OF OPERATIONS. LIABILITY COVERAGE Complete for desired coverages by indicating limits of insurance. 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

More information

CIRCULAR LETTER NO. 2263 ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES

CIRCULAR LETTER NO. 2263 ONLINE CERTIFICATE OF INSURANCE TOOL ASSIGNED RISK POOL POLICIES 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

More information

B&SC Office 365 Email

B&SC Office 365 Email 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.

More information

mywcb Online User Guide

mywcb Online User Guide WCB REV NOVEMBER, 2014 mywcb Online User Guide for Employers ebusiness Support Team Phone: 780-498-7688 Fax: 780-498-7866 Email: ebusiness.support@wcb.ab.ca Hours: 8:00 a.m. to 4:30 p.m., Monday through

More information

Creating a Marketing Campaign

Creating a Marketing Campaign Chapter 14 Creating a Marketing Campaign FrontDesk v4.1.25 Customer Marketing and Promotion 216 217 Marketing and Promotion Tasks Menu 218 219 Add a Marketing Document 219 220 Sample Email Merge Template

More information

Table of Contents. Changing Your Password in Windows NT p. 1. Changing Your Password in Alpha Connection.. pp. 1-3

Table of Contents. Changing Your Password in Windows NT p. 1. Changing Your Password in Alpha Connection.. pp. 1-3 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

More information

Tufts University Human Resources New Hire Benefits Enrollment

Tufts University Human Resources New Hire Benefits Enrollment Online allows fast and convenient processing of your New Hire Benefits Enrollment elections. You will be able to print a confirmation statement after you have completed your. Prior to enrolling online,

More information

PaperClip. em4 Cloud Client. Setup Guide

PaperClip. em4 Cloud Client. Setup Guide 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

More information

Sales Person Commission

Sales Person Commission 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

More information

PERSONAL LINES MOTORCYCLE, ATV & UTV (Utility Vehicle) UNDERWRITING GUIDE

PERSONAL LINES MOTORCYCLE, ATV & UTV (Utility Vehicle) UNDERWRITING GUIDE US Insurance Services P.O. Box 47000 Jacksonville, FL 32247-7000 Toll Free 800-874-1738 Fax 800-342-9156 http://usis.recprodins.com PERSONAL LINES MOTORCYCLE, ATV & UTV (Utility Vehicle) UNDERWRITING GUIDE

More information

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions

Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions HOSTING Administrator Control Panel / Quick Reference Guide Page 1 of 9 Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions Exchange 2010 Outlook Profile Setup Page 2 of 9 Exchange

More information

Outlook Web Access End User Guide

Outlook Web Access End User Guide 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

More information