Online Quote System User Manual

Transcription

1 Rapidquote Online Quote System User Manual Once your broker has signed up to the Rapidquote Online system, our main broker contact will supply us with a list of users, these users will automatically be sent a username and password. The will come from DO NOT REPLY and will be titled NEW CHARTIS EXTRANET ACCOUNT The website address is Index 1. Signing on 2. Find a client 3. Add a new client 4. Client summary page 5. Live products on Chartis Extra 6. Period of cover 7. Material Facts Statement 8. Proposer details 9. Cover required 10. Quote Summary 11. Accepting (Binding a quote) 12. Policy details 13. Chartis document repository 14. Chartis Policy Wording Documents 15. Chartis Policy Wordings & Policy Summarys 16. Change Password 17. Contact underwriter Signing on 1. Enter your Username and Password

2 2. You will be taken to the Find a Client screen. If you are a new user or your client doesn t exist on the system you will need to Add a Client (See 3. below) To find a client begin to type in the client name. The system will automatically recognise the client. Click on the client name to go to the client summary (See 4. below) or get a quote for this client(see 5 below 3. To Add a Client click on the Add a client tab and enter the required details and click next. This will take you to Get a Quote (See 5. below)

3 4. The Client Summary Page is for new quotes, reviewing existing quotes, MTA s, editing client details and reviewing live policies. 5. To begin your quote click Get a Rapidquote Quote From here you can also return to the client Summary page

4 6. Enter the period of cover required and click next - please check that both the Inception date and expiry date are correct. The system doesn t automatically calculate the expiry date so both need to be entered manually. 7. If client has existing insurance with another provider please enter the Expiring Insurer.

5 To continue you must read and agree to the Material Facts Statement then click next. Complete the Client name and Business Description please ensure that spelling is correct as this is how it will appear in all documentation. Any field with a * is a mandatory field. Primary Trade Select the trade from the drop down list Is the client a sole trader we are unable to provide any cover for individuals or sole traders. If you answer yes you will be unable to obtain a quotation. Postcode Ensure the Client postcode is correct Use the look up address button to select the address. Then click next

6 9 SECTION A - Personal Accident (24 hours a day worldwide cover) Applies to all directors and employees of the insured. Description Sum insured / maximum limit Description Accidental Death, Loss of Limbs, Eyes, Permanent Total Disablement (including a scale of benefits for lesser permanent injuries) Sum insured/maximum limit 1 x Annual Salary / 150,000 per person Temporary Total Disablement (weekly income replacement benefit payable for 104 weeks. No payment for the first 14 days) Temporary Partial Disablement (weekly income replacement benefit payable for 104 weeks. No 75% Gross Weekly Wage / 1,000 per person, per week 40% Gross Weekly Wage / 400 per person, per week

7 payment for the first 14 days) Any One Accident Limit (the total amount we will pay for accidental death or injury resulting from one cause) Aggregate Limit per Aircraft Accident (the total amount we will pay for accidental death or injury resulting from an aircraft accident where people insured under other policies are also involved) 15,000,000 25,000,000 SECTION B - Business Travel Applies to all directors, employees, their partners and children. Description Description Sum insured per person per trip Accidental Death, Loss of Limbs, Eyes, Permanent Total Disablement (including a scale of benefits for lesser permanent injuries) Medical and Emergency Travel Expenses outside the United Kingdom Lifeline Plus Assist Rescue outside the United Kingdom Sum insured per person per trip 25,000 Unlimited Unlimited Legal Expenses 50,000 Personal Liability 5,000,000 Personal & Company Property 5,000 Personal & Company Money 5,000 Cancellation, Curtailment, Travel Disruption, Employee Replacement Travel Delay Hijack Description Kidnap, Kidnap for Ransom or Hostage 10, per hour after 4 hours delay to a maximum of per person, per day to a maximum of 25,000 Description Sum insured Sum insured (any one event and in the annual aggregate) 250,000, and 50,000 in respect of consultant costs Political Evacuation 50,000 Lifeline Plus Assist Travel advice and assistance Not applicable SECTION C - Crisis Containment Management Description Sum insured (any one event and in the annual aggregate) Please select cover you require

8 If you are replacing an existing Chartis policy please enter the existing policy number in the format 0010****** Wageroll is the total annual wageroll for all directors, principals and employees No of trips is calculated by using the total of - Number of persons travelling x number of trips taken 10. You will now either receive a quote or the case will refer. If the case is referred an will automatically be sent to a Chartis underwriter who will review and contact you within agreed SLA s. Your quote summary will show premium, commission, include documentation (including endorsements) and a summary of cover. This information can be sent to you by clicking me this Quote

9 Please double check that the information you have already entered is correct inception dates / insured details & business description are correct as you will not be asked to check again. If you are working for a fee for this client or wish to rebate commission please contact us to discuss. If you are happy with your quote and want to bind (go on cover) for your client click Proceed to enter bind process

10 11. To Bind click Accept this will debit the premium automatically to your broker account with us. 12. Once you have bound your case you will have final details of the Premium and Policy Docs. This information can be sent to you by clicking me this Policy. The policy wording and policy summary documents are stored in the policy wording link along with other documents you may find useful. You can now quote for another client, return to the client summary page or log off.

11 13. Click on policy wording to access the full policy wording and policy summary documents. 14. Enter the Policy Inception Date of your policy and click search.

12 15. Click on the Lifeline Plus Policy Wordings and Policy Summary s below for more information. Travel assistance details are stored on our Micro-Site. If you require travel cards please contact us as before.

13 16. To change your password select Change Password at the top of the screen and enter the old and new details. Click next 17. To contact a Chartis Underwriter please or call on the details provided under Contact Us at the top of the screen

14 Chartis is a world leading property-casualty and general insurance organisation serving more than 45 million clients in over 160 countries and jurisdictions. With a 90-year history, one of the industry s most extensive ranges of products and services, deep claims expertise and excellent financial strength, Chartis enables its commercial and personal insurance clients alike to manage risk with confidence. For additional information, please visit our website at This insurance is underwritten by Chartis Europe Limited which is authorised and regulated by the Financial Services Authority (FSA number ). This information can be checked by visiting the FSA website ( in England: company number Registered address: The Chartis Building, 58 Fenchurch Street, London, EC3M 4AB.