THANK YOU FOR YOUR BUSINESS.

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2 THANK YOU FOR YOUR BUSINESS. Our goal is to provide you excellent customer support and service. And, TDECU Insurance's 24/7 Online Access is another example of our ongoing efforts to provide you the highest level of service. Please let us know if you have any questions or concerns in launching your personal online account. WHAT CAN YOU SEE AND DO IN TDECU INSURANCE'S 24/7 ONLINE ACCESS? You can access the service easily from your desktop computer, smart phone or tablet. Providing you with flexibility, TDECU Insurance's 24/7 Online Access contains tabs of information that include Policies, Auto ID Cards. It even lets you upload documents and turn in claims TDECU Insurance Agency All rights reserved.

3 INVITATION TO JOIN.

4 INVITATION TO JOIN.

5 LOGIN SCREEN

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7 MANAGE ACCOUNT Here is where you can Change your Password, Manage Users, and Log Out. The Manage Users option allows you to add users who will have access to your personal online account. When you click Manage Users you will see a list of Contacts we ve entered for your account. If you don t see the name and you re looking for, contact our office and ask us to add the contact and address.

8 POLICY TABS MY TEAM DROP DOWN

9 POLICY DETAILS For your personal auto and home policies, you ll see a View Policy link. Click the link to see the details of the policy similar to the example shown below:

10 AUTO ID CARDS THE AUTO ID TAB The Auto ID Tab - Your current auto policies are examined for vehicles insured on the policy. When a vehicle is found it appears on the Auto ID tab. On this tab you can print an Auto ID card for a policy or view it online. Being able to view online is handy if you need your Auto ID card, but don t have it with you. You can use your smart phone or tablet to access your personal online account and produce an electronic copy of your card TDECU Insurance Agency All rights reserved.

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12 CHANGE REQUESTS To request a change to the policy, do the following: - Click the policy in the grid. - When the Policy Summary page loads, scroll to the bottom of the page and click Request a Change TDECU Insurance Agency All rights reserved.

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14 CHANGE REQUEST DETAIL On the Request Policy Change window, enter the change you d like to make. Whether it s to add/remove a driver or increase/decrease coverage limits. Complete the other information and when you re finished click SUBMIT TDECU Insurance Agency All rights reserved.

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16 CLAIMS TAB On this tab, you can view claims entered by our agency as well as submit a claim TDECU Insurance Agency All rights reserved.

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18 START A CLAIM On this tab, you can view claims entered by our agency as well as submit a claim TDECU Insurance Agency All rights reserved.

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20 CLAIM INFORMATION Complete the fields on the Claim form. Some selections you choose from a list while others you type in the information TDECU Insurance Agency All rights reserved.

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22 SUBMIT THE CLAIM When you have finished entering all of the information, click Submit. After entering the claim you ll see the claim you ve entered with a status of Pending and a notation of Sent to Agent. When your claim has been reviewed by our staff, the status changes to Open TDECU Insurance Agency All rights reserved.

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24 CLAIM FORM CONFIRMATION Claim confirmation after submit TDECU Insurance Agency All rights reserved.

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26 DOCUMENTS TAB On the Documents tab you ll see documents we have shared with you as well as any you have uploaded to your personal online account. The documents are stored in a secure encrypted form TDECU Insurance Agency All rights reserved.

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28 DOCUMENTS TAB To add a document, click Add Document. The documents are stored in a secure encrypted form TDECU Insurance Agency All rights reserved.

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30 PASSWORD RESET In the event you need to reset your password, you will receive an and link with instructions on how to complete the action TDECU Insurance Agency All rights reserved.

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33 TDECUInsurance.org