Welcome to The Dashboard

Transcription

1 Welcome to The Dashboard Viewing the status of your applications just got easier with the introduction of The Dashboard. Shown below is the page you will see after you click on the View Applications link in the menu bar on the left side of every page. However this is more than a new look, it is a better way of doing business. We have improved our service by providing you with better access to your quote results, and we think you ll love what it does for your business. When you logon to our site, you will be able to review the status of all of your applications in one location. The first page enables the user to view both Submitted and Un-submitted Applications. Submitted Applications Tab The Submitted Apps tab shows five details for each application: 1) Application Number, 2) Client Name, 3) Date Submitted, 4) Line of Business, and 5) Application Status by carrier. Un-Submitted Applications Tab The Un-Submitted Apps tab shows 7 application details which makes managing your uncompleted applications easier: 1) Application Number, 2) Client Name, 3) Description, 4) User (who entered application), 5) Create Date 6) Lines of Business requested on application, and 7) details about locations, drivers, and vehicles on policy. Page 1 of 7

2 Change Filter If you click the Change Filter button shown above, the area highlighted in red below will be displayed. The filter allows the user to view information based upon four criteria: 1) Display All, 2) Submitted Date Range, 3) Application Number, and4) Client Name. Once the new filter is chosen, click the Apply button. If this section is not used, the default filter shows all submitted applications in reverse date order. Change Filter section Column Headers and Sorting Options Clicking on any of the Column Headers as shown below will sort the applications shown. The first click will sort the applications in descending order. The second click will sort the application is ascending order. The column headers for the Dashboard are shown in the picture below and defined as follows: 1. App #: This is the Application Number which is used for internal tracking. 2. Client Name: This is the name of the insured on the application. 3. Submitted: This is the date the application was submitted. 4. Bound: currently unused but in the future will display a B status when the policy is bound. 5. Line: This is the Line of Business (LOB) for which you have requested a quote. 6. Carriers: Each carrier with whom we have a contract is listed in its own column. Results are displayed by Line of Business and by application under each carrier. Column Headers Page 2 of 7

3 Application Status Once an application is submitted, The Dashboard will display a status by application for each carrier. These statuses will immediately indicate whether a carrier has an appetite for that type of risk and whether you can expect an electronic quote. Statuses for each application As shown above, application # 9926 for Gruner PA Physical Therapy, has already received a quote from Hartford as indicated by the Q status, and the application has been submitted to Safeco, St. Paul and Zurich for an electronic response as indicated by the S status. AIG has an appetite for this risk, but the application requires Manual intervention by our staff in order to get a response. This Manual status is indicated by the M status. Carriers that have no appetite for this risk are indicated by a dash -. Status Legend The full legend for all statuses is shown at the bottom of The Dashboard, and is also shown below. Status Legend Page 3 of 7

4 Notifications If you leave your PC connected to our website, results will automatically be displayed on The Dashboard. You will no longer be required to toggle between your program and our site in order to get your updates. However, even if you are not connected to our website, you will receive an notification for each status update on each application. The will have an embedded link, which once clicked, will take you back to The Dashboard to review new updates. An example of the is shown below. Embedded link back to The Dashboard Subject shows Insured Name, App #, Carrier and Line of Business Application Status Popup Clicking on any status displayed on The Dashboard will bring up a Status Popup box similar to the one shown below. Gruner #2 Page 4 of 7

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6 Assumptions and Coverage Changes The next section of the Status Popup is Assumptions and Coverage Changes. This section covers assumptions made by the carrier in order to provide a quote. These assumptions are made to shorten the application process or to electronically correct inconsistent data. This section also details Decline reasons or situations where additional information is required in order to release an Underwriting Hold. Edit/Re-Submit an Application Clicking the Edit/Re-submit button takes you to the Application Summary page as shown below. This page can also be reached by clicking on the Application Number (9954) on The Dashboard. This summary page is used to review application details and if required the user can click on the Edit button in any section to make changes in order to resubmit the application for a quote. Clicking on the Return to View Apps button takes you back to The Dashboard. Click here to Edit and re-submit an application Page 6 of 7

7 How to Submit an Application Clicking on the Submit A New Application button brings up the Quick Qualifying Page. This page enables the user to pre-qualify whether a class of business can be written in a particular state, and region. Currently, nothing has changed about this page or the application process. Page 7 of 7