AdviceFirst IT Contractors Insurance via the Easynsure Website. Instructions

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1 AdviceFirst IT Contractors Insurance via the Easynsure Website Instructions Welcome to Easynsure, New Zealand s Online Insurance Market. These instructions will guide you through the process of purchasing your Technology and Statutory Liability insurance via the Easynsure website. We will step you through the following processes: 5 STEPS TO COMPLETE THIS INSURANCE Page A. GETTING STARTED Logging into Easynsure 2 B. Completing your proposal form 3 C. Reviewing your quote 6 D.Purchasing the insurance 8 E. Receiving your policy documentation 10 If at any stage you have a query regarding the use of the Easynsure website, please contact: YOUR ADVICEFIRST INSURANCE BROKER: Jane Seed Ph: (07) [email protected] 1 P a g e

2 A. GETTING STARTED Registering with Easynsure Follow the steps in Red. 1. The first step is going to the Easynsure website at the following domain and registering with the website: 2. You will be taken through a setup Wizard. 2 P a g e

3 3. Complete all fields 4. Complete all fields 3 P a g e

4 B. COMPLETING YOUR PROPOSAL FORM 5. The next page you will see is your My Proposals page which is where your AdviceFirst IT Contractors proposal form is located. 6. Click on the proposal form name to open it and answer all questions. 4 P a g e

5 IMPT: The APPLICANT DETAILS question asks for the name the policy will be in YOUR OPTIONS: IF you trade as an individual insert your First and Last Names: IF you trade under a company, insert the company name: John Smith IT Contractor Ltd IF you trade as a company though there are other contractors trading professionally under this company then insert your First and Last Names trading as the company name: John Smith trading as IT Contractor Ltd If you have any doubts about what should be input into this field please contact an AdviceFirst insurance broker (see page 1 of these instructions). 7. When you have completed the proposal form click the Get Quote Now button. 5 P a g e

6 8. You will then see one of two screens: If you see SCREEN 1, the insurance company (Lumley) need to review your proposal form before quoting: Please log-out and await the Quote Notification from the website. Your insurance broker will contact you if any additional information is required. Expect the Quote Notification within 2 working days. SCREEN 1: Otherwise you will see SCREEN 2, which means your quote is 40 seconds away. If you see Screen 2 go to page 9 of these instructions. SCREEN 2: 6 P a g e

7 C. REVIEWING YOUR QUOTE If your proposal form was sent to the insurance company 9. When your quote is ready we will you the following notification. Click the link to go to the Easynsure website and review your quote. 10. Login. 7 P a g e

8 11. Click the 1 to go to your My Quotes page. 12. Click the NEW icon in the INBOX column to open your quote. 8 P a g e

9 D. PURCHASING YOUR INSURANCE 13. Review the instructions and then scroll down to review the terms of your quote. 14. Select a Limit of Indemnity for your Policy. 15. Click Buy Now 9 P a g e

10 16. Review your purchase details and click Buy Now. The expiry date of your policy is set to 1 November. 17. Pay by VISA or Mastercard. The premium must be paid for online. The policy does not incept until the premium is paid. 10 P a g e

11 E. RECEIVING YOUR POLICY DOCUMENTATION 18. The next screen is the Confirmation of Purchase screen. Scroll down this page to review the additional information regarding your insurance. 19. You will receive a confirmation including all of the relevant documentation: 11 P a g e

12 20. A record of your insurance policy and all documentation is saved under the My Insurance tab. Thank you for using Easynsure. Please feel free to provide any feedback if we can improve our service to you at: Fin. 12 P a g e