AGENCY LINK QUOTE
WORK FLOW DOCUMENT
AGENTS APPLIED SYSTEM
UPDATED: 08/05/2008
®
COMMERCIAL INSURANCE COMPANY
Stonetrust Commercial Insurance Company
Table of Contents
1.
2.
3.
4.
Login.................................................................................................................................................. 3
Clients & Files .................................................................................................................................. 4
Transformation Station ................................................................................................................... 5
Account Update Wizard (first-time only) ...................................................................................... 6
4.1 Select or Enter Company Code................................................................................................... 7
5.
Upload ............................................................................................................................................... 8
6.
Response and Hyperlink to Agency Link ...................................................................................... 9
7.
Applicant Information Screen ...................................................................................................... 10
7.1 Entering Sub Producer Name.................................................................................................... 11
7.2 Policyholder Contact Information............................................................................................. 12
8.
Policy Information Screen............................................................................................................. 13
8.1 Legal Entity............................................................................................................................... 14
8.2 Payment Plan ............................................................................................................................ 15
8.3 Select Policy Level Optional Modifier ..................................................................................... 16
8.4 Refreshing Policy Screen.......................................................................................................... 17
8.5 Entering Amount/Rate .............................................................................................................. 18
8.6 Switching Between Multiple Policy Level Modifiers .............................................................. 19
8.7 Select Policy Level Optional Forms ......................................................................................... 20
9.
Prior Carrier/Loss History Screen ............................................................................................... 21
10. State Information Screen .............................................................................................................. 22
10.1 Selecting State Optional Forms .............................................................................................. 22
10.2 Adding Additional States........................................................................................................ 23
10.3 Number of Employees ............................................................................................................ 24
11. Class Codes Screen ........................................................................................................................ 25
11.1 Class Code Search................................................................................................................... 25
11.2 Selecting Between Multiple Descriptions............................................................................... 26
11.3 Adding Additional Class Codes.............................................................................................. 27
11.4 Switching Between Multiple States ........................................................................................ 28
12. Location Information Screen ........................................................................................................ 29
12.1 Verify Locations ..................................................................................................................... 29
12.2 Adding Additional Locations.................................................................................................. 30
13. Owner/Officer Information Screen .............................................................................................. 31
13.1 Adding Additional Owner/Officers ........................................................................................ 32
14. Additional Interests Screen........................................................................................................... 33
14.1 Selecting an Interest Type....................................................................................................... 33
14.2 Adding Additional Interests.................................................................................................... 34
15. Insured’s Statement Screen .......................................................................................................... 35
15.1 Add a Group Questionnaire .................................................................................................... 36
16. Group Questionnaire Screen (if applicable)................................................................................ 37
17. Quote Screen................................................................................................................................... 39
17.1 Viewing Quote Letter, Application Letter, or Billing Statement............................................ 40
18. Submission of Quote Screen.......................................................................................................... 41
19. Client Information Accept Screen................................................................................................ 42
20. Notice of Referral/Declination ...................................................................................................... 43
21. Quote Index .................................................................................................................................... 44
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1.
Login
Login to TAM system.
Verify date and click OK.
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2.
Clients & Files
From TAM landing pad, click Clients & Files button.
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3.
Transformation Station
Select customer from customer list.
Click the Transformation Station Butterfly.
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4.
Account Update Wizard (first-time only)
The first time an agent accesses the Stonetrust product, the account must be updated.
From the file menu, select Account Update Wizard.
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4.1. Select or Enter Company Code
Select the Stonetrust product from the product list.
Click Find Code or Enter Code to complete the code.
Click Finish.
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5.
Upload
Select the Stonetrust product.
Click the Go button.
The first time a user runs a transaction, they will be asked to enter their Agency Link user id and
password (this information is then stored locally).
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6.
Response and Hyperlink to Agency Link
The response page will display once the upload is complete.
Click the link at the top of the page to access the quote in Agency Link.
Your credentials will automatically be passed and this link will bring you straight to the “Applicant
Information” screen of your uploaded quote.
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7.
Applicant Information Screen
The “Applicant Information” screen should be filled out with the information you entered from
your Applied System.
You will need to fill in all required fields on this page if they did not upload correctly.
Follow the steps in the next sections for information about the “Applicant Information” screen.
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7.1. Entering Sub Producer Name
You will need to select a sub producer for each quote. The sub producer can be selected from the
drop down box labeled Sub Producer Name.
This drop down box is marked by the yellow arrow in the screen print below.
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7.2. Policyholder Contact Information
The Policyholder Contact Information is not required to be entered for each quote, but if the
information is not filled out on your uploaded policy, you can enter the contact information for the
applicant here.
The Policyholder Contact Information section is shown in the screen print below.
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8.
Policy Information Screen
The next screen is the “Policy Information” screen.
There are a few fields to check on this page that have default values that may or may not have
uploaded.
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8.1. Legal Entity
The Legal Entity field will only upload for a few types. If you entered the legal entity directly
into your system, it will most likely not upload.
To select a legal entity for the quote, you will need to click the drop down box labeled Legal
Entity. This should provide a list of all possible legal entities. Depending on this selection, it will
either show or hide the Owner/Officer shortcut at the bottom of the screen. The drop down box is
marked by the yellow arrow below.
Note: The Owner/Officer link will be added to the order of pages if it is visible. Clicking the next
button will not skip the Owner/Officer link when you come to it.
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8.2. Payment Plan
The Payment Plan field will not upload. It will default as “Annual”, so you will need to select the
correct payment plan for the policy.
To select a payment plan for your quote, click on the drop down box labeled Payment Plan. This
will provide a list of all the possible payment plans depending on the type of policy term selected.
The default term is “12 months”, but can be changed to “odd term” by selecting the Term drop
down box.
These are marked by the yellow arrows in the screen print below.
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8.3. Select Policy Level Optional Modifier
Policy level optional modifiers will not be uploaded. If you wish to add them to the quote you can do
so on this screen.
Certain optional modifiers are considered to be policy level, meaning they will apply to the entire
policy. If the modifier appears in the Optional Modifications list on the policy screen, it is
considered on a policy level.
To add a policy level modifier, you will need to select it in the Optional Modifications list and click
the Add >> button in the center of the screen. It is marked below by the yellow arrow. Once the
modifier is added, the modifier will appear in the Selected Modifications list. You can remove it by
selecting the modifier again and clicking the Remove button.
This does not complete the process. You need to follow the “Refreshing Policy” page section of this
document to complete the modification.
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8.4. Refreshing Policy Page
After an optional modifier is added to the page, you must click the Refresh button. The Refresh
button is marked by the yellow arrow in the screen print below.
Follow the instructions in the next section (Entering Amount/Rate) to continue the process of
adding a policy level modifier.
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8.5. Entering Amount/Rate
The text box associated with the optional modifier that has been added will appear after the
Refresh button has been clicked. If the modifier is an Alternate Employer, Borrowed Servant, or
Waiver of Subrogation $50, the flat amount must be an increment of $50. Each $50 indicates the
number of modifiers you are adding to the quote.
The Flat Amount text box that appears is marked by the yellow arrow in the screen print below.
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8.6. Switching Between Multiple Policy Level Modifiers
If you add more than one optional modifier, you will need to switch between them in order to add
their amounts or rates. You can do this by clicking on the Select Modification drop down box.
The drop down box will only contain the selected modifications after the Refresh button has been
clicked.
The Select Modification drop down box is marked by the yellow arrow in the screen print below.
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8.7. Select Policy Level Optional Forms
Certain optional forms are considered to be policy level, meaning they will apply to the entire
policy. If the form appears in the Optional Forms list on the Policy Information screen, it is
considered on a policy level.
To add a policy level form, you will need to select it in the Optional Forms list and click the Add
>> button in the center of the screen. It is marked below by the yellow arrow. Once the form is
added, the form will appear in the Selected Forms list. You can remove it by selecting the form
again and clicking the Remove button.
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9.
Prior Carrier/Loss History Screen
The information on the “Prior Carrier and Loss History” page should come over from your
Applied system, but if it doesn’t or is not complete, you can enter the information on this screen.
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10.
State Information Screen
10.1.
Selecting State Optional Forms
The optional forms will not upload from the Applied system. You will need to follow the
instructions below if you would like to add any forms to the quote.
Optional forms are added in the same manner as policy level optional forms. Each form on this
page is added to the specific state you have selected. In the next few sections, you will see how to
add and switch between multiple states. Each state may have different forms associated to it, so be
sure you are on the correct state when adding a form.
To add an optional form, click the form in the Optional Forms list. Once it is highlighted, click
the Add >> button. After it has been added, you should see it appear in the Selected Form(s) list.
Once the forms have been added, you will need to click the Refresh button. This will add the
form to the Select Form drop down box. If it appears in this list, you know it has been
successfully added to the quote.
NOTE: If you added a modifier that has a form associated to it, you will need to make sure to also
add the form or it will not print out with the policy declaration. Example: Alternate Employer,
Borrowed Servant, or Wavier of Subrogation.
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10.2.
Adding Additional States
You can verify all the states were uploaded correctly in the Selected States drop down box. If
they were not all uploaded, follow the instructions below to add additional states.
To add additional states to your quote, you will need to be on the “State Information” screen. In
the top left hand corner you will see a drop down box labeled Available States. In this drop
down will be the states that you can add to your quote. Click on the state you want to add and
click the Add Available State button. This will add the state to your quote.
On the “State Information” screen, you can switch between the states on your quote by clicking
the Selected States drop down box. You will want to do this in order to add additional optional
forms to your other states on the quote.
The Available States drop down box is marked in the screen print below with a yellow arrow.
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10.3.
Number of Employees
The number of employees may not upload correctly because of a known issue in the Agency
Link system when uploading the number of employees per state. Please verify that the number
in the Employees Per State box is correct.
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11.
Class Codes Screen
The class codes should upload correctly. The codes will default to the first description on file for
that code. If no description is available, it may not be an active code. If the codes did not upload
correctly, you can follow these steps to modify the “Class Codes” screen.
11.1.
Class Code Search
To add class codes to your quote, you will need to know the class code number you need to add.
There is no way in Agency Link to lookup the class code number.
Once you have entered the class code in the Class Codes text box, click the Class Description
Search button. This will search for possible multiple descriptions for each class code. You can
select the description you like by clicking the drop down box that appears.
You will also need to make sure the class code is on the correct location and state. You can
change the location number by putting in the correct location number. This number will be
associated to the location number on the “Location Information” screen (this is the next screen
where you will enter information).
You will need to enter the exposure amount in the Exposure text box.
NOTE: To enter a class code as “IF ANY” you can enter “0” for the exposure.
These fields are marked with yellow arrows in the screen print below.
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11.2.
Selecting Between Multiple Descriptions
After clicking the Class Description Search button, you will see the results found for that class
code number. If no results are found, you may have entered an incorrect class code number for
that state.
You can view the results found by clicking the drop down box labeled Description. The results
will appear and you can click the desired description.
The Description drop down box is marked by the yellow arrow in the screen print below.
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11.3.
Adding Additional Class Codes
To add an additional class code, you can click the Add Class Code Row button at the bottom of
the screen. The default location for each new row is “1” so you will need to be sure you change
the location number if the class code does not apply to location “1”.
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11.4.
Switching Between Multiple States
On the “Class Codes” screen, you will need to enter a class code for each state and location you
have on your quote. You will therefore need the ability to switch between the states on your
quote.
To switch between states, click the Select Current State drop down box. This will show the
different states on your quote. If you click from the list that appears, the class code page content
will change to show the class codes for that state.
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12.
Location Information Screen
The “Location Information” screen should upload correctly. If you need to change the information
that was uploaded or if you added states or locations on the “Class Codes” page, you can follow
these steps to add/modify locations.
12.1.
Verify Locations
On the “Location Information” screen, you will need to enter the different locations for your quote.
If you entered an address on the “Applicant Information” screen, it will appear as location “1”. If
this is not the address for location “1” and instead a mailing address, you will need to return to the
“Applicant Information” screen and check the box to indicate this.
The Select Location drop down box will have a list of all the locations on your quote. Click on
this box to switch between locations you have already added. If there is a number in the box that
does not have a name, it was added because you have a class code associated to this location
number, but there is no information added yet. If you click on this entry in the drop down box you
can enter the information.
The Select Location drop down box is marked by the yellow arrow in the screen print below.
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12.2.
Adding Additional Locations
To add a new location, click the Add Additional Location button.
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13.
Owner/Officer Information Screen
The “Owner/Officer Information” screen should upload correctly onto your quote. The only field
that will need to be manually changed on this page is the title of the owner / officer. You will need
to do this for each owner/officer. Use the following steps for information about adding
owners/officers if necessary.
The “Owner/Officer Information” screen will only appear after you have selected a legal entity on
the “Policy Information” screen. Once a legal entity has been selected, you can either click on the
Owner/Officer shortcut link or wait until you get to the page in the order of pages.
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13.1.
Adding Additional Owner/Officers
If you need to add more than one owner/officer, click on the Add Additional Owner/Officer
button at the bottom of the page. This will add another owner/officer to the Select
Owner/Officer drop down box.
To switch between the officers you have added, select them in the Select Owner/Officer drop
down box.
These buttons and boxes are labeled in the screen print below with the yellow arrows.
NOTE: The name will be blank in the Owner/Officer drop down box until the information on the
page has been saved to the database. The data is saved when you leave the page or select a
different owner/officer.
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14.
Additional Interests Screen
The only interests that will be uploaded to the “Additional Interests” screen will be contacts that
you might have added to your quote. Any other interest will need to be manually added. Use the
following instructions to add interests to your quote.
14.1.
Selecting an Interest Type
The Interest Type drop down box has all the available additional interests you can add to the
quote. Once you have selected the interest type, you will be required to fill out the rest of the
information on the screen.
NOTE: If you have an Alternate Employer, Borrowed Servant or Waiver of Subrogation, you must
add that additional interest on this screen in addition to the other screens for the form to print out
correctly.
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14.2.
Adding Additional Interests
To add more than one additional interest, you will need to click the Add Additional Interest
button. This will add another additional interest to the Select Additional Interest drop down
box.
To switch between the interests you have added, select them in the Select Additional Interest
drop down box.
These buttons and boxes are labeled in the screen print below with the yellow arrows.
NOTE: The name will be blank in the Additional Interest drop down box until the information
on the page has been saved to the database. The data is saved when you leave the page or select
a different interest.
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15.
Insured’s Statement Screen
The “Insured’s Statement” screen will need to be filled out for every quote. There are thirty-two
Yes/No questions in total. If the answer is “Yes”, it will likely require that a remark be typed into
the white text box. This text box has small scroll bars on the side so you can type as much as
necessary.
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15.1.
Add a Group Questionnaire
The last eight questions of the “Insured’s Statement” screen will determine if a supplement is
required to be filled out. Answering “Yes” to one of these questions will make a shortcut link
appear at the bottom of the screen. Each question refers to a different supplement.
You can move to the “Group Questionnaire” screen by clicking the Next button or by clicking
the shortcut link directly for the supplement that appeared.
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16.
Group Questionnaire Screen (if applicable)
The “Group Questionnaire” is required to be filled out if you answered “Yes” to any question from
25-32 on the “Insured’s Statement” screen.
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17.
Quote Information Screen
The “Quote Information” screen will be populated with information only after the quote has been
rated. To rate the quote, click either the Next button from a group supplement or the “Insured’s
Statement” page. You can also click the Rate shortcut link at the bottom of the page.
If the quote page is filled out like the screen print below, then the quote has rated successfully.
You can print the quote, application or billing schedule by clicking the respective button.
These buttons are labeled by the yellow arrows in the screen print below.
NOTE: Clicking the print buttons will only open the quote, application, or billing schedule in
another window. You must click your browser print button from the window that opens to actually
print the document.
You may submit the quote by clicking the Submit link at the bottom of the page.
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17.1.
Viewing Quote Letter, Application Letter, or Billing Statement
Below is an example of a quote letter that appears after the Print Quote button is pressed. To
print out this quote, you will need to print the page using the features in your internet browser.
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18.
Submission of Quote Screen
Once the Submit button has been pressed, you have another opportunity to view the application
using the View Application button. By pressing the Submit button, you will be submitting the
application.
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19.
Client Information Accept Screen
Please review the client details. If they are correct, press the Accept button.
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20.
Notice of Referral/Declination
After the policy has been submitted, the underwriter will be messaged to accept or deny this quote.
Once the policy is accepted, the underwriter has the opportunity to add discounts or credits to the
quote. If a discount or credit is applied, you will receive a message back from the underwriter
indicating that you will need to reprint the quote to have an accurate quoted premium.
Press the Continue button on the “Notice of Referral/Declination” screen to view all the
quotes/policies associated with your agency.
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21.
Quote Index
Pressing the Continue button on the previous “Notice of Referral/Declination” screen will bring
you to the “Quote Index” screen. Here you will see all the quotes/policies associated with your
agency.
When a quote is submitted, the status will show as “Referred".
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