This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements.

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This document is an overview of the

NEW

functionality

in Agency Link that allows binding for certain types of

Endorsements.

Modified July 2014

‘What If’ Quoting is still available. The functionality has

been enhanced to allow the agent to also BIND their

endorsements.

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What can you quote & bind in Florida?

Homeowner and Dwelling Fire  Wind Mitigation*  Deductibles**  Optional Coverage's  Inflation Guard  Protection Credits  Coverage A / B / C / E / F  Water Loss Prevention  Equipment Breakdown  Identity Theft Expense

 Mailing Address / Phone Number  Mortgagee

 …and many more.

*

Quoting Wind Mitigation Credits will be allowed, but you can not bind the

change, you must email the request to

[email protected]

.

**

LOWERING the Deductibles may be quoted at any time, however you will

not be able to bind the change. To lower the deductibles you will still need to

email the request to

[email protected]

. You can quote & bind raising the

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Click on “Endorsement Quoting” to start your quote.

NOTE: This functionality allows YOU to quote endorsements without having to make a call !!!

(New) _{Once you are satisfied with your quote, you can leave as is} or submit and bind the change immediately.

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New Policy Status’:

Can search by just the

Policy Number (

2xxxxxxx

)

(w/o the 3 letter prefix)

Available to Quote

Policy is ready to be Quoted

Endorsement Quoted

Quote has been started but may not be rated

Revalidate

Policy has a quote in progress in Agency Link that has

become invalid because endorsement activity has

been processed against the same policy in Customer

Service by a CSR. (Policy can be quoted next business

day.)

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Click on applicant to access the buttons for Endorsement Quoting.

Options available are based on Status, otherwise “greyed out” (see next slide).

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“Reload” will load the most current copy of the policy from the Policy System. Use this if you want to “undo” any changes and start over. Note that any changes you make will still remain after you rate so if your intent is not to “stack” quotes (rating between them)

then you will need to reload the policy.

The “Delete” button will also reload but the status will change from “Endorsement Quoted” to “Available to Endorse”.

The “Print” button will bring up the most recent quote details page with a print option.

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The Endorsement Effective Date will default to current date and

must be current date or any FUTURE date. No backdating is

allowed with the online endorsement tool.

If backdating is needed, email your request to Customer Service at

[email protected]

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The “Endorsement Review” screen is a review of the

current policy details.

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(New)

_{The Policy Tab and the Interest Tab}

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The Policy Tab

 Update Phone Number

 Change Mailing Address

 Add a Second Named Insured

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The Interest Tab

 Add / Change or Delete a Mortgagee

 Add / Change or Delete an Additional Insured

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From the “Coverage” tab, you can only edit (Quote) the fields with the red arrows. If you want to Quote Wind Mit Credits, click the “General” tab as shown on the next page.

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Quoting Wind Mitigation Credits are done here

under the “General” tab. You can not edit any

fields “greyed out”.

(You can not bind these changes)

Reset will reset this page only (not reload the policy)

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When ready to get a Quote, click the “Quote” tab and then click

“Rate” to get the change in premium.

Note:

Unless you “Reload” or “Delete” the Endorsement any changes

you make will remain after you click on the “Rate” button.

Effectively you can “stack” endorsements and see what the

premium will be between each change (rate).

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While we have made every effort to prevent errors, they will display on the “Endorsement Review” screen if encountered. If error(s) cannot be resolved by changing your entry,

please call Customer Service to report as well as to complete the quote.

Example of an error free quote

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From the “Quote” tab click “Display Confirmation” to see the Quote

Confirmation Page shown below.

 (New)_{You can now get the Pro-Rated change in premium along with the annual change.}  View and verify the fields you changed.

 Print the Quote – [No changes have been officially bound yet – this is only “what if” quote status]

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Submitting (Binding) Your Endorsement

 When satisfied with the Confirmation Page choose a “Reason Endorsed”

from the drop down menu.

 The Reason Amend will be printed on the Endorsement Dec page.

 Not until you choose a Reason Endorsed will the “Submit” button become

clickable.

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Submitting (Binding) Your Endorsement (continued)

Once you click Submit, the quote will validate, followed by a Confirmation page

that you can email or save to your PC.

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This document is an overview of the NEW functionality in Agency Link that allows binding for certain types of Endorsements.