Information and Network Technology E&O

A Producer’s Guide to Chubb’s SMART Application Platform

Welcome

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What is Chubb’s SMART Application?

The Information and Network Technology (INT) E&O SMART Application is a web-based tool that dynamically creates customized new and renewal E&O applications based on the client’s nature of operation.

Why Use Chubb’s SMART Application?

• Simplifies the application process

• Facilitates the ease of doing business with Chubb

• Increases the producers’ value-added

• Offers “anytime, anywhere” capability

• Saves time and cost for the Producer and Client

• Streamlines the renewal application process

Benefits of a Customized Application

Comparisons derived from actual case study.

• Application process time equals 78 days

Paper-based Application Customized SMART Application

• Estimated application process time cut in half!

• 164 mandatory questions, whether relevant or not

• Average “back and forth” more than 3.5 times between all parties

• 89 relevant questions customized to the client

• “Back and forth” minimized or eliminated

vs.

Streamlined Renewal Process

Data cedes the renewal application with last year’s data.

Data cedes the renewal application with last year’s data.

Estimated process time for renewals in the SMART Application = 15 minutes vs. 40 to 60 minutes.

Client/Producer updates the renewal application in the SMART

Application

Client/Producer updates the renewal application in the SMART

Application

Chubb Underwriter reviews submitted

application

Chubb Underwriter reviews submitted

application

The SMART Application Process

1 2 3 4

Producer Client Producer Chubb

Producer creates the application with the SMART Application wizard. Turns over to client.

Client adds information and electronically signs the application. Hands off to Producer.

Producer reviews application and sends to Chubb underwriter.

Chubb underwriter receives and reviews the application.

(average time 5 minutes) (average time 30 minutes) (average time 10 minutes)

Producer

Next, we’ll review the Producer’s steps in the SMART Application process.

SMART Application Process - Producer

1. Producer enters information into the SMART Application Wizard.

1. Producer enters information into the SMART Application Wizard.

2. Producer generates the application.

2. Producer generates the application.

3. SMART Application sends an e-mail to the client with log-in information.

3. SMART Application sends an e-mail to the client with log-in information.

The Producer’s steps are very easy.

Chubb’s Internet Home Page

Click on the @ Chubb button at the top of the browser to access the SMART Application system.

Select the @chubb link

The @chubb Agency Portal

Use your @ Chubb user ID and password to enter the system. If you have not been issued this ID, contact your Chubb agency representative.

Enter User ID and Password and press “Login.”

Business / Quote & Modify

Select Technology E&O

Business / Quote & Modify

Select “Launch App” to access the SMART Application.

Launch App

Producer Welcome Page

SMART Application global navigation tabs

Click to learn more about SMART Application

Click on either link to create a new application.

This is the Producer Welcome screen. Begin creating a new application here.

Create a New SMART Application

The Application Wizard opens

Process flow bar indicates progress

Begin creating a customized application using the Application Wizard.

A yellow circle in the process flow bar indicates your progression of the application. A completed step is indicated by a yellow circle with a check mark.

Send to Applicant

Send to Applicant Now sends e-mail notification to client.

Send to Applicant Later allows you to continue to work on the application.

You are here. This is the “Send to Applicant” page. You can continue to answer the questions and send the info to the applicant later, or you can send the link directly to the applicant now.

Client

Next, we’ll look at the Client’s steps in the SMART Application process.

SMART Application Process - Client

1. Client receives User ID and Password in 2 separate e-mails.

1. Client receives User ID and Password in 2 separate e-mails.

2. Client receives log-in instructions and quick reference guide.

2. Client receives log-in instructions and quick reference guide.

3. Client completes and signs application online, and system sends notification to producer.

3. Client completes and signs application online, and system sends notification to producer.

The Client opens the application after notification e-mail with log-in instructions.

Client Log-in Screen

Enter User ID and Password sent in notification email and press “Login.”

This is the Client Log-in Screen. The client enters the @chubb USER ID and PASSWORD.

Client Agrees to Service Agreement

Client selects I AGREE.

The next screen in the client process is the information services agreement. This is a standard service agreement. The applicant must click “I agree” to move to the next screen.

Client Welcome Screen

Select to Learn About SMART Application.

Select to Complete Your SMART Application.

Quick Reference Guide link

The Client Welcome screen offers several options. Download reference material. Learn more about how to use the Smart Application. Or complete the application started by the Producer.

Application History

This is the first screen you see when you enter the SMART Application. On this page, you can:

• View/edit the application• Print a copy• Delete the application• Attach documents (i.e.,

business plan, financial information, sample contracts)

Click “View/Edit Application” to review the application started by the Producer.

Preview & Confirm Application

Press to confirm your application.

Review and confirm the information that has been entered in the application Wizard by the Producer. Press the Confirm button when you finish.

Navigating the SMART Application

This is the side-bar menu of the application sections.

This is an instructional page to guide the Client through the application process.

Navigating the SMART Application

The yellow circle shows your location in the process.

A yellow circle with a check mark indicates a finished section.

Use the yellow circles to track your progress through the system. In this case, we are in the General Information section, and the Subcontractors information is complete.

Complete an Application

Red text indicates mandatory information.

You are here.

Click to add additional information to the application.

Finish the application by entering the rest of the information.

Applicant Sign-off

When the application is complete, the client must “sign off.”

Continue to Applicant Sign-off page.

Applicant Acknowledgement

Review the The Client reviews and acknowledges the terms of the application on this screen.

Sign application here.

Click to sign off and lock the application.

You are here.

Producer Review

Next, we’ll review the Producer steps after the Client has signed off.

Producer Reviews the Application

1. Producer receives e-mail notifying of completed application.

1. Producer receives e-mail notifying of completed application.

2. Producer logs on to @chubb.com and verifies application

2. Producer logs on to @chubb.com and verifies application

3. Producer submits application to Chubb Underwriter

3. Producer submits application to Chubb Underwriter

The Producer opens the application again following e-mail notification that the client has finished.

Producer Welcome Page

Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.

Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.

Producer logs into @chubb.com and navigates to the SMART Application.

Manage Existing SMART Applications

Select Current Applications.

Look for Applicant Acknowledgment in Status column.Click here to select.

Producer Inbox lists all current and submitted applications. Navigate to Applicant Acknowledgment from this page.

Submit

Or submit final application directly to Chubb underwriter.

Producer reviews the application and submits to Chubb for underwriting review.

You can review or edit the application.

Other Features

Chubb’s SMART Application offers many other helpful features and functions.

Locate Applications

Click to locate an existing application.

Easily locate an application at any time.

Renewals

Click to process Renewals

Click to process Renewals

One of the key benefits of the SMART Application is the streamlined renewal process which uses information in the system to simplify the next year’s renewal.

“Help”

Click on “Help” for contact information.

Press “Help” to find contact information for the SMART Application system.

Marketing and Training Materials

Click for marketing/ training materials.

Access marketing and training materials within the SMART Application.

In Summary

Now you see how easy the SMART Application is to use. You can better serve your information and network

technology clients by:

• Creating customized and shorter applications• Simplifying the application process• Saving time and cost• Streamlining the application renewal process

It’s Fast, Easy, and SMART!Give the SMART Application a try!