Instructions for Quoting & Issuing

Motorcycle Insurance In PTS

American Reliable Insurance Company

8655 E. Via De Ventura, Suite E200Scottsdale, AZ 85258

T 480.483.8666 F 480.483.1675 

www.assurant.com

What does our system do?

Our online rating system does more than provide a rate.

You can:1. Quote new business2. Issue a policy, Point of Sale Issuance3. Take payments including EFT and credit card4. Process change quotes on existing policies5. Process endorsement requests6. Print all policy documents including ID cards and DEC pages7. View commission statements

!!!!!

After completion of the application process forward the signed application, UM/UIM selection form, and proof of discounts to your General Agent representative.

Go to:www.assurantrecreationalinsurance.com

Click on the PTS Agent Login link to open the log in screen

We have attached help documents and the UW

guidelines on the landing page.

Log in using your agency ID and case-sensitive password.

If it is your first time on the system you must install the Meadco ScriptX , this print driver is required to print

documents!!!

Once you have logged in you are taken to the home screen. This screen has links for New Quote, Look up an

existing quote, Look up a policy, and view Reports.

Click on New Quote to start a quote.

Input the policy effective date, choose the applicable state and company. Press the Start Quote button.

Fill in the yellow highlighted boxes and click the continue button.

Choose any applicable discounts and click Continue.

Proof of discount is required with the signed application.

Choose the coverage limits Click Continue.

250/500 limits only available for Umbrella requirement!!! Must

provide a copy of Umbrella policy.

Choose the model year, make, and model. Verify the garaging zip. Choose

COLL and OTC deductibles, choose amount of Accessory coverage.

Click continue to proceed, or add New

Vehicle to add an additional unit.

Scrolling over ? Marks open help text.

Fill in Date of birth, Marital Status, and Gender.

Choose vehicle assignment if more than one vehicle or operator.

Click here to add additional operators or click Rate to complete.

If the client has completed a motorcycle safety course, input the completion date.

Copy of certificate required with application.

Choose violation level, use chart for help

You now have a quote sheet!!

You may print the quote, edit quote to modify

coverage, or click the Submit

button to convert the quote to an Application.

Quote Number

Converting Quote to an

Application

If you need to look up a quote you recently completed to convert to an app or modify the quote, choose the Lookup Quote link

If you don’t have the quote number use the first initial and full last name of the client and click the search button.

Click the applicable quote link under Policy # to enter the quote.

This takes you back into the

quote summary.

Click on Submit button to convert to an application.

If necessary modify the policy effective date and click Continue

Fill in any missing information in the highlighted boxes and click continue

Input prior carrier

information.

Copy of prior insurance DEC page required.

Input association information

Proof of membership required.

DISCOUNT SECTION

Make any applicable coverage changes or click

Continue

Click Edit button to complete Vehicle information section

Input VIN number and garaging location.

If no lien holder or additional accessories click on the update button to save

information.

Click link to itemize accessories

List all accessories, the values will round to nearest $100 in each row. Total accessories in

this example should equal $3600

Accessories total must equal value shown

here

Click here to add a lien holder

If no lien holder click Update to save

information

Choose Get LIENHOLDER LIST from drop down to choose a bank.

OrClick on Add New Lienholder #1 to add a new entity not currently in the list. See

next page for further instructions

To add a new lien holder, enter bank information and loan number if available. Click on Add New Lienholder

#1 to save.

If second lien complete this

section.

To save vehicle information click UPDATE button

When done updating vehicles click continue

Always click the UPDATE button after editing the vehicle to save

changes.

Click Add New Vehicle button if there are additional units (Max of 4 per policy) and

follow same procedures on each unit.If change is needed

click Edit button

Click the Edit button to complete the Driver information.

Fill in Yellow highlighted boxes and click the UPDATE button to save

information

Click on Add New Driver for any additional operators (Max of 4)

or click Continue to proceed

Update Resident information and click Continue

UW information outlines Ineligible Vehicles and Operators.

Additional information available in UW guide

Click on Process Quote to complete Application

You are now at the Policy Review screen. You may validate the

information.

Then choose the payment plan and click on Bind Coverage if

using Agent EFT, Credit Card, or Insured EFT

Click Make Change if necessary to correct information.

If paying with check draft see next slide for instructions

If paying with Check draft click the forms link to access the

application.

Click on Application link and print application, complete the application and mail with proof of discounts and the Check draft

to your General Agent.

If paying with Credit Card, Insured EFT, or Agent EFT go to next

slide.

Choose payment plan and click bind coverage button.

Input Down payment amount and Tab to get payment options.

Choose payment option and input appropriate information.

Insured EFT, after inputting bank information click on Post Info to apply

payment.

Input Credit Card information and click on Verify Card.Mailing address must match credit card billing address.

After card verification click on Post Payment

Card Information

Primoris is a third party credit card vendor. If insured agrees to pay their fee, click on the confirm button to continue.

After agreeing to Primoris fee, a receipt will generate.

Click on Print Forms to print the Application, DEC page, ID cards, and privacy notices.

Click continue after printing the forms to go to Policy Summary Screen

Point of Sale (POS) Issuance:

Policy Summary Screens

This screen gives an overall

snapshot of the insured

information and policy coverage.

There are several tabs at the top of the screen which

provide additional

policy information.

Billing tab provides a financial

snapshot showing next payment due, remaining balance,

and remaining payments

This section shows installment due

dates

This section outlines

payments received

The Status tab will show if any endorsements are done, any cancellations pending, and any saved endorsement

quotes.

The Notes/Susp tab

Here you can note a policy

change. Example shown

here.

Batch Items are all documents

which have been mailed to the

insured, lien holder, or

agent.

Processing Endorsement Quotes

From the Policy Summary screen choose E-Quote to start a new

Endorsement Quote

Input endorsement date and click Continue

Choose an endorsement

reason provided or Other Reason will allow you to type your own

Click Continue

You may click on the appropriate tab

for your endorsement. It is

not necessary to go through all tabs.

In this example I clicked the Vehicle tab, as I am adding

a vehicle

Now click Add New Vehicle button

Complete Yellow fields including VIN, Year,

Make, Model. Choose Deductible if

applicable. Add accessories if

applicable. Add lien holder if applicable.

(note-Deductibles must match on all vehicles. i.e. if you

have a $500 deductible on first vehicle, and want

COLL/OTC on added vehicle it must also be

$500)

If deleting a vehicle on policy you would click

on Remove this Vehicle box then click update

Click the update button to save changes

After clicking update, the new vehicle will be

shown.

I am adding an operator so I will click Drivers tab

Click the Add New Driver button

Complete Yellow boxes if applicable input Riders

Safety Course completion date

Click the Update button to save driver information.

Click on E-Quote Policy to get quote summary and rate

You may decline,

process, or save the

endorsement from here.

I will click Save to show you

how to retrieve a saved quote

From the Policy information

screen, choose the Status tab to retrieve the

quote.

Click on Edit if change is

required. Click Apply to

process the endorsement

You may print the revised DEC Page and ID cards after completion of the endorsement.

Click Continue to proceed to Policy Information screen.

Printing Forms

Click the Forms

button to view policy documents

Click on any form to print

or choose the link to batch print all forms

I chose the Motorcycle ID

Card link.

Click on the Print button at the top of

screen to print.

Click the Back button to print other

forms.

Click the Info button to return to

Policy Information

screen

Making a Payment

Click the Pay button to make a

payment

Choose payment amount, payment method, and payment type if applicable. Click the Post Payment button to

complete.

Reports

From the Main Menu click the Reports Link. Your available reports may differ from this screen.

Click the Policy Inforce Premium to view your active policies.

Select the options from the drop down menus, choose the date, and specific state if necessary. Click Get Report button

This screen provides an overall summary of policies.

Click on Policy type link for individual policy holders.

Clicking the policy number will take you to the Policy Information screen.