slide 1 note: welcome to a travelers online training …...slide 17 note: report information will be...

Captivate Wednesday, April 06, 2005

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Slide 1 Note: Welcome to a Travelers online training session. This session reviews the Property Reports ordering process in the Atlas3 Customer Service Gateway.


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Slide 2 Note: This session explores the order reports screen, the types of reports that are available and the customer information and report summary screens.


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Slide 3 Note: Before you can order a property report, you must select your search criteria. For the purposes of this example we have entered a name search.


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Slide 4 Note: To search by name you must enter a last name and the state. We have entered a name and state for you. Click the search button now to begin the search. Click the Search button.


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Slide 5 Note: If a customer does not appear, you will need to click the add customer button to add the customer for quoting purposes. Our search returned a customer so we will click the process auto/homeowners button. Click the button now. Click the Process Auto/Homeowners button.


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Slide 6 Note: The first step in ordering property reports is to click the reports tab. Click the reports tab now. Click the Reports tab.


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Slide 7 Note: Click the Property Reports link in the left-hand navigation. Click this link now. Click the Property Reports link.


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Slide 8 Note: You will enter your agent code and select the rating state from the drop-down list. For the purpose of this example, we have filled in this information for you. Click the continue button now. Click the Continue button.


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Slide 9 Note: Now click the continue button to proceed to the customer information page. Click the Continue button.


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Slide 10 Note: There are two types of reports that can be ordered: Insurance Score and Claim History. The list of reports available will vary by state. In states allowing Insurance Score, the Insurance Score and Claim History options will be pre-filled and protected. In states not allowing Insurance Score, the claim History option box will be pre-filled and protected but the Insurance Score report selection will not appear. When ordering an Insurance Score, review the credit statement with the customer. Click the check box to activate the Continue button. Click the check box now. Click the check box.


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Slide 11 Note: This screen captures the information necessary to order reports. The agent code and rating state will be pre-filled from the previous screen. The customer’s name and address are pre-filled from customer information and can be updated or modified. Click the submit order button to send the report request. Click the Submit Order button. Note: The default for Home Product will be Homeowners 2005 if both Homeowners Products are allowed in the state. The default for Policy Form will be Home.


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Slide 12 Note: On the Report Summary screen, you will see the status of all ordered reports that were selected. Order status indicates pending on recently ordered reports. Because the Order status will not update automatically, you must click the Refresh button in order to see the latest status. Report details can be viewed by clicking on the view hyperlink. Click a view hyperlink now. Click any view hyperlink. Note: Please note this is Phase I of Property Report Ordering. This phase will not prefill from the Reports into the policy quote or policy issue process. Phase II, which is under development, will prefill from the Reports similar to the prefill in auto processing.


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Slide 13 Note: When you click the view hyperlink, a separate pop-up window will open for either the Insurance Score or Claim History Report. You have the option to click the Print button to print the displayed report. Or you may click the close button to close the report window. Click the close button now. Click the Close button.


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Slide 14 Note: To reorder a report, return to the report summary screen. Select the report to re-order by clicking the column in front of the report and the Re-Order button. Click the re-order button now. Click the Re-Order button.


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Slide 15 Note: Clicking the re-order button returns you to the customer information screen where you can update customer information. Click the submit order button to order the report. Click the Submit Order button.


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Slide 16 Note: There are four possible results for Order Status: 1. Pending = Order was sent and the report has yet to be received. Click the Refresh button to verify status. 2. Received = Report result has been received and is valid. 3. Error = Error received from vendor. View the report to see what has caused the error. 4. CP Acct Missing = The producer code used on this report order is not assigned to a ChoicePoint 360 Account code. Call Agency Automation at 1-800-243-1334 for assistance. Pending: The order was sent and the report has yet to be received. Click the Refresh button to verify status. Received: The report result has been received and is valid. Error: Error received from vendor. View the report to see what has caused the error. CP Acct Missing: The producer code used on this report order isn't assigned to a ChoicePoint 360 Account code. Call Agency Automation at 1-800-243-1334 for assistance.


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Slide 17 Note: Report information will be saved in the Travelers system. Insurance Score and Claim History reports will be retained for 60 days. After the retention period has expired, reports will need to be reordered.


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Slide 18 Note: That concludes this session. We reviewed how to order property reports, the types of reports available, the customer information screen and the report summary screen. For more information, contact your local IFC. We welcome your comments on the usefulness of this course. Please take a few minutes to answer the questions included in our online course evaluation by clicking the Submit Feedback button below. You can also replay this session or exit this session by clicking the buttons below.

slide 1 note: welcome to a travelers online training …...slide 17 note: report information will be...

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