Post on 19-Jan-2020
transcript
Agenda
•Types of Endorsements
•How to Get a Quote or Issue an Endorsement
•Many Ways to Access Endorsements
•Examples of how to Submit Endorsements Using
Agent Web
•View Customer Detail Using Transaction Reporting
•Questions
You land on the Driver tab - you can select Quote or
Endorse in the top right corner. Driver 3 Column
appears to the right – enter the driver information.
You are on the Vehicle Tab. A column appears
to the right. Click Quote or Endorse. Enter
vehicle information.
You are on the Vehicle Tab. A column appears
to the right. Click Quote or Endorse. Enter the
VIN# & click All Vehicle Lookup or click the box
for Year/Make Model Override.
This example: entered Vin # & clicked All Vehicle
Lookup. Notice the fields that populate - complete
the yellow highlighted fields.
This example: Click the drop down arrow or check
the appropriate boxes to complete. Notice the
selections made highlighted in yellow below.
Click Next to continue.
Driver Tab: Click the X by the driver you want to
delete. In the Warning! Confirm Deletion box,
click Delete to continue or Cancel to not proceed.
Click Rate for a Quote or to Issue.
VehicleTab: Click the X by the vehicle to delete. In
the Warning! Confirm Deletion box, click Delete to
continue or Cancel to not proceed. Click Rate for
a Quote or to Issue.
Click on the Financial Interest link. Enter the
information & click Save and Add another
or Save and Close. Click Rate for a Quote
or to Issue.
Notice “0 Devices Selected displays” for Veh 2 & 3,
but “1 Device Selected” displays for Veh 4. Click
Rate for a Quote or to Issue.
If you need to enter the Leasing company click
on the Vehicles Tab, then click on the Financial
Interest link & enter and save the information.
Click on the Coverages tab then click the
drop down arrow and select Yes for the
Loan/Lease Gap coverage. Click Rate for a
Quote or to Issue.
In this example, EFT was chosen. Click SAVE after
reading Document message & enter bank
information. Click Rate for a Quote or to Issue.
What We Covered!
•Types of Endorsements
•How to Get a Quote or Issue an Endorsement
•Many Ways to Access Endorsements
•Examples of how to Submit Endorsements Using
Agent Web
•View Customer Detail Using Transaction Reporting
•Questions