Business Combined RSA Online System Upgrades May 2016

Intuitive trade selection

Improved screen

navigation

Slicker options to add and

remove covers

Dynamic screens

Ability to send message and documents to

an underwriter

RSA Online Summary of System Changes

With the launch of our new Business Combined e-trade product, here is a list of the system changes we are introducing. These changes will give you confidence when you trade Business Combined on RSA Online, in addition to the existing functionality highlights such as commission flexibility and webchat.

In addition to the traditional trade search option we have now added a new intuitive

way to select a trade….

To use this, select the “Sector” option on the trade selection page. This will take

you through 3 steps to help you find the right trade for the customer.

These 3 steps are nice and easy. • First you select the trade sector from a short initial list. • Next you select the business activity from another short list. • Finally you will be presented with a list of trades for you choose from. Once you have done this, if there are any trade specific questions, these will need to be completed.

RSA Online Trade Selection

To make things as simple as possible, only the questions which need to be

answered will be displayed

Here is an example……

When you get to the All risks section, you are presented with a short

question. If you select “yes” you will then see a list of options, if you select any of these options you then get the

option to enter the sums insured.

RSA Online Dynamic screens

Once you have added in your customers premises details, you can then select which additional covers you want. This is fully optional, you can take any/all/none of the following: -

• Public Liability • Employers Liability • Business Interruption • Loss of Money • Good in Transit • Personal Accident • Legal Expenses • Fidelity • Terrorism Cover • Machinery Breakdown

RSA Online Additional Covers

To make it easy to select additional covers and see the premium change: When you reach the quote summary page, RSA Online will give you the opportunity to apply additional covers the client may require – see example here.

You can of course still edit the quote and make changes to cover if you prefer.

RSA Online Quote Summary Screen

Once you have completed all of the

quote data for the first time, you will be free to jump between the

tabs to change the risk details if required.

When you make an update, you will not be forced to work through all of the screens to get to the end of the quote.

You can move between the top row of tabs

which may also produce a second row of tabs – see example

on the right.

RSA Online Browsing by Tabs = straightforward navigation

During your quote, or at the end, you will be given the option to refer to an Underwriter.

Once you have selected the “Refer

to Underwriter” option, you will directed to this

screen.

You can then tell us what your question

is…… please use plenty of detail so we can response

easily.

You can also attach any useful

documents relating to your query.

Note that your quote will be

locked until we respond.

RSA Online Refer to Underwriter = access to expertise

We will be moving from our old SBC product to the new Business Combined product at renewal…… 1) Your customers existing SBC policies will not auto renew and will not show

up on your renewal dashboard. The existing policies will expire at renewal date.

2) RSA will rekey your customers policy on to the new Business Combined product and contact you in advance of renewal with a new quote reference.

3) As always, please ensure that you and your customer review all policy terms and conditions.

4) If your customer wants to go on cover you will need to accept the quote in the same way as any new business quote.

5) Where your customer was paying by Direct Debit and wants to continue with this, you will need to re-enter the bank account details in the same way as New Business.

6) Don’t forget we are on hand to discuss any queries if you need us. We will keep you updated as we move your polices to the new product.

Until renewal you will be able to continue to service the policy via RSA Online.

If you and your customer are happy with the quote, you can

go ahead with the existing quote. We will move your newly

set up policy to the new Business Combined product at

its first renewal.

If you would like however, you can run the quote through on the new product and we are

happy to discuss any differences in premium and terms.

I have a valid quote (obtained in the last

42 days) on the original SBC product –

what should I do?

I have an existing policy on the original SBC product – what will happen to it?

RSA Online Existing Quotes / Policies