Web site TutorialWeb site Tutorial

Table of Contents Note: The toolbar below mirrors the toolbar

found on the left-hand side of our Web site.

AGENTS HOME

POLICY SERVICING

CLAIMS

QUOTE

FORMS & MANUALS

MARKETING RESOURCES

OTHER RESOURCES

NEWS & EVENTS

BROAD STREET BROKERAGE

AGENCY SETTINGS

PAC WEB SITE

ASSOCIATE DIRECTORY

Agents Home

• Quick Links - Recent Quotes (Auto, Home, Commercial)

• Motorists News

• Policy Search for Issued Policies

• “Learn More” Ads

Question

• Would you like additional information about Agents Home?

Agents Home Tips

• This page allows you to navigate to any section of our Web site using the navigation toolbar.

Quote

• Personal Lines

– Start a new quote

– Search for existing quote

• Commercial Lines

– New Small Business quote

– Search for existing quotes

– Small Business request form

• Life

– Life Illustrations

• Rating Worksheets

Question

• Would you like to see a sample of our Small Business Request form?

Small Business Request Form

• Instead of sending a fax, fill out the Small Business request form for an automatic e-mail submission.

Click here to submit

Policy Servicing

• Existing policy search

• Submit Anniversary Auto change request

• Billing Inquiry

• Register for agency sweep account

• e-Payment – upload payment for existing policies

• Commercial Auto lookup

Question

• Would you like additional information about Policy Servicing?

Policy Servicing Tips

• Sweep Accounts allow agents to have customer payments made at your agency withdrawn from the agent’s account.

• e-Payment cannot be used to upload a down payment in personal lines or commercial lines. It can only be used on previously issued policies.

Claims

• Submit a claim online for:–Personal Auto Glass Only–Personal Auto–Homeowners–Commercial Auto–Commercial Property–Commercial General Liability

Forms & Manuals• Agent-Issued Policies

– Used for real estate closing when there is not sufficient time to request issuance from home office

• Personal Auto Exclusions

• Forms Library - index of coverage forms

• Forms and Supplies

– Order or print brochures, stationery, marketing pieces, applications and more

• Manuals – training manuals for Commercial e-Quote, Personal Lines Rating, Agency Interface, Personal Lines Underwriting Guides

• Marketing Forms – brochures for Commercial Lines Select Products

Question

• Would you like additional information about Forms & Manuals?

Forms & Manuals Tips

• Forms Library – when searching for names, the fewer words entered increases the number of results to help find the correct form. Stick to a few key words.

• Forms & Supplies – applications are Motorists’ applications, not Acord applications.

Marketing Resources

The Marketing Toolkit is the

perfect place for all agency needs!

Marketing Resources

• Inside the Marketing Toolkit:– Perpetuation Information– HR Training Assistance– Producer Training Assistance– Pacesetter Agency – attaining this

status, benefits– Co-op Advertising – Marketing Ideas– Contact Us– Sources

Marketing Resources

• Free Web Pages

• Marketing Resources/FAQ – including e-Quote training guides

• Company Store

• Co-op Balance

• Motorists’ Just Rewards

• PIA’s “Reaching GEN Y” – marketing to Generation Y

• PIA’s Guide to Planning – created by agents for agents to assist in planning efforts for their agencies

Question

• Would you like additional information about our Just Rewards program?

Motorists’ Just Rewards

By using e-Quote or Small Business Unit, agents can earn points that can be redeemed for TVs, stereos, golf clubs, etc.

Other Resources• RCT (Residential Component Technology) can be used

to find replacement cost for homes

• Engineering & Safety on ISOnet – risk management and loss control tools

• Learn more! View a webinar or visit Training Home to register for Motorists CE training classes

• Insurance Resources - NAMIC’s Web site, other third party Internet sites

• Give us feedback by using Agent Feedback (regarding our Web site) or Report a Problem

• Webex

• Building Valuation Systems (BVS)

News & Events

• Motorists and industry-related news

Broad Street Brokerage

• Links and Services – resources and quoting assistance

• Term Quote Shop

• Pending Policies

• Forms & Questionnaires

– Medical Quotes

– Health Questionnaires

– Disability

– Employee Benefits

– Travel Insurance

Agency Settings

• Print Preference – paperless options

• E-mail Preference – directing specific e-mail topics to a designated producer or CSR

• Change Password or Reset Forgotten Challenge Question Response

• Report an Agency Change – edit basic agency information

• Reset Portal Preferences

Question

• Would you like additional information about Agency Settings?

Agency Settings Tips

• Portlets:

– News

– Recent Home Quotes

– Recent Auto Quotes

– Recent Commercial Quotes

– Recent Life Quotes

• You can arrange the order of the portlets, or click the “Reset Portal Preferences” link to return the order of the portlets to the default state.

PAC Web Site

• Click on the PAC Web site link and you can easily find PAC meeting minutes, news, agendas, and much more.

Associate Directory

• Meet your Underwriter – provides contact information, biography and photograph to help you get to know your underwriter.

• Meet the Life Staff – biography and photographs allow you to match a face with a voice.

• E-mail Quick Reference – provides e-mail addresses for various support areas.

Thank You

• Thank you for viewing this webinar.

• Please contact your Agency Interface Representative with any remaining questions.