Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform.
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Transcript of Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform.
![Page 1: Information and Network Technology E&O A Producers Guide to Chubbs SMART Application Platform.](https://reader035.fdocuments.net/reader035/viewer/2022081602/551a421e550346545e8b506b/html5/thumbnails/1.jpg)
Information and Network Technology E&O
A Producer’s Guide to Chubb’s SMART Application Platform
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Welcome
Slides will advance automatically. However, you can use your left mouse button or press “Enter” to advance the slides manually.
(Autorun time approximately 10 minutes.)
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What is Chubb’s SMART Application?
The Information and Network Technology (INT) E&O SMART Application is a web-based tool that dynamically creates customized new and renewal E&O applications based on the client’s nature of operation.
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Why Use Chubb’s SMART Application?
• Simplifies the application process
• Facilitates the ease of doing business with Chubb
• Increases the producers’ value-added
• Offers “anytime, anywhere” capability
• Saves time and cost for the Producer and Client
• Streamlines the renewal application process
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Benefits of a Customized Application
Comparisons derived from actual case study.
• Application process time equals 78 days
Paper-based Application Customized SMART Application
• Estimated application process time cut in half!
• 164 mandatory questions, whether relevant or not
• Average “back and forth” more than 3.5 times between all parties
• 89 relevant questions customized to the client
• “Back and forth” minimized or eliminated
vs.
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Streamlined Renewal Process
Data cedes the renewal application with last year’s data.
Data cedes the renewal application with last year’s data.
Estimated process time for renewals in the SMART Application = 15 minutes vs. 40 to 60 minutes.
Client/Producer updates the renewal application in the SMART
Application
Client/Producer updates the renewal application in the SMART
Application
Chubb Underwriter reviews submitted
application
Chubb Underwriter reviews submitted
application
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The SMART Application Process
1 2 3 4
Producer Client Producer Chubb
Producer creates the application with the SMART Application wizard. Turns over to client.
Client adds information and electronically signs the application. Hands off to Producer.
Producer reviews application and sends to Chubb underwriter.
Chubb underwriter receives and reviews the application.
(average time 5 minutes) (average time 30 minutes) (average time 10 minutes)
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Producer
Next, we’ll review the Producer’s steps in the SMART Application process.
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SMART Application Process - Producer
1. Producer enters information into the SMART Application Wizard.
1. Producer enters information into the SMART Application Wizard.
2. Producer generates the application.
2. Producer generates the application.
3. SMART Application sends an e-mail to the client with log-in information.
3. SMART Application sends an e-mail to the client with log-in information.
The Producer’s steps are very easy.
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Chubb’s Internet Home Page
Click on the @ Chubb button at the top of the browser to access the SMART Application system.
Select the @chubb link
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The @chubb Agency Portal
Use your @ Chubb user ID and password to enter the system. If you have not been issued this ID, contact your Chubb agency representative.
Enter User ID and Password and press “Login.”
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Business / Quote & Modify
Select Technology E&O
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Business / Quote & Modify
Select “Launch App” to access the SMART Application.
Launch App
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Producer Welcome Page
SMART Application global navigation tabs
Click to learn more about SMART Application
Click on either link to create a new application.
This is the Producer Welcome screen. Begin creating a new application here.
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Create a New SMART Application
The Application Wizard opens
Process flow bar indicates progress
Begin creating a customized application using the Application Wizard.
A yellow circle in the process flow bar indicates your progression of the application. A completed step is indicated by a yellow circle with a check mark.
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Send to Applicant
Send to Applicant Now sends e-mail notification to client.
Send to Applicant Later allows you to continue to work on the application.
You are here. This is the “Send to Applicant” page. You can continue to answer the questions and send the info to the applicant later, or you can send the link directly to the applicant now.
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Client
Next, we’ll look at the Client’s steps in the SMART Application process.
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SMART Application Process - Client
1. Client receives User ID and Password in 2 separate e-mails.
1. Client receives User ID and Password in 2 separate e-mails.
2. Client receives log-in instructions and quick reference guide.
2. Client receives log-in instructions and quick reference guide.
3. Client completes and signs application online, and system sends notification to producer.
3. Client completes and signs application online, and system sends notification to producer.
The Client opens the application after notification e-mail with log-in instructions.
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Client Log-in Screen
Enter User ID and Password sent in notification email and press “Login.”
This is the Client Log-in Screen. The client enters the @chubb USER ID and PASSWORD.
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Client Agrees to Service Agreement
Client selects I AGREE.
The next screen in the client process is the information services agreement. This is a standard service agreement. The applicant must click “I agree” to move to the next screen.
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Client Welcome Screen
Select to Learn About SMART Application.
Select to Complete Your SMART Application.
Quick Reference Guide link
The Client Welcome screen offers several options. Download reference material. Learn more about how to use the Smart Application. Or complete the application started by the Producer.
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Application History
This is the first screen you see when you enter the SMART Application. On this page, you can:
• View/edit the application• Print a copy• Delete the application• Attach documents (i.e.,
business plan, financial information, sample contracts)
Click “View/Edit Application” to review the application started by the Producer.
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Preview & Confirm Application
Press to confirm your application.
Review and confirm the information that has been entered in the application Wizard by the Producer. Press the Confirm button when you finish.
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Navigating the SMART Application
This is the side-bar menu of the application sections.
This is an instructional page to guide the Client through the application process.
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Navigating the SMART Application
The yellow circle shows your location in the process.
A yellow circle with a check mark indicates a finished section.
Use the yellow circles to track your progress through the system. In this case, we are in the General Information section, and the Subcontractors information is complete.
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Complete an Application
Red text indicates mandatory information.
You are here.
Click to add additional information to the application.
Finish the application by entering the rest of the information.
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Applicant Sign-off
When the application is complete, the client must “sign off.”
Continue to Applicant Sign-off page.
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Applicant Acknowledgement
Review the The Client reviews and acknowledges the terms of the application on this screen.
Sign application here.
Click to sign off and lock the application.
You are here.
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Producer Review
Next, we’ll review the Producer steps after the Client has signed off.
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Producer Reviews the Application
1. Producer receives e-mail notifying of completed application.
1. Producer receives e-mail notifying of completed application.
2. Producer logs on to @chubb.com and verifies application
2. Producer logs on to @chubb.com and verifies application
3. Producer submits application to Chubb Underwriter
3. Producer submits application to Chubb Underwriter
The Producer opens the application again following e-mail notification that the client has finished.
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Producer Welcome Page
Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.
Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.
Producer logs into @chubb.com and navigates to the SMART Application.
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Manage Existing SMART Applications
Select Current Applications.
Look for Applicant Acknowledgment in Status column.Click here to select.
Producer Inbox lists all current and submitted applications. Navigate to Applicant Acknowledgment from this page.
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Submit
Or submit final application directly to Chubb underwriter.
Producer reviews the application and submits to Chubb for underwriting review.
You can review or edit the application.
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Other Features
Chubb’s SMART Application offers many other helpful features and functions.
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Locate Applications
Click to locate an existing application.
Easily locate an application at any time.
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Renewals
Click to process Renewals
Click to process Renewals
One of the key benefits of the SMART Application is the streamlined renewal process which uses information in the system to simplify the next year’s renewal.
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“Help”
Click on “Help” for contact information.
Press “Help” to find contact information for the SMART Application system.
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Marketing and Training Materials
Click for marketing/ training materials.
Access marketing and training materials within the SMART Application.
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In Summary
Now you see how easy the SMART Application is to use. You can better serve your information and network
technology clients by:
• Creating customized and shorter applications• Simplifying the application process• Saving time and cost• Streamlining the application renewal process
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It’s Fast, Easy, and SMART!Give the SMART Application a try!