Employee Portal

As an Employee, you can create Submissions and Quotes for your customers and convert them into Policies.

Note:  An Employee can only proceed with Submission flow along with Quote flow.

Upon successful login, the dashboard appears.

You can view the list of 10 latest quotes (both mono-line and multi-line transactions) that you created or are assigned to you by other users.

You can proceed to the existing quote or create new version of the quote or copy quote through the icon displayed at each record.

Through Submission, you can capture customer details, product information, and agency details, which can be used to create quotes for various products.

Important:  Only an Employee can create Submissions.

Search

You can search for a customer account or quote by selecting Customer Account Name or Quote ID from Search dropdown and providing the relevant keyword in the Search field.

The application fetches the customer’s records matching with the keyword provided.

For more details to retrieve information by applying additional filters, click here.

New Submission

Through Submission, you can capture customer details, product information, and agency details, which can be used to create quotes for various products.

To create new submission, click New Submission on the dashboard.

Note:  Only an Employee can create Submissions.

For more details on creating a Submission, click here.

New Quote

You can create quotes (for different products) within a Submission.

For more details on creating a Quote, click here.

Service Policy

You can initiate post new business transactions like renewal and endorsement.

For more details on processing post new business transactions, click here.

Quick Links

You can view and navigate through the applications that are assigned to you.

Note:  You can configure the apps to be visible or hidden on Quick Links through Apps & Messages at Settings.

Notification

An agent gets various updates with the help of a notification icon .

For more details on Notification, click here.

Settings

You can manage your profile and preferences through Settings .

For more details on Settings, click here.

Customer Accounts

You can view the account information of a customer through Customer Accounts from the menu on the left pane.

For more details on Customer Accounts, click here.

Submissions

The list of Submissions that you created will be displayed from where you can choose to proceed with quote processing through the proceed icon displayed against each record.

For more details on Submission, click here.

Quotes

The list of quotes that you created will be displayed from where you can choose to proceed further processing of any quote or create new version or copy quote through the proceed icon displayed against each record.

For more details on Quotes, click here.

Policies

The list of Policies that are in force will be displayed from where you can process post new business transactions such as renewal and endorsement.

For more details on Policies, click here.

Claims

You can search for a claim by providing the Claim Number, or Policy Number, or FNOL Number, Customer Account Name, or Date of Loss in the search field.

The results for the claim will be displayed along with its Line of Business, Policy Number, Date of Loss, and Status.

For more details on Claims, click here.

Reports

Here, you can generate Summary Report where you can view quotes’ status and Conversion Report to view the percentage of quotes that are converted to policies in the form of Pie chart.

For more details on Reports, click here.