Endorsements - Prime 2.0
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
Look at the many types of
Endorsements you can submit!
When Entering Endorsements, You Can
choose Quote for a Quote or Endorse to
Submit the Endorsement
Different Ways to Access
Endorsements
Using Global Search
Using Manage Policies
Endorsement Example #1:
Add Driver
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
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.
Enter the driver information then click
Next to assign a vehicle.
Vehicle – Add a vehicle or assign a
vehicle to the driver.
Click Next to continue. When on Coverages tab,
add to vehicle (if applicable)
Compare revised & existing price.
Click Issue to continue.
The Following Confirmation Message will
appear – Your Endorsement has
Processed Successfully
Endorsements Example #2:
Add Vehicle
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
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.
Coverages: In this example, added Towing & Rental.
Notice the Upgrades that can be added also!
After clicking Rate, compare the price &
click Issue to continue.
Endorsement Example #3:
Delete Driver
or Vehicle
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
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.
Endorsement Example #4:
Add Financial Interest
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
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.
Endorsement Example #5:
Add Anti-Theft Category
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
For Anti Theft field, click EDIT for the
appropriate vehicle
Select the Anti-Theft Category or multiple
categories from the list & click SAVE.
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.
Endorsement Example #6:
Add Loan/Lease Gap
Coverage
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
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.
To Delete Financial Interest, click Delete. In the
Confirmation box, click Yes-Delete.
Endorsement Example #7:
Update Payment Plan
Enter Policy # then click Endorsement
Enter Eff Date & Select Endorsement Type
In this example, EFT was chosen. Click SAVE after
reading Document message & enter bank
information. Click Rate for a Quote or to Issue.
Inquiry:
Transaction Reporting
Use Transaction Reporting to
View Detail
Click the Link to View Detail
Click on Any of the Links to View
More Detail
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