Microsoft Word - Agent Portal Updates 10-01-06.doc
Effective Nov. 8, 2009, we have made the following changes to accessHarleysvilleSM:
• New product wizard automatically selects the right package product (BOP, CustomPakSM or CPP) for your prospect every time!
In conjunction with the introduction of the wizard, we’ve also:
• Made improvements to the appetite guide to allow for enhanced search and filtering capabilities, ensuring the appropriate classification is selected.
• Revised our eligibility guidelines for both the Harleysville CustomPakSM product and StarAdvantage® Businessowners Program.
• When working with multiple lines of business within accessHarleysville//CL, reuse the same window or launch a new one—the choice is yours.
New product wizard automatically selects the right package product (BOP, CustomPak or CPP) for your prospect every time.
Simply answer a few basic questions, and, based on your answers, the wizard will indicate the most appropriate product and allow you to continue quoting online if you so choose.* Here’s how it works:
• In New Business Setup, enter the business name/address information as you currently do and click Verify Business.
[pic]
• Click Add/Modify to search the online appetite guide to obtain the correct GL/SIC classification. (Use the “What’s This?” hyperlink(s) for more information on Primary and Additional Classifications).
[pic]
• Enter class code or description, or click the appropriate Product Segment to filter your search by segment.
[pic]
• Use the [pic] mouseover to view the class codes.
[pic]
• Click [pic] to select the appropriate class.
• If a Lessor’s Risk (click the [pic] mouseover for definition), check the Lessor’s Risk Only box.
• Click Done.
[pic]
Any Primary or Additional Classifications selected will now display.
• Click Submit Account.
[pic]
• Enter policy effective date, state, and desired products in the Product Catalog.
• Click Add Selected
[pic]
• Click Enter Product Information.
[pic][pic]
You will be required to answer questions that relate to the specific classification risk. The questions are designed to ensure the appropriate product is selected for the particular risk. The product selected will display.
• Click Proceed to Quote Products.
[pic]
If BOP or Package is the selected product, you can continue to quote online by selecting Quote Online in the drop down.*
[pic]
CustomPak is not yet available for online quoting. However, you will be directed to this product by the new wizard if it applies. You still can set up the account and refer internally for quoting as you do today. New York agents should continue using our legacy system until accessHarleysville//CL has been rolled out in that state.
IMPORTANT NOTE: Improvements to the appetite guide allow for enhanced search and filtering capabilities to ensure the appropriate classification is selected. Because of these enhancements,
it may be necessary for you to reclassify your risk if adding another product to an existing account.
If it is necessary to reclassify the account, you will see the following screen when selecting [pic] .
• Click Risk Classify the Account to go to the Edit Account screen.
[pic]
• In the Edit Account screen, click Add/Modify to launch Harleysville’s appetite guide.
[pic]
• Enter class code or description or filter by Product Segment.
• Click Done when appropriate GL/SIC is selected.
[pic]
Updated classification will display.
• Click Update Account Information and proceed to add product(s) to the account.
[pic]
We’ve revised our eligibility guidelines for both the Harleysville CustomPakSM and StarAdvantage® BOP products.
Most notable enhancements to CustomPak criteria include:
• Annual grow sales limit now applies per location instead of per account.
• Combined BLDG/BPP limit now applies per building instead of to each location.
• We’ve removed the “all locations” limit for combined buildings and personal
business property coverage.
• For most segments, we’ve removed the limit on number of stories.
Eligibility criteria for StarAdvantage BOP has been modified slightly to achieve consistency across all Harleysville regions and companies.
To view the updated eligibility requirements, click on the icon next to the product selection on the Product Information screen. You also can view the updated CustomPak eligibility criteria by clicking here, and the StarAdvantage BOP criteria by clicking here.
Reuse the same window—or not—the choice is yours
You now have the option of reusing the same window or launching a new one when working with multiple lines of business. Here’s how:
• In the View Account Detail screen, we have added a check box titled, “Reuse Action Window.” By default, this box will always be checked.
[pic]
• If you keep the box checked, each time you open a new policy in any of our policy quoting systems, the window will be reused and only one session of the policy quoting system will be opened at a time, as shown below.
[pic]
• If you uncheck the box, the policy quoting system will remain opened for each policy, resulting in multiple user sessions being opened at the same time.
[pic]
Questions? Contact our customer support center at 888.547.8547.
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