QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield ...

[Pages:81]QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL. 33441

Voice: 800-940-6600 Fax: 800-940-3299

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Copyright

Copyright ? 2010 QQ Solutions, Inc. All rights reserved. First Printing June 2010 Version Number 1.3

QQ Solutions, Inc. 350 Fairway Drive, Suite 101 Deerfield Beach, FL. 33441 Voice: 800-940-6600 Fax: 800-940-3299

Statements in this document regarding Third-Party standards or software are based on information made available by Third Parties. QQ Solutions and its affiliates are not the source of such information and have not independently verified such information. This document is subject to change without notice.

Trademarks TM

QuickQuoteTM, QQ WebRaterTM, QQ EvolutionTM, QuickFileTM, QuickMVRTM, QuickUploadTM and TM, among others, are trademarks and/or service marks of QQ Solutions, Inc. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.

Important

Terms, conditions, features, service offerings, prices and hours referenced in this document are subject to change without notice. We at QQ Solutions are committed to bringing you great products and service through QuickQuote, QQ WebRater, and QuickFile. Occasionally, we may decide to update our selections and change our service offerings, so please visit for the latest information on our products and services.

Our Agreement

QQ Solutions shall not be liable to customer or any other person or entity with respect to any liability, loss or damage, including but not limited to any other lost profits, lost savings and other incidental or consequential damages, caused or alleged to be caused, or in any way connected with, directly or indirectly, the software, its use or operations.

About this Manual

The QQ WebRater User and Installation Manual contain valuable information and instructions as to the operation of your new software package. This Manual can be accessed on our website or directly within the program.

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Table of Contents

Chapter 1 ? Welcome to QQ SolutionsTM ............................................................................. 4

About QQ SolutionsTM ..................................................................................................................................... 4 QQ WebRaterTM - Web Based Comparative Auto Rater ................................................................................ 4 QuickQuoteTM - Comparative Auto Insurance Rater...................................................................................... 4 QQ EvolutionTM - Complete Agency Management......................................................................................... 4 QuickFileTM ? Agency Management System................................................................................................... 4 Service Requirements..................................................................................................................................... 5 Accessing QQ WebRater................................................................................................................................. 6

Chapter 2 ? QQ WebRater Utilities Set Up .......................................................................... 8

Companies/Broker ID ..................................................................................................................................... 8 Finance Defaults ............................................................................................................................................. 9 Financing Options ........................................................................................................................................... 9 Quote Defaults.............................................................................................................................................. 10 Driver Options............................................................................................................................................... 10 Comparison Screen Options ......................................................................................................................... 11 User Information .......................................................................................................................................... 12 Lienholder ..................................................................................................................................................... 13 MVR Fees ...................................................................................................................................................... 14

Chapter 3 - Performing an Auto Quote ............................................................................. 16

Basic Entry Screen Information.................................................................................................................... 16 Driver Information........................................................................................................................................ 20 Vehicle Information ...................................................................................................................................... 23 Coverage Information................................................................................................................................... 24 QuickMVR ..................................................................................................................................................... 25 RTR Company Selection................................................................................................................................ 26 Additional Client Information ...................................................................................................................... 27 Comparison Screen with Verified Rates ...................................................................................................... 28 Breakdown Screen........................................................................................................................................ 31 Quote Saver .................................................................................................................................................. 33 Application/Bind/Bridge .............................................................................................................................. 36 Reprinting an application ............................................................................................................................. 47 Transfer to QQ Evolution.............................................................................................................................. 48 Transfer to QuickFile Enterprise .................................................................................................................. 49

Chapter 4 ? Undisclosed Driver Reports............................................................................ 50 Chapter 5 ? Pro-Rata Wheel ............................................................................................. 53

Introduction .................................................................................................................................................. 53 Endorsement Example.................................................................................................................................. 54 Cancel Short or Cancel Prorate Example ..................................................................................................... 56

Chapter 6 - Online Account Management ......................................................................... 57

Accessing Online Account Management from QQ WebRater .................................................................... 57 Using Online Account Management ............................................................................................................ 58

Chapter 7 - Help Topics ..................................................................................................... 63

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Chapter 1 ? Welcome to QQ SolutionsTM

About QQ SolutionsTM

Welcome to QQ Solutions! You have just received the most complete Quoting, Printing and Agency Management system available today. As the Leader in Insurance Software, QQ WebRaterTM, QuickQuoteTM, QQ EvolutionTM, and QuickFileTM are truly the next generation of insurance software. Our suite of software products are designed to be a complete package of tools that will fulfill all of your rating, filing, and printing needs.

QQ WebRaterTM - Web Based Comparative Auto Rater

NO software to install. Quote up to 6 cars and 6 drivers Pull financial responsibility reports (credit) Upload applications directly to Insurance Companies Verify Motor Vehicle Records (MVR) Transfer quote information to QQ Evolution, QuickFile Enterprise, or QuickFile Desktop Transfer quote information from QQ Evolution, QuickFile Enterprise, or QuickFile Desktop back to QQ WebRater

QuickQuoteTM - Comparative Auto Insurance Rater

Quote 4 cars and 4 drivers Verify Motor Vehicle Records (MVR) Pull financial responsibility reports (credit) Upload applications directly to Insurance Companies Bridge to company rating software Transfer quote information to QuickFile and QQ Evolution

QQ EvolutionTM - Complete Agency Management

All the same features as QuickFile plus much more! Dashboard QQ Evolution Assistant ? Calendar, To Do List, and Messaging Advanced Agency Commission Structures Enhanced Producer Commission Structures Stand Alone Search Feature directly on Dashboard Claims Section with storing of images and/or documents... and so much more!

QuickFileTM - Agency Management System

Store and track Active, Expired and Cancelled clients/policies Print plain paper applications, ACORD forms and generic forms Print finance agreements with coupons Store documents and images Customizable agency production reports QuickWord Word Processor

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Service Requirements

You do not need to install software to use QQ WebRater! In fact, nothing at all is installed on your computer. All you need is your computer and an internet connection. Our program will work with both PC and Mac. We recommend you to use high-speed internet such as DSL or cable. We do not recommend the use of Dial-Up internet. Below is a chart of the web browsers QQ WebRater currently can be used with.

Browser

Minimum Version PC

Mac

Internet Explorer

8

NA

Firefox

3.5

Safari Opera

Coming Soon --

--

Coming Soon --

--

NOTE: Mac users can download the Firefox browser at

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Accessing QQ WebRater

The following are the steps to access QQ WebRater. 1. Open your browser and go to 2. Towards the upper right of the screen enter your QQ User ID (associated to your agency), User ID and password and click Login.

3. If you have multiple offices you will select the office you would like to log into and then click "Continue." To access an office you must have been given the proper permission by your account administrator. If you feel you should be able to access an office and you cannot, please contact your administrator.

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4. When you log into QQ WebRater for the first time you will be presented with a Setup Wizard to walk you through setting up your Utilities section. The next time you access the rater the wizard will not appear. The Utilities can be setup or edited at any time but make sure to have it completed before you start quoting.

NOTE: The setup of the Utilities section is explained in Chapter 2 of this manual.

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Chapter 2 ? QQ WebRater Utilities Set Up

The QQ WebRater utilities section is used to enter system settings and common default values that will effectively speed up the quoting process. Tip: Enter your quoting defaults before quoting for the first time.

Companies/Broker ID

Here is where you will select your insurance companies for rating as well as enter your agent code for the insurance company. The different company's information such as address and phone number are listed here as well.

In order to rate with a company, enter your agent code for that specific company. In some cases you are allowed to enter the QuickBind password or the User ID/Password for the company's website. In order to enter these codes click the icon of the gold lock displayed next to the company agent code. Note: Changes made on the Company/Broker ID tab will apply to all users in the agency.

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