insurance company help documentation - …atlas.massrmv.com/portals/54/docs/atlastraining/insurance...

Massachusetts Registry of Motor Vehicles

ATLAS

Insurance Company Help Documentation

Version 1.0 | 3/22/2018

Last Modified: 03/22/2018

Massachusetts Registry of Motor Vehicles ATLAS Project Insurance Company Help Documentation

Proprietary and Confidential Page 1 Last Revised 03/20/2018

Contents General E-Services Information .................................................................................................................... 2

Access Type and Access Level ................................................................................................................... 2

First Time Logon ........................................................................................................................................ 2

Account Information ..................................................................................................................................... 3

Logon Profile Information ......................................................................................................................... 3

Account Profile Information ..................................................................................................................... 4

Customer Profile ....................................................................................................................................... 4

E-Services Access .......................................................................................................................................... 5

Add an Office Staff Logon ......................................................................................................................... 5

Grant 3rd Party Access .............................................................................................................................. 5

Update a User’s Access Type .................................................................................................................... 6

Reset a User’s Password ........................................................................................................................... 6

Resend a Logon Access Email .................................................................................................................... 7

Change a User’s Access ............................................................................................................................. 7

Cancel a User’s Access .............................................................................................................................. 8

Search for a Customer .................................................................................................................................. 9

Inquiries ...................................................................................................................................................... 10

Run an Informal Inquires ........................................................................................................................ 10

Add a Formal Inquiry ............................................................................................................................... 10

Update a Formal Inquiry ......................................................................................................................... 11

Insurance Claims ......................................................................................................................................... 11

Add an Insurance Claim .......................................................................................................................... 11

Update an Insurance Claim ..................................................................................................................... 12

Out of State Incidents ................................................................................................................................. 12

Add an Out of State Incident .................................................................................................................. 12

Update an Out of State Incident ............................................................................................................. 13



General E-Services Information ACCESS TYPE AND ACCESS LEVEL

E-Services provide Insurance Companies the ability to tailor security access specific for each

individual user. User access can be added, removed, and/or updated at any time by a user with

Administrator Access Type.

Access Type and Access Level specifics are outlined below:

Access Type

o Administrator access allows the user to add and manage logons. They may also grant third party access. Can have either Inquire or Inquire and Update access.

o Office Staff access is a regular user who can use the E-Services portal. Can have either Inquire or Inquire and Update access.

Access Level

o The Inquire level allows a user the ability to search for customers and add informal inquiries.

o The Inquire and Update level allows a user the ability to search for customers, add informal inquiries, add/amend/cancel formal inquires, add accident claims, and add OOS incidents.

FIRST TIME LOGON

1. Access MyRMV.

2. In the Featured section, select the Business Log-in-> button to access e-Services.

3. Enter your username and password.

a. If you forgot your password, click the Forgot Password? hyperlink under the

Logon button. Enter your username and click the Reset Password button. An

email will be sent to the email address associated with the username entered with

instructions on how to reset your password.

4. Click the Logon button.

5. For added security, you will then be prompted to send an authentication code to verify

identity. To request an authentication code, click the Send Authentication

Text/Send Authentication Email button (this option will vary depending on the

authentication method selected for the username). An authentication code will be sent

through the requested method.



6. For the Trust This Browser section:

a. Click the Yes button to trust this browser. By selecting Yes, you will no longer be

required to request an authentication code when logging in using the same

trusted computer/browser.

b. Click the No button if you do not wish to trust the browser. By selecting No, you

will be required to request an authentication code on future logins.

7. Enter the authentication code and click the Logon button.

8. Upon logging in, you are brought to the Logon profile page.

Profiles

LOGON PROFILE INFORMATION

Upon logging in to e-Services, you are brought to the Logon profile.

The end user’s basic information is displayed in the Logon section, including the last time the

end user logged on.

Any alerts will display in the Alerts section that require attention.

The I Want To section displays a list of actions that the logged on user has access to.

On the Logon Profile, a variety of tabs are available, including:

The Accounts tab displays a list of company’s account(s) that the user has access to.

The Logons tab displays a list of logons associated with your company, if the user has access to manage.



ACCOUNT PROFILE INFORMATION

The Account section displays the company name, masked ID number, account name, and

account number.

The Account Alerts section displays any alerts for the user that are specific to the account,

similar to the Alerts section on the Logon Profile.

The I Want To section contains any actions available to the logged on user.

On the Issuance Account Profile, a variety of tabs are available, including:

The Notices to Reinquire tab contains notices sent in the last 30 days.

The Submissions tab contains any action taken in the eServices portal by the logged on end user.

The Letters tab contains letters sent by the Registry of Motor Vehicles, however not all letters may be available depending on the security access of the logged on end user.

CUSTOMER PROFILE

The Customer Attributes section displays the customer’s license information and demographic

information.

On the Customer Profile, a variety of tabs are available depending on the user’s access,

including:

The SDIP tab displays formal inquires that have been added, any insurance claims the customer has, and any out of state incidents that have occurred, all of which are organized on individual sub-tabs.

The Licensing tab displays statuses and certificates, license history, placard history, restrictions, and endorsements that the customer may have, all of which are organized on individual sub-tabs.

The Incidents tab displays surchargeable incidents in the past six years.

The Name History tab displays name history for the customer.



E-Services Access ADD AN OFFICE STAFF LOGON

An Administrator can add an office staff logon directly from e-Services. This logon does not

require pre-registration with the RMV before adding it to your company’s web profile.

To add an office staff logon:

1. Access the Logon Profile.

2. In the I Want To section, click the Add a Logon hyperlink.

3. Enter the employee’s email address and name in the corresponding fields.

a. Note: The email address must be unique to this user only.

b. Note: The provided email will be used for the user’s logon name.

4. Select the Access Level from the drop down list.

5. Click the Next button.

6. Read the disclaimer. If you agree, click the I Agree button.

7. Click the Submit button.

8. A confirmation page is displayed. To print the confirmation page, a Printable View

option is available.

9. Click the OK button to navigate back to the Logon Profile.

GRANT 3RD PARTY ACCESS

An Administrator can grant 3rd party access directly from e-Services similar to adding an office

staff logon; however, unlike adding an office staff, granting 3rd party access can only be

provided to a pre-registered user with the RMV.

To add a 3rd party logon:


2. In the I Want To section, click the Grant 3rd Party Access hyperlink.

3. Enter the 3rd party’s email address in the corresponding fields.

4. Select the Access Level from the drop down list.




6. Read the disclaimer. If you agree, click the I Agree button.

7. Click the Submit button.



9. Click the OK button to navigate back to the Logon Profile.

UPDATE A USER’S ACCESS TYPE

Based on Access Level and Access Type of the user, an Administrator can update a user’s access

directly from e-Services.

To update Access Type for a logon:


2. Click the Logons tab.

3. Click the Logon hyperlink for the desired user.

a. Note: Verify the Access Type in the Access Type column. Only users with an

Access Type of Office Staff (which include 3rd party users) can be adjusted by the

Administrators.

4. In the I Want To section, click the Manage access hyperlink.

5. In the Settings section, click the Change hyperlink.

6. Click the current Access Type hyperlink (e.g., Inquire and Update or Inquire).

7. Select the new Access Type in the Type of Access drop down.

8. Click the OK button.

9. Click the Save button to complete.

RESET A USER’S PASSWORD

Based on Access Level and Access Type of the user, an Administrator can reset a user’s password


To update a user’s password:






4. In the I Want To section, click the Reset password hyperlink.

5. Click the Yes button to confirm. An email will be sent to the email address associated

with the username entered with instructions on how to reset your password.

RESEND A LOGON ACCESS EMAIL

Based on Access Level and Access Type of the user, an Administrator can resend a logon access

email directly from e-Services.

To resend a logon access email:




4. In the I Want To section, click the Resend a Logon Access Email hyperlink.

5. Click the Yes button to confirm. An email will be sent to the email address associated

with the username entered with instructions on how to reset your password.

CHANGE A USER’S ACCESS ABILITY (SUSPEND/GRANT)

Based on Access Level and Access Type of the user, an Administrator can update a user’s access


To update Access Type for a logon:




4. In the I Want To section, click the Manage Access hyperlink.

5. In the Settings section, click the Change hyperlink.

6. Depending on the desired change:

a. Click the Type of Access drop-down to select a desired new access level.



b. Click the Suspend Access hyperlink to suspend the user’s access to a specific

account.

c. Click the Grant Access hyperlink to grant the user access to a specific account.

7. Click the Save button after any changes.

CANCEL A USER’S ACCESS

Based on Access Level and Access Type of the user, an Administrator can cancel a user’s access


To cancel a user’s access:




a. Note: Verify the Access Type in the Access Type column. Only users with an

Access Type of Office Staff (which include 3rd party users) can be adjusted by the

Administrators.

4. In the I Want To section, click the Manage access hyperlink.

5. Click the Cancel access to… hyperlink.

6. Click the OK button to confirm and then OK to return to the user screen.

a. Note: Once a user’s access has been canceled it cannot be undone.



Search for a Customer

To search for a customer:

1. Access the Insurance Account Profile.

2. In the I Want to section, click the Search for a Customer hyperlink.

3. Enter the customer’s name or address. If searching by name, add the date of birth to

narrow down the search.

a. Note: To view the search format, click the Search Help button.

4. Click the Search button.

5. Click the desired customer’s name to view the Customer Profile.



Inquiries RUN AN INFORMAL INQUIRES

To run an informal inquiry:


2. In the I Want to section, use the Search for a Customer hyperlink to access the

appropriate customer.

3. In the I Want To section of the Customer Profile, click the Run an Informal Inquiry

hyperlink.

4. Enter in the policy effective date.

5. If applicable, select the Yes button for Unreported OOS Incidents.

a. Note: To add additional operators, click the Add Another Operator hyperlink.

6. Click the Inquire button.

7. The customer’s SDIP rating, along with the incidents on their record that influence their

score, is displayed.

a. Note: To update information on the inquiry, click the Return to Inquiry button.

8. Click the OK button to navigate back to the Customer profile.

ADD A FORMAL INQUIRY

To run a formal inquiry:




3. In the I Want To section of the Customer Profile, click the Add a Formal Inquiry

hyperlink.

4. Change the transaction by clicking the Transaction Type drop-down menu and selecting

another option, if applicable.

5. Fill in the required policy information fields.

6. If applicable, select the Yes button for Unreported OOS Incidents.

a. Note: To add additional operators, click the Add Another Operator hyperlink.




8. A summary of the entered information is displayed. Click the Submit button.

9. The inquiry information is displayed for the company. Click the Close button to navigate

back to the Customer profile.

UPDATE A FORMAL INQUIRY

To update a formal inquiry:




3. View the SDIP tab and click the Formal Inquiries sub-tab.

4. Click the Policy Number hyperlink.

5. Depending on the desired action:

a. The Update/Renew Policy button is used to update information for the inquiry.

This action is not used for fixing information; in that case the policy should be

cancelled and a new inquiry added.

b. The Cancel Policy button is used to cancel a policy.

6. Click the Submit button after the necessary input/action is completed.

Insurance Claims

ADD AN INSURANCE CLAIM

To add an insurance claim:




3. In the I Want To section of the Customer Profile, click the Add an Insurance Claim

hyperlink.

4. Select the type of loss from the drop-down menu.

a. Note: Depending on the loss, additional fields may be required.

5. Fill in all required fields.



a. Note: If policy information is required, and the operator and policyholder is the

same, click the Operator is Policyholder button to populate the fields.



8. Click the OK button to navigate back to the Customer Profile.

UPDATE AN INSURANCE CLAIM

To update an insurance claim:




3. View the SDIP tab and click the Insurance Claims sub-tab.

4. Click the Policy Number hyperlink.


a. The Change Loss Amount button is used to amend the loss amount.

b. The Change Non Key Data button is used to amend information that would not

affect the SDIP.

c. The Reverse Claim button is used to reverse the claim.


Out of State Incidents

ADD AN OUT OF STATE INCIDENT

To add an out of state incident:




3. In the I Want To section of the Customer Profile, click the Add an Out of State

Incident hyperlink.

4. Enter in required incident information fields.



5. Enter the prior license number and state if the customer held an out of state license at

the time of the incident, if applicable.





9. Click the OK button to navigate back to the Customer Profile.

UPDATE AN OUT OF STATE INCIDENT

To update an out of state incident:




3. View the SDIP tab and click the OOS Incidents sub-tab.

4. Click the Offense Code hyperlink.


a. The Amend Incident button is used to change the incident information.

b. The Reverse Incident button is used to reverse an incident added in-error. A

reversal reason must be entered.


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