surepower innovation quick reference guide-texas · surepower innovation. quick reference...

SurePower Innovation Quick Reference Guide-Texas

SurePower Table of Contents

G E T T I N G S T A R T E D GETTING STARTED

Internet Access/Agent Log-on Information

QUOTE

Quotes - How To Create A Quote

APPLICATION

Applications - How To Create An Application/Issue Policy

ATTACHMENTS

How To Add An Attachment/How To Add A Work Task

ENDORSEMENTS

New Business - Application With Mortgagee

How To Change: From Insured 11 Pay To Insured EFT 11 Pay

Adding Mortgagee WITHOUT Changing The Billing Entity - Escrow NO

Changing 11 Pay To Mortgagee Bill - Escrow YES

How To Change From EFT to Mortgagee Bill (Add Mortgagee 1st)

How To Search For A Customer

Q U O T E

A T T A C H M E N T S

E N D O R S E M E N T S

A P P L I C A T I O N

001

1. On the home page, in the Actions Box, click the New Quote link.2. In the Product Selection section type the Effective Date.3. Enter the date manually or use the convenient drop down calendar.4. Click Continue. (See Fig. A)

5. Choose the Product type from the Product Selection List that will be used for the Quote.6. On the following page, answer all of the required Insured Information questions: (See Fig. B)

• Insured Type• Name• Birth Date - Enter manually or use the convenient drop-down calendar.• Address - You must verify the address by clicking on the “Verify Address icon”.• Primary phone number and email are optional, however they will be required when creating an

application.7. Click Save and Go to Next Page when finished.

All fields with an *Asterisk

are REQUIRED and must

always be filled in.

An official quote is

created after the contact

information has been

added and saved.

Getting Started Internet Access/Agent Log-on Information

U S E R N A M E - P A S S W O R D

C U S T O M E R S E R V I C E

N E W Q U O T E

Q U I C K T I P

Your User Name and Password remain the same as on our PACS system. Please enter current User Name and Password (in all lowercase letters). You will then see the Agent’s Main Menu.

Should you encounter any problems, you can contact our Service center at 800.749.6419. Our Service center is available Monday through Friday, 8:00 am until 6:00 pm CST.

SurePower Quoting System Log-on https://www.agent.natlloydscorp.comSurePower Training System Log-on Address https://training.agent.natlloydscorp.com

Quotes How To Create A Quote

Fig. A

Fig. B

HOW TO CREATE A QUOTE002

HOMEOWNERS GENERAL 1. Next, fill-in the required fields under Homeowners General. (See Fig. C)

• Enter Square Feet.• Enter Year Built.• Select Construction Type.

• Select Occupancy.

• Click Calculate RCV/ACV.

1. Next, fill-in the required fields under Homeowners Detail. (See Fig. D)

2. Enter Amount for Coverage A - Dwelling.

3. Enter any other Base Coverage Amounts.

4. Select optional Liability coverages.

5. Adjust coverage amounts if necessary and click Save for any changes.

6. Browse the Coverage List section located at the bottom of the page. (See Fig. E)

7. Click Save and Go to Next Page.


HOW TO CREATE A QUOTE

Fig. C

003



Q U I C K T I P

All fields with an *Asterisk

are REQUIRED and must

always be filled in.

Fig. E

Fig. D

C O V E R A G E L I S T

D W E L L I N G D E T A I L

004



1. Review the Rate Confirmation section. (See Fig. F)

2. Click Save and Go to Next Page.

Fig. F

R A T E C O N F I R M A T I O N

1. To view available Payment Options, click Change Payment Options Section. (See Fig.G)

2. Review the Payment Plan section. (See Fig.H)

3. On the Payment Options screen, Click on Return To Payment Options.

4. In the Actions Box on the left you may select:

• Print, Copy, Close, Delete Quote or any of the options offered. (See Fig. I)

5. Also available, is the option to continue and Create an Application.

P A Y M E N T O P T I O N S

Fig. G

Fig. I

005



ATTN: Payment Plan Options are informational only. The actual Payment Plan will be

scheduled in the Application. DO NOT ADD PAYMENT INFORMATION AT THIS TIME.

P A Y M E N T D E T A I L

P A Y M E N T P L A N

Fig. H

Fig. H

006

SurePower Quick Reference Guide Create An Application

ApplicationsHow To Create An Application

1. Click Create Application from the Actions Box.2. The Issues Alert section at the top of the page will indicate the required information yet

to be added.3. Answer all questions with an *asterisk.4. Click Save and Go to Next Page.5. On the Insured Information tile, review and enter any required information.6. Click Save and Go to Next Page.7. In the Homeowners General section, select Roof Type and # of stories.

8. Add any additional information in the Homeowners Detail section.9. Review the Coverage List.10. Click Save and Go to Next Page.11. If the APlus report shows a Loss History, click view and add information if necessary.12. Click Save and Go to Next Page.13. In the Additional Interests/Mortgagees section add information if necessary.14. Click Save and Go to Next Page.

If the Quote was created on a previous date, you must make the effective date current.

Q U I C K T I P

HOMEOWNERS GENERAL

HOMEOWNERS DETAIL

L O S S H I S T O R Y

A D D ’ L I N T E R E S T / M T G

HOW TO CREATE AN APPLICATION

Fig. B

Fig. A

007

ApplicationsHow To Create An Application

1. Review Rate Confirmation information.2. Click Save and Go to Next Page.3. In Payment Options the Insured 11 Pay is automatically selected. If a different payment

option is required, select the Change Payment Option choice.4. Add banking information if required.5. Click Save at the bottom of the screen.6. Click Return To Payment Options.7. Review the Forms List section.8. Click Save and Go to Next Page.9. Review Premium Information section.10. Click Save and Go to Next Page IF ANY ADDITIONAL CHANGES ARE NECESSARY

IN PREVIOUS SECTIONS. COMPLETE THE CHANGES.11. In the Actions box, Click Finalize Transaction.

12. In the Cash with Application section, enter payment information.13. If no more changes are needed, Click Issue Policy.


F O R M S L I S T

P R E M I U M I N F O

HOW TO CREATE AN APPLICATION

Fig. C

R A T E C O N F I R M A T I O N

008

SurePower Quick Reference Guide Attachments

AttachmentsHow To Add An Attachment/How To Add A Work Task

1. From INBOX: Select Customer Policy Search.2. Click Customer Policy Search. 3. Input policy number in Customer LookUp.4. Click Search. (Move to Step 6)5. From Task Inbox: Click the arrow next to Work to perform action on the preferred policy.

(See Fig. A)

6. Click Attachments.7. In the Actions box, Click Add Attachment. 8. Select the Type of Attachment. (See Fig. B)9. Click Select.

I N S U R E D S E A R C H

HOW TO ADD AN ATTACHMENT

N E W A T T A C H M E N T

Fig. A

Fig. B

009

AttachmentsHow To Add An Attachment/How To Add A Work Task

HOW TO ADD AN ATTACHMENT

10. It should pre-fill the description box. 11. Click Add Files.

12. Locate the document that you saved on your computer. Repeat steps 11 & 12 until all of the necessary files have been attached.

13. Click Add Attachment when finished and proceed to Step 17. ** Note** If a New Task section was generated, please follow steps 14 through 19.

14. Select Underwriting Inquiry (it should pre-fill).15. Add a Message in the Note box.

16. Click Add Attachment. 17. You have now attached an Attachmnet and worked a task that will notify the underwriter. 18. Click Documents. 19. You should be able to see the Attachment.20. You have now completed adding an attachment.

A D D F I L E

N E W T A S K

A D D A N O T E

Fig. B

Fig. B Fig. B

Q U I C K T I P

Please pay attention to

the note on Step 13.

010

Make sure that you are on the correct tab (Additional Interest/Mortgagees). (See Fig. A)

1. In the Actions Box, Click Add Additional Interest.2. In the Additional Interest/Mortgagee Detail section you may choose to click the search

icon to search and auto populate the name and address of the Mortagagee or skip to step 3 and then enter the information manually in step 7.

3. Click the drop down arrow next to Interest Type and select First Mortgagee. 4. Notice that to the right, the Escrow Box selection is defaulted to “YES”. (See Fig. B)5. Select Escrow Yes if the Mortgagee is paying.6. Select Escrow No if the Insured is paying.7. Fill out the sections marked with asterisks and verify the addresses.8. Click Save.

9. If Escrow Yes (mortgagee is paying), in the Actions Box, Cick Finalize Transaction

SurePower Quick Reference Guide Endorsements

EndorsementsNew Business Application With Mortgagee

NEW BUSINESS APPLICATION WITH MORTGAGEE

Q U I C K T I P

Fig. A

Fig. B

A D D ’ L I N T E R E S T / M T G

011

EndorsementsNew Business Application With Mortgagee

NEW BUSINESS APPLICATION WITH MORTGAGEE

10. If Escrow Yes (mortgagee is paying), in the Actions Box, Click Finalize Transaction.11. If Escrow No, skip to step 15.12. In the Closeout section, Click the Payment Type and select Mortgage Pay/Title Check.13. Click Issue Policy. (See Fig. C)14. Your policy should now be posted in the Recent List.

Fig. C

Fig. D

Fig. E

C A S H W I T H A P P


012

15. If Escrow No (mortgagee is NOT paying), Click Change Payment Options.16. Change Payment Plan to one of the options below:17. A. Insured Pay In Full B. Insured 11 Pay C. Insured EFT (11 Pay) (See Fig. D)18. In the Actions Box, Click Save.19. On this application the EXAMPLE below is Insured Pay in Full.20. In the Actions Box, Click Finalize Transaction.21. Select Payment Type in the Cash with Application section. (See Fig. E)22. Click Issue Policy.23. Click Recent List.

EndorsementsHow To Change: From Insured 11 Payment To Insured EFT 11 Payment

First, open the policy that you want to change to Insured EFT 11 Pay from the Insured Search or Recent Activity List. Go to Optional Forms (This used to be Correspondence).

1. From the Correspondence Selection, choose the Correspondence Form titled “BlankAutomated ACH Authorization Enrollment Form”. (See Fig. A)

2. Click View Sample and Print both pages. (See Fig. B)3. Please fill out the form (have Insured sign Page 1). Scan and save BOTH pages onto

your computer.4. When you have completed this process, you are ready to continue.

5. In the Actions Box, Click Start Transaction.6. Select Endorsement and then click Select. (See Fig. C)


HOW TO CHANGE: FROM INSURED 11 PAY TO INSURED EFT 11 PAY

Q U I C K T I P

O P T I O N A L F O R M S

C O R R E S P O N D E N C E

Fig. A

Fig. B

Fig. C

013

EndorsementsHow To Change: From Insured 11 Payment To Insured EFT 11


7. Choose the effective date (CANNOT backdate).8. Explain what type of change you are doing in the Description Section.9. Click Start. (See Fig. D)

10. Choose the chevron box marked Payment Options to change.11. Click Change Payment Option. (See Fig. E)

12. Click on Insured EFT (11 pay).13. Fill out Pay Plan Information section.14. In the Actions Box, Click SAVE.

15. Click Attachments. (See Fig. F)16. In the Actions Box, Click Add Attachments.17. From Name, select Signed Automated ACH Authorization Enrollment form. (See Fig. G)18. Click Add Attachment at the bottom.

T R A N S A C T I O N



Fig. D

Fig. E

Fig. F

Fig. G

014

19. Click Add Files (The Agent should locate the 2 EFT pages saved in your computer).20. Click Add Attachments at the bottom. (See Fig. H)

21. Choose Application. (See Fig. I)

22. In the Actions Box, Click Finalize Transaction.23. Type in the Workflow Comments Box: “Attached Signed Automated EFT form and

changed billing from 11 pay to Insured EFT pay”. (See Fig. J)24. Click Submit for Approval at the bottom.

25. This will go to the underwriter’s Inbox whom will approve and send back to your AgentInbox to work the task.

26. You have to go to your inbox, find the endorsement and Click on the arrow pointing tothe right next to Work.

27. Click Complete at the bottom.28. In order to get a copy of the endorsement go to Documents. (See Fig. K)

EndorsementsHow To Change: From Insured 11 Payment To Insured EFT 11




D O C U M E N T S

Fig. H

Fig. I

Fig. J

Fig. K

015


EndorsementsAdding Mortgagee WITHOUT Changing Billing Entity - Escrow NO

1. In the Actions Box, Click Start Transaction.2. Select Endorsement. (See Fig. A)3. Click Select.

4. Choose the most effective date.5. Type “Adding Mortgagee NOT Changing Billing in Description”.6. Click Start.7. Click Additional Interests/Mortgagees. (See Fig. B)

8. In the Actions Box, Click Add Additional Interest.9. Select First Mortgagee.10. Change Escrow to No.11. Fill out the Mortgagees info.12. In the Actions Box, Click Save.13. In the Actions Box, Click Finalize Transaction.14. Click Process.

ADDING MORTGAGEE WITHOUT CHANGING BILLING ENTITY - ESCROW NO

Fig.A

Fig. B

016


EndorsementsChanging 11 Pay To Mortgagee Bill – ESCROW YES

1. In the Actions Box, Click Start Transaction.2. Select Endorsement.3. Click Select.4. Enter the effective date.5. Type “Changing from 11 pay to Mortgagee Bill” in the Description box. (See Fig. A)6. Click Start.

7. Go to the Additional Interests/Mortgagees chevron.8. In the Actions Box, Click Add Additional Interest.9. Select First Mortgagee and then fill out the info below Escrow YES.10. Click SAVE.11. Click the Payment Options chevron. (See Fig. B)

12. Click Change Payment Options for the Mortgagee.13. Click Mortgage Bill Full Pay.14. Click Save.15. Click Finalize Transaction.16. Add a note in the Workflow Comments Box.17. Click Submit for Approval.18. Underwriting will review.19. Check INBOX.20. Locate the application.21. Click the arrow next to Work.22. Click Process.

CHANGING 11 PAY TO MORTGAGEE BILL - ESCROW YES


Fig. A

Fig. B

017


EndorsementsHow To Change From EFT To Mortgagee Bill (Add Mortgagee 1st)

First, open the policy that you want to change to Insured EFT 11 Pay from the Insured Search or Recent Activity List. Go to Optional Forms (This used to be Correspondence).

1. Get the Blank Automated ACH Authorization Enrollment form.2. Click View Sample and Print both pages.3. Fill out the form (have Insured sign Page 1). Scan and save BOTH pages into the your

computer.4. When you have completed this process, you are ready to continue.5. In the Actions Box, Click Start Transaction.6. Select ENDORSEMENT, then Click Select.7. Choose the effective date (Cannot backdate).8. In the Description box fill in what type of change you are doing, then click START. (See Fig. A)

9. Click on Additional Interests/Mortgagees. (See Fig. B)

10. In the Actions Box, Click Add Additional Interest.11. Select First Mortgagee.12. Make sure Escrow is YES and complete all asterisks.13. In the Actions Box, Click Save.14. Click Attachments.

15. In the Actions Box, Click Add Attachment. (See Fig. C)16. Select Signed Automated ACH Authorization Unenrollment Form. (See Fig. D)17. Click Select.

HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST

Q U I C K T I P


Fig. A

Fig. B

Fig. C

018

18. The Description box should be pre-filled.19. Click Add Files in green.20. Locate the file saved in your computer.21. Click Add a New Task. (See Fig. E)22. Select Underwriting Inquiry (Which pre-fills your underwriter).23. Type a message in the Note box.24. Cick Add Attachment.

25. Click Application.26. Click Payment Options.


HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST)

T A S K





Fig. D

Fig.E

019

27. Click Change Payment Option for the Mortgagee. (See Fig. F)

28. Click Mortgagee Bill Full Pay. (See Fig. G)29. In the Actions Box, Click Save.

30. In the Actions Box, Click Finalize Transaction.31. Add a note in the Workflow Comments Box. (See Fig. H)

32. Click Submit for Approval.33. Submit for Approval goes to the Underwriters to approve. When approved it will come

back to your Agent Inbox to Work.34. The Agent now has to go to their Inbox.35. Locate the application.36. Click the arrow next to Work.37. Click Process.


HOW TO CHANGE FROM EFT TO MORTGAGEE BILL (ADD MORTGAGEE 1ST)



Fig. F

Fig. G

Fig. H

020

SurePower Quick Reference Guide Customer Search

SearchHow To Search For A Customer

HOW TO SEARCH FOR A CUSTOMER

1. In the Actions Box, Click Customer Policy Search.2. Click the drop down arrow in Search by Insured and select an option. (See Fig. A)3. Select 100 in Max Hits and Click Search. (See Fig. B)

Fig. A

Fig. B

021