what is inscope™ ? inscope™ is a web-based application that enables you to perform certain...

33

Upload: jocelyn-farmer

Post on 23-Dec-2015

218 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based
Page 2: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

What is InScope™ ?What is InScope™ ?

• InScope™ is a web-based application InScope™ is a web-based application that enables you to perform certain that enables you to perform certain Account Manager tasks on your own.Account Manager tasks on your own.• You can verify coverage, fax, email  and You can verify coverage, fax, email  and

print certificates and auto ID cards, and print certificates and auto ID cards, and review claim status.review claim status.• InScope™ allows you the opportunity InScope™ allows you the opportunity

to access your insurance information to access your insurance information 24 hours a day 365 days a year.24 hours a day 365 days a year.

Page 3: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

How do I access How do I access InScope?InScope? Go to our website at Go to our website at www.burnettins.com and click on the InScope link.and click on the InScope link.

Page 4: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Next click on the InScope Login Link.Next click on the InScope Login Link.

Page 5: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

The InScope login page will open and The InScope login page will open and you will need to enter your Login Name you will need to enter your Login Name and Password that was provided to you.and Password that was provided to you.

Page 6: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Select your account by clicking on Select your account by clicking on the ellipses button the ellipses button ..

Page 7: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

All current policies will now be All current policies will now be displayed.displayed.

Page 8: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view policy details (policy number, To view policy details (policy number, Company, Effective and Expiration Company, Effective and Expiration Date), click the ellipses button Date), click the ellipses button beside the policy you wish to view.beside the policy you wish to view.

Page 9: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

For even more detail, click Coverage For even more detail, click Coverage Summary from the menu on the left.Summary from the menu on the left.

Page 10: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view vehicle information, click on the Trucks To view vehicle information, click on the Trucks tab then click the ellipses button beside the tab then click the ellipses button beside the vehicle you wish to view.vehicle you wish to view.

Page 11: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view driver information, click on the Drivers To view driver information, click on the Drivers tab then click the ellipses button beside the tab then click the ellipses button beside the driver you wish to view.driver you wish to view.

Page 12: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view claim information for the To view claim information for the selected policy, click Claims located in selected policy, click Claims located in the menu on the left.the menu on the left.

Page 13: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view detailed claim information, To view detailed claim information, click on the ellipses button .click on the ellipses button .

Page 14: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view, print, or fax a certificate, To view, print, or fax a certificate, click on click on CertificatesCertificates located in the located in the menu to the left.menu to the left.

Page 15: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Click on the ellipses button next Click on the ellipses button next to the certificate you wish to send.to the certificate you wish to send.

Page 16: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To resend a certificate to a current To resend a certificate to a current certificate holder, select it from the certificate holder, select it from the list.list.

Page 17: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To issue a certificate to a new holder, click To issue a certificate to a new holder, click the “Add Holder” button.the “Add Holder” button.

Page 18: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

You can now search for certificate holders by You can now search for certificate holders by Zip, Name, or Address.Zip, Name, or Address.

Page 19: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Select from the list of available Select from the list of available holders and click the ellipses button holders and click the ellipses button . .

Page 20: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To issue a new certificate for a holder that is To issue a new certificate for a holder that is not in our database, click not in our database, click Add HolderAdd Holder just just above the holder list.above the holder list.

Page 21: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Next Click the “Next Click the “Add New HolderAdd New Holder” button.” button.

Page 22: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Enter the new cert holder name and Enter the new cert holder name and address and then click address and then click Add This HolderAdd This Holder..

Page 23: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

The cert holder you just added is now in the The cert holder you just added is now in the certificate holder list. Simply select the new certificate holder list. Simply select the new holder and proceed to either print, fax, or holder and proceed to either print, fax, or email your certificate.email your certificate.

Page 24: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Select whether you want to Fax, E-Select whether you want to Fax, E-mail or View and Print the Certificate mail or View and Print the Certificate and click “Next”and click “Next”

Page 25: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected View and Print, the certificate If you selected View and Print, the certificate will open.will open.

Page 26: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected E-mail, you will be prompted to If you selected E-mail, you will be prompted to complete the Email Cover Sheet.complete the Email Cover Sheet.

Page 27: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected Fax, you will be prompted to If you selected Fax, you will be prompted to complete the Fax Cover Sheet.complete the Fax Cover Sheet.

Page 28: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

To view, print, or fax a Auto ID Card, To view, print, or fax a Auto ID Card, click on Auto ID Cards located in the click on Auto ID Cards located in the menu and select the vehicle you want menu and select the vehicle you want to Auto ID Card for.to Auto ID Card for.

Page 29: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

Select whether you want to Fax, E-mail Select whether you want to Fax, E-mail or View and Print the Auto ID and click or View and Print the Auto ID and click “Next”“Next”

Page 30: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected View and Print, the Auto If you selected View and Print, the Auto ID Card, it will then open.ID Card, it will then open.

Page 31: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected E-mail, you will be prompted to If you selected E-mail, you will be prompted to complete the Email Cover Sheet.complete the Email Cover Sheet.

Page 32: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you selected Fax, you will be prompted to If you selected Fax, you will be prompted to complete the Fax Cover Sheet.complete the Fax Cover Sheet.

Page 33: What is InScope™ ? InScope™ is a web-based application that enables you to perform certain Account Manager tasks on your own. InScope™ is a web-based

If you are having difficulty If you are having difficulty navigating through the site, navigating through the site, or would like to make a or would like to make a change in coverage, please change in coverage, please call (800) 833-2015.call (800) 833-2015.