SurePower Innovation Quick Reference Guide-Texas

1 SurePower Innovation Quick Reference guide -TexasSurePower Table of ContentsGETTING STARTEDGETTING STARTED Internet Access/Agent Log-on InformationQUOTEQ uotes - How To Create A QuoteAPPLICATIONA pplications - How To Create An Application/Issue PolicyATTACHMENTSHow To Add An Attachment/How To Add A Work TaskENDORSEMENTSNew Business - Application With MortgageeHow To Change: From Insured 11 Pay To Insured EFT 11 PayAdding Mortgagee WITHOUT Changing The Billing Entity - Escrow NOChanging 11 Pay To Mortgagee Bill - Escrow YESHow To Change From EFT to Mortgagee Bill (Add Mortgagee 1st)How To Search For A the home page, in the Actions Box, click the New Quote the Product Selection section type the Effective the date manually or use the convenient drop down Continue.

2 (See Fig. A) the Product type from the Product Selection List that will be used for the 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 Click Save and Go to Next Page when fields with an *Asterisk are REQUIRED and must always be filled official quote is created after the contact information has been added and Started Internet Access/Agent Log-on InformationUSER NAME-PASSWORDCUSTOMER SERVICENEW QUOTEQUICK TIPYour User Name and Password remain the same as on our PACS system.

3 Please enter current User Name and Password (in all lowercase letters). You will then see the Agent s Main you encounter any problems, you can contact our Service center at Our Service center is available Monday through Friday, 8:00 am until 6:00 pm Quoting System Log-on Training System Log-on Address How To Create A QuoteFig. AFig. BHOW TO CREATE A QUOTE002 HOMEOWNERS GENERAL1. 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 , fill-in the required fields under Homeowners Detail. (See Fig. D) Amount for Coverage A - any other Base Coverage optional Liability coverage amounts if necessary and click Save for any the Coverage List section located at the bottom of the page.

4 (See Fig. E) Save and Go to Next Page. Quotes How To Create A Quote HOW TO CREATE A QUOTEFig. C003 HOW TO CREATE A QUOTEQ uotes How To Create A Quote Quick TIPAll fields with an *Asterisk are REQUIRED and must always be filled EFig. DCOVERAGE LISTDWELLING DETAIL004 HOW TO CREATE A QUOTEQ uotes How To Create A Quote the Rate Confirmation section. (See Fig. F) Save and Go to Next FRATE view available Payment Options, click Change Payment Options Section. (See ) the Payment Plan section. (See ) the Payment Options screen, Click on Return To Payment In the Actions Box on the left you may select: Print, Copy, Close, Delete Quote or any of the options offered.

5 (See Fig. I) available, is the option to continue and Create an OPTIONSFig. GFig. I005 HOW TO CREATE A QUOTEQ uotes How To Create A Quote ATTN: Payment Plan Options are informational only. The actual Payment Plan will be scheduled in the Application. DO NOT ADD PAYMENT INFORMATION AT THIS DETAILPAYMENT PLANFig. HFig. H006 SurePower Quick Reference guide Create An ApplicationApplicationsHow To Create An Create Application from the Actions Issues Alert section at the top of the page will indicate the required information yetto be all questions with an * Save and Go to Next the Insured Information tile, review and enter any required Save and Go to Next the Homeowners General section, select Roof Type and # of any additional information in the Homeowners Detail the Coverage Save and Go to Next the APlus report shows a Loss History.

6 Click view and add information if Save and Go to Next the Additional Interests/Mortgagees section add information if Save and Go to Next the Quote was created on a previous date, you must make the effective date TIPHOMEOWNERS GENERALHOMEOWNERS DETAILLOSS HISTORYADD L INTEREST/MTGHOW TO CREATE AN APPLICATIONFig. BFig. A007 ApplicationsHow To Create An Rate Confirmation Save and Go to Next Payment Options the Insured 11 Pay is automatically selected. If a different paymentoption is required, select the Change Payment Option banking information if Save at the bottom of the Return To Payment the Forms List Save and Go to Next Premium Information Save and Go to Next Page IF ANY ADDITIONAL CHANGES ARE NECESSARYIN PREVIOUS SECTIONS.

7 COMPLETE THE the Actions box, Click Finalize the Cash with Application section, enter payment no more changes are needed, Click Issue OPTIONSFORMS LISTPREMIUM INFOHOW TO CREATE AN APPLICATIONFig. CRATE CONFIRMATION008 SurePower Quick Reference guide AttachmentsAttachmentsHow To Add An Attachment/How To Add A Work Task 1. From INBOX: Select Customer Policy Click Customer Policy Search. 3. Input policy number in Customer 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 In the Actions box, Click Add Attachment. 8. Select the Type of Attachment.

8 (See Fig. B)9. Click Select. INSURED SEARCHHOW TO ADD AN ATTACHMENTNEW ATTACHMENTFig. AFig. B009 AttachmentsHow To Add An Attachment/How To Add A Work Task HOW TO ADD AN ATTACHMENT10. 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 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.

9 18. Click Documents. 19. You should be able to see the You have now completed adding an FILENEW TASKADD A NOTEFig. BFig. BFig. BQUICK TIPP lease pay attention to the note on Step sure that you are on the correct tab (Additional Interest/Mortgagees). (See Fig. A)1. In the Actions Box, Click Add Additional 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 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.

10 (See Fig. B)5. Select Escrow Yes if the Mortgagee is Select Escrow No if the Insured is Fill out the sections marked with asterisks and verify the Click If Escrow Yes (mortgagee is paying), in the Actions Box, Cick Finalize TransactionSurePower Quick Reference guide EndorsementsEndorsementsNew Business Application With Mortgagee NEW BUSINESS APPLICATION WITH MORTGAGEEQUICK TIPFig. AFig. BADD L INTEREST/MTG011 EndorsementsNew Business Application With Mortgagee NEW BUSINESS APPLICATION WITH Escrow Yes (mortgagee is paying), in the Actions Box, Click Finalize Escrow No, skip to step the Closeout section, Click the Payment Type and select Mortgage Pay/Title Issue Policy.