Creating a Quote. Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes

Transcription

1 Creating a Quote

2 Creating a Quote Topics covered in this guide: 1. Full Quotes 2. esignature with DocuSign 3. Duplicate a Quote 4. Quick Quotes 2

3 Full Quotes 3

4 Full Quote 1. Click on the First InSite Enhanced login button on firstinsurancefunding.ca 1 2. Login with your User Name and Password provided in the Select Quotes 4

5 4. Select pricing program, review all details are correct, update if necessary 4 5. Enter effective date and coverage type Enter premium information and hit Calculate TIP: Click the search button to reveal a list of coverage types to choose from 5

6 7. Select first payment due date Enter any applicable broker fees and hit Recalculate 9. Review Financial info and hit Full Quote 9 6

7 Enter insured name and address 11. Review preselected list of questions and hit Submit 11 7

8 12. Pop up to notify fields entered on terms page will be recalculated at conversion. Click Ok Review insured s details 13 TIP: You can opt to send notifications to customers by clicking the check box and entering an address Review General Loan Information and click Next 8

9 15. Enter policy number, coverage type and effective date 16. Enter carrier info and tab 17. Review premium amount, fees and taxes and hit Save

10 18. Review policy listed at top 19. Click Next to continue

11 20. Enter any applicable broker fees and hit Recalculate 21. Review Financial info and hit Save

12 22. Review info and click Payment Options 22 TIP: Cannot yet submit as customer details and banking info are required prior to submission 12

13 Payment Options 23. Select Paperless Payment Options 23 13

14 Paperless Payment Options 24. Indicate notification preference and type in customer address. Click OK to proceed 24 14

15 25. You will be directed to Terms screen and will receive an with a link to PolicyPayments online. Retrieve to proceed

16 Paperless Payment Options 26. Insured begins process by clicking on link in and selecting desired payment option 16

17 Pay in Full 26a. Upon selecting Pay in Full, directions will appear for insured to send payment to broker 17

18 Credit Card 26b. Upon selecting Credit Card, insured will be directed to Policy Payment credit card page for self-serve payment processing 18

19 Monthly Payments 26c. Upon selecting Monthly Payments, insured will be directed to DocuSign to initiate esignature 19

20 esignature with Docusign 20

21 esignature with DocuSign What is DocuSign? DocuSign is The Global Standard for Digital Transaction Management. Quickly and securely access and sign documents electronically with DocuSign (esignature). 21

22 Client Signature 1 1. Insured clicks to agree to terms and hits Continue to view the Premium Finance Agreement 2 2. Click on Start to be directed to banking info fields for completion 3 3. Insured enters banking info and clicks Next 22

23 Client Signature 4. Insured electronically signs and types full name and title 5. Insured clicks Finish to complete 6. Receives confirmation that broker has been notified

24 Client Confirmation 24

25 Broker Signature 1. Once insured signs the Premium Finance Agreement, you will receive an to access the document and complete the process. Click Review Document to proceed 25

26 Broker Signature 2. Click to agree to terms and hit Continue 2 26

27 3. Payment Options form will appear with info entered by insured. Click Start to continue 3 4. Answer down payment questions and click Next 4 27

28 5 5. Click Sign 6. Review signature. Click Adopt and Sign 6 7. Your signature appears in document. Click Finish 7 28

29 8. An confirmation will be sent to FIRST Canada to complete submission No more printing, scanning, or ing necessary with new paperless workflow 29

30 Duplicate a Quote 30

31 Duplicate a Quote 1. Select Quote Search 2. Enter search criteria and hit Search 3. Click on the grey bar at the bottom of the screen. Scroll to the right of the policy details. Click on the copy icon

32 Duplicate a Quote 4. Upon clicking copy, a pop up notification appears. Click OK 4 5. Edit information as required and follow previous steps to complete the quote 5 32

33 Quick Quotes 33

34 Login 1. Click on the First InSite Enhanced login button on firstinsurancefunding.ca 1 2. Login with your User Name and Password provided in the Select Quotes 34

35 New Quote 4. Select pricing program, review all details are correct, update if necessary 5. Enter effective date and coverage type 6. Enter premium information and hit Calculate

36 TIP: Click the search button to reveal a list of coverage types to choose from 36

37 7. Select first payment due date 8. Enter any applicable broker fees and hit Recalculate 9. Review Financial info and hit Payment Options

38 10. Enter insured name and address 11. Review preselected list of questions and hit Submit

39 Print Payment Options 12. Select Print Payment Options 12 39

40 13. Your Policy Payment Options form is created and ready to present NOTE: Contract is not complete. To submit, you must login to complete the quote. 40

41 Contact Us Contact a member of your dedicated service and support team with any questions or you can reach us at: clientservices@firstinsurancefunding.ca