NatGen Coverage Builder

Transcription

1 Table of Contents Quick Quote Walkthrough Page 2 Enrolling a Client Page 4 Creating a Proposal Page 7 CRM (Customer Records Manager) Page 8 Inside a Contact Page 10 Contact Information Page 11 National General Accident & Health markets products underwritten and issued by Time Insurance Company, National Health Insurance Company, Integon National Insurance Company, and Integon Indemnity Corporation.

2 1. Register using your NPN and last name. Create a username and password. 2. Login using the username and password you created. Page 2 NatGen Training Team Updated: 5/2/2018

3 3. Enter in client s zip code and select GO 4. Enter in the Gender, DOB and Tobacco Usage for each member to be included on the policy. To add additional dependents, press + Add More Dependents. Select Start coverage on date, coverage term, and payment method for your client. vvv Page 3 NatGen Training Team Updated: 5/2/2018

4 5. You will be directed to a page with a pre-set package a. You can select Enroll Now, to enroll them in the selected package b. Or, select See All Plans to build your own package b a. 6. If you choose to build your own package, you will be directed to the Product Selection page, where the Products available in requested zip code and client age bracket will populate a. Product tabs at the top let you select product type b. Filters let you narrow down product selection c. ADD will add a product to your cart d. Cart shows what products are currently chosen for the customer a b c d Page 4 NatGen Training Team Updated: 5/2/2018

5 7. From the Cart, there are two options: 1. Enroll Now Lets you enroll the client in the selected products in the cart 2. Create proposal Lets you make a pdf for the option to send to your customer. Once your client receives the , they can self-enroll. 8. Enrolling your client 1. Enter client s 9. The next page will show what to expect for next steps. Press Continue Page 5 NatGen Training Team Updated: 5/2/2018

6 10. On the Primary Applicant Info page, complete the following: First Name and Last Name Social Security Number & Marital Status Address Phone number Mailing and Billing address yes/no circles US Citizenship Select Continue NatGen Coverage Builder 11. Answer Product Underwriting Questions 1. Select Continue Page 6 NatGen Training Team Updated: 5/2/2018

7 12. Complete Payment information for each product 1. Review and verify information, select Continue Page 7 NatGen Training Team Updated: 5/2/2018

8 13. You will be directed to the summary page Select Continue Page 8 NatGen Training Team Updated: 5/2/2018

9 You will be directed to the final confirmation page 14. Your client will receive an requesting the review of the Application and Bill Authorization and a request for their esignature confirming the sale NOTE: You can find your client s application numbers in the NatGen Agent Back Office Page 9 NatGen Training Team Updated: 5/2/2018

10 CREATING A PROPOSAL 1. If you choose the Create Proposal option: 2. You will be presented with two options 1. View Report, allows you to print the proposal 2. Report, allows you to send the proposal for clients to self-enroll If you select Report, you will be asked to complete: To & From Subject Body Select Send Your Message Page 10 NatGen Training Team Updated: 5/2/2018

11 3. Customer Records Manager (CRM) tool 1. Add a new customer from scratch 2. View clients you have quoted 4. Add New Individual Contact, enter First Name, Last Name, Phone Address Those on the policy Select Create Contact Page 11 NatGen Training Team Updated: 5/2/2018

12 5. View Individual Contacts A. Activity History Sort by when you created the quote B. Search Search for contact by name C. Edit Column Data Add or remove columns to choose which fields you see D. Contacts, click on First OR Last name to get into that contact s information B A C D Page 12 NatGen Training Team Updated: 5/2/2018

13 Contact view (after you enter their first or last name) Client s personal information Who s on the policy What proposals you have sent out to them Past Applications Page 13 NatGen Training Team Updated: 5/2/2018

14 Questions, please Call: (833) Or, Page 14 NatGen Training Team Updated: 5/2/2018