Online Image Viewing Agent User Guide. Texas FAIR Plan Association 1

Transcription

1 Online Image Viewing gent User Guide Texas FIR Plan ssciatin 1

2 Table f Cntents 1. Online Image Viewing Frequently sked uestins (F) TFP Online Image Viewing Guide 2

3 Table f Figures Figure 1-1 TFP Main Menu page... 6 Figure 1-2 Prducers ptins... 7 Figure 1-3 Plicy Search page... 8 Figure 1-4 Plicy Search Results page Figure 1-5 Plicy Summary page Figure 1-6 Imaging Output page Figure 1-7 Sample Dcument in Viewer TFP Online Image Viewing Guide 3

4 1. Online Image Viewing gents nw have the ability t view imaged utput/dcuments nline via the web thrugh the prducer prtal. The ptin fr agents t print an ssciatin cpy f the plicy utput is als available. Plicy utput/dcuments which will be accessible include the fllwing: Plicy Declaratins (DEC) New Business Renewal mended Invices dditinal Premium Due Ntice BILL FORM 2 BILL FORM 2N BILL FORM 9 Cllectin Ntice BILL FORM E4 Expiratin Ntice BILL FORM 8 BILL FORM 8M (Mrtgagee ntice) Installment Ntice BILL FORM 10 BILL FORM N10 (NSF) New Business Premium Due Ntice BILL FORM 13 Renewal Premium Due Ntice BILL FORM 7 Cancellatins & Reinstatements Ntice f Cancellatin f Insurance BILL FORM 3 BILL FORM 3M (Mrtgagee ntice) BILL FORM 3N (NSF) BILL FORM C01 Payment Received Ntice BILL FORM 6 TFP Online Image Viewing Guide 4

5 Reinstatement Ntice BILL FORM 6 BILL FORM 6M (Mrtgagee ntice) BILL FORM 6N BILL FORM 6R Nnrenewals Ntice f Nnrenewal f Insurance BILL FORM C03 BILL FORM NR3 90 Day Letter BILL FORM NR9 Inspectin Reprts Inspectin Reprt Dcuments which will nt be accessible include the fllwing: Letters/Crrespndence Endrsements/Change Requests CLUE Reprts Claims Dcuments Imprtant Tip In rder t view imaged utput/dcuments, dwnlading plug-ins r viewers may be necessary. gents are respnsible fr installing the necessary viewers in their wn brwser; hwever, links t aid in the installatin f the dbe PDF viewer, lternatiff viewer, and InterneTIFF viewer are prvided n the Imaging Output page, as illustrated in Figure 1-6. The View Plicy ptin, which is used t allw an agent access t plicy infrmatin fr Hmewners (HO-, HO-BT, HO-CONB) and Dwelling Fire (TDP1) insurance plicies listed under their agent number, will be used as the starting pint t view and/r print imaged utput/dcuments. Nte Plicy utput/dcuments will nt be available fr nline viewing until the fllwing business day after a transactin was prcessed. TFP Online Image Viewing Guide 5

6 Fllw the step-by-step instructins belw t view and/r print imaged utput/ dcuments fr applicable plicies. Figure 1-1 TFP Main Menu page Imprtant Tip The nly time yu shuld use yur brwser's Back rrw is when yu are viewing a dcument in yur image viewer. See example in Figure 1-7. TFP Online Image Viewing Guide 6

7 T Begin: 1. Place yur muse s pinter ver the Prducers heading lcated n the Main Menu page When yu d this, a hidden menu appears, as shwn here: Figure 1-2 Prducers ptins 2. Select the View Plicy ptin frm the menu Nte If yu have nt already lgged in, yu will be navigated t the Lg In page prir t the Plicy Search page. TFP Online Image Viewing Guide 7

8 The Plicy Search page appears: Figure 1-3 Plicy Search page New Changes: The Effective date field in the SERCH BY EFFECTIVE DTE sectin has been changed t allw input f a date value withut any slash marks, and with a tw-digit year r a fur-digit year. cceptable date frmats nw include: MMDDYY MMDDYYYY MM/DD/YY MM/DD/YYYY The SERCH BY NY ONE OF THESE CRITERI sectin in the upper righthand prtin f this page will n lnger display the gent and Sub-agent drpdwns TFP Online Image Viewing Guide 8

9 Imprtant Tip If any field is entered incrrectly, r if it is a required field and left blank, yu will nt be able t cntinue. message will appear at the tp f the page and a red arrw will identify any field(s) which may need t be entered r crrected. T view the errr, mve yur muse s pinter ver the red arrw. The errr/edit message will appear. 3. T search by: Plicy Number, enter the primary insured s plicy number OR Effective Date, enter the effective date f the plicy term editin (frmat can be MMDDYY, MMDDYYYY, MM/DD/YY, r MM/DD/YYYY) OR Insured Name, enter the primary insured s last name OR Insured Name & Zip Cde (using Zip Cde in cmbinatin with Last Name will allw fr a mre precise search): enter the primary insured s last name, and enter the primary insured s mailing address zip cde (frmat is #####) OR Last Name, Zip Cde, and Line f Business (using Line f Business and Zip Cde in cmbinatin with Last Name will allw fr an even mre precise search): enter the primary insured s last name, and enter the primary insured s mailing address zip cde (frmat is #####), and select either the Dwelling Fire - Texas r Hmewners (Texas) ptin frm the Line f Business drpdwn Select the Cntinue buttn in rder t prceed with the search, r select the Exit buttn t return t the Main Menu. If there is nly ne unique match, the user will be navigated directly t the Plicy Summary page. If there is mre than ne match, the user will be navigated t the Plicy Search Results page. If the search criterin entered des nt return a match, a message will be displayed indicating n matches were fund. TFP Online Image Viewing Guide 9

10 The Plicy Search Results page appears: Figure 1-4 Plicy Search Results page ll plicies and/r plicy transactins which match the search criteria, even thse that are expired r canceled, will be displayed. If multiple transactin recrds fr the same plicy number are displayed, please be aware that: The Term Effective Date f the recrd selected will impact which plicy utput/dcuments will be displayed Only utput/dcuments which prcessed n r after the Term Effective Date will be displayed n the Imaging Output page (refer t Figure 1-6) If yu wuld like t view all dcuments fr all terms/editins, please select the plicy recrd with the earliest Term Effective Date. Nte Only thse plicies and/r plicy transactins assciated with yur agency will be returned as a result f yur search. TFP Online Image Viewing Guide 10

11 4. Select the Select buttn which crrespnds t the apprpriate plicy transactin recrd in rder t prceed, r select the Exit buttn t return t the Main Menu page. The Plicy Summary page appears: New Changes fr all users: Figure 1-5 Plicy Summary page The Return t Search Results buttn is a new feature which will prvide the ability t navigate back t the Plicy Search Results page. This is beneficial in case the incrrect plicy r plicy transactin recrd was selected, and prevents frm having t repeat the initial search. The View Output buttn is a new feature which will prvide the ability t view imaged utput/dcuments fr the accessed plicy; utput/dcuments can then be printed, if desired. 5. Select the View Output buttn in rder t prceed t the new Imaging Output page. If n utput/dcuments are available fr the plicy, the fllwing message will display: N utput present fr this plicy. TFP Online Image Viewing Guide 11

12 The Imaging Output page appears: Figure 1-6 Imaging Output page The Imaging Output page is a new page and will display a list f the imaged utput/dcuments assciated with the selected plicy editin. 6. Select the View buttn which crrespnds t the specific dcument yu wuld like t view; this will launch the installed brwser tl fr that image type. Fr example, a PDF image will display using the dbe PDF viewer; a TIFF image wuld display using a TIFF viewer. Fr a list f dcument descriptins, please refer t pages 4-5 f this agent user guide. Imprtant Tip In rder t view imaged utput/dcuments, dwnlading plug-ins r viewers may be necessary. gents are respnsible fr installing the necessary viewers in their wn brwser; hwever, links t aid in the installatin f the dbe PDF viewer, lternatiff viewer, and InterneTIFF viewer are prvided n the Imaging Output page, as illustrated abve. TFP Online Image Viewing Guide 12

13 Selecting the G t Plicy Summary buttn will return the user t the Plicy Summary page. Selecting the Exit buttn will clse the plicy recrd and return the user t the Main Menu page. When the View buttn is selected, the viewer is launched and the imaged utput/dcument selected displays: Figure 1-7 Sample Dcument in Viewer Optins t Save, Print, etc. can be selected at this time frm yur viewer s menu bar at the tp f the page. Imprtant Tip Since Internet Explrer is nt prgrammed t be able t read r display TIFF files, the print functinality within Internet Explrer cannt be used. Users shuld always use the Print icn within the plug-in viewer. TFP Online Image Viewing Guide 13

14 7. Select the brwser Back rrw in the upper left-hand crner t clse the viewer and return t the Imaging Output page. Imprtant Tip The nly time yu shuld use yur brwser's Back rrw during the View Plicy prcess is when yu have launched a viewer t view imaged utput/dcuments. Yu must select the Back rrw t exit the viewer and return t the Imaging Output page. TFP Online Image Viewing Guide 14

15 2. Frequently sked uestins (F) dministrative Infrmatin I frgt my user ID and passwrd. What d I d? Please cntact: TFP gent Registrar (512) Be prepared t prvide the authrized agent r gency name and/r TDI license number. Service Infrmatin I received an ERROR message. Hw shuld I reprt it t Texas FIR Plan ssciatin nline? We suggest yu reprt the prblem t Underwriting Custmer Service by calling (800) befre yu clse r leave Texas FIR Plan ssciatin nline. Please be prepared t prvide a detailed step-by-step descriptin abut yur actins just prir t bserving the prblem. It is especially imprtant t tell us: 1. What yu were trying t accmplish 2. What happened r didn t happen (be as specific as yu can) 3. Other facts, including the plicy number, which might be imprtant t ur analysis Wh d I cntact with questins r fr help? If yu need assistance regarding nline viewing and/ r printing plicy utput/dcuments, please cntact: TFP gent Registrar (512) If yu wuld like t speak with a Custmer Service Representative, please cntact: Underwriting Custmer Service (800) Hw d I change agent/ agency infrmatin (address, phne, etc.)? ll agent/agency change requests shuld be faxed t the attentin f : TFP gent Registrar (800) TFP Online Image Viewing Guide 15

16 General Infrmatin I see a red arrw display just t the left f my entry. What des this mean? Hw d I return t previus pages? The red arrw indicates there is a prblem with the respnse in the crrespnding field. Usually, incrrect infrmatin was selected, r entered. dditinally, the field may have been frmatted incrrectly, r required infrmatin may have been mitted. If yu place yur muse pinter directly ver the red arrw, a brief a descriptin f the prblem will be prvided. If yur current page displays a buttn labeled Back r Previus, please select that buttn t return t the previus page. DO NOT USE THE BCK RROW TO RETURN TO PREVIOUS PGE!! The nly time yu shuld use yur brwser's Back rrw is when yu are viewing an image in yur viewer. Yu must select the Back rrw t exit the viewer and return t the Imaging Output page. Why can't I use the Back rrw brwser buttn? Yur brwser des nt ntify Texas FIR Plan ssciatin nline that yu have used the Back rrw buttn t mve t a different page. If yu use the brwser's Back rrw buttn, navigatin errrs may ccur. I need t refer t my Texas FIR Plan ssciatin Plicy, Rating and Underwriting Manual. Can I see it nline? If yu are in the middle f viewing plicy images, pen anther web brwser and select the Frms & Manuals ptin frm the Infrmatin Center menu n the hme page; then, select the Texas FIR Plan Manual ptin. Or If yu d nt have a View Plicy sessin pen, simply select the Frms & Manuals ptin frm the Infrmatin Center menu n the hme page; then, select the Texas FIR Plan Manual ptin. I was in the middle f viewing a plicy recrd and was interrupted. When I came back, I had t lg in again. Why? fter a certain perid f inactivity, yur lgn sessin expires. I received a message indicating that "This plicy is currently being accessed by ". What d I d? This is an indicatin that the plicy yu were attempting t access is currently lcked. Please call Underwriting Custmer Service at (800) fr assistance. Be prepared t prvide the plicy number, r the insured s last name and mailing zip cde. TFP Online Image Viewing Guide 16