**Note: ireli is currently only compatible with the Internet Explorer browser**

Transcription

1 IReli Log in Page Using Internet Explorer Access ireli via the following web link: **Note: ireli is currently only compatible with the Internet Explorer browser** Enter your username and Password provided by ARIC to access the system. After you have successfully logged in you may register for the self-service password reset tool on the log in page, which will allow you to reset your password if you need to How to Complete a Boat Application in ireli Page 1

2 Completing an Application 1. After logging in to ireli, click the Policy Administration link How to Complete a Boat Application in ireli Page 2

3 2. Click the New Application link How to Complete a Boat Application in ireli Page 3

4 3. On the Product Selection screen input the policy effective date and select the state for which you will be completing the application for How to Complete a Boat Application in ireli Page 4

5 4. Confirm or modify the policy effective date, and select Boat under the Line of Business drop down menu. Read the disclosure statement to the applicant and if they agree select the Yes option, then click the Start Application button to proceed How to Complete a Boat Application in ireli Page 5

6 5. Read the Eligibility Statements section to the applicant. If the application agrees all statements are true, select the Yes option and click the Save & Continue button How to Complete a Boat Application in ireli Page 6

7 6. Complete all required fields (noted with the red * adjacent) under the Applicant & Policy Info tab. All Orange and Blue fields are required to issue a policy or refer an application for approval. Enter the Number of years applicant has owned a similar watercraft if there is a second named insured in the household enter under the Second Named insured fields. If the address is not recognized, but you are certain it is correct, click the Override Validation button to retain the address information How to Complete a Boat Application in ireli Page 7

8 7. Enter applicable Prior Insurance information, if none due to lapse more than 60 days or a new purchase you will be required to explain why the boat is not insured. If new Purchase enter New Purchase in the box. 8. If there are co-owners of the boat click the yes radial and enter the required co-owner information. The system will allow two co-owners. 9. Click the Save & Continue button at the bottom of the Applicant and Policy Info tab to advance to the Operator Information Screen How to Complete a Boat Application in ireli Page 8

9 10. Complete all required fields (noted with the red * adjacent) under the Operator Information tab How to Complete a Boat Application in ireli Page 9

10 11. Choose all applicable Professional Associations and Safety courses How to Complete a Boat Application in ireli Page 10

11 12. Enter applicable violations and watercraft loss information under the Driving Record and Watercraft Loss Experience section. Only enter violations or losses within 36 months of the policy effective date How to Complete a Boat Application in ireli Page 11

12 13. If there are additional operators Click the Add Operator button on this screen for each additional operator. Follow steps 10 through 12 to complete the information for each operator. 14. Click Save & Continue after adding a maximum of six operators. If there are no additional operators click Save & Continue to enter Boat Information How to Complete a Boat Application in ireli Page 12

13 15. Complete all required fields (noted with the red * adjacent). You may select a manufacturer from the drop down menu. If the manufacturer is not available select Other and manually enter the Manufacturer name. Then Select Other under the model and enter model info. This also works if the Manufacturer is in the drop down, but the model is not available you can select Other under model and manually enter the model information. When manually entering a model you will be required to enter the boat Length, Boat Type and Hull Material manually. These fields will be populated if a manufacturer and model is chosen from the drop down. Enter the Maximum Speed, select the Navigational Waters from the drop down menu, and select the Primary Operator. See screen shot on next page How to Complete a Boat Application in ireli Page 13

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15 16. Next click on the Add button located next to the Mooring location. This opens a window shown below. If the Mooring address is the same as the home address click yes and then select the Mooring Storage type from the drop down. If no, manually enter the address. If the address is not recognized, but you are certain it is correct, click the Override Validation button to retain the address information. Click the save button when complete. The screen will refresh. You will then need to select the mooring address from the drop down menu adjacent to the add button. (Shown in the prior screen shot) How to Complete a Boat Application in ireli Page 15

16 17. Enter the Purchase Price, Date of Purchase and the Total Market Value of Boat, Installed Equipment & Motor(s). If applicable select the pertinent Protective Devices. Answer the underwriting questions and select the Boat Use type from the drop down menu. See below How to Complete a Boat Application in ireli Page 16

17 18. Enter the applicable motor information. Some of this data may be prefilled from the Price Digest information based on the selected make and model. Fill in all required fields. If there is more than one motor click the Add Motor button. If it is the same model and manufacturer, etc. you may click the Copy Motor Information. Always validate the correct information transferred to the other motor. If you added the additional motor in error, click the Delete Motor button How to Complete a Boat Application in ireli Page 17

18 19. Next choose the applicable Boat Coverage s, by selecting from the drop down options, click yes or no, or manually enter a value where applicable (Personal effects and Boat lift). In states where a Windstorm deductible is available you may choose the applicable Windstorm deductible or choose the Windstorm Exclusion by clicking yes. 20. If Lay-up coverage applies, enter in the Lay-up dates in the following format. 11/01 to 05/10 or 12/15 to 3/01, etc How to Complete a Boat Application in ireli Page 18

19 21. If there is a trailer used exclusively to transport the boat click the Yes radial to open the trailer information fields. Enter the model year, select the Manufacturer from the drop down or choose other in the drop down if the Manufacturer is not available. Enter model name, trailer value, and serial number. If there is no trailer you may bypass the question. Click Save & Continue to proceed to the Additional Interests page How to Complete a Boat Application in ireli Page 19

20 22. If there is a Loss Payee or and Additional Interest click the applicable button to open the data entry fields. If Additional Interest is selected, choose the Interest Type from the drop down menu and enter the applicable information. If the address is not recognized, click the Override Validation button to save the address entered. Click Save & Continue to proceed to complete the Boat Schedule section How to Complete a Boat Application in ireli Page 20

21 23. If there are additional boats click the Add Boat button and follow instructions in this document, up to a maximum of 4 boats per policy. 24. After completion of the Boat Schedule select the Policy level coverage limits from the drop down menus shown below. Click Save & Continue to proceed to the Premium Summary screen How to Complete a Boat Application in ireli Page 21

22 25. The Premium Summary screen will provide a breakdown of the coverage s and premium amounts by coverage. You can print a Quote Summary, which includes a breakdown of the coverage s and premium amounts to provide to the insured. Click the Print Application button to open a window for the application How to Complete a Boat Application in ireli Page 22

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24 26. If the insured would like to bind coverage, ensure that all required fields Yellow and Blue have been completed. If there are any required fields to be entered they will be identified under the Messages section at the bottom of the screen. Complete any required fields and return the premium summary screen to Issue or refer the application for approval. The first screen shot below shows the required fields. The second screen shot is the view of the Messages after the required fields have been updated and saved. 27. If there are referral messages as shown in the last screen shot, you will need to refer the application to your General Agent representative. Enter you name in the Producer name field and your address to submit for approval. Please refer to the How to Work Messages document for additional information on the message que and submitting referrals How to Complete a Boat Application in ireli Page 24

25 28. After printing the application and policy documents, click the Proceed to Payment button to apply the payment (if no submit rule conditions apply.) This will take you to the payment portal and provide details of the eligible payment plans. PLEASE NOTE: You must print an application prior to clicking on either the Issue or Proceed to Payment button. Once a policy is issued, the application is no longer available. Every policy must have a completed and signed application How to Complete a Boat Application in ireli Page 25

26 29. The initial payment amount selected will apply the applicable payment plan choice for future installments. Choose the payment type and click next to advance to the next payment screen. Click the Cancel button to exit the payment system How to Complete a Boat Application in ireli Page 26

27 30. Enter Billing information and click the pay button to proceed. See screen shots below How to Complete a Boat Application in ireli Page 27

28 31. A notification will confirm the payment and provide the new policy number How to Complete a Boat Application in ireli Page 28

29 32. Click the Policy Inquiry link to access the newly issued policy How to Complete a Boat Application in ireli Page 29

30 33. From the Policy Summary screen you can view the policy information, access the Billing screen, and process endorsements or cancellations. The policy documents are available via the Policy Attachments link. If you need a copy of any of the documents for your file, click the Policy Attachments link, then click the download button to save or open a PDF Policy Packet file, which will contain the declarations, ID card, and included policy documents. Note: Policy documents will be sent to the insured and lienholder. Agents will need to save or print the documents for your file How to Complete a Boat Application in ireli Page 30