Phly.com User Guide Insured Version

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Jeffry Leonard
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1 Please use the following index links to quickly access the information being looked for: My PHLY Registration My PHLY Home Auto Rental Add/Delete Vehicle(s) Claims Online Bill Pay Electronic Billing Instructions Recurring Payment Instructions Policies & Bonds Risk Management Services Edit Profile Help Logout Instructions

By taking the computer mouse there, the box will automatically drop down.

2 My PHLY Registration: 1. From the PHLY.com home page, one of the following methods will provide access to the phly.com account registration process: a. In the top right hand corner of the web page there is the Log In or Register box. By taking the computer mouse there, the box will automatically drop down. Then selecting the Register option to continue the registration process. b. Alternatively, selecting MY PHLY from the blue Home Bar will direct to the MY PHLY home page.

3 i. On this page, select Create a new account. c. In the MY PHLY Registration page, select the Insured radio button to display the Insured Registration page. 2. Filling out Insured Registration page

4 a. Enter the Account Number. If the account number is not known, select the link to the right to retrieve the account number. 1. To retrieve the account number, the following will be required: a. Policy Number b. Effective date of that policy c. Zip code b. Enter the Policy Number. c. Enter the desired User Name that will be used to log in to the personal MY PHLY account. d. Enter the First Name. e. Enter the Last Name. f. Enter the Address that correspondence should go to. g. Enter the desired Password that will be used to log in to the personal MY PHLY account. i. Important Note: Passwords must meet the following criteria: 1. Contain at least 7 characters (letters and symbols #, etc.) 2. Contain at least 1 capital letter 3. Contain at least 1 number 4. Passwords must NOT reference the User Name in any way. a. For example: i. User Name: JoeSmith ii. Password: JoeSmith123 or Smith4321 will NOT work 5. Click the About Passwords link to learn more information about password format. h. Confirm the desired Password by entering it again in the Confirm Password field and select Continue.

5 i. On the Password Reset Question page i. Re-enter the desired Password ii. Select the desired Password Reset Question iii. Enter an Answer for the Password Reset Question then select Submit. iv. After the Password Reset question and answer are successfully saved, select Continue to MyPhly.

6 My PHLY Home: From the My PHLY home page, Policy and Billing information can be viewed, Auto Rental vehicles can be added/deleted from a policy, claimes can be reported and viewed, Online Bill Payments can be utilized and changes to the online profile can be made. AUTO RENTAL Add/Delete Vehicles(s): 1. Under Quick Links, click Auto Rental add/delete on Policies Link to add or delete vehicles from a policy:

7 2. Select the Blue Car Symbol to add/delete a vehicle from the policy listed next to the icon. a. Alternatively, select the Policy Number to be brought to the Policy Summary Page. There the option to Add or Delete a Vehicle can be selected.

8 3. Select how many vehicle(s) to add and how many to delete. When at least 1 is selected, the vehicle information input section opens in which the vehicle VIN can be validated. a. IN THE EXAMPLE BELOW: There are zero vehicles to be added and one vehicle to be deleted. 4. After all the information is entered, select the Submit button at the bottom.

9 Claims: 1. From the blue Home Bar, select Claim Center for information on Reporting a claim and to retrieve the online Claim Reporting Form. 2. A claim may be searched by selecting Claims Search from the left Navigation Menu. a. Claims may be searched by Claim Number, Policy Number, Account Number, Account Name or Claimant Name. 3. A claim may also be submitted by selecting Report a Claim from the Claims Search page.

10 4. To submit a claim, fill out the required Claim Information and then select Submit.

Online Bill Pay: 1. From the left Navigation Menu, select Online Bill Pay and then select Continue to be taken to our Online Bill Pay system. a. The Online Bill Pay system will show current amounts due and will give the option to make online payments.

11 Online Bill Pay: 1. From the left Navigation Menu, select Online Bill Pay and then select Continue to be taken to our Online Bill Pay system. a. The Online Bill Pay system will show current amounts due and will give the option to make online payments. i. Also, the option to set up Electronic Billing and Recurring Payments will be accessed and set up from the Online Bill Pay system. b. However, to see Billing and Payment History, please seek the Policy Summary Page. PLEASE NOTE The Online Bill Pay system cannot be used to pay for individual fitness trainer policies. The following instructions may be used to make a Payment Online.

2. After entering the Online Bill Pay system payments can be made by selecting My Bills from the left menu and looking under the My Current Bills tab. a. The current invoice can be opened by selecting View on the right side of the page.

12 2. After entering the Online Bill Pay system payments can be made by selecting My Bills from the left menu and looking under the My Current Bills tab. a. The current invoice can be opened by selecting View on the right side of the page. b. Payment can be made by selecting Pay on the right side of the page. i. Note that an online payment can only be made after an invoice is issued.

3. After selecting Pay the Make a One-Time Payment page will open. a. The Account, Amount Due, Due Date, Amount to Pay, and Date to Pay sections will automatically generate. b.

13 3. After selecting Pay the Make a One-Time Payment page will open. a. The Account, Amount Due, Due Date, Amount to Pay, and Date to Pay sections will automatically generate. b. Partial payments can be made by altering the Amount to Pay section. i. If a bank account has not already been entered into the system, then a Bank Account will need to be entered to continue with the online payment. 1. We apologize as at this time, credit card payments are not accepted online. ii. There is an option to save the bank account for later use. 1. If the option to save the bank is selected, the bank account information entered will be saved in our system for future online payments. c. After the payment (and bank) information is entered, select the Next button.

d. On the Confirm Payment page, make sure that all the information listed is correct. i. If any information is not correct you may go back to the previous page and make changed by selecting the Back button.

14 d. On the Confirm Payment page, make sure that all the information listed is correct. i. If any information is not correct you may go back to the previous page and make changed by selecting the Back button. e. After confirming all information is correct, complete the payment by Check Marking the authorization box and selecting the Pay button. f. confirmation of the payment will be sent to the associated with the phly.com login.

15 Electronic Billing Instructions: Electronic Billing (ebilling) Instructions can be found under Quick Links on the My PHLY home page. The following instructions may also be used to set up Electronic Billing.

16 1. Select Online Bill Pay from the left Navigation menu. A pop up window will appear. a. Please note: Your browser may prompt you to change your pop up settings before continuing to our new online bill pay features. 2. In the Online Bill Pay sytem, select My Profile from the left menu. 3. Select the My Accounts tab. 4. Select the Check Box to the left of the Account(s) you wish to change the Bill Type for and select Do Not Print to confirm the change to electronic billing.

17 5. When the following pop up appears, select Yes. a. Your Bill Type will now be updated to show the account is now billing electronically. 6. Select the My Notifications tab to see notifications are active by default. These options can be changed at any time by checking/unchecking the boxes and selecting OK.

18 Recurring Payment Instructions: Recurring Payment Instructions can be found under Quick Links on the My PHLY home page. The following instructions may also be used to set up Recurring Payments.

Please note: Your browser may prompt you to change your pop up settings before continuing to our new online

19 1. Select Online Bill Pay from the left Navigation menu. A pop up window will appear. a. Please note: Your browser may prompt you to change your pop up settings before continuing to our new online bill pay features. 2. Select My Payments from the left menu. 3. Select the Add Bank Account tab. 4. Add your bank account information and select Add. 5. Next select the Recurring Payments tab. 6. Select Add under Payment Timing Field.

20 7. Choose to pay your bill when the bill is received or when the payment is due. Now select the payment acount preference and then select Add. 8. The abillity to edit/delete the recurring payments is always available by selecting Edit/Delete to update the options.

21 Policies & Bonds: 1. From the left Navigation Menu, select Policies & Bonds to view a list of policies. a. On Policy List page the following can be viewed: i. Policies listed under the account ii. Policy effective/expiration dates iii. The Status of the listed policies. 2. Select the Policy Number to be brought to the Policy Summary Page.

22 3. On the Policy Summary Page: Policy Documents, Billing and Payment History, Generated Invoices and Policy Installment Plan can be found.

23 Risk Management Services: 1. From the left Navigation Menu, select Risk Management Services to view our Risk Management Portal. a. This portal contains many Risk Management Services including Background Checks, Large Loss Lessons Learned, Risk Assessments, and Online Training.

24 b. The Online Training can be found by selecting Training from the left Navigation Menu under Risk Management Services.

25 Edit Profile: 1. From the left Navigation Menu, select Edit Profile to view the phly.com login User Information. a. Here the following information can be updated: i. Both Billing and Mailing Address Changes can be requested ii. The Address associated with the Phly.com login iii. The Login Password iv. The Password Reset Question v. The Display Name 1. Please Note: The Display Name is what is listed at the top of the page. Example: Welcome, Joe Smith 2. Currently at this time, there is no option to change the phly.com User Name used to login.

Help: 1. From the left Navigation Menu, select Help to be taken to the Phly.com Help and FAQ web page. a. Here basic questions and their answers are provided.

26 Help: 1. From the left Navigation Menu, select Help to be taken to the Phly.com Help and FAQ web page. a. Here basic questions and their answers are provided. If there are further questions that we do not have listed within the Frequently Asked Questions section, please feel free to contact us using any of the three links shown in the example below.

27 Logout Instructions: 1. In order to Logout of the Phly.com account, select Logout in the top right hand corner under the Search bar. 2. Logout will be verified as successful when the below image is shown.

My PHLY Registration Process and User Guide

My PHLY Registration Process and User Guide Create a new My PHLY account: From the PHLY.com home page, select one of the following methods to begin the registration process. Hover over the Log In or Register section and click Register. Or, click