Frequently Asked Questions (FAQs) AEGISlink.com AEGIS Online Application

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1 General Topics Q: What applications are available online? Q: How do I get access to the AEGIS application? Q: How do I start working on my application? Q: I received an from the AEGIS website support team that my application is available. How do I access it? Q: Is the information from the prior year application included in the renewal application? Q: Is there a limit to the number, size or format of attachments? Q: Can several people work on the online application at the same time? Q: What about cyber security? Q: Is it necessary to complete every field in every section of the online application? Q: I received an notification that the Insured reviewed the application. What is the next step? Q: I received an notification that the Broker completed the application. What is the next step? Q: I received an notification that the Broker completed the application but I need to make changes. What is the next step? Q: I submitted the application but it was returned by the Underwriter with a request for changes. What is the next step? Q: How do I save a copy of the application as a PDF for my records? Q: When will my renewal application be available? Q: Can a new business application be completed online? Troubleshooting Q: I do not see the application I need to complete on the Application Listing. What is the next step? Q: How do I add another Risk Manager to the application? Q: How do I add a Broker to the application? Q: How do I add a Team Member to the application? Q: How do I mark the Placement and Access panels complete? Q: How do I attach a document to the application? Q: Why can t I submit the application?

2 General Topics Q: What applications are available online? A: Excess Liability, Workers Compensation, Directors & Officers, and Joint Ventures. Q: How do I get access to the AEGIS application? A: The Risk Manager must authorize all user access to the application. For more details, please contact Portal Member Services at 1866 MY AEGIS. Q: How do I start working on my application? A: Follow these steps: 1. Login to 2. Go to My AEGIS > Submit an Application > Online Application 3. Click anywhere on the name of the application to be opened 4. Begin working on the application Q: I received an from the AEGIS website support team that my application is available. How do I access it? A: Click on the Submit an Application link in the to begin the online application process. You must log into to access the applications. Note: If the did not come from AEGIS directly but was forwarded by someone else, you may not have access to the application. Please contact the Underwriter to gain access. Q: Is the information from the prior year application included in the renewal application? A: Yes. The renewal application will be pre-filled with information submitted in your previous application. You will also have access to previous years attachments. Q: Is there a limit to the number, size or format of attachments? A: There is no limit to the number of files that can be attached. However, there is a limit of 25 MB for each individual file attached. Files exceeding this threshold may cause performance issues. Most formats are accepted except for.bat or.exe files. Q: Can several people work on the online application at the same time? A: Yes. Risk Managers, Brokers and Team Members can work on the application at the same time (just not on the same section). Q: What about cyber security? A: Data is secure because it is entered and stored in one place on the AEGIS website. Applications are not ed among companies or stored in multiple places.

3 Q: Is it necessary to complete every field in every section of the online application? A: No. A new feature allows users to move past questions that may not be applicable and mark the section complete. Users may also attach supporting documentation. Q: I received an notification that the Insured reviewed the application. What is the next step? A: As the Broker, you must log in, and mark the application complete before the Insured can submit to AEGIS. Follow these steps: 2. Click Review tab > Application Complete 3. An confirmation will be sent out to the Broker and Insured 4. The status of the application is moved to Completed by Broker Q: I received an notification that the Broker completed the application. What is the next step? A: As the Risk Manager, you must log in, accept the warranty, and submit the application to AEGIS. Follow these steps: 2. Click Review tab > Proceed to Submit 3. Click to Adopt the warranty statement > and Submit Application 4. An confirmation will be sent out to the Broker, Insured, and AEGIS Underwriter 5. The status of the application is moved to Submitted Warranty Accepted Q: I received an notification that the Broker completed the application but I need to make changes. What is the next step? A: As the Risk Manager, you must log in and return the application to the Broker to make further changes. Follow these steps: 2. Click Review tab > Return Application 3. An confirmation will be sent out to the Broker and Insured 4. The status of the application is moved to Returned by Risk Manager Q: I submitted the application but it was returned by the Underwriter with a request for changes. What is the next step? A: Once returned by the Underwriter, the Risk Manager, Broker or Team Member can make the requested changes to the application. If you used a Broker, they must review the changes and mark the application Completed by Broker before you can accept the warranty. If you submitted the application directly, make the changes requested, accept the warranty and re-submit. Q: How do I save a copy of the application as a PDF for my records? A: There are Print functions on the top right hand corner of the application. You may print a specific section by clicking Print

4 Section or after the application is submitted, you may print a copy of the completed application (excluding attachments) by clicking on Print PDF. Please note that printing may take a few minutes, depending on the size of the application. Q: When will my renewal application be available? A: Applications are released to Risk Managers and Brokers approximately 6 months prior to the expiration of the current policy. If the application is still not available after this period, please contact your Underwriter. Q: Can a new business application be completed online? A: Absolutely, as long the coverage application is already available online. Please contact your Underwriter to discuss further. Troubleshooting Q: I do not see the application I need to complete on the Application listing. What is the next step? A: The application list is customized for each individual based on their access. If you do not see the application on your list, please contact Portal Member Services at 1866 MY AEGIS. Q: How do I add another Risk Manager to the application? A: Only the Principal Risk Manager can add other Risk Managers to the application. If Risk Manager does not appear on the Risk Manager list, please contact Portal Member Services at 1866 MY AEGIS. Q: How do I add a Broker to the application? A: Only the Risk Manager is able to add Brokers to the application. If your Broker does not appear on the Broker search results, please contact Portal Member Services at 1866 MY AEGIS. Q: How do I add a Team Member to the application? A: Only the Risk Manager is able to add Team Members to the application. If the system displays an error message, please contact Portal Member Services at 1866 MY AEGIS. Q: How do I mark the Placement and Access panels complete? A: Only the Risk Manager is able to mark these two sections complete. Sections are marked completed by clicking the Next button. Q: How do I attach a document to the application? A: You can attach files directly to the section you are working on or at the end of the application under Additional Attachments. If you click Add and the system does not respond, please check your pop-up blocker settings and ensure they are disabled.

5 If your session freezes during the attachment process, it is possible the browser you are using is not compatible with the online application. Internet Explorer versions 8.0 or below are supported while other browsers and newer versions of IE may cause issues. Contact your technical team to assist in adding as a trusted internet site and contact Portal Member Services at 1866 MY AEGIS for further assistance. Q: Why can t I submit the application? A: There are a number of reasons why you might not be able to submit the application: Have all sections of the application been completed? All sections must be complete as indicated by check marks before the application can be moved along the process and submitted. Has the Broker marked the application complete? For Broker placed applications, the Broker must click the Application Complete button before the Risk Manager can accept the warranty and submit the application. Are you the Risk Manager? Only the Risk Manager is able to accept the warranty and submit the application to AEGIS. Did you encounter an error message? Please contact Portal Member Services at 1866 MY AEGIS for further assistance.