QuickWrite User Guide

Transcription

1 QuickWrite User Guide

2 Getting Started With QuickWrite y To begin, login to the BROKER section of our website by clicking Login y Type your address and your password, then click Login y Don t have a password? Click on Request it here and follow the instructions it s easy! Or see the last page of this guide to learn how to obtain your password. Page 1

3 Getting Started With QuickWrite (continued) y Click QuickWrite for y Select your language of choice. You may choose English or French. Page 2

4 Getting Started With QuickWrite (continued) y Read and accept the terms of use (you only need to do this the first time you use QuickWrite) Page 3

5 Welcome to the QuickWrite Home Page! The rest is easy. Just click on Start a new Quote and follow the instructions on each page. Or watch the instructional demo by clicking the link on the QuickWrite Home Page. If you want to read more about how to use QuickWrite, continue to scroll through this document. Click on the appropriate link to: y Create a new quote or bond y View or edit your previous quotes y View bonds you previously issued on QuickWrite y View your bonds ready to be renewed on QuickWrite Page 4

6 Creating a New Quote We ll demonstrate how easy it is to obtain a quote and issue a new bond. y To start, click on Start a new Quote y Choose one of the following bond categories: License & Permit Bonds Customs & Excise Bonds Other Bonds y We ll choose License & Permit Bonds for this demonstration y Click Next Page 5

7 Creating a New Quote (continued) y Choose the type of bond we ll select the Collection Agent Bond for this demonstration y Then click Next y Select the province we ll choose Ontario for this demonstration y Click Next Page 6

8 Creating a New Quote (continued) y Answer each question on this page. Here is an example of how to answer these questions. y Note that your brokerage firm is provided with a limit regarding the maximum bond amount that QuickWrite may issue. If the bond amount requested exceeds your firm s limit, the quote will be redirected to an underwriter for approval. y Click Get Quote y QuickWrite checks to ensure that the address you input matches the postal code. If the postal code is incorrect, QuickWrite asks if you want to correct the address, as illustrated here. Choose either Accept Changes or Save Original. Page 7

9 Creating a New Quote (continued) y Wait while QuickWrite thinks a moment y Here is your quote y To view, print or save your quote s documents, click on these links: Quotation.pdf [for the details of the quote] Specimen CollectionAgentBond. ON.pdf [for a sample of the bond wording] y To open these two documents in a ZIP file, click on All Quote Documents.zip y If you want to accept the quote, click Bind. Otherwise, click Exit and you will return to QuickWrite s home page. Page 8

10 Creating a New Quote (continued) y The quote documents consist of the Quotation: Page 9

11 Creating a New Quote (continued) y And the specimen bond wording Page 10

12 Issuing Your Bond y To accept the quote*, click Bind on the Quote Summary page. You will be directed to this page, which allows you to input the data needed to issue the bond. y Answer each question on this page. Below is an example of how to answer these questions. Note that if the principal, its shareholders or their spouses have been bankrupt previously, approval of the bond will be delayed to allow our underwriters to do some additional underwriting. y For the question about the aggregate exposure, simply add up the total amount of all bonds you ve issued for this client with The Guarantee Company. y Click Next * For brokers who do not have power of attorney for The Guarantee Company, the process of issuing a bond differs slightly from the process illustrated in this guide. Page 11

13 Issuing Your Bond (continued) y Select from the drop-down menu the person who will sign this bond as power of attorney for The Guarantee Company. It can be you (if you have power of attorney) or another person in your brokerage firm. y Click Next y Select your preferred method of payment, either credit card or invoice y If paying by credit card, you may use your brokerage firm s credit card or the Principal s credit card y Click Next Page 12

14 Issuing Your Bond (continued) y Wait a moment while QuickWrite thinks. y This is the page with links to your bond documents y The bond documents consist of (scroll down to next page): Page 13

15 Issuing Your Bond (continued) y This is the bond approval for your file, which summarizes the key information about the bond Page 14

16 Issuing Your Bond (continued) y This is the bond, ready for signature Page 15

17 Issuing Your Bond (continued) y This is the invoice Page 16

18 Receipt y This is the receipt which will be available if the bond is purchased by credit card Page 17

19 Return to the QuickWrite Home Page y Click Exit to return to the Home Page Page 18

20 Creating an Endorsement y Click View Previous Bonds to find the bond you wish to endorse Either select the bond from the list displayed or use the search function to find the appropriate bond Click Endorse Page 19

21 Creating an Endorsement (continued) y Select the type of endorsement you wish to create. Your options are: Change the Principal s name Change the Principal s address Change the Bond Amount y We ve chosen to change the bond amount for this example y Input the new amount of the bond y Click Confirm Page 20

22 Creating an Endorsement (continued) y Review the change to the bond amount to ensure it is correct y Select the appropriate endorsement date y Select the appropriate endorsement number for this bond y If everything is correct, click Confirm y This page provides the documents for your endorsement. You can access them by clicking on the links. The endorsement documents can be viewed on the next page. The endorsement documents can be viewed on the next page. Page 21

23 Creating an Endorsement (continued) y This is the endorsement y After you have reviewed the documents, click Exit to return to the QuickWrite Home Page y If you wish to sign out, simply click on the Sign Out / deconnexion link Page 22

24 This concludes your tour of QuickWrite. Please give QuickWrite a test drive by requesting a quote! Page 23

25 Appendix Is this your first Login to the BROKER section of gcna.com? y Just click on Login y Then click on Request it here y Then fill out the form y You may also watch our Login Demo for a demonstration on how to login to the BROKER section of our website Page 24