Program Setup Instructions

Transcription

1 Regional Settings: Program Setup Instructions 1. Click on 2. Click on 3. Click on (This should open up the Control Panel window ) 4. Double-click the icon named (Windows 95/98 users) or (Windows 2000/XP Users). This should open a window similar to the one shown below.

2 5. Click on the Date Tab 6. Click on the down arrow next to Short date format: and choose MM/dd/yyyy from the list. 7. Click on Apply Then click on OK Defaults and Save Locations: 1. Go to main menu of rater 2. Click on 3. Click on 4. You will see three tabs along the top. Click on Agency Info and fill out the screen:

3 5. Click on the File Locations tab on top. Here, you can set where you will store the auto rater quotes, finance applications, auto applications and MVRs. 6. DO NOT TYPE IN THE LOCATIONS. Click on to the right of each input line. A window similar to the one shown below should appear. 7. On the bottom right, choose the drive letter where you want to store your quotes. 8. Under directories, double click on the drive letter in the big box.

4 9. You will now see a list of the folders on that hard drive. You can either: A. Double click on the folder of your choice, or B. On the top box, type in the location where to store the quotes. Ex C:\quotes 10. Click OK when done. 11. REPEAT THESE STEPS FOR EACH OF THE INPUT LINES. Program Info Tab: NYPASS Access Details 1. Click on the Program Info tab on the top right. Your screen should look similar to the one below: 2. Next to NY Pass License #: enter your broker s license number without the BR. 3. Next to ProdLicOcc: enter 1 4. Next to NY Pass Password: enter the same password you use to logon to the NYPASS site. Acord/Upload Information 1. Call your internet provider and find out what your SMTP address is. This will allow you to send most of our forms via with the click of a button. This is not necessary for NYPASS Uploads. 2. Leave the Port as Enter your Account name if you have one for you server. MVR Lookup For the AR solution only, you can run mvrs after you do a quote. The program will run the mvrs and auto dump the violations in the fields and recalculate the quote. This is coming soon for our full rater versions. You can call United Software for an MVR Account. This is where you would enter your User Name, Account Number and Password.

5 MVR Defaults: 1. Go to the main menu 2. Click on. The MVR Searh menu should come up. 3. Click on SETUP OPTIONS. The MVR Options window should come up: 4. Enter your user name, account number and password. 5. Check the box if you want your default browser to be used when running an MVR. 6. On the bottom of this screen, you can choose where to store your mvrs. Click on the square box to the right of this line and follow the same steps as in the top of this page. 7. Click on the Close button

6 Finance Default Setup: Contract Setup: 1. Go to the main menu 2. Click on. This should bring up the Finance Menu: 3. Click on Setup Options. 4. Click on the Options tab. 5. Click on the tab marked Defaults. Your screen should now look like the one shown below:

7 6. Enter the fee you charge in the Other Fees field. Usually $40 7. Enter 15% using the drop down list next to Down Payment 8. Click on the 10 payments radio button Check Setup: 1. Click on the Check tab. Your screen should look like the one shown below: 2. You will see a box marked Left and a box marked Top. These are the numbers to set the alignment on the draft. You can make copies of the draft for testing. A setting of 0 for Left and 0 for Top usually works. Click on the Test print button and choose to print the draft only. Change the numbers until it aligns properly. 3. When you are finished aligning the draft, Click Exit, then Click No when asked if you want to save the application to return to the Finance Menu. Payments Inc. Web Site Setup: 1. Click on. The Make Payments window should come up:

8 2. Enter your user name and password for Payments Inc. 3. When you want to check on an account, go to this screen and click on the pushbutton on top. It will automatically launch the web site and log you in to check any accounts. 4. Click on the Exit button on the bottom of the page. Producer Info 1. From the Main Menu click on. This should bring up the Finance Menu: 2. Click on Setup Options.

9 3. Click on the Producer tab. Your screen should look similar to the one shown below: 4. Fill in your information and agent code provided by Payments Inc. 5. Click on Exit, then Click No when asked if you want to save the application to return to the Finance Menu.

10 MVR Search Instructions NOTE: You must be connected to the internet in order to run or retrieve an MVR Search. Please make sure you are connected to the internet before proceeding. Accessing The MVR Search Program: Step 1 - You can access the MVR Search program one of three ways: 1) If you have our Rating software you can click the button marked shown below). on the Main Menu. (This will open the menu 2) If you have the standalone MVR you can launch the menu by double-clicking on the MVR icon on your desktop. (This will open the menu shown below). NOTE: If You have already stored your login information, go to Step 8, otherwise follow Steps 3 through 7 below.

11 3) Click On Setup Options. This should open up an options screen similar to the one shown below: 4) Next to User Name enter the user name you selected when we set up your MVR account. 5) Next to Account # enter the account number we gave you when we set up your MVR account. 6) Next to Password enter the password we gave you when we set up your MVR account. 7) Verify that the information has been entered correctly and then click on Close. Running An MVR: 8) To run a New York MVR Search, click on Enter Multiple Searches Offline. This should bring up the MVR Runner screen similar to the one shown on the next page.

12 9) Enter the license number or numbers you would like to run a search on and hit enter after each one. If you are entering multiple license numbers they should appear in a list as shown below. 10) Once you have entered all of the license numbers that you wish to run a search on, click Run MVRs. The MVR Lookup screen will come up and check to see if the license number(s) that you wish to run have been run before. If they have a message will pop up similar to the one shown below:

13 11) If you wish to use the existing MVR, click on Yes, if you wish to run the MVR again click on No. The program will then display the results of the search in a window similar to the one shown below: 12) To view an MVR you can either double-click it or click on it once and then click View Selected. 13) To print one MVR click on it once and then click Print Selected. To print all of the MVRs clock on Print All.

14 14) To one MVR click on the MVR and then click Selected. To all of the MVRs click on All. 15) To save the MVRs as a group click on Save. To return to the MVR Search Menu click on Close. Running MVRs for different state or VIN/PLATE search: 16) To run a search for a different state, or to run a VIN/PLATE search, repeat steps 1 and 2 from the beginning of this help file. This should bring you to the MVR Search menu (shown below). 17) Click on Connect to Login Screen. This should launch your Internet Browser, such as Internet Explorer or Netscape Navigator, and take you to the MVR Main Menu (shown below).

15 18) To run a VIN/PLATE search click on New York M.V. Registration. You should see a screen similar to the one shown below: 19) To search by VIN enter the VIN of the vehicle and click on Order. 20) To search by Plate Number, click on VIN Number and choose Plate Number from the list that drops down. Then enter the Plate Number and click on Order. 21) To run a New Jersey MVR click on New Jersey MVR History on the MVR Main Menu. You should see a screen similar to the one shown below: 22) Enter the License# and click on Order. Leave Quote Back blank as this is only used by larger Insurance Companies. The system will run the MVR and display a result similar to the one shown below:

16 To Retrieve an MVR Search Run Within The Past 90 Days: 1) From the Main Menu (shown below) click on Report Menu.

17 2) The Account Statement Screen will be displayed (shown below). Choose the date range (Under show transactions for) and Order (Under Sort By) in which to display the transactions and then click on Submit.

18 How to Give an Auto Quote 1) While in the main menu click on the button. 2) You should now be in the Liability and Physical Damage screen (shown below). 3) Click on the Zip Code button. Enter the applicant s zip code, then click OK (this will put in the proper territory). 4) Under Year use the down arrow to choose the year of the applicant s car. 5) Click on the Symbol button. The ISO Symbol Lookup window should appear (show below).

19 6) Use the down arrow to the right of Make to choose the make of the applicant s car. 7) Use the down arrow to the right of Model to choose the model of the applicant s car (if more than one of the same model exist refer to the VIN number for further assistance). 8) Click OK. If the Windsor and/or GMAC Symbol Lookup windows popup click Cancel on them. You should now be returned to the Liability and Physical Damage screen. 9) Use the down arrow by the Age button in order to select the applicant s age. 10) Use the down arrow near the Years of Experience to select the years of driving experience the applicant has. 11) For Gender, Mar Status, Defensive Drv, and Lic in NY check all boxes that apply to your applicant. 12) Click on the Points button and the Violations window will pop up (shown below).

20 13) Enter all your applicant s violations and conviction dates. When finished click OK. 14) If you have an Occasional driver enter their age by the Age button just like before and all the information is put in the same way as above. 15) Under Discounts check all boxes that apply. 16) When everything is filled in click Page Down. This should take you to the Coverages screen (shown below).

21 17) Click on the circles of all the coverages that apply to your applicant (use the down arrows for Comp. and Coll.). 18) The rates for the policy (shown at the bottom of the Coverages screen) will change as you select the different coverage options. 19) If you are a user of our MVR Service you can click on the MVRs button in the lower left-hand corner of the Coverages Screen to run MVRs from within the program. This will run the MVR and automatically enter the violations and date of birth of the applicant(s) and adjust the rate according to any chargeable violations. When you click on the MVRs button a screen should appear similar to the one shown below:

22 20) Click on Run MVRs Now and a screen will come up (shown below) asking you to input the license number of each applicant that you indicated on the quote. Enter the license # of each applicant and then click Perform MVR Search 21) The MVR Lookup screen will come up and check to see if the license number(s) that you wish to run have been run before. If they have a message will pop up similar to the one shown below:

23 22) If you wish to use the existing MVR, click on Yes, if you wish to run the MVR again click on No. The program will then display the results of the search in a window similar to the one shown below: 23) To view an MVR you can either double-click it or click on it once and then click View Selected. 24) To print one MVR click on it once and then click Print Selected. To print all of the MVRs clock on Print All. 25) To one MVR click on the MVR and then click Selected. To all of the MVRs click on All. 26) To save the MVRs as a group click on Save. To return to the Coverages Screen of the auto quote click on Close. 23) Now click Page Down. This should take you to the Breakdown screen (shown below).

24 27) Review the breakdown of the quote then click Page Down when ready. This should take you to the Payment Options screen (shown below).

25 28) Now choose the payment option for your applicant (the new payment schedule will appear as you click). 29) You are now ready to save your quote by clicking the Save button and print using the Print button. 30) If you want to fill out an Auto application for this customer click on Upload App. Otherwise you can exit the program by clicking the X in the upper right corner or by clicking on the Main Menu button at the bottom of the screen.

26 1. Start the Rating Software. Download Instructions for Updates 2. In the lower right-hand corner of the main menu click on. A window should pop up similar to the one shown below: 3. Click on Download Update. A box will pop up prompting you to make sure you are connected to the Internet. Click on OK 4. The program will check to see if a more recent version of the software is available and ask if you want to download it: 5. If the date of the online copy is more recent than the date of your local file click Yes, otherwise click No and you will be returned to the main menu.

27 6. If you clicked Yes a window will pop up showing the progress of your download and how much time remains until the download is complete: 7. Once the download has completed a window will pop up similar to the one shown below: 8. Click on Unzip. The program files will begin unzipping and after a few seconds another window will pop up telling you the files were unzipped successfully. Click on OK. 9. This will launch you into the setup program. Follow the on-screen setup instructions to install the program. Click Finish when the program is done installing.