Website Instructions Click on a link below to navigate this document, or use bookmarks in Adobe. Logging in and User Registration MyUSG Quoting Online with Westchester, A Chubb Company Quoting Online with USLI Quoting Online with RAMP: Century Surety Quoting Online with Hiscox NOW Downloading Applications Marketing Sheets, Online Products Guide Pay by Credit Card, Links to Insurance Industry Resources USG Desktop Icon Request an Online Systems Demo or Training Minimum System Requirements and Setup for USG Systems Online Quoting
Logging in and User Registration 1. Go to www.usgins.com. 2. To get started, log in or register by clicking on the My USG tab on the left-hand side of the home page. 3. If you are a new user, you must register to use our services. If you re already registered, enter your username and password and please skip step 4. 2
4. Complete the registration form and click `Register. Your username and password will be e-mailed to the e-mail address you provided in the registration form. 3
1. The screen below shows all of the features you are able to access after you log in. My USG gives you the ability to quote online through USLI and Century Surety s RAMP, access applications and customizable marketing sheets, pay by credit card, search our resource library, and download the My USG desktop icon. To download website instructions, click on the yellow question mark in the upper right-hand corner of the page. 2. You can edit your profile or change your password by clicking Edit My Profile or Change My Password at the bottom of the page. By clicking on one of the two buttons you will be taken to the respective page to fill in and/or edit your information. As always, remember passwords are case sensitive. 4
Q uoting Online with Westchester, A Chubb Company 1. To access the Westchester online quoting system, click Westchester or the Quote Now text at the end of the Westchester description. 2. After reviewing available classifications, click on your desired product icon: 3. Begin completing the quote information, and click NEXT after completing each page. Be sure to scroll down to complete all questions. Quoting will take about 5-10 minutes if using an available classification. NOTE: Underwriting questions have a default answer. Please review the questions and answers to verify that they are correct for your client. 4. On the Optional Coverages screen, you may select additional coverages for your client. Select the coverages (if any) you wish to add and complete the Underwriting Questions accordingly. Once complete, or if no additional coverage is required, click NEXT. 5
5. After all necessary underwriting questions are complete, you will either have the option to view your quote or the account will need to be referred to underwriting. 5A. If a quote can be generate from the application submitted, you will be provided the option to Generate Quote, Generate Quote with Forms, or submit to underwriting with Questions. 6
5B. If a quote cannot be generated from the application submitted, you will have the option to Refer to Underwriting. NOTE: At any time throughout the quoting process, you can save the application to continue at a later time. To do this. click Save and Continue Later. 6. For help, please contact Jennifer Kessel at jkessel@usgins.com or your USG Underwriter for specifications on quotes. 7
Q uoting Online with USLI 1. To access the USLI online quoting system, click USLI Online or the Quote Now text at the end of the USLI description. 2. After reviewing available classifications, click on your desired product icon: 3. Begin completing the quote information, and click continue after completing each page. Be sure to scroll down to complete all questions. Quoting will take about 5-10 minutes if using an available classification. 4. For help, call the USLI USG Hotline at 888.875.1979 or use the Online Quoting Support chat feature by clicking the Chat Live button to chat with a USLI Underwriter in real time. 8
Q uoting Online with RAMP 1. To access the RAMP online quoting system you must be pre-approved. You must also be appointed with USG for quoting and binding purposes. To get started, click either the USG RAMP logo or the text that reads: click here to get started, at the end of the RAMP description. 2. Select if you would either like to Log in Now as a current user or Apply for an Appointment. If you have already been appointed, please skip to step 4. 9
3. To apply for an appointment, fill out the RAMP Appointment Application submit form. You will then be contacted by the RAMP coordinator to continue the appointment process. 4. Click the Log in Now option to start quoting in RAMP. 5. This will take you to the login page. Please use your separate RAMP username and password that was e-mailed to you; remember that the password is case sensitive. 10
6. To begin a new quote, click Create a Quote under Quoting on the left side panel. For further instructions or troubleshooting, please contact the RAMP Coordinator, Jennifer Kessel, at jkessel@usgins.com or your USG Underwriter for specifications on quotes. 11
Q uoting Online with Hiscox 1. To access the Hiscox NOW online quoting system, either click the Hiscox NOW logo or the Quote Now text at the end of the description. 2. You will be redirected to the Hiscox Small Business Insurance Client Quote partner page and you should click Start Application. 3. On the Agent Contact Details page, input your agency information. Note: This information will be stored so you won t have to enter it each time you visit. 4. Fill in the About Your Client section by selecting your Client s State and Primary Business. 5. Click Get a Quote to proceed. 12
6. On the Recommended Coverage page, select which products (Professional Liability and/or General Liability or Business Owners Policy) you would like to quote. Note: If a particular product is not available for the state you selected, it will not appear as an option. 7. Click Start Quote to proceed. 8. On the About Your Customer page, enter your customer s business information in all available fields. Note: Be sure to enter your client s email address here. No correspondence will actually be sent to your client by Hiscox until you bind the policy. 9. Click Continue To Next Step to proceed. 10. On the Your Customer s Business page, enter your client s information in all fields and click Save your details before clicking View Your Quote. 11. You will be redirected to the Save Your Quote page and your client s email address is auto filled. Do not change this to your own email address. The system saves information on a per quote basis, not based on user. A generic password should be entered that can be used for all of your customers. Note: by clicking Save your details you will have access to your quote online. If you do not save your quote you will not be able to retrieve or alter your quote online. Hiscox service center will have to complete and bind the quote for you over the phone. The quote can later be viewed online by clicking Retrieve a Quote at the bottom of the Hiscox Small Business Insurance Client Quote partner page. 12. Click View Your Quote to proceed. 13. On the Your Customized Quote page, each line of business quoted is broken down in the summary. Here you can review the monthly and annual costs for your quote. The limits and deductibles can be changed, if changes are made, press Recalculate My Quote. 13
14. If you only quoted one line of business, you have the option to add another and regenerate your quote. Click Add to My Coverage and you will be prompted to answer additional relevant questions. Take note of the Reference Number located at the top right of the page. This is your quote number and should be used when contacting Hiscox regarding your quote. 15. If you are satisfied with the quote as shown, click Print and present this page to your client. 16. Then click Continue button to advance to the next step. The policy will not bind without payment. 17. On the Important Information page, you should click Print and present this page to your client before agreeing to the terms. Once it has been shown to your client and they agree to binding, select I have read and agree with these statements. Note: Agreeing to the terms will represent their e-signature. 18. Click Continue to Application Summary. 19. On the Application Summary page, be sure to review all of the information carefully. If all of the information is correct, the boxes at the bottom stating that you agree to accept and have read the information will need to be checked. 20. This page should then be printed to present to your client as well. 21. Click Continue to payment details to proceed. 22. You will be redirected to the Payment Details page where you can select monthly or annual payment options. Note: The initial down payment amount (2 months) is also listed for the monthly payment plan option. 23. Enter your client s credit or debit card information and then click Make payment and buy. Once the credit card is authorized for the charge, a policy number is generated and policy documents are immediately emailed to your client. You will receive a copy of the documents within 2 hours. For further instructions or troubleshooting, please contact the Hiscox NOW partner agent helpline at 866-739-0727. Licensed advisors are available from 8:00am to 10:00pm EST Monday-Friday. 14
Downloading Applications 1. To view an application from our database, click Applications or View available applications on the My USG page. 2. Enter the application keyword(s) and click Search Applications. 3. Click on the link(s) to view an application. To e-mail yourself all applications visible on the page, click the small box under E-mail. To e-mail individual applications, check the box next to the desired application(s). You may select more than one. Your e-mail address is the default e-mail used. You may change this to send to another e-mail by typing a new e-mail into the box. When you are finished checking or changing the e- mail address, click E-mail Application. 15
Marketing Sheets, Online Products Guide 1. To download customizable marketing sheets, click on Marketing Sheets or View products guide. 2. Click on a classification to view and/or download available marketing sheets. 3. To customize a marketing sheet: Download the customizable marketing sheet by clicking on the thumbnail image of the marketing sheet on the product page. An Adobe PDF file will open, use your cursor to customize the text marked as Agency Name, Agency Website and Phone Number. Use those fields to input the appropriate data. Once the data has been customized you may print the file. You may save the original file, but the changes made to the document will not be saved unless you are using Adobe Acrobat Professional. 16
Pay by Credit Card, Links to Insurance Industry Resources 1. To pay by Credit Card (MasterCard, Visa, and Discover) call 800.886.3897. Online payments are coming soon. 2. To view information in our resource library, click Resources or View Resources under the description. 17
USG Desktop Icon 1. The USG Desktop Icon allows you to access the My USG Portal from your computer desktop. This application saves your USG username and password, logging you into the website automatically when you double click the desktop icon. 2. To begin the download, click Download Now at the end of the description. A dialogue box will appear; click Save File. 3. Select your desktop from the drop down menu or on the left side of the Save As screen. Click Save when prompted. The USG-Quoting desktop installer icon will appear on your desktop. 4. Now, you can either click Run on the Download complete pop up or you can double click on the USG icon located on your desktop, and click Run when prompted. Follow the on screen installation instructions. 5. Click on the USG - Store Login Information desktop icon to enter and save your USG username & password. 6. Double click the USG- Quoting icon anytime you would like to access My USG. 18
Request an Online Systems Demo or Training 1. We offer webinars on our online systems to anyone like that would like a step by step guide to using the systems. Webinars can include anything requested from a full tour of the USG website, USLI online, and RAMP online quoting. 2. To schedule a webinar, please e-mail Jennifer Kessel at jkessel@usgins.com with your different preferred date and times. Webinars usually last around 30 minutes. 3. Once the time is confirmed, you will be sent a Microsoft Outlook Calendar Task with all pertinent information. 4. When your scheduled time arrives for your webinar to be conducted, open up the calendar task and click on the blue URL link under 1. Please join my Meeting. 5. Once you are redirected to the website, click Launch GoToMeeting. You will then be redirected to the Webinar Administrator s shared screen. 6. To enable audio, follow step number two in the Microsoft Outlook Calendar Task. Using your phone, dial the number given. You will then be prompted to enter an Access Code, Audio PIN, and in some cases a Meeting ID. This will allow you to hear and communicate with the administrator during the Webinar. 7. Any technical issues, including connecting to GoToMeeting, can be directed to Jennifer Kessel through the aforementioned e-mail or at 724.754.9052. 19
Minimum System Requirements and Setup for Required Software: Adobe Reader 7.05 or later º Adobe Settings 1. Open Adobe Reader 2. Click the Edit menu 3. Select Preferences from the dropdown 4. Select Forms from the Categories window 5. Check the Show border hover color for fields box in the Highlight Color section. This will show editable fields in the designated Fields highlight color. 6. Click OK Internet Explorer 6.0 or higher that is Java-enabled º Browser Settings - Refreshing The refresh settings need to be adjusted so that updates to the forms can be seen immediately. 1. Open Internet Explorer 2. Click the Tools menu 3. Click Internet Options from the dropdown 4. Click the General tab on the Internet Options dialog box 5. Click the Settings button from Browsing History 6. Click the Every time I visit the webpage option 7. Click OK º Browser Settings - Pop-up Blocker Since COL quote letters are considered a pop-up, the pop-up blocker settings need to be adjusted to allow Century quote letters to open. 1. Open Internet Explorer 2. Click the Tools menu 3. Click Internet Pop-up Blocker from the menu, and then click Pop-up Blocker Settings 4. In the Address of the Website to allow box, type: *.centurysurety.com 5. Authorize centurysurety.com for any other pop-up blockers on the system º Google Toolbar The Google Toolbar can sometimes cause non-required fields to be shaded as required. To eliminate this problem in COL: 1. Right-click any empty spot on the browser s toolbar 2. Uncheck the Google option Internet Connection: Broadband connection is strongly recommended. Windows Operating Systems: Microsoft Windows 2000 Professional, Service Pack 4, or Windows XP Professional, Service Pack 1 20