Customer User Guide Commercial Online Access

Customer User Guide Commercial Online Access

Getting Started To access the customer portal, enter the following URL: nationwide.com/agclient Once you access this site, save it as a Favorite on your computer for easier access. This system is for Nationwide Agribusiness commercial customers only. Login Screen This is the login screen for the customer portal. From this screen you may login, register for a new ID, or indicate you have forgotten your password. If you have already been assigned a user ID and password for our portal, enter your information here to access all functionality. At anytime, if you need assistance, please contact rmsolutions@nationwide.com or call 800 228 6700. It is strongly recommended that each person has their own ID and access groups assigned. If you share IDs and one person leaves the company, that employee will be able to access files through the internet. You will be able to assign a SuperUser that will have complete access to add, change, and delete users for the assigned accounts codes, as well as assigning security for each. For example, if an individual leaves your company, the SuperUser can immediately terminate that individual s access to the company information. This functionality is for the company s protection. See SuperUser Section for more details.

Welcome page The homepage is composed of four sections: Announcements How to Report Agribusiness Claims Quick Links Instructional Videos and User Guide Announcements The Announcements section will provide you with up to date information regarding new features, and functionality for the portal, as well as notifications regarding maintenance on portal. How to Report Agribusiness Claims The How to Report Agribusiness Claims section provides you with information on how to report your commercial agribusiness claims and the methods you can utilize. Quick Links The Quick Links section will provide quick access to frequently used tools within the portal. Instructional Videos and User Guide The Instructional Videos and User Guide section will provide instructional videos for each function within the portal, and a user guide.

Claims Start a New Claim 1. Click on the Claims tab 2. Click on Create a Claim 3. Follow the prompts through the rest of the submission process. If you need assistance at any point please call 1 800 228 6700, option 2. View an Existing Claim 1. Click on the Claims tab 2. Click on Search by Account Number, or Search by Policy, or Search by Claim Number 3. After opening a claim you will be able to view: Description of the claim Contact information for the adjuster handling the claim as well as their manager s information Financials tab displaying payments that have been made Notes tab displaying activity that has taken place on the claim Download Claims Submission (only applicable if the claim was submitted online, and the user has the appropriate access privilege) Claims Video Tutorial: https://www.youtube.com/watch?v=cmu8bomszrq&feature=youtu.be

Accounting Accounting From this screen you may pay a premium or deductible bill, view a premium or deductible bill, view payment schedule, view bill and payment history, and view deductible details by claim. The date entered for Schedule Payment Date will begin the Electronic Funds Transfer process. The average time frame to complete this process is 3 5 business days, depending on your banking institutions processes. All users with the accounting group access will receive a confirmation email regarding the online payment. To make a payment, you must have at least one bank account set up via Add Bank.

To Setup Recurring payments, click on Recurring Payments. NOTE: If you have not added at least one bank, you will be directed to the Add Bank screen. PLEASE NOTE: When you setup recurring payments, the invoice amount is what will be withdrawn regardless of any other one time transactions made. Make a Premium Payment 1. Click the Pay Now button under Premium Bill. This will only display if there is a payment due. 2. Select Pay From, if more than one bank exists 3. Select Payment Date by clicking on the calendar icon 4. Select a radio button under Select Amount 5. Click Review Payment 6. Select Approve Payment or Cancel Edit Details to proceed Cancel a Payment 1. Click Cancel Payment 2. Click No or Yes Cancel Payment to proceed Make a Deductible Payment 1. Click the Pay Now button under Deductible Bill. This will only display if there is a payment due. 2. Enter the amount you would like to pay per claim 3. Select Pay From, if more than one bank exists 4. Select a Payment Date 5. Click Review Payment 6. Select Approve Payment or Cancel Edit Details to proceed

Banks Adding a Bank Account 1. Click Add Bank 2. Select either Checking or Saving from the Bank Account Type dropdown menu 3. Enter 9 Digit ABA Routing Number 4. Enter 10 Digit Bank Account Number 5. Confirm Bank Account Number 6. Enter Bank Nickname 7. Select Account Number(s) from the multi selection dropdown box 8. Check the Terms and Conditions box 9. Click Submit Accounting Video Tutorial: https://www.youtube.com/watch?v=xvcrfzvaimg&feature=youtu.be

Policy View Policy 1. Click on the Policy tab 2. Select an account from the view account dropdown box 3. Policy information will display in the results section 4. Click on the policy you would like to view or refine the list using the filters found to the left of your results. If applicable, from this screen you will also be able to access: Auto ID cards Stock Reporting Processed endorsements Static Loss Run Reports

Proof of Insurance Auto Insurance ID Cards 1. Click on the down arrow next to the ID Cards link 2. Select a vehicle or the fleet option to view a PDF version 3. Open or save the file to your computer 4. The temporary ID card will open in a new window Stock Reporting This feature applies to COP policies only. Amounts entered that are over the limit will be in red text. 1. Click on Policy tab 2. Click on Update Stock Reporting 3. Enter actual Stock Values 4. Click Submit Policy Video Tutorial: https://www.youtube.com/watch?v=nftylt_qdgk&feature=youtu.be

Reports Loss Data The Loss Data tab allows you to pull information by: Account(s) Line of Business Policy Effective Date or Loss Date To pull Loss Data: 1. Click on Enter an Account box for a dropdown list (You may add ALL accounts or select specific accounts) 2. Click Next 3. Click Select Line of Business down arrow (You may add ALL lines or select specific lines of business) 4. Click Next 5. You may enter date range by Policy Effective Date or Loss Date (Enter the format as MM/DD/YYYY) 6. Click Find Loss Data button (Report will display in Excel format)

Loss Runs The Loss Runs tab allows you to pull standard.pdf formatted reports. 1. Click on Enter an Account box for a dropdown list (You may add multiple accounts) 2. Click on Run Report button Loss Runs may also be ordered in the Policy tab: 1. Click on box under View Account for accounts available 2. Click on Download Loss Runs link in lower left hand corner Reports Video Tutorial: https://www.youtube.com/watch?v=qpsk pmenzq&feature=youtu.be

Admin The Admin tab will allow you to Add, Edit, Deny, Terminate* and Approve users under your client number. You may print a User list or export it to an Excel spreadsheet. To view a record, select the person you wish to display. This will populate their information. You can modify the record by updating the fields. The Filter option allows you to sort or filter the results. *SuperUsers should always terminate users no longer with company. This portal is internet based and users will be able to continue to access information from any computer. Each user is assigned access privileges when added to the system. These privileges are broken into five groups: Super Users Policy Accounting Claims Reports Super User SuperUser grants authority to designate users and user access groups, approves or denies users requesting access, modifies user information, and deletes users. A SuperUser has the responsibility of maintaining who has access to their company s information. Policy The Policy group access may include privileges allowing the user to view or print copies of policies and endorsements; access auto ID cards; as well as view and enter stock reporting values. Accounting The Accounting group access may include privileges allowing the user to view premium and deductible bills; make electronic payments; as well as view, add and delete banks. Claims The Claims group access allows the user to review claims status and history, as well as report a claim online. If a user is given Claims group access, this will allow additional privileges by Line of Business and Risk Center to be granted, if applicable. Reports The Reports group access may include privileges allowing the user to download static loss run reports as well as customizable loss data reports. SuperUser Video Tutorial: https://www.youtube.com/watch?v=g8kknatj_nu&feature=youtu.be

Add User 1. Click ADD USER BUTTON 2. Enter all required fields under User Information 3. Select proper Access Privilege(s) 4. Add appropriate Account Number(s) 5. Click APPROVE Approve or Deny a User 1. Select User 2. Verify User Information 3. Verify Access Privileges 4. Click Approve, Deny, Pend or Cancel Modify User 1. Select User 2. Update User Information 3. Click Save Terminate User 1. Select User 2. Click Terminate Reset Password 1. Click on USER 2. Click RESET PASSWORD 3. System will generate an email to that User with a temporary password.

Profile Change Profile You may change your contact information in your profile. Please note you are not able to change your e mail address, if your e mail address changes your administrator will have to terminate your profile and a new one will have to be created. Update Notifications Users can opt in and out of email notifications in this section of their profile. To opt out of all notifications uncheck the boxes. Otherwise you may elect to receive notifications for all current and future accounts or choose specific accounts. Click save when done.

Update Security Settings Users will need to verify their email address in this section of their profile in order to receive the emails to verify identity. This email address will be used to send a confirmation code. Click save when done. Change Password Each person should have their own user ID and password. If you give your user ID and password to someone and they leave your company, we recommend you change your password immediately since your account can be accessed using any computer. 4. Enter current Password 5. Enter New Password 6. Confirm Password 7. Click Save User Account Changes Video Tutorial: https://www.youtube.com/watch?v=9dokx2wipa0&feature=youtu.be