To quote for a Manual Product (MP), the Insurer details need to be set up by Nude Solutions.  Visit the article: 'Manual product - Initial Setup process' for the procedure.  The MP will not appear as an option to quote for in bond if this has not been completed. 

 

You can initiate the MP quote process, by + Add New Customer OR from an existing customer profile in bond.  

 

 

• From your customers profile screen, select + Add New, shown here:

 

 

 

 

How to complete the above page:

 

What is the line of business: Choose the correct option from the dropdown menu. If the line of business does not appear, it is missing from the setup process and this needs to be completed in order for it to show.

Choose a Policy: Choose the MP type that you require.  Again, if the policy type does not appear, it is missing from the setup process and this needs to be completed in order for it to show.

Application Process: Manual needs to be selected for Manual Products.  Modern will appear here if there is also a product for that process type (if there is an API). 

What province is the primary risk located in: Choose the province that you require for this quote.  Again, if the province does not appear, it is missing from the admin setup process and this needs to be completed in order for it to show. (Go to Policy Types in admin module to ensure it is set up correctly).

Is risk location required: Choose from yes or no - If yes is selected, (because there is a risk address for the quote you are doing), the address search bar will open and you can input the required address.  (linked to Canada Post)

 

 

 

How to complete the above page:

 

Note: as with most fields in the MP quote process, if an option does not appear in any of the drop down fields, it would require some setup either by Nude or in the admin module.  If you know that you have had the MP set up by Nude, you will need to access the Policy Type section in admin and check that the policy type settings are correct. 

 

The basis of using this process is that you will have gone onto the insurers portal (or however you arrange policies with that particular insurer) and you have a policy in place, with a policy number. 

 

Insurance Company: Choose the correct option from the drop-down menu. If the Insurance Company does not appear, it is missing from the setup process and this needs to be completed in order for it to show. 

What is the broker code? Choose the correct option from the drop-down menu. If the correct broker code for the line of business does not appear, it is missing from the setup process and this needs to be completed in order for it to show.

Policy Number: Input the policy number for this policy.  If you do not have one, you will input BINDER and follow that process using Article: Manual Product - New Business policy on a BINDER.

Billing Method: Agency or Direct Bill is available.  Complete this field inline with how you arranged the policy with the insurer. 

Total Premium:  Input the total premium provided by the insurer (net policy and company fee).

Minimum Retain:  Input here the Minimum Retained premium as advised by the insurer. 

Commission Type: Dropdown menu to choose from % or $ amount.

Commission: Depending on how you answered Commission type - input the % or the $ amount of commission. 

Policy Fee: This field is for you to input your fee for this policy.

Company Fee:  This is the fee that the company charge (eg: If Aviva has a $50 fee for this policy input that here).

Policy effective date and Policy end date: Calendar options appear for you to select the start and end dates for this policy. There is an i icon here for you to be reminded of what the question requires. 

 

• Select Continue if you are ready to move to the next page. 
• Selecting Save Quote will save this quote and the information you have input into bond, but will not complete the MP set up.

 

• You will get this pop-up warning box, shown below.  Only select Yes if you are ok with the quote converting to a policy, from this point it cannot be undone by you.

 

 

 

 

How to complete the above page:

 

Coverage Note table:  Use this section to input the coverages that you would like to show in bond and Policy Details.  

+ Add Row: Use the Add Row icon to add more rows to the table.  The icon disappears when no more can be added.  These fields are not mandatory, so you do not have to complete anything in this table if you do not want.  However, whatever coverages and/or deductibles that are displayed here WILL show in the bond policy overview screen, when it is completed, like here:

 

 

 

How did your customer hear about us?  Use the dropdown to select the option.

Is the policy bound? Yes or No.  You will not be able to continue if the policy is not bound.  You will be able to proceed to Save Policy only.

 

Select Continue if you are ready to move to the next page, which is the 'Finalize the payment details' page.  Please refer to article ' Manual Product - 'Payment details'. 

 

• Once you have completed the 'Finalize the payment details' screen and the policy is issued, you will return to the customer profile in bond.
• Your Manual Product policy will show.

 

Documents from the customer

 

• There will be an activity for the documents that are required from the customer (Consent and Disclosure Agreement and Premium Finance Agreement, where applicable). 
• An email is sent to the customer at this point, with the Consent and Disclosure Agreement and Premium Finance (if applicable). They will also have the opportunity to create their pocket account and get their vouchers, like any other purchase.  
  • Once they accept the agreements, the activity mentioned above will auto close, and another informational one will appear confirming the acceptance and logging when it was done.

 

Documents from the insurer

 

• There will be an activity for the documents that are required from the insurer (which requests the Dec page to be uploaded).  It is highlighted orange, its open and cannot be closed without the dec page / documents being added as the attachment.
  • Use the + icon to drag and drop / upload the insurance documents, pdf,  and be sure to add a note to identify them.
  • The activities related to the new policy will now close.
• The action of adding the document will now save them in the platform and can be viewed on the View/Email Policy icon.

 

Email to the Customer 

 

• Once the above action of adding the insurer document is completed, go to View/Email Policy.
  • Email PDF will trigger the email to the customer with those insurance documents attached, as a pdf, and update pocket.