Home

MAGIC System User Manual

1. General Agent Producer Mame Select General Agent Select Producer Y Select the Product and Program ProductiProgram H Boat_H Boat Quote Effective Date 2 1 2I2008 Application Status Renewal of current Markel American policy Mo Enter the Risk Location ZIP Code and TAB out of field Location ZIF Code LBP Location State Select Mooring Location Country us Clearance MOTE The risk will not be reserved for you until you generate a rate Ifthe owner is or has had this boat insured with Markel within the last 30 days or has had it guoted with Warkel by another producer within the last 60 days you need to contact the Marine Team in order to proceed Personal or Corporate Trust Ownership Personal Year of Boat oft 5 Application Status Markel High Performance and Markel Helmsman Yacht only MB S 01 08 24 If the policy is going to be a renewal of a current Markel American policy select Yes 6 Clearance Markel High Performance and Markel Helmsman Yacht only Enter in your information to reserve the risk for 60 days Be sure to fill out all required fields 7 Mooring Location Markel Helmsman Yacht only select between Canada Mexico and the U S as mooring countries lf all required fields are acceptable the Start Quote button will appear Click on Start Quote to proceed You will be taken to the Product Eligibility Screen MB S
2. Mailing State Save for Later Change Ownership Type Mext MB S 01 08 30 NOTE On corporately titled risks an insurance score will not be obtained Client entertainment is permitted however commercial use is not allowed Once all ownership information has been entered click Next to proceed to the Boat Screen You may also change back to Personally owned if required by clicking the Change Ownership Type button again Markel High Performance and Markel Helmsman Yacht Markel High Performance and Markel Helmsman Yacht Owner Screens will have additional buttons and fields See below Markel American Insurance Co Powered By EXAMPLE Express t nj M O x File Edit View Favorites Tools Help ae i r f 3 j eo i T x Back P x B fl Search Se Favorites 4 Ls z E rel Address E http iicorpwebuat30 8083 Express30 default aspx Ga Links Last Name E w a Suffix Select Date of Birth avast 375 Ssh List Spouse E Primary Phone Secondary Phone E Mail Address Mailing Address 2 City aunty select Mailing State Validate Address Is address provided same as residence street E address Oo Do not check unless MAIC 9 Book Roll approved book rolh Change Ownership Type Exit Mext al E Done ea z Le Local intranet 2 Address Same as Residence Check this box if the mailing address given is the same
3. Coverages Ded Premium No Hull Coverage T Hull 150000 2 x 3 000 669 PWC Hull ACV NIA 0 Settlement Tyne FRR ae Done fe ai eS a cp Local intranet a Endorsements Button Markel High Performance and Markel Helmsman Yacht Both Markel High Performance and Markel Helmsman Yacht Coverage Screens contain the Endorsements Button Clicking on the Endorsements Button brings up the Endorsements Screen See screenshot below MB S 01 08 60 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet z Fie Edit wiew Favorites Tools Help EV ARKET AMERICAN TNSTTIR ANCE COMPANY Home Mew Open Diary Save Password Batch Change Association Logout MAIC HPBoat VA 00 01 Current Association MARKEL AMERICAN INSURANCE Co El caisisenwenk Endorsements 2006 Eliminator MODEL Endorsements Machinery Damage Exclusion Add Note Additional Insured Endorsement requires the risk to have liability coverage OK ee Depending on the type of endorsement selected additional information may be required to be entered In order to complete an endorsement click the Add button after filling out any asterisked fields if necessary Rate There is a Rate button at the top and the bottom of the Coverage Screen Click the Rate button to rate the coverages you have selected We recommend geiting in the habit of clicking Rate prior to clicking Print to generate the
4. MB S 01 08 TABLE OF CONTENTS E POPS SSO E HEHEHE EE EHE SESE HEHEHE EE ESE SESE EES E HEHEHE SESE OEE H EE EEEES ESE HEHEHE EEE EEO E EE HEHE EE EEEES ESE HESE TEESE ESE HES E HEHEHE S ESE EES E SES ESEEE SELES ESESESEOEOE ON areca A sc ed Dass ea ine si E EE oles E A EE A E EE EE DIARY eae e e e a e e e a en PRODUCT ELIGIBILITY SCREEN MARKEL SMALL BOAT ONLY cccccssccccceeeeeeeeeeeeeeeeaes BOAT SCREEN MARKEL SMALL BOAT c ccc ccccccccccccccccesseseesssnneeceeeeeeceeessseesesssaseceeeeeeesseeeeeeanes BOAT SCREEN MARKEL HIGH PERFORMANCE ccccsssccccceeeeeeeeseeeeeennneeeeeeeeeeeeeeeseeseessnaes BOAT SCREEN MARKEL HELMSMAN YACHT 0 ccc eeecccesssssececeeeeesesssesessnnnseceeeeeeeseessseeeeesnaes LOSS PAYEE INFO MARKEL HIGH PERFORMANCE MARKEL HELMSMAN YACHT ONLY MARKEL HIGH PERFORMANCE MARKEL HELMSMAN YACHT JUDGMENTS SCREEN ISSUE OPERATOR INFO MARKEL SMALL BOAT ONLY 0 ccccccccceeseseeessneeeeeeeeeeeeeeeseeeeenaes RISK LOCATION MARKEL SMALL BOAT ONLY 0 cccecccccesssscecceceeeeeeeeeeeeenneeeeeeeeeeeeeeeeeeeeennaaas ADDITIONAL INTEREST INFO MARKEL SMALL BOAT ONLY cccceessecceceeeeeeeeeseeeseeeaes SUBMISSION Refer Apply Payment amp ISSUC cc cccsssssssseseeeeccccccceeseeneessssseseeeececeeseseaaeeseesesesees TransACI POLICY MAINTENANCE at econ cveneetvatanencocnsnceteyeseeasennseouebvaceeacdocttncetneiaiecenetbadetuaiinessauent
5. Safety Equipment E Markel American Insurance Co Powered By E M PLE Express Propeller Hub Locks M Auto Fire Extinguisher D High Vater Alarm D Monitoring Systemi 7 Trailer Ball or Asle Locks OQutboard Qutdrive Locks Electronic Burglar Alarm D Radar L Trailer Year Manufacturer Value r Delete Trailer Boat House i Add Boat House E F Le Local intranet is Fn Enter the Year Manufacturer Name and Value of the trailer Add Boathouse Clicking the Add Boathouse button will also bring up additional fields in green on the following image Enter the description of the boat house along with the value and its ZIP code Click Delete Boat House to collapse the fields A Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Interne t Explor File Edit View Favorites Tools Help iw ak gt x a A pe Search Sp Favorites 4 CJ w rel Address tat Boat House Description of Boat House Value J Delete Boat House ZIP Mote Description prints on Endorsement Delete Boat Exit Previous Boat Back Next Fa E Done a jel Local intranet A MB S 01 08 42 Add Boat lf there is more than 1 boat to be quoted upon completing the boat screen for the first boat click on Add Boat circled in green below This will bring up a blank boat scr
6. rel Address jE http fcorpwebuat30 8083 Express30ldefault aspx Go Links Boat Loss Payee Info Add Boat Boat 1 of 1 indicates a required field Enter Unit Information Year Length Manufacturer Make MotFound Model Poog JEE select j T Speed Calculator Total Weight Hull Type Hull Material Boat amp Engine Speed Hull ID HIM Traditional x Fiberglass O E Engine s ofEngines 2 Drive Type ro Sterndrive Drive Description Year Engine Manufacturer Total Horsepower Type CEC BC E kami E In Season Location Location Type Location Mame Lay Up Type iselect None Distance from Owner s J Residence Address 2 Clic aunty select State il papa oNGU SES MB S 01 08 37 i E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer O x File Edit Yiew Favorites Tools Help ar Q O h 2 D pn er O 2S a J Address E http Ncorpwebuat30 8083 Expressa0ldefault aspx Ga Links Purchase Price __ Purchase Date Te trey Total Value Watercraft amp Equipment wi Engines Navigation Navigational Territory Port Risk Jiselect Select iew Mav Survey Date Surveyed Surveyor Mame Safety Equipment Propeller Hub Locks Auto Fire Extinguisher D High water Alarm 7 Monitoring System 7 Trailer Ball or Axle Locks GutboardiOQutdrive Locks Electronic Burglar Alarm D Radar
7. C D O O For directions on how to process a New Quote please see the section titled Processing a New Quote that follows MB S 01 08 9 OPEN Clicking Open will take you to the screen where you can e search for an existing quote or policy e search for items that have been sent for referral for your office to approve decline etc Quick Search On the left hand side is a series of fields that are used in the Quick Search function To quickly build a search filter enter in a value or partial value and or select a value from the drop list Then click he button to the right of each field you would like to search for For example to search of the name Smith you would enter Smith into the name field and click the name button To narrow the search you could set the LOB to Markel Small Boat by selecting Markel Small Boat from the LOB drop down and pushing the Set LOB button Advanced Search for a Quote or Policy On the right hand side is the Filter Builder which allows you to select the criteria you would like to use to search for an existing quote or policy See screen shot below E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ioj x File Edit wiew Favorites Tools ssa ae ek sd E x ag A Search 5 Favorites Te o E rel Address E http icorpwebuat30 8083 Express30 deFault asp Go Links oat ARALDE O UT etirbirear AA
8. Exit to stop processing the reissue 6 Amend the policy as needed 7 Click the submission tab to be taken to the last page of the reissue See the screen print below MB S 01 08 106 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q sxx bd x a EA Search Sip Favorites 2 z toe e X haan rel Eak La Address http imaicmagicdet 8080 Express21 default aspx Home News Open MAIC SmallBoat FL 00 01 Current Association Internal Users EDiarwattachments v Go Links assword Batch Logout test flaminearned Cancelled Reissue Pending Risk Location Additional Interest Info Name test flaminearned Reissue 03 14 2007 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 205 00 205 00 0 00 205 00 Issue Notes Remarks al vi Available Actions Modify Reasons Complete Issuance MSB00000002016 8 Add any applicable comments and click Complete Issuance Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sex z x E EA p _ Heras R w ba rel SER E 8 Address E http imaicmagicdct 8080 Express21 default aspx MAIC SmallBoat HC 00 02 Payment Information indicates a required field Policy Information Full Annual Premium Policy Te
9. MAIC HYBoat WI 00 01 Payment Information wange Association Indicates a required field Policy Information Full Annual Premium Policy Term Coverage Start Date Quote New Pending 951 00 12 Months 2 14 2008 roamiddiyyy View Payment Schedules 2 i N MARINE INS SERVICES Name RYAN BEN Amount Minimum Payment Amount Previous Policy Nu E 0 00 Effective Date 2714 Premiums Total Annual Premi 951 00 Cancel Issue Notes Remarks Available Actions Ey Opx Opx 141 Local intranet WZ Payment Information At the top of the payment box the total policy premium is displayed as well as the policy term MB S 01 08 Click on View Payment Schedules to view what installment plans are available based on that premium amount Pick the chosen payment plan from the drop down box Choose the Payment Type Depending on the user authority and the risk not all payment types may be available See below for Credit Card Payments Enter the Payment amount if applicable The system will advise what the minimum payment amount is For check or money orders you will be required to enter the reference number see Accounting Procedure section that follows Once the above has been entered click Complete Issuance to finish issuing the policy or Cancel to discontinue issuing the policy An Issue Confirmation Screen will appear advising that the polic
10. Paying by Credit Card 1 Select Credit Card as the Payment type 2 The screen will change appearance as shown in red below 3 Ifthe cardholder is the same as the insured click Yes The fields will populate with the applicant s mailing address information Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help ae Back 7 x a Ay Search 5 Favorites 4 X a w z Lud rel Address http maicmagicdct 8080 Express21 default aspx v gt Go Links 439 43 12 Months 02 21 2007 rimiddiyyyy View Payment Schedules Payment Payment Plan Three Installments x Payment Type Credit Card Amount Minimum Payment Amount 201 43 201 43 Is Cardholder same as Insured O Yes No Cardholder Information Name Address City ZipCode State select Credit Card Information Credit Card Type Credit Card Security Code Select a Credit Card Expiration Date Select v i mmay When you click on the Submit Payment button credit card payment will be processed Do not click on the button more than once or you risk the credit card being charged multiple times Please wait for the confirmation page which will display when the policy has been issued Opx 0px 0 pe w Local intranet 4 If the
11. Speed Calculator lls eeemn Enter the Horse Power Weight and the appropriate constant listed Click Calculate Speed for an accurate speed estimate Click return to close the window MB S 01 08 47 y Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help pack gt x B TR J search Sy Favorites E 2 La E a Address E Atte icorpwebuat30 8063 Express30idefault aspx Ga Enter Unit Information Year Length hlanutacturer hake MotFound Model poog E7 Jiselect v E Yacht Mame Hull Type Hull Material Speed Hull ID HIM Other Wood x Speed Calculator Engine s of Engines 4 Drive Type Jet Year Engine Manufacturer Total Horsepower Type Ce CR ther T Ps fens cocaine Clear Pressing the Clear button will clear all the fields in the Engine section as well as set all drop down lists to their default setting Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer r File Edit View Favorites Tools Help 7 sek gt x B Po pO Search Se Favorites rel Address F http j corpwebuat30 80863 Express30 default aspx Go Links Safety Equipment CO Detector D Depth Finder EPIRA Fire Suppression GPS High Water Alarm D Monitoring System D Fadar VHF D Weath
12. Fi en Reto peal 1 Schedule The next screen will now show you the new written premium on this policy along with the unearned premium negative written change that will be applied once the policy is truly cancelled 5 Click the Schedule button to finish the Cancellation transaction and be returned to the main TransACT Screen OR click the Abort button if you want to back out from the transaction and return to main TransACT Screen MB S 01 08 96 3 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer l e x tack r x a TN JO Search 5 Favorites al lt E wil rel TransACT Master 2 10Current Association AMERICAN UNDERVYRITING MGRS AGCY INC eni a DiaryAttachments Robert Radtke InForce Cancel Scheduled MSB00000002050 View Service History Apply Payment Insured Producer Agency Rahert Rardtke 90199 0000001 90199 0000001 American Underwriting Managers AMERICAN UNDERWRITING MGRS AGCY INC P O Box 906 P O BOX 906 800 236 2862 Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 04 09 2007 04 09 2008 211 00 211 00 Committed jfredrick_ext 04 11 2007 Endorse 04 11 2007 04 09 2008 211 00 0 00 Pending MIA Cancel 04 26 2007 04 09 2008 9 00 202 00 Scheduled jfredrick_ext MIA TS Sica The main TransACT Screen will show you that your Cancellation is scheduled
13. LJ rel me i Address http maicmagicdct 8080 Express21 default aspx MAIC SmallBoat AL 01 01 Current Association MARKEL AMERICAN INSURANCE CO DiarnAttachments test quote Quote New Pending QT00000005298 issue Operator Info Risk Location Additional Interest Info indicates a required field Select Risk 2007 BAYLINER Unit Information Hull Serial hullserial number Engine 1 Serial Risk Location Is this Boat kept at the same location Out Of Season Yes O No In Season Zip Code 36201 Address 1 123 Test Rd Address 2 CitwCounty Birmingham Jefferson State AL Facility Type Residence Facility Name Save For Later a Local intranet Select Risk The Unit description will auto populate in the drop down box from the Boat Screen If there is more than one unit after entry of unit 1 information the user must select any additional units from the drop down box and enter the information for the additional unit s Unit Information The required unit information includes the Hull ID number engine serial number s depending on the type of propulsion and trailer information if trailer coverage was selected Trailer Information If trailer coverage is selected on the Coverage Screen the Risk Location Screen will have fields to capture the trailer manufacturer model and serial number See screen shot below MB S 01 08 70 Mark
14. Q Back x a Ay Search 5 Favorites E CR 7 N E l rel Address http corpwebuat30 8083 Express30 default aspx _ B co Google Gey wh gt J Settings Home New Open Diary Save Password Batch TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO BA Diaryiattachments Change Association Logout BUD LIGHT InForce ReviewBeforeRenew Committed MHPOOO00005086 TransACT View Service History Apply Payment Insured Producer Agency BUD LIGHT 90700 0000001 90700 1 MAIN ST AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Boneta UT 84001 P O BOX 906 P O BOX 906 262 548 9880 PEWAUKEE WI 53072 0906 800 236 2862 PEWAUKEE WI 53072 0906 800 236 2862 Review Before Renew has been Completed Transaction Type Quick Filter lt Select Type gt All Type Effective Date Expiration Date Total Written Written Change Status New 1 23 2008 1 23 2009 3 511 00 3 611 00 Endorse 1 28 2008 1 23 2009 5 836 00 2 325 00 ReviewBeforeRenew 2 26 2008 4 23 2009 5 836 00 0 00 Last Modified by Last Modified Date Committed HPLevel2intUser 1 28 2008 Committed HPLevel2intUser 1 28 2008 Committed kramsby 2 26 2008 a Local intranet Review before Renew transaction now shows as Committed which means this process is now complete MB S 01 08 113 RENEW The Renew function in TransACT is used for either manually renewing the policy OR pre staging the upcoming renewal with informa
15. Type in the following URL https magic markelamerican com madic Press ENTER or GO and the MAGIC Welcome screen will appear as shown below WELCOME SCREEN An authorized username and password are required to log in to the MAGIC site 1 Enter your Username 2 Enter your Password 3 Click the Sign In button E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Favorites Tools View 2Wodefault aspx ki EJ co Links Address 2 https imaicmgcwebint 1 5085 Express aA at oe a 2o ae p m E a E e o a a F A m me n W a ao ff areata a ee oe oe G 7 if F 1 J F f ji L i ig i a A j x 7 i R i 4 j j 1 j Welcome to the Markel American insurance Company rating and underwriting web portal Wwe are committed to offering the highest quality service to assist our agents throughout the lifecycle of a policy TANS tool is designed to facilitate the quoting submission and maintenance of policies To gain access to this site you mustlog in with a registered Username and password you have an account you may use your username and password to gan access Username Password l Remember my username and password Disclaimer This aie uses cookies stored on vour local machine in order fo remember your name and password Your browser must suona cookies In order fo remember Your
16. X in the upper right hand corner ess tm Microsoft Internet Explorer n O x zza L ites E Home Mey Open Diary Save Password Batch Change Association Logout NL Active Session Name contains Add CIUICK Query E Mame contains SLE Set AJENCY a mame O amane OO O e Apply Filter Clear Filter Save Filter Show Deleted PA Smallboat Smallboat Quote New Pending 2007 07 22 2007 07 22 WE Smallboat Smallboat Quote Mew Pending 2007 04 05 2007 04 05 WE Smallboat Smallboat Quote Mew Pending 2007 04 05 2007 04 05 TT 1 Wguocalintranet 7 MB S 01 08 19 PROCESSING A NEW OL GENERAL NOTES Pay attention to the type of boat you are quoting and follow the appropriate procedures Special procedures for certain boats are outlined in these instructions especially on the Boat Screen and Coverages Screen To process a new quote in MAGIC the user will go through a series of screens completing all fields with an asterisk or as prompted by the system Asterisked fields will be colored in yellow To complete an issuance the user will have to complete all the asterisked fields as well as all the blue colored fields Do not use the ampersand amp symbol as it will cause an error All quotes are good for 60 days Once a quote expires you will see a Reset Quote Tab unless the quote has been left in an approved status If this occurs you will need to re pend the quote to receive t
17. button to back out of transaction Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q sak z x a P Search Favorites 04 hddress http corpwebuat30 3083 Express30 default aspx Off MARKEL AMERICAN INSURANCE COMPANY TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO DiaryAttachments Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Reinstate Pages TransACT Effective Date 2 26 2008 Policy Number MSB00000005455 Witte sence pee Status Cancelled Pay ayment Receive Product SmallBoat_SmallBoat Billig New Premium 277 00 Term 12 Months Charge 277 00 Insured Producer Print Suppress p JOY RIDER 90700 00 1 MARINA WAY AMERICA Rockford IL 61108 P O BOX 9 262 548 9880 PEWAUKE 800 236 2 Transaction Type Type Effective Date Ex New 2 26 2008 2i Endorse 2 26 2008 2 26 2009 277 00 0 00 Committed kramsby 2 26 2008 Cancel 2 26 2008 2 26 2009 0 00 277 00 Committed kramsby 2 26 2008 and be returned to TransACT Screen without action MB S 01 08 Open Diary Save Password Batch v g co Google G vo J Settingsv Open Diary Save Password Batch Change Association Logout JOY RIDER Cancelled Cancel Committed MSB00000005455 a Local intranet EEk v kp gt J Settings A Change Association Logout JOY RIDER Cancelled Cancel Committed MSB00000005455
18. icorpwebuatso s0e3 Express30 deFault aspx Ga Links In Season Location Location Type Location Name Lay Jp Type From MMOD To iMi Distance from Owner s i i Soe ia po LocationType Location Mame zp ee ji select BBL B Address 1 23 FIRST STREET oe le Address 2 CitwCounty Panama City Beach Bay State FL Purchase Price 5000 Purchase Date 05 2006 CMM Total Value Watercraft amp Equipment wi Engines 5000 Navigation Mavigational Territory Coastal Of Shore PortRisk GM Key Vest to Brownsville Limit up to 45 Select View Mav Done je Local intranet di File Edit View Favorites Tools Help ci Q O ix 12 On eros O i A lA Address 2 http corpwebuat30 8083 Express30 default aspx hl EJ co Links Survey Date Surveyed Surveyor Mame safety Equipment Propeller Hub Locks P Auto Fire Extinguisher D High Water Alarm D Monitoring Systemi D Trailer Ball or Axle Locks OQutboard Outdrive Locks D Electronic Burglar Alarm D Radar D Trailer Add Trailer Boat House Add Boat House a Add Trailer Clicking the Add Trailer button brings up additional fields Outlined in red MB S 01 08 41 tm Microsoft Internet Explore Oj x File Edit View Favorites Tools Help ae Q iak h gt Z B a A ps Search Sy Favorites a b wl rel Address 2 http icorpwebuatso s0es Express30 defaulk aspx 0 Links
19. maicmgcwebint 1 8085 Express21 default aspx l pnan v g Go Links MAIC SmallBoat KY 00 01 Current Association Internal Users change Ed Diarvaitachments indicates a required field Policy Information Full Annual Premium Policy Term 226 77 12 Months Payment Payment Type Select M Amount Account overbr Apply Payment e Check proceed to Payment by Check section that follows e Credit Card proceed to Payment by Credit Card section that follows e Money Order proceed to Payment by Money Order section that follows e Cash proceed to Payment by Cash section that follows 129 Payment By Check Enter the amount of the payment in the Amount field 2 Enter the check number in the Payment Reference field 3 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer 18 xi File Edit View Favorites Tools Help ae peck x B A a Search 5 Favorites E2 A7 ee w Land rel Address E http maicmagicdct 8080 Express21 default aspx gt Go Linke P AT ADYVTTI ARATIDICAARA IAICTIIDAARTICT LARADA ATU Home New Open Messages MAIC SmallBoat KY 00 01 Current Association Internal Users change 2 Diaryiattachments Change Association Logout indicates a required field Policy Information Full Annual Premium Policy Term 236 17 12 Months Payment Payment Type HANNA Amount 236 17 Payment Ref
20. 01 08 25 PRODUCT ELIGIBILITY SCREEN MARKEL SMALL BOAT ONLY The Product Eligibility Screen contains 4 questions that are designed to either prevent the quote from continuing or alter the way the screens are displayed in the quoting process E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ioj x File Edit View Favorites Tools Help sek gt x B f Search 5 Favorites rel Address E http j icorpwebuata0 8083 Express30ldefaulkt aspx Go ae a M A i Tat ih arrit di sab Sra Trh i ATOT Home Mew Open Diary Save Password Batch Change Association Logout MAIC SmallBoat WI 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE CO Quote New Pending Product Eligibility Indicates a required field Origin Code ProspectiD Source Of Business Conversion Renewal select E 1 Vill this boat be used for other than Private Pleasure Yes amp 2 ls this boattitled inthe name ofa corporation or business O Yes amp 3 1s this unit Leased C yeg 4 ls this unit being held for Sale Yes Continue am N So ry All of the radio buttons are currently defaulted to No Please ensure that the questions are ultimately answered correctly based on the applicant s information Answering yes to Question 1 will prevent the quote from continuing Answering yes to Question 2 will automatically change t
21. 02 12 2007 02 12 2007 02 16 2007 v 4 From the TransACT screen to simply view the policy click on the magnifying glass the icon on the far left This will allow you to view the policy as read only 5 When you are finished viewing the policy click on the Submission tab and then click Return to Admin This will take you back to the TransACT screen where you started in step 3 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help lt Back x a A Search Pe Favorites E2 z N Address 8 http maicmagicdct 8080 Express21 default aspx P wi 8 b o a MAIC SmallBoat KY 00 01 Current Association Internal Users change B Diaryattachments Risk Location Additional interest Into Name Clark Griswald Premiums Total Annual Premium 1 202 39 Total Written Prior Total Annual 1 202 39 0 00 Review Before Renew has been Completed Available Actions Return To Admin MB S 01 08 m E Submission Written Change 1 202 39 Sees ar v E co Links 7 sword Batch Change Association Logout Clark Griswald InForce New Committed MSBO00000000574 a Local intranet 87 From the TransACT screen you may then service the policy as you normally would including applying a payment The Section that follows will cover all aspects of Policy Maintenance using TransACT MB S 01 08 88 Tran
22. AMERICAN UNDERWRITING MGRS P O BOX 906 PEWAUKEE WI 53072 0906 800 236 2862 800 236 2862 262 548 9880 PEWAUKEE Wi 53072 0906 Transaction Type Quick Filter Cancel v All v Type Effective Date Expiration Date Total Written Written Change Status 4 New 2 26 2008 2 26 2009 277 00 277 00 4 j Endorse 2 26 2008 2 26 2009 277 00 0 00 Last Modified by Last Modified Date Committed kramsby 2 26 2008 Committed kramsby 2 26 2008 2 Select a Reason for cancellation from the drop down box For company request cancels you must also fill in the Detail box with more specific appropriate detail as this verbiage will also print on the Cancellation form Ex You select the reason called Unacceptable Driving Record but in the detail box see below you insert Speeding violations 1 2007 3 2006 etc You need to put enough detail that the insured understands exactly why they were canceled because if you do not in some states the cancellation form will be considered unacceptable and void MB S 01 08 94 DERK OE i Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help P T 5 Favorites B eS a g rel g Q dag Address http corpwebuat30 8083 Express30 default aspx v Go Google gt gt Settings Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Cancel Pages Indicates a requi
23. CO change Message Details Message Details Close Message Message Information indicates a required field Create Date Created By 2007 04 03 09 14 20 nameng Message Security Level ActivitwReason Priority Due Date Public Medium BA Subject Message Requested Body Message Recipients Categor Recipient PolicywClient ID specified ser JENNIFER FREDRICK MIA Update Details Close 8 Local intranet a When you are finished with the message you may close the message or click on the X to delete the message from your inbox see the red circled area above MB S 01 08 16 PASSWORD The first time a new user logs in and every 90 days after that the password will expire The following message will appear Microsoft Internet Explorer A You have successfully logged in but your password has expired Please change your password 1 Click OK The Change Password Screen will appear as shown Z Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer SE File Edit View Favorites Tools Help ae Q pack QJ x a A J gt search 52 Favorites E2 B2 w LJ rel Address http maicmagicdct 8080 Express21 default aspx p Enma v Eco Links ay ECF Current Association Internal Users System Administration Active Session none Change Password Existing password New password Re type new passw
24. Co Powered By EXAMPLE Express tm Micro oso f Inter net Explorer Fie Edit View Favorites Tools Help Back Search Favorites Te z Q O x 2 GD K le 2m L Address E http tcorpwebuat30 8083 Express30 def ault aspx 1 E G0 Towing 5 500 incl Trailer 54 000 250 40 Fishing f select 0 Boat Lift select 0 Boating Experience i 5 Unit Premium PFZ Rated Operator JOSH FOSTER Endorsements Diminishing Deductible Select Rate Print View Payment Schedules save For Later Back Next Ey Done Een d Local intranet 2 When Boat Lift Coverage is added to the policy the Boat Lift Coverage Endorsement will appear in the endorsement box on the Coverage screen Unit Premium The total premium for all of the coverages not including any applicable taxes Endorsements for Markel Small Boat All mandatory endorsements will apply to the quote automatically and will be in a read only format Various endorsements are available to add to the policy manually To add an endorsement click on the drop down list and select the endorsement that you wish to add Then click the Add button Once an optional endorsement is added a Delete button will appear so the endorsement can be deleted at a later date as well In the screen print that follows the Double Deductible Endorsement was added notice the Delete button to the right of the endorsement MB S
25. Group at PBG markelcorp com The information necessary to setup the sub producer will be provided to the contracted General Agent to deliver to the sub producer Once the sub producer has been established should Users change they may be added deleted using the user change form See the previous section regarding User Maintenance All User changes should be sent by the General Agent to PITS markelcorp com The Agent Set up Form can be found on www markelmarine com as well as in the Appendix at the back of this manual TECHNICAL ASSISTANCE For technical assistance with the MAGIC system please contact MAIC s Technical Support Department at 1 800 236 2862 x 3334 MB S 01 08 139 APPENDIX Request to Amend Established User Request to Add a Sub Producer MB S 01 08 1 40 Markel American Insurance Company Request to Amend Established User Email to pts markelcorp com Phone 800 236 2862 Fax 262 547 9436 This form is to be utilized for users that are already established in the system It will be accepted only if completed and submitted by the GA Agency Please complete the following information for the GA Agency Co GA Phone Phone P GAF Fax Form n a Email Name Address Username Password Date of O Deleti Markel IT Markel IT Activation eleuon Use Only Use Only Markel IT Use Only If change is related to your SubProducer please complete the following SubProducer Name Addition Ad
26. J k hE Fh i w TE TF ANCE C Home Mew Open Password Logout Hew Quote SelectionCurrent Association AMERICAN UNCERARITING MORS AGC INC indicates a required field 1 Select the Agency and Producer General Agent Producer Mame Producer Number Find Prod AMERICAN UNDERWRITING MGRS AGCY INC Select Producer AA imd Producer 2 Select the Product and Program ProductProgram select 3 Select Effective Date Effective Date 04 09 2007 4 Enter the Risk Location Zip Code and TAB out of field Location zip Code Location State a 1 Select the Agency amp Producer When you log in your Agency will automatically be listed as the General Agent lf there is a Producer you would select the Agency s name from the drop down list located under Producer Name Once you select the Agency from the list their Producer Number will appear to the right lf the Producer information is uncertain click the Find Producer button The following screen will appear MB S 01 08 22 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help O Back gt x EB Sf Search Si Favorites 6 a k rel Markel American Insurance Co Powered By EXAMPLE Express tm Hew Quote Selection Hew Quote Selections Agency Search Search by Producer Name Number Search By Search Value P roducer Mame Coarch a r
27. L Trailer Add Trailer Boat House Add Boat House Back Next Eg rf 1 1 eg Local intranet F Make Not Found Upon clicking Make Not Found the manufacturer field will become a field in which you may enter free form text Please do not use the ampersand sign amp when entering the manufacturer name Doing so will cause an error for example C amp J Marina should be added as C and J Marina All vessels entered as Make Not Found will require referral for approval prior to binding MB S 01 08 38 Speed Calculator Clicking Speed Calculator will bring up the Speed Calculator window E Markel American Insurance Co Powered By EXSMPLE Expresst tm Microsoft Internet Explorer File Edit View Favorites Tools Help sack k x B EN AO search Sy Favorites al A rel Address E http icorpwebuats0 8083 Express30 defaulk aspx Go MAIC HPBoat WI 00 01 Speed Calculator Enter the values to Calculate the Speed Horse Power Poo weight dbs sog Constant Calculated Speed Hull Type Constant Heavy Y bottom 225 Fast bottom 250 Catamaran Pleasure Type 24 Fast Catamaran 300 Return Calculate Speed T E 0px Opx 279 zx m z m Ps Le Local intranet ve MB S 01 08 39 Markel American Insurance Co Powered By EXAMPLE Expressitm Microsoft Internet Explorer _ Of x File Edit View Favorites Tools Help a Back J x E A P Search Favorites
28. a different color If you hover over the description with your mouse the description will be underlined This is called a hyperlink a Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer g ol x File Edit View Favorites Tools Help a p ra gt a Q sx F x B A A Search y Favorites al A Ret A E i Address g http corpwebuata0 8083 Express30 default asp Go Links a a i aE ii ee Se ee TE a a ah a meant a am ee i w Ti Home Pew Open Diary Save Password Batch Change Association Logout Current Association MARKEL AMERICAN INSURANCE CO Clear Search Sender contains UIC kK Query New Diary Item 2007 04 03 kramsby Showing 1 1 of 1 show all items Message Requested Normal F E javascriptiactOnMessagef 3156 eadMessage EI 4 Local intranet d By clicking on this hyperlink you will retrieve the message and a new screen will appear MB S 01 08 15 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer E ioj xi File Edit wiew Favorites Tools Help A i Fra m y nE X het s R p fie Qa O x 2 Search 5 Favorites Ga et a Address a https umaicngcwebint1 8085 Express 1 default aspx J Go Links gt Home hew Open Password Batch Change Association Logout A Current Association MARKEL AMERICAN INSURANCE
29. and will display the effective date as well scheduling the transaction will cause the Direct Notice of Cancellation to print and be sent to the customer the next morning If you click the Abort button Red X to the left of the Cancel transaction then you will abort the scheduled cancel and if the notice was already printed a continuation notice will be sent to the customer to tell them their policy will not be cancelled Ex You scheduled a cancellation on the policy for lack of an updated survey but then you received the survey from the customer so you use the Abort function which will remove the scheduled cancellation and will generate a continuation notice during the nightly batch which will be mailed the next business day Note In the example shown above the policy will officially be cancelled as of 4 26 2007 policyholder has no coverage from this point on The policy status in the system will not change from Inforce to Canceled until the transaction is Committed during the nightly batch run on 5 1 2007 MB S 01 08 97 Insured Requested Cancellation 1 Select your transaction type of Cancel and click Go Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Ow O RADO kras 8 2 a Oe Address http corpwebuat30 8083 Express30 default aspx b gt Go Google G m v2 Settings TransACT Master 2 10Cur
30. as the owner s residence address Book Roll Check this box only if MAIC has approved book roll MB S 01 08 31 Validate Address This button brings up the Address Validation screen It automatically validates the address that you entered on the screen previous against a USPS database however you can enter in a different address if you d like E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q O ha Alp kes Ore wi Address http corpwebuat30 8083 Express30 default aspx MAIC HYBoat WI 00 01 Validate Address User Entered Address Address 1 kk E WATER Address 2 Citilount Appleton Outagamie State Wil ZIP 54911 Validated Address Information The address has been successfully validated A validated match has been returned Select Acceptto keep the validated address Validated Address 111 E WATER ST APPLETON Vl 54911 5796 Cancel Validate Accept Ce DTD 4 Local intranet MB S 01 08 32 BOAT SCREEN MARKEL SMALL BOAT In lieu of commenting on each field entered on the Boat Screen Markel Small Boat only those fields that require special attention will be noted below The two screen shots that follow provide a complete view of the Boat Screen Note This section pertains to Markel Small Boat ONLY For Markel High Performance and Markel Helmsman Yacht refer to their respective sections E Ma
31. captured If the first owner is not the primary operator an Additional Operator will need to be added To add an additional operator click the Add Operator button This can be done as many times as necessary Operators may be deleted by pressing the Delete button However the delete option is not available if there is only 1 operator listed on the policy Note Be aware that screens for Markel High Performance Boats and Markel Helmsman Yachts will differ Refer to addendums below Motor Vehicle Record lf an operator has violations on their motor vehicle record they are to be entered in this field Z Markel American Insurance Co Powered By EXAMF o Fie Edit View Favorites Tools Help an O Back gt x Ee f A Search Sy Favorites amp a Fi Address E http Yicorpwebuatso s0s3 Express30 default aspx Ga Links age nY A RKEL A VIERICA A LN INSUR A INCE CON PANY Home Mew Open Diary Save ASS VVOre atch Change Association Logout MAIC SmallBoat WI 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE Co DiarvAttachments RYAN BENNETT Quote New Pending MTOOoOO0O91 34 Operator Add Operator Is RYAN BENNETT the Primary Operator yes No Indicates a required field First Mame Middle Initial Last Mame Date Of Birth Years of Experience RYAN BENNETT ange E Has this Operator had any motor vehicle violations or at fault
32. cardholder is not the same as the insured click No and enter in all required information Complete the Credit Card Information section 6 Once complete click Submit Payment NOTE Do not click on the button more than once or you risk the credit card being charged multiple times 7 Please wait for the confirmation page as shown below MB S 01 08 78 8 Click Complete Issuance MB S 01 08 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer e File Edit view Favorites Tools Help ay Ox O HAE Pao pene O 2 2 4 H Address E http imaicmagicdct 8080 Express21 default aspx v Go Links A 4 MAIC SmallBoat KY 00 01 Payment Information Policy Information Full Annual Premium Policy Term Coverage Start Date 439 43 12 Months 02 21 2007 framiddAyyy Credit Card payment has been processed Please select the Complete Issuance Button Complete Issu Lill opxopxa E3 Local intranet 79 REFERRING FOR APPRO Any time a quote or other transaction is outside a user s authority it must be referred for approval For efficiency referral submissions should be made via the MAGIC system messaging capability lf the risk is outside of your authority a quote indication will be provided The system will alert you that approval is required Quotes may be released as an indication without being submitted to the company When releasing a
33. choice to Approve or Decline the risk or alternatively refer it to MAIC if you desire a 2 opinion Once you choose Approve Decline or Refer a message box will appear where you may add a message Add the message and click OK The risk will then be sent back to the requestor as Approved or Declined or it will be sent to MAIC as a referral Service Request The Service Request button allows you to quickly search for service items i e endorsements cancels etc that have been referred to your office for approval When you click on Service Request a list of all the service items that have been referred to your office will appear Click on the policy number you will be taken to the TransACT screen MB S 01 08 12 Z Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer a xif File Edit wiew Favorites Tools Help a peck v x 2 TN JO search 5 Favorites amp E w E rel Address a https imaicmacwebint1 8085 Express21 default aspx Go Links SJ DiaryiAttachments al David Roth InForce Endorse Committed MSB00000003556 View Service History Apply Payment Insured Producer Agency David Roth 10536 0000001 10536 0000001 12 Test Case Road 555 555 0008 Review Before Renew has been Completed Transaction Type Quick Filter lt Select Type gt gt Go All v Type Effective Date Expiration Date Total Written Written Change Status Last M
34. enter a valid zip code and select city county for this state Zip Code 54911 Location City County select State il Safety Equipment select z Y Fire High Water Suppression Alarm Sea key 7 VHF C EPIRE GPS D CO Detector 7 Depth Finder D Radar D Previous Boat Save For Later Back Mext gt Done I ee 4 Local intranet A MB S 01 08 35 Clicking Delete will delete the current page s boat information The delete function is not enabled if there is only one boat listed on the quote Once all boat information has been entered click Next to proceed to the Operator Screen MB S 01 08 36 BOAT SCREEN MARKEL HIGH PERFORMANCE In lieu of commenting on each field entered on the Boat Screen Markel High Performance only those fields that require special attention will be noted below Yellow fields are required to be filled to obtain the quote blue fields are required to be filled to bind the quote The two screen shots that follow provide a complete view of the Boat Screen Note This section pertains to Markel High Performance boats ONLY For Markel Small Boats or Markel Helmsman Yacht refer to their respective sections Fie Edit View Favorites Tools Help L E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Expl dorer T j E F T O Back gt F x EB Ar Search Sp Favorites amp Z 4
35. g vo b w X Address E http i icorpwebuat30 6083 Express30 default aspx Ga Links Enter Unit Information Year Length hlanufacturer Wake MotFound Model Poog pa Adrenaline j2 speed Calculator Hull Type Hull Material Total Weight ceed Hull IE HIN Boat amp Engine Other Fiberglass poog eE ef Engine s ofEngines 2 Drive Type vO Stemdadrive Drive Description Year Engine Manufacturer Total Horsepower Type C EC ECE ceri In Season Location Location Type Location Marne Lay Up Type Commercial storage None Distance from Owner s E Residence E bee Lp Local intranet Drive Type Enter the type of drive used by the boat engine s If further explanation is required enter the information in the Drive Description field Total Horsepower Enter the combined horsepower of all engines on the boat Clear Pressing the Clear button will clear all the fields in the Engine section as well as set all drop down lists to their default setting Lay Up Type selecting a value other than None from the drop down list will cause more fields to be displayed Outlined in red Fill in the appropriate values for the new fields MB S 01 08 40 Ej Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help a pak gt be x a TN JO search S Favorites aj A el E rel Address E http
36. needs to be referred to MAIC for approval On the Submission Screen on the lower left hand side is a Refer button By clicking this button you have initiated the referral process MB S 01 08 80 1 A dialog box will appear that allows you to include a message with your referral ey Favorites Tools ase ie ox A x Bu Search Favorites 4 jc E rel Address 2 bttp corpwebuat30 8083 Express30 default aspx gt s7 F a MARKEL AMERICAN INSURANCE COMPANY Heme hler inem Mises ate Password Batch Change Association Logout MAIC HYBoat Wi 0001 Cuiren ASsociaione Markel American Insurance Co Powered By Ep sivarsenments EXAMPLE Express tm RYAN BENNETT Quote New Pending I TOOOOOO0S075 HyYBoat BERYVICES AMERICAN MARINE INS SERVICES He is closing on the boat at 4pm RE Mame RY AM BENNETT Previous Policy Wumber MIA Effective Date By 14 2008 Indicates a required field Ok Cancel Premiums Total Annual Premium Total written 951 00 9571 00 Issue Notes Remarks E Available Actions Print Fefer l Move Agency Complete lssuance Exit Opx Opx 57 EE 2 If desired enter a message and click OK Given the scenario outlined above this quote will be referred to MAIC Note Once the referral is sent the quote is read only and is unable to be modified by the original sender 3 Someone at MAIC will open the messa
37. password xl A The system will prompt a new User to change their password the first time they log in See the section on Passwords for the required password format lf you do not have a User account and need to have one set up please complete the Request to Amend Established User form found at the back of this manual All requests for new users must be completed by the General Agent MB S 01 08 4 Please email the completed form to PIT S markelcorp com or Fax 262 547 9436 Once your user profile has been established you will be emailed with a username and password to give you access to your account MB S 01 08 5 NAVIGATION TOOL BAF HOME PAGE Once logged in the Home Page will display as shown below This screen will show any new and or overdue messages that are in your Inbox At any time while in the MAGIC system simply click on Home and you will be brought back to this screen J Markel American Insurance Co Powered By EXAMPLE Expressi tm Microsoft Int H 0 x Fie Edit View Favorites Tools Help an tek Ee x a A a Search S Favorites al E a T rel Address http icorpwebuat30 8083 Express30 default aspx Go fren Cag T ae Wi Wy Links _ a ee Re aa 5 m iw Te one j E T ee A RICOTTA AT ATCT TT ALR fi FT L ik a i q F Home Mew Open Diary Save Pazsyvyord Batch Change Association Logout Current Association MARKEL AMERICAN INSURANCE
38. quote sheet View Payment Schedules This will allow you to look at the available payment plans based on the premium quoted The installment Calculator Screen will display Clicking OK will take you back to the Coverage Screen MB S 01 08 61 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help e Back gt x a A ps Search Pp Favorites 4 2 g m a Address amp https smaicmacwebint1 8085 Express21 default aspx Uninsured Boater Medical Payme Pollution Personal Effect Full Pay Bill Date Trailer 02 08 2007 Towing Fishing Two Installments Bill Date 02 08 2007 5 Unit Premium Rated Operator 04 09 2007 Municipal Taxeg Three Installments Total Unit Prem Bill Date 02 08 2007 04 09 2007 06 08 2007 Six Installments Bill Date 02 08 2007 Markel American Insurance Company Powered By EXAMPLE Express tm MAIC SmallBoat KY 00 01 Installment Calculator Installment Fee 0 00 Installment Fee 5 00 5 00 Installment Fee 5 00 5 00 5 00 Installment Fee 5 00 Installment Amount 355 88 Installment Amount 198 38 167 50 Installment Amount 165 88 102 50 102 50 Installment Amount 133 38 Premium 325 00 Premium 162 50 162 50 Premium 130 00 97 50 97 50 Premium 97 50 Taxes and Fees 30 88 Taxes and Fees 30
39. status and proceed accordingly Note For Sub Producers who use the Markel Marine Service Center the referral request will be sent directly to MAIC it will not go to the General Agent The Referral declination or approval will be sent directly back to the Sub Producer MB S 01 08 82 POLICY OUTPUTS AS ATTACHMENTS At any time while in a quote or policy documents may be attached or diary entries made by clicking on the Diary Attachments Icon in the upper left hand corner See red oval shown below Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit wiew Favorites Tools Help ae Q sak gt ad x a A Search P Favorites 4 B N w LJ rel Address https maicmacwebint1 8085 Express21 default aspx v SE Links 7 Mie Pe ARO 1 Current Association Internal Users change a EaDianAttachments Ray Stantz InForce Reinstate Committed MSBOO000000372 Owner Personal Risk Location Additional Interest Info Owner Personal First Named Insured First Name Ray Middle Initial Last Name Stantz Date Of Birth 06 24 1955 SSN Primary Phone 222 222 2222 Secondary Phone Fax Number E Mail Address Mailing Zip Code 53217 Mailing Address 1 5124 Idlewild Mailing Address 2 CityiCounty Glendale Milwaukee Mailing State vil Done 8 a Local intranet lt Upon clicking on the Diary Attachments Icon a Policy Detail
40. the policy ok oO LD To add a Diary Item 1 Click on New Diary Item 2 A Message Details screen will appear as shown below MB S 01 08 84 Fie Edit View Favorites Tools Help gt sack ka E 7 x B A Search Sp Favorites E2 cA z Address E http icorpwebuat3o 3083 Express30 deFaulk aspx So Message Details Message Details Close Message Message Information indicates a required field Create Date Created By 25 2008 11 29 py ever intUser Policy Information Agency Client Quote Number AMERICAN UNDERWRITING Marg PAN BENNETT T00000009165 Message Security Level ActivitwReason Priority Due Date Internal Info gt Medium PA Subject Body Add Recipient Message Recipients Category Recipient PolicwClient IB Policy Level BA 11388 a Update Details Close In the Message area select the Security Level if applicable select the Activity Reason select the Priority Enter a Due Date if applicable Enter a Subject Enter the Body text In the Message Recipients area select the Category If one of the specified categories is chosen a list of potential Recipients will appear in a drop down box OW ee oS p 10 To add a Recipient click select their name from the drop down list and then click the Add Recipient button 11 If you would like to add an attachment click the Allow Attachments button Once the l
41. 00 236 2862 800 236 2862 This policy has been marked for Review Before Renew Transaction Type lt Select Type gt Go Quick Filter All i Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 1 23 2008 Endorse 1 28 2008 ReviewBeforeRenew 2 26 2008 1 23 2009 3 511 00 3 511 00 Committed HPLevel2intUser 1 28 2008 1 23 2009 5 836 00 2 325 00 Committed HPLevel2intUser 1 28 2008 1 23 2009 5 836 00 0 00 Scheduled kramsby NIA a Local intranet 6 To review the policy click the Pencil icon far left icon on the same transaction line of Review before Renew and you will be taken into the policy to review it 7 Once your review is complete proceed to the Submission Screen as shown below File Edit View Favorites Tools Help MAIC HPBoat UT 00 01 Current Association MARKEL AMERICAN INSURANCE CO 83 Diaryattachments Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer DBR Q tack X x a A ps Search 5 Favorites amp 2 Se El la rel Address http corpwebuat30 8083 Express30 default aspx v W Settings v Home New Open Diary Save Password Batch Change Association Logout BUD LIGHT InForce ReviewBeforeRenew Scheduled MHPOOO00005086 HPBoat AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Owner Personal Assignment Loss Payee Info Coverage Submission Name BUD LIGHT Prev
42. 009 277 00 0 00 Committed kramsby 2 26 2008 Cancel 2 26 2008 2 26 2009 0 00 277 00 Committed kramsby 2 26 2008 Reinstate 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby 2 26 2008 Cancel 2 27 2008 2 26 2009 100 00 177 00 Committed kramsby 2 26 2008 a Local intranet 2 Verify the effective date of the reissue and change if needed 3 Click on drop down box to change the no to yes if you are reissuing the policy to change the agent or the mooring state This will enable you to change the agent or state 4 Ifthe reissue is for any other reason click on the drop down box and select the applicable reason lf you have more than one reason you need to enter click on the add reason box See screen print below Note The re pull insurance score reason can only be used if the insured provides written proof that there was an error on their report that has now been corrected This will be an audit item MB S 01 08 105 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Ox O MAG Psa ka O 82a OM Address http fcorpwebuat30 8083 Express30 deFault aspx b Effective Date 2 27 2008 Please verify Effective Date is correct Show Move Agency Option Show Move State Option Show Mave Manuscript Option Reason Detail select Print Suppress 7 Exit Continue EJ Core eatin Click Continue to proceed or
43. 01 08 99 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE File Edit view Favorites Tools Help lt Back x a A pi Search Pp Favorites E2 2 X A w z law a Address Fy http imaicmagicdct 8080 Express21 default aspx v gt Go Links Mo Liability desired A Uninsured Boater 500 000 Medical Payments 1000 v Pollution 500 000 v Personal Effects 1 000 v Towing 500 hes Trailer select v Fishing select v Boat Lift select Unit Premium Rated Operator Lisa Testing Endorsements Actual Cash Value Diminishing Deductible Double Deductible For Thef Select a Local intranet Z Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sack X r a A pO Search Se Favorites Ol 7 E LJ rel Home New Open Diary Save assword Batch Change Association Logout MAIC HYBoat WI 00 01 Current Association MARKEL AMERICAN INSURANCE CO DiaryAttachments TEST TEST Quote New Pending 700000008982 HYBoat AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Operator Loss Payee Info Coverage Indicates a required field Financial Responsibility Level Z The owner information entered resulted in a NO HIT Please verify the information and correct if necessary Endorsements Rate View Payment Schedules Exit
44. 09 2007 673 08 673 08 Committed jfredrick zl MB S 01 08 114 2 The effective date is the policy effective date of the renewal term 3 Put the reason for why you are staging future changes to this policy that will be picked up in the renewal batch processing soft Int G O Sree Sem OS 3 Markel American Insurance Company Powered By EXAMPLE Express tm TransACT Renew Pages Effective Date 02 09 2008 Reason Detail Add Reason e SS ee 4 Click Cancel to return to TransACT without renewal prepping the policy OR 5 Click OK which will move you forward in the process by taking you into the policy so that you can make your changes 6 After you have made the necessary changes to the policy go to the Submission Screen as shown below and click the Renewal Prep button which will return you to the TransACT screen MB S 01 08 115 2 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer x File Edit view Favorites Tools Help ay Q tex 7 x B A a A Search Se Favorites Va wi Fol Address a http maicmagicdet 8080 Express21 default aspx gt Go Links Home New Open Messages Save Print Password Batch Change Association Logout MAIC SmallBoat KY 00 01 Current Association Internal Users change BA Diariattachments danny noonan InForce Renew Pending mMSBo0000000409 Issue Operator Info issue Uni
45. 3072 0906 800 236 2862 Quick Filter All v Status Last Modified by LastModified Date Committed HPLevel2intUser 1 28 2008 Committed HPLevel2intUser 1 28 2008 M gt E Google G vlo O settingse Password Batch Change Association Logout BUD LIGHT InForce Endorse Committed MHPOOO000005086 The Effective date is automatically populated by the system MB S 01 08 108 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help O O HAG Address Sees Ls po Search e Favorites B eS a LJ rel http corpwebuat30 8083 Express30 default aspx v Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Review Before Renew Pages Review Before Renew Indicates a required field Effective Date 2 26 2008 x Add Reason Reason Detail Review Before Renewal CHECK CLAIMS Print Suppress 2 Enter in the details of why you want to review before policy automatically renews 3 Click the Continue button to proceed or Exit to return to TransACT Screen MB S 01 08 109 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE File Edit view Favorites Tools Help ay Q Back x a A P Search e Favorites B ee a Lud a Address 4 http corpwebuat30 8083 Express30 default aspx b gt Settings Markel America
46. 7 ACCOUNTING PROCEDUR APPLY A PAYMENT TO A POLICY 1 From the TransACT Screen click the Apply Payment button as shown below J Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer Seles File Edit View Favorites Tools Help ae Back 7 x a A Search ge Favorites E 2 X te w g h rel Address gal https smaicmgcwebint1 8085 Express21 deFault aspx yE Links A AL pe VIESSAaGes Sa Ve 3 ssworgd Batch Change Ass ociation Logout TransACT Master 2 10Current Association Internal Users change EA Dianvattachments daniel day InForce New Committed MSBO0000000026 TransACT View Service History Apply Payment Insured daniel day 999 test case street MM_E1SubAgency Agency 262 548 9880 Transaction Type Quick Filter o lt Select Type gt J All v Type Effective Date Expiration Date Total Written Written Change Status New 03 13 2007 03 13 2008 226 77 226 77 Last Modified by Last Modified Date Committed kramsby 03 13 2007 amp a Local intranet 2 Choose the Payment Type from the drop down box see screen print below MB S 01 08 128 MB S 01 08 File Edit View Favorites Tools Help Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE gt A P i gt zy Q Back P x a A gp Search A Favorites 2 CY S w rel Address Eal https
47. 88 0 00 Taxes and Fees 30 88 0 00 0 00 Taxes and Fees 30 88 sy 584px Opx 0 Print amp a Local intranet Clicking Print will prepare the quote sheet and an application if applicable as a PDF file that can be printed and emailed The quote sheet will contain all of the pertinent notices and disclosures The PDF becomes part of the quote Upon clicking print a box will appear that allows you to enter notes that will print on the quote sheet If you wish to enter notes do so and then click Print Note It is advisable to always use the print feature to print a quote in lieu of just printing the page from your web browser The PDF file that is generated contains important notices and disclosures that need to be shared with the applicant Once all Coverages and Limits have been chosen you can either Exit the quote by clicking Save for Later or click Next Clicking Next will take you to the Submission Screen MB S 01 08 62 JUDGMENTS SCREEN MARKEL HIGH PERFORMANCE MARKEL HELMSMAN YACHT Judgments Clicking on the Judgments button circled in red below in the Coverages Screen will bring you to the Judgment Screen a Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer F Fie Edit wiew Favorites Tools Help ar Back i gt z E A J Search Se Favorites oi A z E T LJ a Address E htto corpwrebuat30 3083 Ex
48. AGOY INC EA Diarattachments Robert Radtke Quote New Pending CITOOOOOO00304 Assignment Primary operator assignment for boats 65 mph and less Operator assignment for boats over 65 mph Select all operators that apply Save For Later Back Next Sn A T Bp teecatintvanct To assign an operator click on the box that correlates the operator to the specific vessel that they intend to operate See area outlined in red above Doing the latter will make that operator a named operator for that particular vessel and the operators name will then print on the declarations page for that vessel MB S 01 08 56 LOSS PAYEE INFO MARKEL HIGH PERFORMANCE MARKEL HELMSMAN YACHT ONLY Markel High Performance boats as well as Markel Helmsman Yachts may require the agent to add a Loss Payee if applicable To enter Click on the Add Loss Payee button E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help sack ka o x B A Search Se Favorites H E rel Address E http icorpwebuat30 5083 Express30idefault aspx 53 g Go Links p a a TT Fad Home de Ope ary Save Passvvord Batch Change Association Logout MAIC HPBoat W1 00 01 Current Association MARKEL AMERICAN INSURANCE Co Epis ai mAtachments F B Quote New Pending MTOO0000091 33 HPBoat AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Loss Payee In
49. AN HPBoat_HPBoat InForce Endorse Pending GA 10224 0000001 2008 02 05 2008 02 05 MHPOOO00005035 JEREMY GREEN HPBoat_HPBoat InForce Reinstate Committed GA 10224 0000001 2008 01 21 2008 01 24 MHPOOOO0005244 JUNE BUGG HPBoat_HPBoat InForce New Committed GA 10224 0000001 2008 02 10 2008 02 07 1 10 11 18 Next Page 2 Click on the policy number shown on the left hand side 3 You will be taken to the TransACT screen as shown below MB S 01 08 86 Z Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sack a x a A x Search 5 Favorites E 2 a w rel Address http imaicmagicdct 8080 Express21 default aspx TransACT Master 2 10Current Association Internal Users change 3Diawattachments TransACT Insured Agency Clark Griswald 6565 Test Case Ln Jeffersontown KY 40299 111 222 3333 MM_E1SubAgency Transaction Type lt Select Type gt M Type Effective Date Expiration Date Total Written Written Change Status 159 75 593 21 New 02 12 2007 02 12 2008 159 75 2 Endorse 02 12 2007 02 12 2008 752 96 a4 Endorse 02 28 2007 02 12 2008 752 96 Committed CSR Committed CSR2 Committed jfredrick Ses a v E co Links A Clark Griswald InForce Endorse Committed MSB00000000414 View Service History Apply Payment Quick Filter All E ba Last Modified by Last Modified Date
50. Attachments Robert Radtke InForce Endorse Pending MS6800000002050 Risk Location Additional Interest Into Submission Name Robert Radtke Endorse 04 11 2007 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 211 00 211 00 211 00 0 00 Available Actions i gt Modify Reasons Complete Issuance Save for Later Back Submission Screen The Submission Screen as shown above will show you the new premium amounts resulting from your transaction and the total amount of premium change Modify Reasons The Modify Reasons button see below can be used to change the Reason that you selected for your transaction or to add additional Reasons Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q O 12 A sean Peros R a A JG Address E http maicmagicdct 8080 Express21 default aspx Markel American Insurance Company Powered By EXAMPLE Express tm xX TransACT Master 2 10 Reason Detail Reason List Reason Add Additional Insured sA ikalsjd aksdjfi adkj as x Upon completion of your transaction you can choose to Complete Issuance or Save for Later MB S 01 08 92 Complete Issuance Will present you with a Remarks section where you can enter detailed remarks about your transaction Markel American Insurance Company Powered By EXAMPLE Expres
51. B S 01 08 7 8 Also as soon as output is available it may be printed in your office 9 At this point you may exit the policy by starting a new transaction or proceed to Policy Administration MB S 01 08 133 Payment By Money Order Enter the amount of the payment in the Amount field 2 Enter the money order number in the Payment Reference field S Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer 8 xi File Edit View Favorites Tools Help a tack an gt x B FN gt search ST Favorites I 2 w rel Address e http imaicmagicdct 8080 Express21 default aspx gt Go Links aai ATADWTT ARADDI CNAA AICT TD A ATAOI i mlras 001 Y ATA Home New pe essages Save aSsyvore atch Change Association Logout MAIC SmallBoat KY 00 01 Current Association Internal Users change DiarywAttachments indicates a required field Policy Information Full Annual Premium Policy Term 236 17 12 Months Payment Payment Type Money Order Amount 236 17 Payment Reference Apply Payment Cancel 3 Click Apply Payment button to apply the payment or Cancel to terminate transaction Once all the money orders have been applied for the day 1 Complete the General Agent Daily Deposits Form see the form that follows 2 Complete a remote deposit bank account deposit slip Specific per ba
52. Boat House ZIP E4911 Mote Description prints on endorsement ax N Add PWC Info Select the number of PWC s associated with the yacht Click the Add PWC Info button up to four times to add additional information about each PWC MB S 01 08 49 Add Tender Click the Add Tender button to add a description of any tender craft that is associated with the yacht E Markel American Insurance Co Poncii By EXAMPLE Enpresa Microsoft Internet Explorer im oxi File Edit view Favorites Tools Help ae ek o x E S seh Sp Favorites Ol 2 rel Address jE http icorpwebuat30 6063 Express30ldefault aspx gt Go Links PWC Number Of PCS fo Add PYVC Info ear Manufacturer Hull IO HIM Value ACY Delete PC Tender Add Tender Description Delete Tender Done EE fi ocalintranet g Add Boat lf there is more than 1 boat to be quoted upon completing the boat screen for the first boat click on Add Boat circled in green This will bring up a blank boat screen where the 2 boat s information should be entered The Add Boat function can be used an infinite number of times If at any time you need to revert to the previous boat s information click on Previous Boat as shown below circled in red MB S 01 08 50 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Fa
53. CoO Welcome Welcome Jennifer Fredrick External Messages ia l CA QT00000OO0O0IET has been 2007 04 04 jfredrick Approve approved on 2007 04 04 New mes sages Showing 1 41 of 1 total messagefsi You have 1 new and O overdue message s To retrieve open a message in your Inbox click on the description for that message The description is displayed in a different color If you hover over the description with your mouse the description will be underlined This is called a hyperlink By clicking on this hyperlink as directed above you will retrieve the message and a new screen as shown below will appear The message displays with a great deal of information much like an email Of special importance is the middle section which shows the message reason see area outlined in green below Reminder This message Inbox is not a private Inbox like email This is simply a messaging system MB S 01 08 6 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit wiew Favorites Tools Help pak ns gt x a A a Search ST Favorites g 5 La J rel Address a https limaicmgewebint 1 8085 Expressz1 default aspx Go Links Current Association AMERICAN UNDERVYRITING MGRS AGOY INC a Message Details Message Details Accept Message Message Information Create Date Created By Closed Date Closed By 2007 04 04 System 1610 02 jtredrick indicates a r
54. EA Dianiattachments Quote New Pending Special Notices indicates a required field Special Notices Fraud Warning Itis a crime to knowingly provide false incomplete or misleading information to an insurance company forthe purpose of defrauding the company Penalties include imprisonment fines and denial of insurance benefits Your state may have specific warnings against filing false claim information W confirm compliance with Disclosure Requirements Insurance Credit Score To offer an accurate quote in connection with this application for insurance we will review the unit owner s credit report or obtain or use a creditbased insurance score based on the information contained in that credit report We may use a third partyin connection with the development ofthe unit owner s insurance score Future reports may be used to Update or renew insurance W l confirm compliance with Disclosure Requirements Continue lone Is eee Note Sub Producers who quote in MAGIC will see a 3 disclosure notice reminding them that they are acting as a representative of the applicant etc See screen shot that follows MB S 01 08 27 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help sack Q x E A Search SIP Favorites 4 r w E el Address 2 http inaicmagicdct 8080 Express2 1 default aspx Special Noti
55. EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help sek E x x B A a Search Se Favorites C za ren Address E http ji corpwebuat30 8083 Express30 default aspx Ki Home Mew Open Diary Save ASSVVOrC Batch Change Association Logout MAIC SmallBoat WI 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE CO lary acnments DiarywAttach t Quote New Pending Owner Corporate Boat Add Boat Boat 2 of 2 Indicates a required field Previous Boat Enter Unit Information Manufacturer Make MotFound Year Model elect qe r S G Hull Type select a Hull Material select Propulsion select Length P Speed D Total Weight Boat amp Engine Calculated Speed 0 T Enuineis E ES E F E E E Cesena Delete Boat lf more than one boat is entered a Delete button will appear at the bottom of the screen E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer pe joj x File Edit View Favorites Tools Help peck 2 x a A Search 5 Favorites eA i rel Address E http icorphebuat30 8083 Express30jdefaukt aspx Go Links Auxillary Engine Year hake Model Horsepower a Purchase Price Purchase Date me Total Value Watercraft amp Equipment w Engines p Navigational Territory Distance from Owner s Residence C E lt Please
56. T b ee NCT eres Tarti Wi fi F Ys j p L E Pi 4 ik gt fi q 1 J J q Open Diary Save ASSOC Batch Change Association Logout Current Association MARKEL AMERICAN INSURANCE CO Open Existing Quote Policy Active Session Quick searches Mame Mame tontains Add Ciuote Policy Quick Query show All set Agency Apply Filter Clear Filter Save Filter Guote Referral service Request Show Deleted WOE ceiver To use the Filter Builder use the drop down boxes to select the criteria you wish to filter on For example say a new quote was started and you can only remember the last name of Smith 1 In the first drop down box select Name 2 Inthe second Drop down box select contains 3 In the third box enter Smith You can also do partial searches on the insured name by following the instructions above and entering only part of the insured s name MB S 01 08 10 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ag oj x File Edit View Favorites Tools Help g 1 fs 1 n Back gt T x BE fA rw Search Sp Favorites a lt a w k F rel Address http tfcorpwebuat30 8083 Expresss0 defaulk aspx a 0 k1 i F 7 T i i Li ae Open Diary Save ASS Ort Batch Change Association Logout Current Association MARKEL AMERICAN INSURANCE CoO Open Existing Quote Poli _ Active Session Quick searche
57. a Local intranet A 103 File Edit view Favorites Tools Help Z Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE Q sack z x a A ya Search Pe Favorites E 2 N fel la ol Address http corpwebuat30 8083 Express30 default aspx v E co Google G e vs gt settings Open Diary Save Password Batch Change Association Logout TransACT Master 2 10 Current Association MARKEL AMERICAN INSURANCE CO E3Diaryiattachments JOY RIDER Cancelled Cancel Committed MSB00000005455 TransACT View Service History Insured Producer Agency JOY RIDER 90700 0000001 90700 1 MARINA WAY AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Rockford IL 61108 P O BOX 906 P O BOX 906 262 548 9880 PEWAUKEE WI 53072 0906 PEWAUKEE WI 53072 0906 800 236 2862 800 236 2862 Transaction Type Quick Filter lt Select Type gt v All M Type Effective Date Expiration Date TotalWritten Written Change Status Last Modified by LastModified Date New 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby Endorse 2 26 2008 2 26 2009 277 00 0 00 Committed kramsby Cancel 2 26 2008 2 26 2009 0 00 277 00 Committed kramsby Reinstate 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby a Local intranet You will be returned to the TransACT Screen and the Reinstate transaction should negate the Written Change column and Total Written Premium should be returned to previous num
58. abicoetvecectens UNS IN ction petra ses ee oc gee ee nee ganic gee tag AA MB S 01 08 102 105 108 114 120 123 CLAIMS HISTORY Pomme eee rere e eee reser eee eee eee EEE E SESE OEE E EEO SESE EEO O EEE EE EEO EE EEE OOS E EEE E OOOO EEE OO EE EEE E OOOO EEE OOOO OSES E EE EO SESE SOOO EEE ESSE EEE E SEO OEE ESE O EEE E SEO E EEE SOOO EEE SOOO ESOS EEE SOOO EEOES 124 ACY IVE INGE ELIS TORY cerna e Siete tes lan teste elses be ceri we Sela wise a lou te Schad onde Signal oviceos ed BSiaeniela 125 PSI SOONG cn see te cena aca ace aenasen hus ack atts CE T E E EET N aiech cise gh ames E E madh eiean taste anodes E 126 SERVICEHISTOR Taliesin erne EEE EE E A EE E ETE E AE 127 ACCOUN TIN Gre OC DURT aea a a rahe anenneysaunhs Auaheamtetedionmen 128 APPEY APAY MENT TOAPOLIC as carcictsaa sas thts a a R E Gah cumaanatees 128 APPLY A PAYMENT amp ACTIVATEA POLICY a sacesceles vecssevacavstietntaiec cxasasuncasensuprctnntvedeaeanensdsaduaydceanaavdseadunslvaiausydedec uniedeatavasade ute edemmnnceneehs 136 USER MAINTENANCE renie a E cnbdt antec ETE E EI EI N REE E OE ENEEIER ETET E 139 AGENT MAINTENANCE sroin E E A A E TE A E EE E A aaccdicsastonuadan 139 TECHNICACA SOTANO oora e a a ERA 139 APPENDIX cennsa a T N a a N 140 Request to Amend Established Users E A T EET E e teas 141 Reue tto ad Gia DUDE TOGUCE aeea a asthe a a E 142 MB S 01 08 3 ACCESSING MAGIC To gain access to the MAGIC site open up a session on your internet browser
59. accidents in the last three years Yes Has this Operator had any marine losses in the lastthree years No amp Yes Motor Vehicle Violations At Faut Accidents Add Violation Description Date inser Lised In Rating Speeding 0 9 Over fi1 2007 Delete w ERE Marine Losses For each operator marine loss information is required If the operator has not had any losses no further action is required However if the answer is Yes the system will require that the losses are entered See area outlined in red below MB S 01 08 52 5 x File Edit View Favorites Tools Help a Back gt z E PD gt Search Sp Favorites 3 A G J a Address E http corpwebuat30 6083 Express30 default aspx Go Links Marine Losses Add Marine Loss Loss Type Description Used In mating Storm Mv ind Hail Snow Lightning F loading HURRICANE Delete F Date 02 2005 w MMA Amount E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Intern a Expl Dret Operator Experience Add Experience Years Length Description of Boat Operated Speed Owner Operator _ Sr save For Later Back Next Done Local intranet 2 Markel High Performance and Markel Helmsman Yacht Operator Screens will have additional fields MB S 01 08 53 Markel High Performance Operator Screen E Markel American Insurance Co Pow
60. ae sx x B A a Search 5 2 Favorites eA ia re Address E http icorpwebuata30 8083 Express30 default aspx Go Links Add Operator Operator 1 of 4 Ifthe following operator is notthe primary operator please enter the primary operator s information here First Mame Middle Initial Last Marne Date Of Birth Licensed Captain R i E X aA 975 O Operator Experience Operator Experience must be greater than zera Add Experience Years Length Description of Boat Operated Speed Owner Operator No Yes No Yes Has this Operator had any marine losses No C Yes Occupation Married No Yes Safety Courses Homeowner No Yes Back Next Ef ff a 7 Occupation and Safety Courses These fields outlined in blue on both screenshots allow you to enter in additional information pertaining to an operator s occupation and any additional safety courses taken MB S 01 08 55 ASSIGNMENT SCREEN E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ioj xj File Edit View Favorites Tools Help ae peck ki gt z x a KA e Search 5 Favorites i z g rel Address E https H maicmgewebint1 5085 Expressz1 default aspx Go Links a I l h W j rl T rae ru i A MET b om i A h LT Tr Ti iy ia a E Yf i 4 F F h if EE a a T u Wi W MAIC SmallBoat MI 00 01 Current Association AMERICAN UNDERVVRITING MGRS
61. al Due Pmt Amt Writeoff Is Billed 11 17 2007 832 24 0 00 832 24 627 21 0 00 Past Due 0 00 Total Due 205 03 AccountTransaction History Action Effective Date Entered Date Written Fees Taxes Total Due Pmt WO An Prem Booked Date UserID Control New Business 10 18 2007 10 18 2007 621 00 0 00 6 21 627 21 0 00 627 21 kramsby Change 10 18 2007 10 18 2007 18 00 0 00 0 18 18 18 0 00 18 18 kramshy Change 01 18 2008 10 18 2007 185 00 0 00 1 85 186 85 0 00 Change 01 18 2008 10 18 2007 13 00 0 00 0 13 13 13 Policy Change 01 18 2008 10 18 2007 185 00 0 00 1 85 186 85 Cash Received 10 18 2007 10 18 2007 0 00 0 00 0 00 0 00 250 48 kramsby 0 00 250 48 kramsby 0 00 250 48 kramsby 627 21 0 00 kramsby 1949797 a Local intranet The Amounts Due section displays the Unpaid Premium Unpaid Fees Current Due Past Due and Total Due The Installment Schedule section displays the date due premium due installment fees and payment amounts applied to the billing dates The Account Transaction History will show you the actual account transaction history as it happens It will display write offs money being unapplied and re applied during the cancel rewrite reinstatement process etc which will give you more information without having to directly contact our Accounting Department By clicking the Return button from this screen you will be taken back to the main TransACT Screen MB S 01 08 12
62. ange Association Logout danny noonan InForce Renew Pending mMSBo0000000409 Note The use of the Renewal Prep button is found in documentation of Renewal Prepping a Policy MB S 01 08 118 a Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer ol x Ge O h A l psn Vors O i w LB EE O Markel American Insurance Company Powered By x EXAMPLE Express tm Remarks El 7 Putin your remarks on why you are renewing this policy ahead of time 8 Click OK to complete this transaction and return to the TransACT Screen OR 9 Click Cancel to move back a step and return to the Submission Screen The Policy has been renewed from 2 9 2008 to 2 9 2009 MB S 01 08 119 NON RENEW 1 Select the Non renew transaction which will only be available on Inforce policies Click Go J Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer Oj x File Edit view Favorites Tools Help ae O psen Ye R wl Lie Back x BEA 7i Search Favorites E2 DoS Kee w Address a http maicmagicdct 8080 Express21 default aspx gt Go Links Home New Open Messages Save Print Password Batch Change Association Logout TransACT Master 2 10Current Association Internal Users change 3 Dianyattachments Daffy Duck InForce New Committed MSBO0000000429 TransACT View Service History Apply Pa
63. atter has been completed click Update Details This will send the message MB S 01 08 VIEWING A POLICY Once a policy is activated you can use the Open function to search for the policy 1 Search for the policy you are looking for Reminder Instructions on how to search for a policy or quote can be found in the section titled Open at the beginning of this manual Open Existing Quote Policy Active Session none Quick searches Name and v Name v contains v Crie ouecouen 4 set LOE xX Status contains InForce Quote Referral 4 Apr Filte Clear Filter F Save Filter C Show Deleted MHPOOOO0005374 ANGELINA JOLIE HPBoat_HPBoat InForce New Committed GA 10224 0000001 2008 02 15 2008 02 20 MHPOOOO0005375 ANGELINA JOLIET HPBoat_HPBoat InForce New Committed GA 10224 0000001 2008 02 15 2008 02 20 MHPOO000005319 BABY GOTBACK HPBoat_HPBoat InForce New Committed GA 10224 0000001 2008 02 15 2008 02 15 MHPOO000005133 CATMANAGEMENT ONE HPBoat_HPBoat InForce Reissue Committed GA 10224 0000001 2008 02 08 2008 02 08 MHPOOO00005152 CATMANAGEMENT THREE HPBoat_HPBoat InForce Endorse Referred GA 10224 0000001 2009 02 01 2008 02 14 MHPOO000005138 CATMANAGEMENT TWO HPBoat_HPBoat InForce New Committed GA 10224 0000001 2008 02 01 2008 02 01 MHPOO000005251 FRIDAY TESTING HPBoat_HPBoat InForce Endorse Pending GA 10224 0000001 2008 02 08 2008 02 08 MHPOOO00005210 FROSTY SNOWM
64. ber MB S 01 08 104 REISSUE Reissue will be available in the dropdown box if this is an allowed transaction on the policy A policy may be reissued up to 7 days prior to the effective date of the policy if the cancellation method used is flat The policy must be rewritten equal to or greater than the current cancellation date if the cancellation method used is pro rata 1 Select Reissue and Click Go Z Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer SE File Edit View Favorites Tools Help ay Q peck QJ x E A Search 5 Favorites gA 2 et El la rel Address http corpwebuat30 8083 Express30 default aspx v g Go Google Gr vh Settings ae TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO I DiaryAttachments b n JAttach t JOY RIDER InForce Cancel Committed MSB00000005455 Transact View Service History Apply Payment Insured Producer Agency JOY RIDER 90700 0000001 90700 1 MARINA WAY AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Rockford IL 61108 P O BOX 906 P O BOX 906 262 548 9880 PEVWAUKEE WI 53072 0906 PEVWAUKEE WI 53072 0906 800 236 2862 800 236 2862 Transaction Type Quick Filter Reissue All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby 2 26 2008 Endorse 2 26 2008 2 26 2
65. box See Screen Shot that follows MB S 01 08 90 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sx y gt i x a A pO search Sie Favorites B zN a P rel Address http corpwebuat30 8083 Express30 default aspx v Go Google Zed Settings Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Endorse Pages Indicates a required field Effective Date 2 26 2008 Add Reason Reason Detail Add Coverage M INCREASE MED PAY Print Suppress 4 After you have completed the page click Continue If you do not wish to continue click Exit and you will be returned to the TransACT Screen The system will present you with the policy master pages which allow you to access any of the pages to make the necessary changes to the policy Upon completion of your changes proceed to the Submission page by clicking on the Submission tab or continuing to click Next lf the endorsement is out of the agent s authority a referral will be required Click on the button labeled Refer circled in red MB S 01 08 91 A Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer Ee x File Edit view Favorites Tools Help Qa O ix 12 D smh eros O i 4 1 MAIC SmallBoat MI 00 01 Current Association AMERICAN UNDERWRITING MGRS AGCY INC Diaryw
66. ces indicates a req Special Notices Fraud Warning Itis a crime to knowingly provide false incomplete or misleading information to an insurance company forthe purpose of defrauding the company Penalties include imprisonment fines and denial of insurance benefits Your state may have specific warnings against filing false claim information C lconfirm compliance with Disclosure Requirements Insurance Credit Score To offer an accurate quote in connection with this application for insurance we will review the unit owner s credit report or obtain or use a creditbased insurance score based on the information contained in that credit report We may use a third party in connection with the development ofthe unit owner s insurance score Future reports may be used to Update or renew insurance C i confirm compliance with Disclosure Requirements SubProducer Agreement recognize that am acting on behalf ofthe applicant or policyholder as their broker and that am not acting as the agent or broker for Markel American Insurance Company Markell Moreover have specifically explained to the applicant or policyholder that am acting on their behalf as their broker and that am notthe broker or agent for Markel recognize and agree that no implied or expressed authority has been granted to me by Markel or any of their representatives or employees recognize that this system is only a means to transfer information and any change or req
67. ct 8080 Express21 default aspx v Eco Links xX Payment Information Policy Information Full Annual Premium Policy Term Coverage Start Date 439 43 12 Months 02 21 2007 rimiddiy yyy Credit Card payment has been processed Please select the Complete Issuance Button Complete Issuance Opx Opx 0 Local intranet 7 An Issue Confirmation Screen will appear advising that the policy has been issued and that output will be mailed out the next business day see below The assigned policy number will be visible in the upper left hand corner of the orange summary box Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Back x a A P Search I Favorites amp 2 m We Address http f maicmagicdct 8080 Express21 default aspx i Go Links A Home New Ope Wessaqges Save Print MAIC SmallBoat KY 00 01 Current Association Internal Users change 3 piaryattachments Password Batch Change Association Logout Issue Confirmation Issue Confirmation Thank you for your business Policy output will be mailed on the next business day Please call our office if you have any questions Insured Agency Holy Mackerel GA123 123 222 Main Street MM_E2SubAgency Bowling Green KY 42103 111 111 1111 Unit 2000 APEX INFLATABLES sd J s Local intranet M
68. d on that premium amount 3 Pick the chosen payment plan from the drop down box Choose the Payment Type Refer to the specific procedures prior to this section for payment by Cash Credit Card Check or Money Order 5 Enter the Payment amount if applicable The system will advise what the minimum payment amount is 6 Once the above has been entered click Complete Issuance to finish issuing the policy or Cancel to discontinue issuing the policy 7 An Issue Confirmation Screen will appear advising that the policy has been issued and that output will be mailed out the next business day see below The assigned policy number will be visible in the upper left hand corner of the orange summary box MB S 01 08 137 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Back x aA A Search Pe Favorites Ea 2 x a w LJ rel Address E http maicmagicdct 8080 Express21 default aspx v Go Links 4 Home Nev Ope Messages Save Print Password Batch Change Association Logout MAIC SmallBoat KY 00 01 Current Association Internal Users change EA Dianvattachments Issue Confirmation Issue Confirmation Thank you for your business Policy output will be mailed on the next business day Please call our office if you have any questions Insured Agency Holy Mackerel GA123 123 222 Main Street MM_E2SubAg
69. dition SubProducer Number Username Password Date of O Delet Markel IT Markel IT Activation eleuon Use Only Use Only Markel IT Use Only Email Address If change is related to your SubProducer please complete the following SubProducer Name SubProducer Number ee Username Password Date of C Deleti Markel IT Markel IT Activation eleuon Use Only Use Only Markel IT Use Only If change is related to your SubProducer please complete the following SubProducer Name Addition SubProducer Number m Addition _ Deletion Username Markel IT Use Only Password Date of Markel IT Activation Use Only Markel IT Use Only If change is related to your SubProducer please complete the following SubProducer Name SubProducer Number id MB S 01 08 141 MAGIC Markel American Insurance Company Request to add a SubProducer Email to pbg markelcorp com or fax 262 548 0117 Due to security requirements brought on by the Sarbanes Oxley Act each of your subproducers must be assigned an individual user ID and password that will be connecting to our system Complete a separate form for each subproducer In order for us to begin setting up this Producer remotely we need the information provided below Please complete the following information SubProducer Name SubProducer Number SubProducer Federal ID Is SubProducer Incorporated SubProducer Website Address SubProducer City State amp sr
70. ducer May only process a quote indication in the Markel Small Boat program Markel High Performance and Markel Helmsman Yacht quotes will need to be processed by the GA Must refer all quotes for approval The GA approves the quote issues the policy and applies the applicable The GA performs the policy maintenance The sub producer may apply subsequent payments and a renewal payment if a credit card is used as the form of payment Note If the Sub Producer works through the Markel Marine Service Center the referral is sent to MAIC MAIC then approves issues and performs all maintenance 1 payment if General Agent MB S 01 08 lf the risk is over their authority the GA may only process an indication of premium The risk must then be referred to MAIC for approval lf the risk is within their authority the GA may process the quote issue the policy apply all payments and perform all maintenance Any transaction outside the GA s Authority will be identified by the system and referral will be required 21 MAIN SCREEN To begin a new quote click on New This will take you to the first screen of the new quote process E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help C Qx i 7 x a A Search S Favorites OE oA bs wi i Address g https maicmgcwebint i 8085 Express2 1 default aspx Go Links F i w Tyra
71. e Fax Number Form ane Name Form Contact Email address Producer User Producer E Mail Address Username Password Date of First amp Last Name Markel IT Markel IT Activation Use Only Use Only Markel IT MB S 01 08 142
72. e quote or Complete the remaining information click the Complete Quote button On the Markel High Performance and Markel Helmsman Yacht screens if information is missing the tabs that require additional information will turn red and the missing data will be communicated through messages on top of the screen See screenshot below To continue issuing the quote go back to the tabs in red and fill in the missing information A Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet E lol x File Edit View Favorites Tools Help ae r Se 7 E a a Back amp x 2 A Search si Favorites PAT R A rel Address E http licorpwebuata0 8083 Express30ldefault aspx Ga Links P ae Gwner PersanallGcallOreme AcsigNyeri Lose Payee inf Rating Messages Operator page Operator RYAN BENNETT To quote you must fill aut all required flelds indicated in yellows to issue you must fill out all required fields indicated in blue Hoat page Risk 2000 Adrenaline to quote you must fill out all required fields indicated in yellow to issue you must fill out all required fields indicated in blue Policy Effective Date cannot be priorto 289 2008 12 00 00 AM or later than 49 4 2008 12 00 00 Ant Mame RYAN BENNETT Previous Policy Number MAA Effective Date L Premiums Indicates a required field Total Annual Premiur Total ritter Prior Total Annual Written Chan
73. e x joj x Edit view Favorites Tools Help Bak b gt z x B TN search ST Favorites al E ial i J rel Address E http l icorpwebuat3o0 8083 Express30 defaulk aspx Go Issue Operator Info Risk Location Additional Interest Info Indicates a required field Additional Interest Information Select Risk 1990 sk SUPREMEGENMAR IND Ski Supreme Add Lienhalder Type Additional Insured Copy Faste mw m Address 2 CiiCoaunty select State Delete Save For Later Back lf there is no Lienholder or Additional Interest you may click the next button to proceed to the Submission Screen to finish the issuing process MB S 01 08 74 SUBMISSION Refer Apply Payment amp Issue Once the final 3 screens have been completed the Submission Screen is your final stop The action you are able to take at this time is based on your authority as well as if the risk is approved for issuance If you have received a rating message that advises that the risk must be referred at this time you will refer the policy by clicking the Refer button or click Exit See instructions that follow regarding referrals lf the Policy is ready to issue click the Complete Issuance button shown below The system will force you to enter an Effective Date The effective date of the policy cannot be less than 5 days or more than 60 days from today s date Express tm Micr File Edi
74. edit Card Amount Minimum Payment Amount 201 43 201 43 Is Cardholder same as Insured O Yes No Cardholder Information Name Address ciy e Zip Code State select Credit Card Information Credit Card Type Credit Card Security Code Select a Credit Card vi Expiration Date Select Y e mmay When you click on the Submit Payment button credit card payment will be processed Do not click on the button more than once or you risk the credit card being charged multiple times Please wait for the confirmation page which will display when the policy has been issued opxopx0 i a n SB Local intranet _ 1 If the cardholder is the same as the insured click Yes The fields will populate with the applicant s mailing address information 2 If the cardholder is not the same as the insured click No Enter in all of the required credit card information Once complete click Submit Payment NOTE Do not click on the button more than once or you risk the credit card being charged multiple times 5 Please wait for the confirmation page as shown below MB S 01 08 131 6 Click Complete Issuance Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q Back v x a A Search 5 Favorites Ksa B N w a Address http maicmagicd
75. een where the 2 boat s information should be entered The Add Boat function can be used an infinite number of times lf at any time you need to revert to the previous boat s information click on Previous Boat as shown below circled in red E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Ex z jol x File Edit wiew Favorites Tools Help ae sex gt z B ON J Search S Favorites ral A F rel Address http corpwebuat30 8083 Express30 default aspx 7 EJ co Links Boat Loss Payee Info Indicates a required field Add Boat Previous Boat Boat 2 of Enter Unit Information fear Length Manufacturer Wake Mot Found wodel oo a select i Speed Calculator Hull Type Hull Material Total Weight coead Hull ID HIN Boat amp Engine Traditional V l Fiberglass Engine s FofEngines 2 Drive Type VO Sterdrive Drive Description oT fear Engine Manufacturer Total Horsepower Type HATTA MB S 01 08 43 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help ax a gt z x BE A j Search 5 Favorites r cA wl h rel Address http icorpwebuat30 8063 Express30 default aspx hi Go Safety Equipment Propeller Hub Lacks Auto Fire Extinguisher 7 High Vater Alarm 7 Monitoring Systeri D Trailer Ball or Axle Locks Qut
76. el a e ey Ope Wessages Save Print Pass yt MAIC SmallBoat KY 00 01 Current Association Internal Users change 3 Dianvattachments Claims History Payment History Refund History Refund History Insured Agency View With Quote 12345 123 MMSub sdoifj MM_E1SubAgency villiamstown KY 41097 test my address 654 987 3212 03 05 2007 DB 389 50 0000079187 By clicking the Return button from this screen you will be taken back to the main TransACT Screen MB S 01 08 126 SERVICE HISTORY The Refund Screen will display the Service history of the policy Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q peck QJ B A B Search Sie Favorites EA A ee az z la rel Address E http maicmagicdct 8080 Express21 default aspx MAIC SmallBoat FL 00 02 Current Association MARKEL AMERICAN INSURANCE CO DiarywAttachments Claims History Payment History Refund History Service History Service History Insured OST POLICY TEST FB 15277 AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Barefoot Beach FL 34134 P O BOX 906 P O BOX 906 262 548 9880 PEWAUKEE WI 53072 0906 PEWAUKEE WI 53072 0906 800 236 2862 800 236 2862 Producer 90700 0000001 Agency 90700 Amounts Due Installment Schedule Unpaid Prem 205 03 Unpaid Fees 0 00 Current Due 0 00 Due Date Prem Due Inst Fee Tot
77. el American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer Sele File Edit wiew Favorites Tools Help ae Q sxx 7 P x a A p Search Pp Favorites EA 2 te a X rel Address http fmaicmagicdct 8080 Express21 default aspx v gt Go Links qQToOoOCooooo0R S issue Operator Info Risk Location Additional Interest Info indicates a required field Save For Later Select Risk 2004 AQUASPORT 120 Unit Information HullSerial Engine 1 Serial Reset Coverage Is this Boat kept at the same location Out Of Season Yes No In Season Zin Code 33037 vi Risk Location If the unit is kept at the same location out of season select Yes The city state and zip code will auto populate from the location section on the boat screen You will be required to enter the Address where it is kept in the Address 1 field If the boat is not kept in the same location out of season select No If you select No an additional set of fields will appear for you to enter the Out of Season location MB S 01 08 71 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help 7 r r k Fj r r J a O Back gt x E A p P Search S Favorites alia 2 a wl Address E https Uimaicmigcwebint1 8085 Expresse 1 default aspx Go Links SI Diaryiattachments R
78. ency Bowling Green KY 42103 7 111 111 1111 Unit HIN 2000 APEX INFLATABLES sd 22222 J Print Output Proceed to Policy Admin a a Local intranet 8 At this point you may exit the policy by starting a new transaction or proceed to Policy Administration Proceed to Policy Admin The Proceed to Policy Admin button will take you back to the TransACT screen For Accounting Check Deposits etc please see the beginning of the Accounting section MB S 01 08 138 USER MAINTENANCE i lf changes deletion or addition in staffing occur MAIC must be notified in writing by the agency Principal or other person designated by the Principal to effect user changes The Request to Amend Established User document will need be sent to MAIC s Technical Services Dept at PIS markelcorp com or faxed to 262 547 9436 Once they have completed the User change they will confirm that the user has either been disabled or if a new user their new password Changes to sub producer staff should also be communicated in the same manner The User change form can be found on www markelmarine com as well as in the Appendix at the back of this manual AGENT MAINTENANCE i To setup a sub producer in the system a written request must be provided by the contracted General Agent If you intend to provide the MAGIC system to your sub producer some additional information will be required The Request to Add a Sub Producer form will need to be sent to the BA
79. equired field Policy Information Agency Client Liuote Number American Underwriting ahn Dwyer qTooooooo01 BF hlanagers Message Security Level ActvitwReason Priority Due Date Public Approved Medium BIA Subject QTOOOQOO00187 has been approved on 2007 04 04 Body The transaction has been approved on 2007 04 04 Test reply Message Recipients Category Recipient Policy lient ID Specified Agency AMERICAN UNDERWRITING MGRS AGCY INC WA Specified Agency American Undernsvriting Managers BJA Policy Level BJA 2122 Load Policy pdate Details Close File to upload Browse Enter caption Add Attachment et ceed eel cell oe el a Accept Message Upon clicking Accept Message and Update Details the message will disappear from the other Inboxes that it was in Other users will then be unable to retrieve the message to work on Once you have accepted the message you have taken ownership of it You may then load the policy to work on it Load Policy lf the message originated from within a quote or policy you may click the Load Policy button and this will take you directly inside the specific quote or policy Delete Message Once you are through with the message you may delete the message by clicking on the xX button that appears to the right of the Message Recipients area Update Details When drafting a message clicking on update details is equivalent to sending the messa
80. equired field 1 Select the Agen Search Results Return General Agent 2 Select the Prod ProductProgram 3 Select Effective Effective Date 4 Enter the Risk L Location Zip Code E j Opx Op 0 m P J io aj Local intranet Z Using the Find Producer feature you are able to search by the Producer Name or the Producer Number There must be a sub producer selected in order to continue 2 Select the Product Program Select the appropriate Product Program to quote from the drop down box SmallBoat_ SmallBoat refers to Markel Small Boat HPBoat_HPBoat refers to Markel High Performance and HYBoat_HYBoat refers to Markel Helmsman Yacht Note Selecting Markel High Performance or Markel Helmsman Yacht will produce additional fields Refer below for more information 3 Effective Date The Quote Effective date will default to today s date Note The policy effective date can be set at time of issuance Failure to have the correct effective date at issuance will require the policy to be canceled and re issued 4 Zip Code Enter the Zip Code of the location where the risk is moored Hit TAB or click on the screen and the location state will populate When the zip code is entered the system will check to ensure that MAIC is accepting new business in that area at the current time If not the user will be notified accordingly MB S 01 08 23 E Markel American Insurance Co Powered By EXAMPLE Express t
81. erax D Trailer Add Trailer j Boat House Add Boat House DM L Add Trailer Clicking the Add Trailer button brings up additional fields Outlined in red below MB S 01 08 48 oft Internet Explore lel m x File Edit View Favorites Tools Help an ae l zy gt a gir Back x EB A r Search Sp Favorites al re E Bi Address E http icorpwebuat30 8083 Express30 default aspx Go Links E Markel American Insurance Co Powered By EXAMPLE Express tm Micros Doo Delete Trailer Year Manutacturer Value Boat House E Add Boat House bee Local intranet Enter the Year Manufacturer Name and Value of the trailer If you clicked the Add Trailer button in error click on Delete Trailer to hide the fields again Add Boathouse Clicking the Add Boathouse button will also bring up additional fields in green on the following image Enter the description of the boat house along with the value and its ZIP code Click Delete Boat House to collapse the fields Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Interne Explore _ O x File Edit View Favorites Tools Help iw ka 3 F 4 oe j 7 Y ba AF ba rel Q Back gt B A j Search S Y Favorites va i Address E http iicorpwebuat30 8083 Express30ldefault aspx Go Links Boat House Description of Boat House Value z C P Delete
82. ered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help a Q ex gt x B E JO search Sp Favorites al Ai A J rel Address E http corpwebuat30 8083 Express30 default aspx Go Links Indicates a required field a Add Operator Operator 1 of 4 Ifthe following operator is notthe primary operator please enter the primary operator s information here First Name Middle Initial LastName Date Of Birth Driver s License Driver s License State re J f E s OFS select Operator Experience Operator Experience must be greater than zero Add Experience Years Length Description of Boat Operated Speed Cyne Operator es ke ok Has this Operator had any motor vehicle violations or at fault accidents in the last three years OND C Yes Has this Operator had any marine losses No Yes Occupation Safety Courses Tres Martin s Performance Boat School Married No Yes a Brian Ross Learn the Ropes E Homeowner Mo Yes Mamed Operator assignment is required for each boat All operators must be named operators and atleast 25 years old Check all units that apply Assigned Year Boat Speed D 2000 0 of Lh MB S 01 08 54 Markel Helmsman Yacht Operator Screen E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer E 0 x File Edit wiew Favorites Tools Help
83. erence 456 Apply Payment Cancel 3 Click Apply Payment button to apply the payment or Cancel to terminate transaction Once all checks have been applied for the day 1 Complete the General Agent Daily Deposits Form see the form that follows 2 Complete a remote deposit bank account deposit slip Specific per bank 3 Fax or email both documents to Vivian Wright NOTE Only general agents with existing remote deposit bank accounts can apply payments using the Check payment type option Agents are required to deposit these funds into their established remote deposit account on a daily basis Subsequently these accounts are swept on a monthly basis based on daily deposit activity All agents are encouraged to utilize the more efficient Credit Card option for applying payments to New Business or Active Policies MB S 01 08 130 Payment By Credit Card After selecting Credit Card as the payment type the screen will change appearance as shown in red below Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q x aA e PO search I Favorites B a m J Address s http maicmagicdct 8080 Express21 default aspx v gt Go Links 439 43 12 Months 02 21 2007 rimiddiyyyy View Payment Schedules Payment Payment Plan Three Installments Payment Type Cr
84. essible no rate will be delivered and the quote will need to be re processed later E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ioj x File Edit View Favorites Tools Help ae r ON f j 4 1 F T rel QO Back cal x uly Search 5 Favorites 4 ro Re Address E http corpwebuak3o s08sExpress30 default asp Go Links Quote New Pending a Owner Personal Add Additional Owner Indicates a required field First Mamed Insured Middle Initial Suffix select Date of Birth L SSN Po Primary Phone Secondary Phone f Fax Number fC EMailAddress Mailing ZIP 2 Mailing Address 1 C iiia Mailing Address3 CitiCounty select Mailing State Change Ownership Type save For Later E Done OT je Local intranet a MB S 01 08 29 The address information entered here is considered to be the mailing address location The mooring location is captured during the issuance process If during the quoting process the insured s address is amended or the Social Security number is added the system will automatically re pull the insurance score Add Additional Owner lf there is more than one owner of the vessel please click the Add Additional Owner button Upon doing so an additional set of fields to complete will display Adding a Spouse lf there is a spouse that needs to be listed as an owner add the spo
85. ffective Date Total Written Written Change Status Last Modified by D New 02 09 2007 673 08 673 08 Committed jfredrick S Renew 02 09 2008 673 08 673 08 Scheduled scisz MB S 01 08 116 Policy Transaction Manually Renewing a Policy 1 Choose the Renew transaction and click Go Note You cannot perform this action on a policy that already has a scheduled renewal You must abort the scheduled renewal first before manually renewing policy 3 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help TransACT Master 2 10Current Association Internal Users change Ea bianvAttachments danny noonan InForce New Committed MSBO0000000409 TransACT View Service History Apply Payment Insured Agency danny noonan 999Stest case st T_E1SubAgency Lexington KY 40511 444 444 4444 Transaction Type Quick Filter Go All Type Effective Date Total Written Written Change Status Last Modified by 4 New 02 09 2007 673 08 673 08 Committed jfredrick E 4 The effective date is the policy effective date of the renewal term Put the reason for manually renewing the policy before the normal renewal process would have applied see screen shot that follows Click Cancel to return to TransACT without renewing the policy OR 5 Click OK which will move you forward in the process by takin
86. fo 2000 Challenger Offshore Add Loss Payee 19949 Activator Add Loss Payee Exit Note Risk must have watercraft and equipment coverage in order to add Loss Payee Back Next s Done rf of T Local intranet a This will bring up fields for entering in the Payee s information All fields in blue must be filled out to bind the quote Validate Address works the same as on the Owner Screen If the Loss Payee is the same for multiple boats use the copy and paste button to enter the information more quickly E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help a i r j 1 i Back gt x B a Search sl Favorites EA Sie 2 E L rel Address E http corpwebuakt30 85083 Express30idefault aspx to Links Owner Personal Soat Operator Assignment Loss Payee Info Coverage Indicates a required field 2000 Challenger Offshore Citilounty select State Delete Walidate Address 1999 Activator Add Loss Payee Exit Note Risk must have watercraft and equipment coverage in order to add Loss Payee Back Mext s MB S 01 08 i COVERAGE SCREEN Upon completion of the required quote information the Coverage Screen will appear The Coverage Screen displays the following Annual Premium The total unit premium not including any taxes Unit Fees Taxes Any
87. fy Reasons Save for Later Back MB S 01 08 13 ICONS Home New Open Diary Password Change Association Logout Current Association BOLTON AND COMPANY INC Open Existing Quote Policy Active Session none Quick searches Name and Name v contains v v Set LOB x Status contains Quote Quote Referal 4 Apply Filter Clear Filter C Save Filter C Show Deleted ee oT00000008365 ABC XYZ Vl HPBoat_HPBoat Quote New Pending GA 10224 0000001 2008 02 12 2008 02 08 QTO0000008438 AL DENTE GA HPBoat_HPBoat Quote New Pending GA 10224 0000001 2008 01 16 2008 01 16 aTo00000008913 ANDY CAT TX HPBoat_HPBoat Quote New Pending GA 10224 0000001 2008 02 05 2008 02 05 QTOOO00009059 ANOTHER WEEK TX HPBoat_HPBoat Quote New Pending GA 10224 0000001 2008 02 11 2008 02 15 QT00000009540 BIG BOAT BENNY TX HYBoat_HY Boat Quote New Pending GA 10224 0000001 2008 02 22 2008 02 22 1 10 11 20 21 30 31 40 41 50 51 60 61 70 71 71 Next Page mk View Details amp History Clicking the View Details amp History button will take you to the Detail screen 2 Locked Policy The padlock icon will appear when another user has the file open checked out The name of the user who has it checked out displays on the bottom of the TransACT page MB S 01 08 14 DIARY Clicking on Diary will take you to your Inbox To open a Diary Item click on the bold description The description is displayed in
88. g you into the policy for any potential changes See Screen shot below MB S 01 08 117 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Qe O A A Al Ove germs O C a UA Markel American Insurance Company Powered By EXAMPLE Express tm TransACT Renew Pages Effective Date 02 09 2008 Reason Detail see Detail fx _Add Reason_ 6 After you have made any change to the policy go to the Submission Screen and click Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Gtx x 2 A pO search e Favorites OZ Lha Home New Open MAIC SmaliBoat KY 00 01 Current Association Internal Users change 3 piaryattachments issue Operator Infalfissue Unit Info Additional interest Intol Submission Rating Messages e This context is not approved to set the status to Referred This context is not approved to set the status to Approved This context is not approved to setthe status to Declined This context is not approved to set the status to Pending Name danny noonan Renew 02 09 2008 Premiums Total Annual Premium Total Written Prior Total Annual 673 08 Written Change 673 08 0 00 673 08 Available Actions Complete Issuance Renewal Prep Complete Issuance to be taken to the Remarks Screen Password Batch Ch
89. ge 0 00 1 652 00 0 00 1 652 00 Billing Instructions Bill Insured Billing Information Mame RYAN BENNETT ZIF 54901 4757 Address 1 512 ALGOMA BLYD APT 302 Address 2 Cit ournty OshkoshAvinnebaga State wl Available Actions Print Move Agency Exit Back MB S 01 08 67 Markel Small Boat Screen Bloiantittachments JOY RIDER Quote New Pending QTONOOOONSEs Cemer Personal Boat Operater Assignment Cover selissue Operator bo RIE Location Additonal Interest info nditales a required feld Maing Address Confirmation Mating Address Derer Marte Mailing DP Wailing Address 1 ARINA WAY t Matnga OO CihiCounty Rockford Winnebago Mailing State iL EWailaddess 0 Primary Phone 2 46 9660 0 SetondayProne f Fart Dies License information p rai Name Drivers License Number Lirerse State owo J ed 8 Upon clicking Complete Quote for a Markel Small Boat with no missing information three new Tabs will appear Issue Operator Info Screen Risk Location Screen and the Additional Interest Info Screen MB S 01 08 68 ISSUE OPERATOR INFO MARKEL SMALL BOAT ONLY On the Issue Operator Info Screen you will verify the mailing address information as well as complete the driver s license information for all operators Owner name This will auto populate from the Owner Personal Screen Mailing Address City and Zip code This information will also auto populate fro
90. ge Add Attachment s Just as in a regular email you may also add an attachment see area outlined in pink above MB S 01 08 Fi To add an Attachment ao iY Close Click on Browse Search your computer to find the document you d like to attach Once you ve found the document click on the document name and then click on Open In the Enter Caption field enter the name of how you would like the attachment labeled Click Add Attachment to attach the file Clicking close just closes the message so that it can be viewed later MB S 01 08 NEW Clicking on New takes you to the new quote screen Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer 0 x Fie Edit View Favorites Tools Help d lt E T x a A p Pa _ Search e Favorites G A A F led i Address E http j fcorpwebuat30 5083 Express30 default asp Go Links Home New Open Diary Password Batch Change Association Logout New Quote SelectionCurrent Association MARKEL AMERICAN INSURANCE CO New Quote Indicates a required field Select the Agency and Producer General Agent Producer Mame Producer Number Select General Agent Select Producer MIA Find Producer Select the Product and Program ProductiProgram select r Quote Effective Date 2 14 2008 Enter the Risk Location ZIP Code and TAB out of field Location ZIP Code p Location State
91. ge to see why the risk was referred They will then load the policy and view what has been entered 4 A decision will then be made The risk will either be approved declined or put into pending status awaiting additional information 5 Once that decision is made a message will be sent back to your Agency See the screen print that follows MB S 01 08 81 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help sek ki gt z x E A P Search Sp Favorites C z ul rel Address E https maicmgewebint 1 5085 Expressz 1 fdeFaulk aspx 0 Current Association AMERICA UNDERWRITING MERS 2607 INC Welcome Welcome Jennifer Fredrick External Messages Active Session Robert Fadtke You have 0 new and O overdue messages 2007 04 04 jfredrick Approve QTOOOOO000187 hasbeen approved on 2007 04 04 foo ee Showing 1 1 of 1 total message s lf the risk is approved the quote may be issued lf the risk is declined a reason should be provided to advise if anything can be provided to change that decision lf the risk is pending the message will advise what is needed prior to giving the approval or declination In the example above this quote was approved In the box outlined in red note the Activity and the description both indicating Approve 6 If a Sub Producer is involved on the risk you will need to advise them of the
92. ght NOTE Only general agents with existing remote deposit bank accounts can apply payments using the Cash payment type option Agents are required to deposit these funds into their established remote deposit account on a daily basis Subsequently these accounts are swept on a monthly basis based on daily deposit activity All agents are encouraged to utilize the more efficient Credit Card option for applying payments to New Business or Active Policies MB S 01 08 135 APPLY A PAYMENT amp ACTIVATE A POLICY lf the Policy is ready to issue providing you have the Authority or Approval to do so click the Complete Issuance button shown below A Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Dax ay Q pack s x a A pi Search 5 Favorites E 2 N w x Lud rel Address kal https f maicm cwebint1 8085 Express21 default aspx vao Links A Home New Open MAIC SmallBoat KY 00 01 Current Association Internal Users change EADianvattachments Save Change Association Logout Scott Drew Quote New Pending QTO00000002323 Issue Operator Info Risk Location Additional Interest Info Submission Name Scott Drew Premiums Total Annual Premium Total Written Prior Total Annual 355 88 Written Change 355 88 0 00 355 88 Issue Notes Remarks Available Actions Complete Issuance a Save for La
93. he Owner Screen to reflect questions to be answered by a Corporate representative Answering yes to Question 4 will deliver an error message that the risk is ineligible Once all 4 questions have been answered click Continue to proceed to the Special Notices Screen Conversion Renewal This button should only be used by the direction of MAIC It is used when rolling a book of business to MAIC MB S 01 08 26 SPECIAL NOTICES SCREEN The Special Notices Screen provides the applicable Fraud Warning as well as a disclosure regarding Insurance Score use NOTE Itis the responsibility of the agent to review this information with the applicant prior to starting a quote Both boxes need to be checked to confirm that the information displayed has been communicated to the applicant When both boxes have been clicked a Continue button will appear Upon clicking Continue the user is attesting that this information was disclosed to the applicant and the user will proceed to the Owner Screen E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer E File Edit view Favorites Tools Help ae eek x x al A a Search Sp Favorites a C cl rel Address E https imaicmgcwebint 1 8085 Express21 default aspx Go Links ai AATA DUTT ARICIO TAN T i Vk Ti Home Bew Open Messages MAIC SmallBoat MI 00 0 Current Association AMERICAN UNDERVYRITING MGRS AGCY INC
94. he reset quote button Wherever there is a drop down box you can repeatedly type the first letter of the word to find your selection or you may click the drop down arrow and scroll to your selection It is not necessary to type the slashes and dashes in phone numbers dates of birth etc Simply click the Tab key and the field will be automatically formatted Cat capacity bind restriction rules have been built into the system at the beginning of the quote process You will receive a warning that quote can only be bound with a Wind Exclusion Endorsement or without hull coverage You will be able to proceed to rating and will be able to either issue the policy with the exclusions OR choose to refer to company to remove the wind exclusion You may use the Next button or Back button to click from page to page in order or you may click on the appropriate tab that you need to go to Click the Save for Later or Exit Buttons to save what you are doing and work on something else Safety Equigpanent Paing Fire High Water es D Detecior Suppression Alarm O Sea key VHF Depth Finder L EPIRE GFsS C Radar save For Later 5 Back Next gt 20 Upon starting a quote a unique quote number will be assigned At any time the quote may be exited and retrieved later as the quote is automatically saved throughout the quoting process Depending on each user s authority the quote process will vary slightly Sub Pro
95. he scheduled transaction will be removed MB S 01 08 89 ENDORSE 1 Inthe Transaction Type drop down box select Endorse and click Go l Powe i EXAMPL Expr ir mer T 3 77 nare spreen for crahhine n Heip p press Grab of Search kg Favorites g Ce Grab Ext F j muur o gt i ees Express30 default aspx v Go Google G vo Settings gi MARKEL AMERICAN INSURANCE COMPANY AALNESAJEJL IE AJAYI FAL J TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO EianiAttachments JOY RIDER InForce New Committed MSBO0000005455 transact View Service History Apply Payment Insured Producer Agency JOY RIDER 90700 0000001 g0700 1 MARINA WAY AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Rockford IL 61108 F O BOX 906 F O BOX 906 262 548 9880 PEWAUKEE WI 53072 0906 PEWAUKEE WI 53072 0906 236 2862 800 236 2862 Transaction Type Quick Filter Endorse Go All l J Type Effective Date Expiration Date Total Written Written Change Status Last Modified by LastModified Date New 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby 2 26 2008 2 Enter the Effective Date of your Endorsement transaction 3 Select the Reason for your transaction from the Reason drop down box you may select multiple reasons by clicking the Add Reason button Additional notes about your transaction may be entered in the Detail
96. hoard Outdrive Locks Electronic Burglar Alarm D Radar D Trailer Add Trailer Boat House Add Boat House Delete Boat Previous Boat Back Next r Local intranet 2 Clicking Delete Boat will delete the current page s boat information The delete function is not enabled if there is only one boat listed on the quote Once all boat information has been entered click Next to proceed to the Operator Screen MB S 01 08 44 BOAT SCREEN MARKEL HELMSMAN YACHT In lieu of commenting on each field entered on the Boat Screen Markel Helmsman Yacht only those fields that require special attention will be noted below Yellow fields are required to be filled to obtain the quote blue fields are required to be filled to bind the quote The two screen shots that follow provide a complete view of the Boat Screen Note This section pertains to boats Markel Helmsman Yacht ONLY For Markel Small Boat or Markel High Performance refer to their respective sections E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Expl orer as Ioj x File Edit View Favorites Tools Help a P E gt Back be x E A Ae Search Se Favorites E ra rel Address E3 http l icorpwebuat30 8089 Express30 default aspx Go Links Boat Loss Payee Info Indicates a required field Add Boat Boat 1 of 1 Enter Unit I
97. ious Policy Number NiA Premiums Total Annual Premium Total Written 5 869 00 5 836 00 This policy has been marked to review before renew Billing Instructions Bill Insured Billing Information Name BUD LIGHT ZIP 84001 Address 1 1 MAIN ST Address 2 CityiCounty Boneta Duchesne State UT Available Actions ReviewBeforeRenew 02 26 2008 Prior Total Annual Written Change 5 836 00 0 00 Modify Reasons Review Completed Return To Admin Done amp Local intranet MB S 01 08 111 Return to Admin This will take you back to the TransACT Screen and keep your Review before Renew transaction in a Scheduled state This means that it is still in a Review before Renew status and will show up in any messages reports as such Review Completed This will take you to the Remarks screen Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q O DAG Par frome O82 a WA Address http corpwebuat30 8083 Express30 default aspx b MAIC HPBoat UT 00 01 Commit Transaction NO CLAINS Remarks v Done a Local intranet si 7 Type in any remarks that you would like saved with this transaction 8 Click OK to return to the TransACT Screen MB S 01 08 112 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer ARR Fie Edit view Favorites Tools Help Ax
98. items that have been referred to your office for approval Quote Referral and Service Request see the area outlined in red below Sorting Results Clicking on a blue column header will sort the results by the column Click on the header again to reverse the order MB S 01 08 11 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help peck gt r x E A Search SP Favorites wl ki rel Address ja http icorpwebuat30 8083Express30 default aspx Go Links r j j 7 1 Pew Open Diary Save Password Batch change Association Logot Current Association MARKEL AMERICAN INSURANCE Co Open Existing Quote Policy Active Session Quick searches Name Name contains Add Quote Policy s Quick Quer a Set Agency Apply Filter Clear Filter l Save Filter T Show Deleted Quote Referral Semice Request 1 10 911 920 1821 1830 2731 2740 3641 3650 4551 4560 5461 5470 6371 6380 7281 7290 6191 8200 Mext Page Quote Referral The Quote Referral button allows you to quickly search for quotes that have been referred to your office for approval When you click on Quote Referral a list of all the quotes that have been referred to your office will appear Click on the quote to load the quote to work on it Review the request and then proceed to the Submission page You will have the
99. kramsby 2 26 2008 2 The Effective date is automatically populated by the system and the date is equal to the previous cancel date 3 Choose a reason for the reinstatement and enter any necessary detail The Add Reason button is to be used if you want to show multiple reasons for reinstatement MB S 01 08 102 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help Q sack P search Favorites 04 re http corpwebuat30 8083 Express30 deFault aspx off MARKEL AMERICAN INSURANCE COMPANY TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO DiaryAttachments Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Reinstate Pages TransACT Effective Date 2 26 2008 Policy Number MSB00000005455 Writte Add Reason Status Cancelled Pay Product SmallBoat_SmallBoat Billi Term 12 Months Reason Detail Payment Received Insured Producer JOY RIDER 90700 00 1 MARINA WAY AMERICA Rockford IL 61108 P O BOX9 262 548 9880 PEWAUKE Print Suppress 800 236 2 Transaction Type Type Effective Date Ex New 2 26 2008 Endorse 2 26 2008 2 26 2009 277 00 0 00 Committed kramsby 2 26 2008 Cancel 2 26 2008 2 26 2009 0 00 277 00 Committed kramsby 2 26 2008 4 Click the Quote button to proceed as shown above 5 Click OK to proceed with Reinstatement OR click the Abort
100. l Address E http licorpwebuat30 8083 Express30idefauk aspx Go ail T N i 7 T i F KF F A mn a m Any rook hT Ta TT inte h rim d h rn m pnd Home Hew Open Diary Save AZE Ore Batch Change Association Logout MAIC Smallboat MI 00 02 Current Association MARKEL AMERICAN INSURANCE CO EA Dianwattachments CAROL PREMO Quote New Approved GTOOOOO0039149 Issue Operator Info Risk Location Additional Interest Info Additional Interest Information Select Risk 1990 ok SUPREME GENMAR IND Ski Supreme Add Additional Insured Add Lienholder Save For Later Back I a 2 Select Add Additional Insured or Add Leinholder depending on which one you are adding This will change the screen as shown below 3 Enter the name and address of the Additional Interest or the Lienholder and click the Next button If there is more than 1 unit on the quote you must select that unit from the drop down box and repeat the last step lf the Lienholder or Additional Interest happens to be the same for one or more units you may use the Copy Paste function Enter in the applicable information and then click Copy Select the next unit that the entity needs to be added to and click Paste All of the appropriate information will copy over This may be done as many times as necessary MB S 01 08 73 E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explor
101. l American Insurance Co Powered By EXAMPLE Express tm TransACT Cancel Pages Indicates a required field Reason Detail Insured Request Unit Sold v Return Method Effective Date 03 01 08 Print Suppress tJ Local intranet Cancellation effective date should be entered based on the date requested by the insured system automatically populates today s date so you will need to adjust date accordingly 5 Click the Continue button to proceed OR Exit if you want to return to the TransACT Screen with no changes MB S 01 08 99 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Ou O DAD Pwr orm O 8 Sa We Address http corpwebuat30 8083 Express30 default aspx he Go Google Gy M gt gt Q Settings Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Cancel Pages Cancel Reason Detail Insured Request Unit Sold Return Method Prorata Effective Date 2 27 2008 New Premium 100 00 Charge 177 00 Print Suppress The next screen as previously shown will show you the new written premium on this policy along with the unearned premium negative written change that will be applied once the policy is truly cancelled 6 Click the Complete button to finish the Cancellation transaction and be returned to the main TransACT Screen OR click the Abort button if you want to back
102. l Horsepower Clear Purchase Price L Purchase Date tame Total Value Watercraft amp Equipment wi Engines P Navigational Territory Distance from Owner s Residence C E lt Fleas enter a valid zip code and select a city county for this state select ip Code 54911 Location City County select State wl Safety Equipment Fire High Vater CO Detector D Silpnreecian Many E Sea key VHF D Depth Finder 7 EPIRA GPS 7 Radar D Save For Later Back Next Eg 0T fee 4 Local intranet 2 Make Not Found Upon clicking Make Not Found the manufacturer field will become a field in which you may enter free form text Please do not use the ampersand sign amp when entering the manufacturer name Doing so will cause an error for example C amp J Marina should be added as C and J Marina All vessels entered as Make Not Found will require referral for approval prior to binding Add Boat If there is more than 1 boat to be quoted upon completing the Boat Screen for the first boat click on Add Boat This will bring up a blank boat screen where the 2 boat s information should be entered The Add Boat function can be used an infinite number of times lf at any time you need to revert to the previous boat s information click on Previous Boat as shown below circled in red MB S 01 08 34 E Markel American Insurance Co Powered By
103. loss claimant name status examiner etc are all displayed Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit wiew Favorites Tools Help ar Q pack Q x a A p Search 5 Favorites E 2 A w bd LJ rel Address https maicmacwebint1 8085 Express21 default aspx v Eco Links MAIC SmallBoat WI 00 01 Current Association Internal Users change Print Password DiarwAttachments Batch Change Association Logout Service History Payment History Refund History Service History Insured Ray Stantz 5124 Idlewild Agency Internal Users this carrier address1 222 222 2222 423 123 1223 Done 8 a Local intranet By clicking the Return button from this screen you will be taken back to the main TransACT Screen Clicking Next or clicking the Payment History Tab will take you to the Payment History Screen MB S 01 08 124 PAYMENT HISTORY The Payment History Screen will display any payments applied to the policy the installment schedule and the amounts due Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit wiew Favorites Tools Insured test florida 123 main st 414 555 3252 Amounts Due Unpaid Prem 111 50 Unpaid Fees 0 00 Curent Due 0 00 Past Due 0 00 Total Due 111 50 Payment History Help sy a i i E j a ht l AF f Pa Search g
104. m Microsoft Internet Explorer File Edit View Favorites Tools Help Q sak x B TN JO search T Favorites O 2 w LJ rel Address a https maicmgcwebint1 8085 Express21 deFault aspx gt Go Links Home New Open Messages ASS wore Logout Hew Quote SelectionCurrent Association AMERICAN UNDERVYRITING MGRS AGCY INC indicates a required field 1 Select the Agency and Producer General Agent Producer Name Producer Number Find Prod cer AMERICAN UNDERWRITING MGRS AGCY INC American Underwriting Managers 90199 0000001 __Find Producer _ oe 2 Select the Product and Program Product Program SmallBoat_SmallBoat gt 3 Select Effective Date Effective Date 04 09 2007 4 Enter the Risk Location Zip Code and TAB out of field Location Zip Code 49935 Location State Ml Start Quote oe a tveainranet The system will also not allow the quote to continue if a zip code is entered in which your Agency is not licensed to do business with MAIC or if your Agency s current license for that State is not on file Markel High Performance and Markel Helmsman Yacht only Markel American Insurance Co Powered By EXAMPLE Express tna Microsoft Internet Explorer File Edit View Favorites Tools dil Back gt E B P 4 i Search sie Favorites E2 g S z g Leal ren Address E http icorpwebuatso 8083 Express3o default asp Ga Links Select the Agency and Producer
105. m the Owner Persona Screen Primary Phone The phone number including the area code must be entered Operator name This will auto populate from the Assignment Screen If there is more than one operator all of the names will automatically populate Drivers License Number License State These are mandatory fields and must be entered for each operator listed MAIC SmaliBoat IL 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE CO 3 Diarvattachments JOY RIDER Quote New Pending QTO0000009634 Indicates a required field Mailing Address Confirmation Mailing Address Owner Name JOY RIDER Mailing ZIP 61108 Mailing Address 1 i MARINA WAY Mailing Address2 0 CityiCounty Rockford Winnebago K Mailing State IL E Mail Address Primary Phone 262 548 9880 Secondary Phone Fax Driver s License Information Operator Name Drivers License Number License State JOYRIDER DRIVERS LICENSE MS v x Save For Later The Next button will take you to the Risk Location Screen MB S 01 08 69 RISK LOCATION MARKEL SMALL BOAT ONLY On the Risk Location Screen you will enter the additional required information regarding the boat motor trailer if applicable and the location of the vessel Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q pack QJ x a A K Search 5 Favorites E2 w
106. n Insurance Co Powered By EXAMPLE Express tm TransACT Review Before Renew Pages Review Before Renew Effective Date 2 26 2008 Reason Detail Review Before Renewal CHECK CLAIMS Print Suppress SB hocalintranet 4 Click Abort if you ve changed your mind about marking this policy for Review before Renew and want to be returned to the ransACT Screen OR click Schedule if you want to Mark the policy for Review before Renew The policy will show that you have scheduled this policy to be reviewed before it is automatically renewed in the future The Review before Renewal report will generate 90 days prior to the renewal date MB S 01 08 110 File Edit View Favorites Tools Help Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer Q tack X x a EA E Search Pe Favorites Kz B te a uJ rel Address http corpwebuat30 8083 Express30 default aspx TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO E3piaryattachments TransACT Insured Producer Home New Open Diary Save Password Batch Change Association Logout BUD LIGHT InForce ReviewBeforeRenew Scheduled MHPOOO00005086 View Service History Apply Payment Agency BUD LIGHT 90700 0000001 90700 1 MAIN ST AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Boneta UT 84001 P O BOX 906 P O BOX 906 262 548 9880 PEWAUKEE Wi 53072 0906 PEWAUKEE Wi 53072 0906 8
107. n indication to an applicant please be sure to notify them that coverage and premium is subject to company review and approval Any risk requiring referral will follow an established hierarchy For instance a risk entered by a sub producer will be referred to the General Agent If the General Agent does not have the authority to approve the risk the General Agent will refer the risk to MAIC Once approved the risk will follow the chain back down to the sub producer Markel American Insurance Co Powered By EXAMP Miski File Edit View Favorites Tools Help Li O Back Q x ae a ul gt Search Sy Favorites a TS H rel Address E http icorpwebuat30 5083 Express30ldefault aspx Go Links MAIC HYBoat WI 00 01 Current Association MARKEL AMERICAN INSURANCE CO ia nAttachiments RYAN BENNETT Quote New Pending QTOOO00009075 HBoat AMERICAN MARINE INS SERVICES AMERICAN MARINE INS SERVICES Loss Payee Info Submission Mame RYAN BENNETT Previous Policy Number MIA Effective Date By 14 2008 ii Indicates a required field Premiums Total Annual Premium Total Written Prior Total Annual Written Change 951 00 951 00 0 00 951 00 Issue Notes Remarks Complete Issuance Exit Back Move Agency Available Letters Print rt fa es For example you quote a risk that requested 1 000 000 liability limits Your agency does not have authority to issue the policy so it
108. nformation Year Length Manufacturer Make MotFoungd Model poof Ty aye r CO Yacht Mame Hull Type Hull Material Speed Hull IO HIM Cruiser Express Cruiser Fiberglass M Speed Calculator Engine s of Engines 2 Drive Type Inboard Drive Year Engine Manufacturer Total Horsepower Type CBC ECE De H In Season Location Location Type Location Mame Lay Up Type Jiselect None Distance from Owner s C E Residence ZIP 64511 Address 2 Citi ounty select State wil eT ee a a a E MB S 01 08 45 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer loj x Fie Edit view Favorites Tools Help a sack ba gt BE Pa a Search Si Favorites E eA ba J rel Address E http Micorpwebuatso s0e3 Express3O default aspx Ga Links Purchase Price i Purchase Date amp Total Value Hull ww Engines P Navigation and Usage Mavigational Territore tselect wiew Mav Boat Usage Fort Risk Captained Charter Limited Select Survey Date Surveyed Survey Condition select Surveyor Mame Survey Type select Safety Equipment CO Detector Depth Finder EPIRE D Fire Suppression GPS p High Water Alarm D Monitoring System D Radar _ WHF Weatherfax D Trailer Add Trailer Boat House Add Boat House PNC Number Of PWC s o Add PE Info Tender Add Tende
109. nk 3 Fax or email both documents to Vivian Wright NOTE Only general agents with existing remote deposit bank accounts can apply payments using the Money Order payment type option Agents are required to deposit these funds into their established remote deposit account on a daily basis Subsequently these accounts are swept on a monthly basis based on daily deposit activity All agents are encouraged to utilize the more efficient Credit Card option for applying payments to New Business or Active Policies MB S 01 08 134 Payment By Cash Enter the amount of the payment in the Amount field 2 Click Apply Payment button to apply the payment or Cancel to terminate transaction E Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer la x File Edit view Favorites Tools Help sack x B A Search STe Favorites al w rel MAIC SmallBoat KY 00 01 Current Association Internal Users change 3 Dianattachments indicates a required field Policy Information Full Annual Premium Policy Term 236 17 12 Months Payment Payment Type Cash gt Amount 236 17 Apply Payment Cancel Once all the cash has been applied for the day 1 Complete the General Agent Daily Deposits Form 2 Complete a remote deposit bank account deposit slip specific per bank 3 Fax or email both documents to Vivian Wri
110. obert Radtke Quote New Pending TOOOOOO00304 Issue Operator Info Risk Location Additional Interest Info indicates a required field Select Risk 2006 ELIMINATOR BOATS 22 Unit Information Hull Serial ELBSS555E206 Engine 1 Serial OG123456 Risk Location Is this Boat kept at the same location Out Of Season C Yes No In Season Out of Season Zip Code 49935 Zip Code 49915 Address 1 434 Vio Hagerman Lake Road Address E E 1st St Address 2 Address 2 CitwCounty Iron Riverlron CitwCounty Caspian lron State hal State hal Facility Type Residence Facility Type Place Of Business Facility Name Facility Name Save For Later Back Next s CEC Facility Type Select from the drop down box what type of facility the unit is kept This field is mandatory The Next Button will take you to the Additional Interest Screen MB S 01 08 72 ADDITIONAL INTEREST INFO MARKEL SMALL BOAT ONLY 1 If you need to add a Lienholder and or an Additional Interest select the unit from the drop down box that you are adding a Lienholder Additional Interest to Note Lienholder fields do not display until the policy is in the complete issuance phase for Markel Small Boat E Markel American Insurance Co Powered By EXAMPLE Express tm Mi rrosoft Inte ioj x File Edit wiew Favorites Tools Help Back a gt E x BE A gt _ Search SY Favorites a re
111. odified by Last Modified Date gt New 03 22 2007 03 22 2008 1 215 00 1 215 00 Committed t 03 22 2007 4 ReviewBeforeRenew 03 23 2007 03 22 2008 1 215 00 0 00 Committed r 03 23 2007 rz Endorse 04 01 2007 03 22 2008 1 331 00 116 00 Referred t MIA E OEE B Bam Then click on the pencil You will be taken into the policy to review it and modify it if necessary Once you have completed your review click on the Submission tab where you can Decline it or Approve it or put it in Pending status see area in red below If approved the transaction must be committed at some point in order for it to take effect Z Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer xif File Edit Yiew Favorites Tools Help ae peck X r x B A A Search 5 Favorites o w E rel Address a https maicmacwebint1 8085 Express21 default aspx gt Go Links Home Jew Wessages Save Password Batch Change Association Logout MAIC SmallBoat HY 00 01 Current Association MARKEL AMERICAN INSURANCE CO change Apia ryvAttachments David Roth InForce Endorse Referred MSB00000003556 Risk Location Additional Interest Info Submission Name David Roth Endorse 04 01 2007 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 1 334 00 1 331 00 1 215 00 116 00 Review Before Renew has been Completed Available A Refer f Decline Approve Pending Modi
112. ord Change Password a Local intranet 2 Enter in your old password 3 Determine what your new password will be based on the following rules e The password cannot contain the user s first name last name or login e lt cannot contain spaces e Must be at least 10 characters long 1 upper case 1 lower case one numeric and one special character must be included e Cannot match the previous password Ex Badgers 2007 Alabama 99 HAPPY 2cu2 MB S 01 08 4 Enter in your new password following the guidelines above and then enter in your new password again Click Change Password lf the password change is complete you will receive the following message Microsoft Internet Explorer Eg A Password successfully changed 7 You may now proceed as normal lf you do not have a User account and need to have one set up please complete the Request to Amend Established User form found at the back of this manual All requests for new users must be completed by the General Agent Please email the completed form to PI S markelcorp com or Fax 262 547 9436 Once your user profile has been established you will be emailed with a username and password to give you access to your account MB S 01 08 LOGOUT Clicking on Logout will log you out of the system You will then need to close your internet browser session to be completely out of the system To close your internet browser session click the red
113. out from the transaction and return to main TransACT Screen MB S 01 08 100 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer Edit view Favorites Tools Help Address http corpwebuat30 8083 Express30 deFault aspx Q sxx x a A p Search P Favorites E 2B ey E la rel TransACT Insured JOY RIDER 1 MARINA WAY Rockford IL 61108 262 548 9880 Producer 90700 0000001 AMERICAN UNDERWRITING MGRS P O BOX 906 PEWAUKEE WWI 53072 0906 800 236 2862 New 2 26 2008 Endorse 2 26 2008 Cancel 2 26 2008 Reinstate 2 26 2008 Cancel 2 27 2008 2 26 2009 2 26 2009 2 26 2009 2 26 2009 2 26 2009 TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO 3 Diaryattachments 277 00 277 00 0 00 277 00 100 00 Jate Expiration Date Total Written Written Change 277 00 0 00 277 00 277 00 177 00 View Service History Apply Payment Agency 90700 AMERICAN UNDERWRITING MGRS P O BOX 906 PEWAUKEE WI 53072 0906 800 236 2862 Status Committed Committed Committed Committed Committed Quick Filter All Last Modified by LastModified Date kramsby kramshy kramsby kramsby kramsby v 2 26 2008 2 26 2008 2 26 2008 2 26 2008 2 26 2008 MPE EEk a 2 O Settings Google G LH Change Association Logout JOY RIDER InForce Cancel Committed MSB00000005455 a Local intranet ae Once
114. press30 default aspx Go Links Boat Litt Trailer Boat House Endorsement Premium Unit Premium Rated Operator Optional Endorsements Total Loss aluation Trip Hull rate per 100 4 040 Endorsements Rate View Payment Schedules Exit Back Next E is k aj Local intranet A MB S 01 08 63 Markel High Performance Judgment Screen E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Ar Back x E A 7 Search Sy Favorites al E A z LJ i Address E http licorpwebuat30 6063 Express30 defaukt aspx Go Links a MAIC HPBoat VA 00 01 BE Liability Comments FO FO Boat Characteristics W E FO Navigation OwnenrQperator Other Explain below Total ia Comments Cancel OK a a Opx Opx 46 ed Local intranet P Fill in the fields with the appropriate values If a value is entered into a W amp E or Liability Field it will be mandatory for the user to enter a comment Click OK when finished Any judgments entered will cause the quote to be referred MB S 01 08 64 Markel Helmsman Yacht Judgment Screen E Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer Fie Edit View Favorites Tools Help Back r x E A Search Sp Favorites a A a LJ rel Address hetp jfeorpwebu
115. processed but requires approval for some reason click the Refer button Markel American Insurance Co _ 5 x ae File Edit View Favorites Tools Help Back O x z gt Search J g Favorites 4 a LJ rel Address Ea http corpwebuat30 38083 Express30 default aspx Go Links RYAN BENNETT Quote New Pending aToo000009175 HPBoa AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Owner Personal Boat Operator Assignment Loss Payee Info Coverage Submission Name RYAN BENNETT Previous Policy Number MIA Premiums Total Annual Premium Total V ritten Prior Total Annual Written Change 1 652 00 1 652 00 0 00 1 652 00 Billing Instructions Bill Insured Billing Information Name RYAN BENNETT ZIP 54901 4757 Address 1 512 ALGOMA BLYD APT 302 Address 2 CityiCounty OshkoshMyinnebago State Arl Available Jete f Move Agency Complete Quote Exit Back Ey Le Local intranet A Note The Refer button will always display even when a referral is not required Please pay attention to the rating messages to confirm whether a referral is required or not You may also refer at any time that you would simply like a second opinion on a risk For more information on referrals see the section that follows re Referring a Risk for Approval MB S 01 08 66 Complete Quote If you would like to Issue th
116. r FS i Done zz fj ja J 4 Local intranet a Make Not Found Upon clicking Make Not Found the manufacturer field will become a field in which you may enter free form text Please do not use the ampersand sign amp when entering the manufacturer name Doing so will cause an error for example C amp J Marina should be added as C and J Marina Speed Calculator Clicking Speed Calculator will bring up the Speed Calculator window MB S 01 08 46 yx Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help O Back a 7 E Bl val 4 Search Favorites 4 Address fe rep http icorpwebuat3s0 808S Express30 default aspx ai gt gt Go gi MARKEL AMERICAN INSURANCE COMPANY Zawory Batch Change Association Logout MAIC HyBoat W1 00 01 Current Association EI DiaryiAttachments MAIC HyYBoat WI 00 01 Enter the values tc AMERICAN UNDEF Horse Power Boat Rating Messages Boat page Risk 2000 to quote you must fi Add Boat weight hss Constant but all required flelds indicated in blue Calculated Speed Hull Type Constant Heavy Y bottom 225 Boat of Fast bottom 250 Catamaran Pleasure Type 275 Fast Catamaran Return Calculate Speed Enter Unit Information Year Length Manufacturer O00 x P7 i Yacht Mame Hull Type Hull Material Speed Hull 0 HIM
117. r Favorites amp 7 ee w rel Agency 000804 Installment Schedule Bill Date Prem Due Inst Fee Total Due Pmt Amt Writeoff Is Billed 03 08 2007 111 50 3 00 114 50 1174 50 0 00 05 07 2007 111 50 0 00 111 50 0 00 0 00 Policy Effective Date Entered Pay Type Ref Control Payment NSF Date 03 08 2007 03 13 2007 CH 1741349 174 50 Jel Ar v SE Links a Local intranet The Amounts Due section displays the Unpaid Premium Unpaid Fees Current Due Past Due and Total Due The Installment Schedule section displays the date due premium due installment fees and payment amounts applied to the billing dates The Payment History section displays the policy effective date payment type a reference number if applicable a control number the amount of the payment and an NSF Date if applicable By clicking the Return button from this screen you will be taken back to the main TransACT Screen Clicking Next or clicking the Refund History Tab will take you to the Refund History Screen MB S 01 08 125 REFUND HISTORY The Refund Screen will show the date of the refund the payee the amount and a reference number Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Back x a A pi Search Pp Favorites amp Address amp http fimaicmagicdct 8080 Express2 1 default aspx te w A LJ r
118. red field Detail Reason Other Underwriting Reason v FAILURE TO PROVIDE A Return Method Effective Date 4 1 2008 Schedule Date optional 4 6 2008 Print Suppress 3 The Return Method box will automatically populate with the cancel method choices you have based on the Reason for Cancellation You must choose a method The Reason you selected in Step 1 above determined that this was a Company Request cancellation so the system automatically populated the Cancellation Effective date with the earliest legal cancel date based on state requirements and proper mailing time Note The Schedule Date will tell you the actual day that the system will change the policy status from InForce to Cancel and is informational only 4 Click the Continue button to proceed OR Exit to return to the TransAC TI Screen MB S 01 08 95 e Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer aoa View vor 5 Help i ia T Sa VE L a E it r x l2 Al J Search S Favorites i a 1 ee uti Address http maicmagicdct 8080 Express21 default aspx Markel American Insurance Company Powered By EXAMPLE Express tm x TransACT Cancel Pages Cancel Reason Detail Unacceptable Driving Speed on 1 2007 Record 3 2006 Return Method Prorata Effective Date 02 28 2007 Schedule Date optional 03 05 2007 New Premium 31 95 Charge 629 42
119. rent Association MARKEL AMERICAN INSURANCE CO 83 Diaryattachments JOY RIDER InForce Reinstate Committed MSB00000005455 TransACT View Service Histary Apply Payment Insured Producer Agency JOY RIDER 90700 0000001 90700 1 MARINA WAY AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Rockford IL 61108 P O BOX 906 P O BOX 906 262 548 9880 PEWAUKEE WI 53072 0906 PEWAUKEE WI 53072 0906 800 236 2862 800 236 2862 Quick Filter Vancel Mey All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 2 26 2008 2 26 2009 277 00 277 00 Committed kramsby 2 26 2008 Endorse 2 26 2008 2 26 2009 277 00 0 00 Committed kramshy 2 26 2008 Cancel 2 26 2008 2 26 2009 0 00 277 00 Committed kramsby 2 26 2008 Reinstate 2 26 2008 2 26 2009 277 00 277 00 Committed kramshy 2 26 2008 2 Select a Reason for cancellation from the drop down box 3 Ifthe Detail box is required please enter any required appropriate details reasons 4 The Return Method box will automatically populate with the cancel method choices you have based on the Reason for Cancellation You must choose a method MB S 01 08 98 The The Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Qm O DAO lwo xm O D m We Address http fcorpwebuat30 8083 Express30 default aspx M Go Google Settings Marke
120. rkel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Back x m al a Search Favorites 4 Go ea yl r Address E http j icorpwebuat 30 5083 Express30idefaukt aspx Go Links Po E 7 ee U U a i o ai e O re E z a ea m A w y mks t roe oe ee k Grab nan T SS Se a i T i r j j j 1 q k j E Home Mew Open Diary Save AZS OFE Batch Change Association Logout MAIC SmallBoat WI 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE Co Es Dia nvAttachments Quote New Pending Owner Corporate Boat Indicates a required field Add Boat Boat 1 of 1 Enter Unit Information Manufacturer Make MotFound Year Model elect ae r 2 G Hull Type select Hull tlaterial select ka Propulsion select ka Length Co Speed T Total Weight Boat amp Engine Calculated Speed 0 Engine s Mumber Of Engines E Engine Manufacturer Year Horsepower Model Type es OJ asline gt Clear Auxiliary Engine Year hake Model Horsepower a a MB S 01 08 33 3 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Ex plorer joj x Fie Edit View Favorites Tools Help Q sax r z x B A a Search 5 2 Favorites A7 wi rel Address E http icorpwebuat30 5083 Express30ldefault aspx Go Links Auxiliary Engine Year Make Mode
121. rm Coverage Start Date 764 00 12Months 06 22 2007 immidd View Payment Schedules Payment Payment Plan Full Pay Payment Type select Amount Vit Minimum Payment Amount 764 00 Commit Without Payment 9 Verify Pay Plan is correct and click Commit Without Payment MB S 01 08 v Eco Links 107 REVIEW BEFORE RENEW 1 Choose the Review before Renew option and click Go Note You cannot perform this action on a policy that has a committed cancel is scheduled for non renewal or has a pending renewal Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q Back 7 x E A pi Search 5 Favorites E 2 X te Al a a Address http corpwebuat30 8083 Express30 default aspx Maok a adi m g TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO 3 Diaryiattachments Transact Insured BUD LIGHT 1 MAIN ST Boneta UT 84001 262 548 9880 Producer 90700 0000001 AMERICAN UNDERWRITING MGRS F BOX 906 PEWAUKEE WI 53072 0906 800 236 2862 Transaction Type Review Before Renew Type Effective Date Expiration Date Total Vritten Written Change New 1 23 2008 1 23 2009 3 511 00 3 511 00 Endorse 1 28 2008 4 23 2009 5 836 00 2 325 00 Open Diary View Service History Apply Payment Agency 90700 AMERICAN UNDERWRITING MGRS F O BOX 906 PEWAUKEE WI 5
122. s Mame and Name contains Add Ciuote Policy Quick Query bd set LOB CNH Sa x Name contains SUE Apply Filter Clear Filter C Save Filter C Show Deleted Quote Re 3t is Es QTOOOO00050349 DEREK SUEHR PFA SmallBoat_SmallBoat auote Mew Pending 2007 07 22 2007 07 22 is BS GITOOOO0000225 Sue cisz ME smallBoat_SmallBoat Giuote New Pending 2007 04 05 2007 04 05 EES Esi GITOOQO0000225 Sue cisz ME smallboat_smallboat uote New Pending 2007 04 05 2007 04 05 eS MSBOOOO0003262 Sue cisz FL smallBoat_Smallboat Cancelled Cancel Committed 2007 06 76 2007 06 26 Esi MSBOOOO0003265 SUE cisz FL smallBoat_Smallboat Cancelled Cancel Committed 2007 06 76 2007 06 26 Ex RS GTOOOO0003860 sue cisz test FL smaliBoat_SmallBoat uote New Pending 2007 06 76 2007 08 02 i B3 GITOOO00004493 sue Nichols CA smallBoat_SmallBoat Quote Mew Pending 2007 07 10 2007 07 10 en 4 Then click the Add button This will move your selected criteria to the Current Filters section See screen print above 5 Once you have selected all the items you wish to search on click Apply Filter and the system will search for any matches to your criteria See screen print above You may add multiple filters to narrow down your search results Or you may delete filters by clicking on the X next to the filter criteria Searching for Referred items In the middle of the screen there are 2 buttons that allow you to search for
123. s Screen will display as shown below MB S 01 08 83 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help ae A a a Back J x B A Pi Search 5 Favorites 4 va ba w rel Address amp https maicmacwebint1 8085 Express21 default aspx v Go Links 4 essages Print Password Batch Change Association Logout Current Association Internal Users change LOB SmallBoat_SmallBoat Status InForce Client Name Ray Stantz Policy Number MSB00000000372 Primary Contact Effective Expiration Date 2007 02 08 to 2008 02 08 222 222 2222 ext admin 5124 Idlewild Internal Users Return to Policy ity Glendale WI 53217 quotelD and M Sender i contains B 2007 02 08 admin File to upload 007 02 08 02 04 00 Committed ian Add Attachment Enter caption einstate Committed 007 02 08 02 04 00 Committed ancel Committed 007 02 08 02 03 00 Committed ew Committed J ei S a Local intranet The area displayed in pink above is the Attachment function To add an Attachment 1 Click on Browse Search your computer to find the document you d like to attach Once you ve found the document click on the document name and then click on Open In the Enter Caption field enter the name of how you would like the attachment labeled Click Add Attachment to attach the file to
124. s tm Microsoft Internet Explorer E ME x Q x A D Plh Ye reves 2 A lA Address http maicmagicdct 8080 Express21 default aspx x Eco Links gt Markel American Insurance Company Powered By EXAMPLE Express tm Save for Later Will return you to the ransACT Screen for your policy and you will see your transaction listed You will see the status listed as pending Note If you process multiple changes to a policy in one day the insured will only receive the hard copy of the last one processed that day MB S 01 08 93 CANCEL When the Cancel function is chosen in TransACT the ability to cancel both due to Company Request and Insured Request is given Company Requested Cancellation 1 Select your transaction type of Cancel and click Go see screen that follows Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer Seles File Edit View Favorites Tools Help ae Q Back lg x E A Search 5 2 Favorites E A KS Address E http icorpwebuat30 8083 Express30 deFault aspx v Eco Google G vio Settings TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO E amp biarvattachments JOY RIDER InForce Endorse Committed MSB00000005455 Transact View Service History Apply Payment Insured Producer Agency JOY RIDER 90700 0000001 90700 1 MARINA WAY AMERICAN UNDERWRITING MGRS Rockford IL 61108 P O BOX 906
125. s21 defat aspx EG le gt Markel American Insurance Company Powered By EXAMPLE Express tm x NonRenew Effective Date 11 22 2007 Schedule Date optional 02 10 2008 Reason Detail Agent Requestloss history Abort Schedule a A MB S 01 08 121 3 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Help O Back z x B A Search Se Favorites O z 2 wi LJ rel Address http maicmagicdct 8080 Express21 default aspx ied Go Open Wessaqges TransACT Master 2 10Current Association Internal Users change Batch Change Association DiarwAttachments Logout Daffy Duck InForce NonRenew Scheduled TransACT MSBO00000000429 View Service History Apply Payment Insured Agency Daffy Duck woo hoo MM_E1SubAgency 456 789 1235 Transaction Type Quick Filter Non Renew Go All Type Effective Date TotalYVritten Written Change Status Last Modified by gt New 02 10 2007 251 14 251 14 Committed possmann 4 3 NonRenew 11 22 2007 251 14 0 00 Scheduled scisz lone ITT Mian 4 The TransACT Screen now shows that this policy has been scheduled for Non renewal Once the policy expiration date has passed the non renewal transaction will now show as Committed MB S 01 08 122 VIEW SERVICE HISTORY i On the TransACT Screen there is a View Service History button Clicking on
126. sACT POLICY MAII TransACT ICONS Next to each transaction There are 3 Icons that appear on the TransACT Screen next to each transaction see screen shot below Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE File Edit View Favorites Tools Help ae Back x a A Search Pe Favorites E 2R g Address https maicmgcwebint1 8085 Express21 default aspx v g co Links 7 Batch Change Association Logout TransACT Master 2 10Current Association Internal Users change DianywAttachments danny noonan InForce Cancel Scheduled MSBOO000000604 TransACT View Service History Apply Payment Insured Agency danny noonan 12423423 T_E1SubAgency 414 222 5555 Transaction Type Quick Filter lt Select Type gt Go Al oe E v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 02 20 2007 02 20 2008 169 34 169 34 Committed admin 02 21 2007 e Endorse 03 01 2007 02 20 2008 222 59 53 25 Committed jfredrick 02 27 2007 i x Cancel 03 18 2007 02 20 2008 12 78 209 80 Scheduled jfredrick NIA v 1 View Policy Will allow you to view the policy as read only No changes can be made 2 Get Change Summary Will display a screen showing the changes made by that transaction 3 Schedule to Abort Will prevent Scheduled transaction from occurring If the X is clicked t
127. st30 008s expressojdefaukaspx OOOO BG MAIC HY Boat WI 00 01 HULL Comments Navigation FO Owhenlperator FO m m Yacht Characteristics Other Explain below Total Commission Reduction Applies to all units on this policy Comments ds A a o Fill in the fields with the appropriate values If a value is entered into a HULL of P amp l field it will be mandatory for the user to enter a comment Click OK when finished Any judgments entered will cause the quote to be referred MB S 01 08 65 SUBMISSION Once on the Submission Screen you can Exit which saves the quote for later Complete the Quote Refer it Move Agency or go back to make any desired changes Billing Instructions Select the appropriate value from the drop down menu Choices are Bill Insured or Bill Other If the bill is to go to someone other than the insured select Bill Other Exit lf the quote is done being processed and no further action is required at that time click Exit The quote can then be retrieved to work on again at a different time Move Agency If you accidentally chose the incorrect sub producer when starting your quote you will be able to reassign to the correct sub producer by using the Move Agency button This option will also be available on the last screen in the complete issuance process This button is only available for agents or internal users Refer If the quote is
128. t Info Additional Interest Info Submission Rating Messages e This contextis not approved to setthe status to Referred e This contextis not approved to setthe status to Approved e This contextis not approved to setthe status to Declined e This contextis not approved to setthe status to Pending Name danny noonan Renew 02 09 2008 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 673 08 673 08 0 00 673 08 Available Actions Complete Issuance Renewal Prep Ei Eoee EEE S E a anra 3 7 The Renewal Prepped policy shows as a scheduled renewal and will show as committed once the actual renewal has been generated and sent to customer Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer g lol x File Edt View Favorites Tools Help ay O O HAA my iz r wily Search Se Favorites Ol 7 pa w E rel Address E http imaicmagicdet 8080 Express21 default aspx gt Go Links Home New Open Wessages Save Print Password Batch Change Association Logout TransACT Master 2 10Current Association Internal Users change 3 piaryattachments danny noonan InForce Renew Scheduled mMSBo0000000409 TransACT View Service History Apply Payment Insured Agency danny noonan gai23 tisub 9999test case st T_E1SubAgency Lexington KY 40511 444 444 4444 Transaction Type Quick Filter Go All a Type E
129. t View Favorites Tools Help ae Bek gt x B A a Search Sp Favorites E3 eA Ea D E rel j Markel American Insurance Co Powered By EXAMPL Address E http j icorpwebuat30 8083 Express30ldefault aspx Go Links Loss Payee Info Submission Name RYAN BENNETT Previous Policy Number BIA Effective Date p 14 2008 Indicates a required field Premiums Total Annual Premium Total Written Prior Total Annual Written Change 951 00 951 00 0 00 951 00 Issue Notes Remarks IEA Available Actions Print Refer Move Agency d Complete Issuance Exit Back Done E m E rad a Local intranet Z Complete Issuance Clicking the Complete Issuance button will load the Payment Information A Payment box will appear as shown below Note If any blue fields have not been filled out for a Markel High Performance or Markel Helmsman Yacht the agent will be required to go back and enter in the missing information MB S 01 08 75 Markel American Insurance Co Powered By EXAMPLE Express tm M icrosc Oj x File Edit View Favorites Tools Help ar Q O A J Search Se Favorites g2 z _ al f Lud rel Address E http corpwebuat30 8083 Express30 default aspx Go Links MAIC HYBoat WI 00 0 5 Diaryiattachments Payment OwnerPersonal eed Payment Pian Select zj arani TRE select E Indicates a required field
130. taxes fees that apply to the unit Policy Taxes Fees Any applicable taxes fees on the policy Total Annual Premium The total premium plus any applicable taxes Coverages Table Lists all applicable coverages for the unit along with the limit deductible and premium Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explore Ioj x Fie Edit wiew Favorites Tools Help Q Beck gt x E A o Search Si Favorites a Cn p vel Address E http j icorpwebuat30 5083 Express30default aspx fo Home New Open Diary Save Password Batch Change Association Logout MAIC SmallBoat OR 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE CO EA piarattachments JOSH FOSTER Quote New Pending TOOOO0008354 Coverage Quote is MOT legal until policy has been bound Indicates a required field Financial Responsibility Level Rate Print View Payment Schedules Save For Later 2007 CENTURION ESCALADE Coverages Lirnit Deductible Premium Watercraft amp Equipment fso000 C 1 FF hoor 4420 No Coverage desired O Settlement Type Agreed Walue watercraft Liability 300 000 135 Mo Liability desired D Uninsured Boater 300 000 incl Medical Payments O00 incl Pollution 500 000 incl Personal Effects 51 O00 250 incl Ey CI l Local intranet Z MB S 01 08 58 Markel American Insurance
131. ter Back 8 a Local intranet Complete Issuance Clicking the Complete Issuance button will load the Payment Information A Payment box will appear as shown below MB S 01 08 136 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit wiew Favorites Tools Help Q sak amp x B A pi Search 5 Favorites EA A te wl LJ rel Address http maicmagicdct 8080 Express21 default aspx JPE x MAIC SmallBoat KY 00 01 Association MAIC SmaliBoat KY 00 Payment Information EA Diarywattachments Policy Information te eatin Full Annual Premium Policy Term Coverage Start Date 439 43 12 Months 02 21 2007 immidd View Payment Schedules Payment Owner Personal Gi Payment Plan Select v Rating Messages 7 e Thiscontetisnot Payment Type select v e This contextis not Amount Minimum Payment Amount e This contextis not e This contextis not Name Holy Mackerg 0 00 Premiums Total Annual Premi 439 43 Issue Notes Remarks Available Actions Complete Issuance Cancel 0px Opx 0 a Local intranet ar Links Payment Information At the top of the payment box the total policy premium is displayed as well as the policy term 1 Choose the desired Effective Date 2 Click on View Payment Schedules to view what installment plans are available base
132. this button will bring up a series of 4 screens e Claims History e Payment History e Refund History e Service History Z Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer fe x File Edit View Favorites Tools Help Back P x a A Search 5 Favorites 4 R X te wl A rel Address https maicmacwebint1 8085 Express21 default aspx v Eco Links 5 Home New Open Messages Save Print Password Batch Change Association Logout A TransACT Master 2 10Current Association Internal Users change Abia Attachments Ray Stant InForce Reinstate Committed MSBO0000000372 TransACT Insured Agency S Ray Stantz z 5124 Idlewild Internal Users 222 222 2222 123 123 1223 Transaction Type Quick Filter Cancel v All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date 4 New 02 08 2007 02 08 2008 191 00 191 00 Committed admin 02 08 2007 4 j e Cancel 02 08 2007 02 08 2008 0 00 191 00 Committed admin 02 08 2007 Ls A as Reinstate 02 08 2007 02 08 2008 191 00 191 00 Committed admin 02 08 2007 4 amp a Local intranet MB S 01 08 123 CLAIMS HISTORY The Claims History Screen will display any Claim information associated with the policy In the example shown below there is a claim on the policy see the green box The Claim date of
133. tion that needs to be used by the system during the automatic renewal process Instructions follow for how to process each type of renewal function Please ensure that you are processing the renewal in the appropriate manner Renewal Prep This is pre staging renewal changes that will get picked up during the normal renewal batch processing cycle Renewal has a status of Scheduled Manually Renew This is actually renewing the policy before the normal renewal process would have applied Renewal has a status of Committed Policy Transaction Renewal Prep 1 Choose the Renew transaction and click Go E Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help i AN k E sek gt Y x al A gt Search STe Favorites ra g w v rel Address a http imaicmagicdct 8080 Express21 default aspx gt Go Links gt Home Newy Open Messages Save Print Password Batch Change Association Logout TransACT Master 2 10Current Association Internal Users change DiarwAttachments danny noonan InForce New Committed MSBO0000000409 TransACT View Service History Apply Payment Insured Agency danny noonan 9999test case st T_E1 SubAgency Lexington KY 40511 444 444 4444 Transaction Type Quick Filter Go All gt Type Effective Date Total VVritten Written Change Status Last Modified by D New 02
134. uest that make on this system is notto be construed as an acceptance by Markel of the change or request and that only Warkel can make that decision and that it must be made expressly by Markel in writing in order ofthe change or request to be legally binding C lunderstand and agree to the terms herein Sub producers must check the box acknowledging the 3 notice in order to proceed with processing the quote When all 3 boxes have been clicked a Continue button will appear Upon clicking Continue the user is attesting that this information was disclosed to the applicant and the user will proceed to the Owner Screen MB S 01 08 28 OWNER SCREEN The Owner Screen is designed to capture the required information regarding the owner s of the vessel Accuracy of the information entered on this page is critical to ensure that an insurance score is able to be obtained Note Be aware that screens for Markel High Performance Boats and Markel Helmsman Yachts will differ Refer to addendums below Although it is not a requirement to obtain enter the Social Security number of the owner the Social security number is the best means of securing the insurance score Reminder The insurance score can have a favorable impact on the overall rate Therefore obtaining a Social Security number in the quote process can turn out to be very beneficial for the applicant lf during the quoting process our Insurance Score provider is not acc
135. use via the Add Owner Information button Do not add a spouse s name with the first name of the first owner entered i e John amp Sandy Doing so will result in an insurance score not being found and this could have a negative impact on the overall premium charged Corporate Ownership lf the vessel is titled in a Corporate Name and this was indicated on the Product Eligibility Screen the Owner Screen will appear as shown below Change Ownership Type However if Corporate ownership was not realized until later in the quoting process selecting the Change Ownership Type button will change the screen from the Personal Ownership fields to the Corporate Ownership fields Markel American Insurance Co Powered By EXAMPLE Express im Microsoft Internet Exp DrEr Fie Edit View Favorites Tools Help Back gt gt E A Search Ke Favorites FA w rel Address E http j icorpwebuat30 5083 Express30 default aspx Go Links mr LWweeelrani an RTD AN JAICT TR wa a h eae AMT J j 5 J l i i i i d ail i 4 Y L Home Mevr Open Diary Save TASS VV OFC Change Association Logout MAIC SmallBoat WI 01 01 July 2007 Current Association MARKEL AMERICAN INSURANCE Co EAiawmnsenmente Quote New Pending Owner Corporate Indicates a required field Owner Primary Phone CY Secondary Phone a Fax Number E Mail Address Mailing ZIP o Mailing Address 2 Do S CitwCounty iselect
136. vorites Tools Help Q tek ki gt ki x 2 PN JO search 5 Favorites El w a E rel Address 2 http corpwebuatso 8083 Express30 default aspx Boat Loss Payee Info Indicates a required field Add Boat Boat 2 of 2 Enter Unit Information Year Length Manufacturer Make Mot Found Model haso fe select Yacht Mame Hull Type Hull Material speed Hull ID HIM Cruiser Express Cruiser x Fiberglass i ik speed Calculator 4 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explor et File Edit View Favorites Tools Help an z R r 7 Zz E aii tie vet er h C A T a i Back x la A a Search 5 Favorites amp v wl rel Address j http i corpwebuat30 6063 Express30 default aspx Go Links PWE Number Of PiE s fo Add PWC Info Tender Add Tender Delete Boat or Exit Previous Boat Back Next s aS a a Local intranet a Clicking Delete Boat will delete the current page s boat information The delete function is not enabled if there is only one boat listed on the quote Once all boat information has been entered click Next to proceed to the Operator Screen MB S 01 08 51 OPERATOR SCREEN lf the first owner entered on the quote is the Primary Operator click Yes This will populate the Owner information previously
137. y has been issued and that output will be mailed out the next business day see below The assigned policy number will be visible in the upper left hand corner of the orange summary box 76 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Ek ar Q Back x a A K Search Pp Favorites 2 X N e X la rel Address http maicmagicdct 8080 Express21 default aspx d p i A g x Eco inks MAIC SmallBoat AL 01 01 Current Association MARKEL AMERICAN INSURANCE CO 3 Diaryiattachments Issue Confirmation Issue Confirmation Thank you for your business Proceed to Policy Admin Policy output will be mailed on the next business day Please call our office if you have any questions Insured Producer test quote Agency 90700 0000001 90700 123 test address AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Birmingham AL 35201 P BOX 906 P O BOX 906 262 548 9880 PEWAUKEE Wil 53072 0906 PEWAUKEE WI 53072 0906 800 236 2862 800 236 2862 Unit 2007 BAYLINER hullserial number a Local intranet 8 Also aS soon as output is available it may be printed in your office 9 At this point you may exit the policy by starting a new transaction or proceed to Policy Administration For Accounting Check Deposits etc please see the Accounting Procedures section towards the end of the manual MB S 01 08 77
138. yment Insured Agency Daffy Duck woo hoo MM_E1SubAgency 456 789 1235 Transaction Type Quick Filter All gt Type Effective Date TotalVYritten Written Change Status Last Modified by D New 02 10 2007 251 14 251 14 Committed possmann xl R A The effective date will be filled in by the system based on proper days notice per the state for non renewal The notice will be mailed the next day after this date The Scheduled date will be filled in by the system as the policy expiration date MB S 01 08 120 lt 4 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Gx O X A Dl sear Jervos Z t A J Address E http imaicmagicdct 8080 Express21 default aspx Go Links gt Markel American Insurance Company Powered By EXAMPLE Express tm x NonRenew Effective Date f 1 22 2007 Schedule Date optional 02 10 2008 Reason Detail Agent Request z floss history Add Reason Exit Quote area T 2 Choose Reason 3 Enter reason specifics in the Detail field 4 Click Abort to cancel this transaction and return to the TransACT Screen OR click Schedule to proceed with this transaction Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q O x 2 sen erates 3 Sw J Address http maimagicde 8080 Expres
139. you return to the main TransACT Screen it will show you that the transaction has been Committed and the insured s policy is cancelled as of the date requested generated MB S 01 08 No forms will be 101 REINSTATE Reinstate will be available in the dropdown box if this is an allowed transaction on the policy 1 Select Reinstate and Click Go Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q peck z x a A Search Ie Favorites E 2 ve a LJ rel Address E http corpwebuat30 8083 Express30 default aspx TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO 3 Diarwattachments JOY RIDER Cancelled Cancel Committed MSB00000005455 Transact View Service History Insured Producer Agency JOY RIDER 90700 0000001 90700 1 MARINA WAY AMERICAN UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS Rockford IL 61108 P O BOX 906 P O BOX 906 PEWAUKEE Wl 53072 0906 800 236 2862 800 236 2862 262 548 9680 PEWAUKEE Wil 53072 0906 Transaction Type Quick Filter Reinstate v All v Type Effective Date Expiration Date Total Written Written Change Status 4 New 2 26 2008 2 26 2009 277 00 277 00 oN j Endorse 2 26 2008 2 26 2009 277 00 0 00 4 i Cancel 2 26 2008 2 26 2009 0 00 277 00 Last Modified by LastModified Date Committed kramsby 2 26 2008 Committed kramsby 2 26 2008 Committed

MAGIC System User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents