Client User Manual - FOJP Service Corporation
Contents
1. NavRisk Client User Manual Table of Contents Subject Page U O O Introduction 3 Registration 4 6 Using the NavRisk System 7 9 Running a Report 10 13 Renewing a Group Policy 14 22 Renewing an Individual Special Coverage 23 28 Updating Information Requesting Additional Coverage 29 34 Subject Matter Experts Contacts 35 36 Appendix l List of Reports 38 Il List of Special Coverages 39 The NavRisk Portal will run under any browser that is capable of hosting the Silverlight runtime Examples of supported browsers include Microsoft Internet Explorer versions 8 and 9 Introduction NavRisk is the software program customized by FOUP to house manage and display all data needed for insurance policy application quotes endorsements and renewals The data is located at FOJP Clients have access to the data by logging onto their NavRisk Portal via the internet a FOJP has access by logging onto its office system Client FOJP Staff 8 Client Data C Registering for a New NavRisk Account NavRisk Portal Windows Internet Explorer Log into the NavRisk gt Go sems Portal server The URL IS https navrisk fojp com Select CRegisterand complete the registration form as directed Username e FOIR SERVICE NavRisk amp is a Trademark of DAVID Corporation 2012 Local intranet Protected Mode Off New User Registration The data fields in bold are requi2. __FreProtecion eS a Ls Fire Protecton Monetary Values Al Year Year ul Const Type Occup Type Built Renov A e UT E E Sed m Yes 61 000 Yes 19 697 22 687 000 ce 000 000 27 637 000 Tota FOP Service Corporate _ oe seni Grand Totais al d ed eem Rem ul hui e FOP SERYSS NavRiske is a Trademark of DAVID Corporation 2012 J Local intranet Protected Mode Off di 100 v Done Sample Report Schedule of Insurance Welcome cperkinsi1 20 P v Clients Program Year Policy Last Login 5 1 2012 2 51 01 PM Logout FOJP Service Corporation v 2012 2013 Automobile v j NPAUTOA4000020125 01 v Forms Home x Reports List x Schedule of Insura X Home Report FOJP Service Corporation A40000 7 FOJP E Schedule of Insurance COVERAGE Carrier Broker Policy No Policy Period Limits Deductible Group Policies Busness Travel Accident Federal Insurance Company Frank Crystal amp Company inc 9305 06 33 05 16 2007 08 16 2012 Accidenta D amp D Voiunteers 10 000 Each Insured Person Med Exp 3 million Aggregate Each Accident cc Med Exp Prof Staff Volunteers 10 000 Each Insured mE mE EN Excess Commerdat Crime First viesichester Fire insurance Company o o g2tessesanoe oz30201127322012 s15 milion excess of 10 milton fo Excess Commercial Crime Second i Ur Fre PE C PEE 028502526 07 30 20
3. App Info Fiduciary Liab App Sign Off Fiduciary Liab Coverage Re Fiduciary Liab Fiduciary Inf Fiduciary Liab Prior Knwldg Summary of Changes Finish Forms 4 Fiduciary Liab Prior Ins e CORAM NavRisk amp is a Trademark of DAVID Corporation 2012 Done Local intranet Protected Mode Off fay 100 On the far left of the screen you will see a series of red nodes o Review and edit the information in each section as needed O Select Mark this section as complete and accurate and click Save o Please note You will not be able to go to the next node until you have marked the section and hit Save O The saved node will turn green Home x Questionnaire 4 Home 4 Client Information Profile Selected Coverages 24 i Renewing an Individual Special Coverage Cont d Please note when you get to the section under Client Activity Questions note blue arrow tabs click on the arrow tabs in order to reveal a drop down list of questions relevant to the main question on the tab Please note the potential of multiple pages associated with questions NavRisk Portal Windows Internet Explorer Cape I Gs le http navportal 5 x lo Bing pr s Favorites yiz Suggested Sites Web Slice Gallery v NavRisk Portal A E gt Gl dA v Pager Safetyy Toos Welcome cperkins FOJ P Cli
4. under heading View Questionnaire It may a take moment to retrieve the data from the system How long it takes to retrieve data is dependent on many factors including internet speed 15 Renewing a Group Policy Cont d On the far left of the screen you will see a series of red vezne dan NOGES i20 P Clients Program Year Policy Last Login 5 4 2012 qum g N ISK FO P Service Corporation v 2011 2012 Fiduciary Liability NGFIDA4000020116 02 d LI Review and ed It the e pe A information in each section as needed T Select Mark this section as Selected Coverages Client Name FOJP Service Corporation complete and accu rate and Contacts Short Name FOJP Service Corporation poc mitia click Save Client Type Agar 4 Client Activity Questions Fiduciary b aspro ene Number aooo o Please note You will not be race i emere er is Bree ominer able to go to the next node Relationship Self mmm PURI re until you have marked the Fiduciary Liab Prior Ins e Facia Liab prior komio For Proft eserin ud l D E section and hit Save Summary of Changes ri t The saved node will turn Mailing Address 1 28 East 28th Street g ree n Mailing Address 2 4 Home Mailing City New York Mailing State ny Home x Questionnaire Mailing Count Administration nno Y New York 4
5. Abstracts B Vehicles Client Activity Questions Summary of Changes Finish FOIR SERVICE NavRisk is a Trademark of DAVID Corporation 2012 amp Local intranet Protected Mode Off fa vy 100 31 Updating Information Requesting Additional Coverage conta Select the corresponding policy to be updated There are options to edit add delete Click Add for all new exposures An Edit window will appear this will allow you to add your new endorsement NavRisk Portal Windows Internet Explorer 1 isle Go le http navportal E rx she Favorites 3 Suggested Sites Web Slice Gallery we mu vi dh v Pagev Safetyv Tools v e us IEA lo ns Effective Date 1 1 2012 Termination Date 1 1 2013 Child Client Vehicle Number Year Make Model Description VIN License Plate Number Registration Type Registration Status Registration Expiration Date lt M 32 100 amp Local intranet Protected Mode Off A Updating Information Requesting Additional Coverage conta Once you have added the endorsement and are satisfied that the information is accurate mark the section as complete click Save Please note In the summary of changes section you can view all changes made in the Text Justification column fo E NavRisk Portal Windows Internet Explorer Bing 2 Dan z Favorites 35 e
6. Lj op v Pending FOJP Service Corporation 2011 Pending Renewal proposal submitted for binding View 4 27 2012 FOJP Service Corporation 2011 Pending Renewal proposal submitted for binding iew 4 27 2012 JL Client Policies Drag a column header here to group by that column Refresh 5 Policy Status Request Endorsement View Reports List Coverage Type V Number V Client Name V Program Year v Status M Automobile NPAUTOA4000020125 01 FOJP Service Corporation 2012 Current w curren _ Pending View View Workers Compensation NPWCA400002012G 02 FOJP Service Corporation 2012 Current L Expired 4 20 Questions About a Renewal If FOJP requests additional information you will receive a new e mail in the NavRisk Inbox The NavRisk e mail will allow you to view the questionnaire and make any necessary changes Similarly if you request any additional information before authorizing click Submit You will receive a reply in your e mail prompting you to check your NavRisk Inbox for FOJP s response Once you have reviewed FOJP s response and are confident your questions have been answered please click Finish and select Authorize 21 Renewing a Group Policy Cont d When FOJP is satisfied with the information submitted FOJP will go to the insurance brokers to obtain insurance quotes 7 Once FOJP completes negotiation of the renewal premium information for the group policies e
7. Property GL Auto the policy will be bound The renewal application will be automatically deleted from your NavRisk Inbox and the new policy will be placed in the Client Policy section of the Home page 22 Renewing an Individual Special Coverage E Mail Inbox Notification from FOJP Quote Endorsement Policy Number NQXXXXA400002012S 01 Client Name FOJP Service Corporation Action Renewal Proposal Ready for Review Notes Your policy is up for renewal please make any necessary changes by visiting http navrisk fojp com 18 NavRisk Portal Windows plo c n Sm EN gt CEE 2 x CEA d W Favorites iz Suggested Sites p Web Slice Gallery v NavRisk Portal my E de v Page Safetyv Tools e X Welcome cperkins KO P e Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout L M x Forms Home Lx Inbox Home Refresh Reports Drag a column header here to group by that column J Inbox Status V Client Name V Program Year V Status v Description V View Questionnaire History Proposed Start Date Y M Open FOJP Service Corporation 2011 Open Renewal application ready for review View View 427 2012 LJ Pending 4 Client Policies Drag a column header here to group by that column Refresh Policy Status Request Endorsement View Reports List Coverage Type V Number V Client Name M Program Year YV Status v Effective Date F4 Workers Compensation NPWCA31
8. for Insurance Services Driver Abstracts Vehicles Cheryl I have added a vehicle ID card and binder Client Activity Questions Summary of Changes Submit Authorize Finish e FOIF SERVICE NavRisk is a Trademark of DAVID Corporation 2012 3 4 amp Local intranet Protected Mode Off fav 100 Subject Matter Experts If you have a question while going through any of the steps in this manual please contact the following subject matter expert Automobile Abstract Claims ID Cards Cheryl Perkins 212 891 0842 pcrook fojp com Boiler amp Machinery Items Derrick Hodge 212 891 0809 chodge fojp com Business Travel Accident Charlie Ferguson 212 891 0739 cierguson fojp com Commercial Crime Charlie Ferguson 212 891 0739 cierguson fojp com Directors amp Officers Charlie Ferguson 212 891 0739 cierguson fojp com Disability Coverage Charlie Ferguson 212 891 0739 cierguson fojp com Fiduciary Liability Charlie Ferguson 212 891 0739 c erguson tojp com General Liability Coverage Charlie Ferguson 212 891 0739 c erguson tojp com Property Coverage Charlie Ferguson 212 891 0739 cierguson fojp com Special Coverage s Stand Alone Policies Charlie Ferguson 212 891 0739 c erguson tojp com Workers Compensation Coverage Peggy Crook 212 891 0842 pcrook fojp com NavRisk Related Items Chris Balestra 212 891 08
9. on the final Submit button below Should you have any comments to be submitted to Insurance Services with your Renewal Questionnaire please enter them below en updated Thanks Summary of Changes Finish Submit Authorize Administration NavRisk is a Trademark of DAVID Corporation 2012 19 Renewing a Group Policy Cont d The status of this task in your Inbox will change from open to pending the description describes the pending activity 1j The view questionnaire is now grayed FOJP will review all policy data you submitted regardless of the Submit or Authorize selection but FOJP will not process the policy further until all questions have been answered by someone from the Insurance Services Department and you have authorized the policy Once you have authorized your renewal and it s been bound by FOJP you will see that it moves from your Navhisk Inbox to your list of Client Policies l za Welcome cperkinsii Clients Program Year Policy Last Login 5 1 2012 2 51 01 PM Logout x X Forms Home lx Inbox Refresh Home Reports Drag a column header here to group by that column Inbox Status Client Name V Program Year v Status v Description V View Questionnaire View History Proposed Si 3 F Open FOJP Service Corporation 2012 Pending Endorsement proposal submitted for bind View 5 3 2012
10. the current date click Create Endorsement 8 NavRisk Portal Windows Internet Explorer em s jJ GOe ETE Bing ye Sly Favorites 5 e Suggested Sites v g Web Slice Gallery v NavRisk Portal gt E vi dA Pager Safety Took G Create Endorsement Effective Date 4 27 2012 Create Endorsement Cancel 30 pdating Information Requesting Additional Coverage contra Click on the icon of the exposure type you wish to add O EXAMPLE If you are adding a new vehicle to the auto policy click on Vehicle under the Policy Scheduled Items NavRisk Portal Windows Internet Explorer Ese ee Ce amm AE CE Sie Favorites 5 Suggested Sites Web Slice Gallery v aa x m amp NavRisk Portal fh By 2 ah Pager Safety Toolky Welcome cperkins 20 P Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service Corporation z 2012 2013 Automobile v NQAUTOA4000020125 02 X Forms Home Lx Questionnaire x Home ne Save Refresh Reports Mark this section as complete and accurate 4 Client Information Profile Vehicles Add Excel Export Selected Coverages Drag a column header here to group by that column Contacts 4 Policy Scheduled Items Effective Date Termination Date Child Client Vehicle Number Year Make Model Description VIN License Pl Driver
11. the information including the scheduled items are correct before clicking on the final Submit button below Should ir Belice seed tee ou have any comments to be submitted to Insurance Services with your Renewal Questionnaire please enter them below olicy Schedu s Current Payroll Client Activity Questions Contact phone numbers updated ry of Changes Submit Authorize SN NavRisk amp is a Trademark of DAVID Corporation 2012 Local intranet Protected Mode Off g v R10 26 r Renewing an Individual Special Coverage Cont d When FOJP is satisfied with the information submitted FOJP will go to the insurance brokers to obtain insurance quotes Once that is complete you will receive another e mail from FOJP prompting you to return to your NavRisk Inbox in order to review the Client Acceptance Form When you log back into NavRisk go straight to the Report tab click on the Client Acceptance Form e a A e GN CENE gt le http Erta NN x l ain ng E sr Favorites yiz Suggested Sites v Web Slice Gallery v NavRisk Portal fh By amp dA Page Safetyv Tools Welcome cperkins 20 P t Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service Corporation z 2011 2012 Fiduciary Liability NQFIDA400002011G 01 Zaj j Forms Home X Questionnaire xj Reports List Lx Home Policy Report
12. 0002012G 01 FOJP Service Corporation 2012 Current 3 15 2012 B Current LJ Pending L Expired _ Forms B e FOE SERVICE NavRisk amp is a Trademark of DAVID Corporation 2012 amp Local intranet Protected Mode Off You will receive a policy renewal request in your personal E Mail Inbox prompting you to go to the NavRisk Portal http navrisk fojp com When you log on you will go to the top of the Home page titled Inbox you will see a notification from FOJP Go to the column titled View Questionnaire and click on the View Tab 23 r Renewing an Individual Special Coverage Cont d 78 NavRisk Portal Windows Inter plo RENE x AN http navportal X o Bing P dir Favorites Ji Suggested Sites v Web Slice Gallery v NavRisk Portal m vii d v Page Safeyv Toolsv G Welcome cperkins TO P se Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout SK FOP Service Corporation v 2011 2012 Fiduciary Liability NQFIDA400002011G 01 v Forms Home x Questionnaire x Home a Home Refresh Reports 4 Client Information _ Mark this section as complete and accurate Selected Coverages Profile EIGENEN Selected VY Description V Effective Date Y Termination Date Y Contacts iv Fiduciary Liability 10 31 2011 10 31 2012 Policy Scheduled Items B 4 Client Activity Questions Fiduciary Liab
13. 11 07 30 2012 10 milion excess of 25 million Disab Zurich American insurance Company Crystal amp Company 5351340 07 01 2011 07 012012 Statuto 13 Renewing a Group Policy E Mail Inbox Notification from FOJP Quote Endorsement Policy Number NQXXXXA400002012S 01 Client Name FOJP Service Corporation Action Renewal Proposal Ready for Review Notes Your policy is up for renewal please make any necessary changes by visiting http navrisk fojp com 6 NavRisk Portal Windows x gt s p bs http bal e alk z fing A H Favorites 5 e Suggested Sites v Web Slice Gallery v Naviisk Portal A By Gl dA Page Safety Too Qv Welcome cperkins FO P v Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout zal zal Z Forms Home wx Inbox Home SS ee fi vE Refresl Reports Drag a column header here to group by that column Inbox Status fl V Client Name v Program Year v Status v Description v View Questionnaire View History Proposed Start Date V Open FOJP Service Corporation 2011 Open Renewal application ready for review few em a j L Pending K Client Policies Drag a column header here to group by that column Refresh Policy Status Request Endorsement View Reports List Coverage Type V Number V Client Name V Program Year V Status V Effective pat 2 V Current View
14. 76 cbalesira fojp com 35 Ls APPENDIX Appendix List of Reports Boiler amp Machinery Schedule Lists boilers and machinery exposures Census Schedule Employee count by quarter for disability policy Client Acceptance Form Reviewed and signed as part of the individual special coverage renewal process Flood Schedule Lists properties on the FEMA flood policy Foreign Package Assets Lists physical assets located in a foreign country Foreign Package Trips Lists trips to foreign countries General Liability Activity Schedule LTCF amp Agency only Lists Client s GL activity General Liability Employee Schedule LTCF amp Agency only Lists Client s full and part time by employee type Pollution amp Tank Schedule Lists pollution and tank exposures Property Schedule Lists building exposures Schedule of Insurance Lists policies Vehicle Schedule Lists vehicles Workers Compensation Payroll Schedule Lists payroll for current and prior year 37 Appendix Il List of Special Coverages Disability Event Coverage amp Cancellation Excess General Liability Excess General Liability Oil amp Gas Excess Professional Liability Excess Professional General Liability Excess Sexual Abuse amp Molestation Liability Fiduciary Liability Fine Arts Flood Foreign Medical Malpractice Liability General Liability General Liability Oil amp Gas Healthcare Professional G
15. Suggested Sites v Web Slice Gallery v NavRisk Portal fy B FOJP Home 4 Home Reports TX gt http navportal deh v Pager Safety Tools d Welcome cperkins NA e dia Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service Corporation v 2012 2013 Automobile NQAUTOA4000020125 02 Home x Questionnaire wi i s complete and accurate 4 Client Information j Summary of Changes Profile Excel Export Selected Coverages C A EN SER A E Ni Contacts Transaction ID VY Transaction Number v Item Changed 4 Policy Scheduled Items 39643 1 Policy Policy Number NQAUTOA400002012S 02 Record created l V Item Description v Change Type Y n Driver Abstracts Vehicles Client Activity Questions Summary of Changes Finish e FOU SSAYISS NavRisk is a Trademark of DAVID Corporation 2012 Gi Local intranet Protected Mode Off a gt 100 v 33 ra Updating Information Requesting Additional Coverage conta Once you are satisfied with your submission select the Finish tab at the bottom of the Questionnaire page o The Authorization page will appear Click Authorize Once FOJP receives the endorsement request it will process 1 Please note if you have a question about your submission type your question in Comments for Insurance Services box and select Sub
16. View Workers Compensation NPWCA310002012G 01 FOJP Service Corporation 2012 Current 3 15 2012 M Current _ Pending _ Expired 4 Gi ro Med NavRisk is a Trademark of DAVID Corporation 2012 Done amp Local intranet Protected Mode Off fg 100 An e mail from FOJP will notify you that a policy is being published for renewal Your NavRisk Portal Inbox will contain a renewal policy e mail o If it does not select Refresh 14 Renewing a Group Policy Cont d Program Year Policy Drag a column header here to group by that column FOJP Service Corporation 2011 v Client Name V Program Year V Status inbox Status V Description V View Questionnaire View History Proposed Start Date T Renewal application ready for vm d View 4 27 2012 Client Policies Drag a column header here to group by that column Request Endorsement View Reports List Coverage Type olicy V Number V Client Name V Program Year v Status v Effective Date Workers Compensation NPWCA310002012G 01 FOJP Service Corporation 2012 Current 3 15 2012 Gi FOIF SERVICE NavRisk is a Trademark of DAVID Corporation 2012 Done amp Local intranet Protected Mode Off As in rl years you will be asked to update your data for the particular policy being renewed 1 In order to update your data from the previous year select View
17. d the Agreement Navigate to the Comments to Insurance Services field and type a comment or question here If you have a question about the renewal click Submit and type your question in the box labeled Comments for Insurance Services If you do not have a question click Authorize J amp http navportal pax amp Nevis Portal EN Ak RE 3 3 Forms Home Reports Clients Program Year Policy Last Login 4 30 2012 4 20 56 PM ISK FOIP Service Corporation x 2012 2013 Workers Compensation NQWCA400002012G 01 v Welcome cbalestra Selected Coverages 4 Policy Scheduled Items Current Payroll Comments for Insurance Servic Client Activity Questions Home x Questionnaire x Read the agreement below and click on Submit to proceed 4 Home By clicking on the Final Submit button below you are warranting that to the best of your knowledge the information contained herewithin is complete 4 Client Information and correct and that the submitter is authorized to attest to its accuracy Please be advised that any misrepresentation contained herewithin could Profile potentially void your coverages You are about to submit the Renewal Questionnaire Once submission is complete you will no longer have the ability to make further changes online Contacts Please confirm that all of the information including the scheduled items are correct before clicking
18. duciary Liability NQFIDA400002011G 01 v Forms Home xj Reports List x Home P Reports View Report Report Description View Boiler and Machinery edule View Census Schedule View Commercial Crime Schedul View Client Acceptance Form Reports View Report Report Description ndorsement Date Endorsement Number e FORSE NavRisk amp is a Trademark of DAVID Corporation 2012 Done Local intranet Protected Mode Off fa 100 v Boiler and Machinery Schedule Census Schedule Commercial Crime Schedule Client Acceptance Form DMV Abstract Schedule Abstract Request Sheet Flood Schedule Foreign Package Trips Schedule Foreign Package Assets Schedule GL Activity Schedule GL Employee Schedule Location and Tanks Schedule Property Schedule Schedule of Insurance Vehicle Schedule WC Payroll Schedule 11 Report Property Report CLEA Windows Internet Explore Su GO i ne hitp navportal gt 4 X Bing Py sly Favorites dB Suggested Sites v Web Slice Gallery m fo E oC od Pager Safety Toos NavRisk Portal gt Welcome cperkins F P e Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service Corporation v 2010 2011 Property Boiler amp Machinery v NPPROPBMA310002010G 01 v x Reports tist xj Property Schedule xj m
19. eneral Liability Healthcare Provider Prof Liability Independent Adjuster Bond Internet Professional Liability Lawyers Professional Liability Managed Care Professional Liability Media Professional Medicare Bond Miscellaneous Errors amp Omissions Liability Agents Brokers Miscellaneous Professional Liability Plate Glass Professional General Liability Professional General Liability Primary ALAE Prop Ded Buy Back Property Boiler amp Machinery Public Official Bond Resident s Personal Funds Trust Bond Workers Compensation Workers Compensation amp Employer s Liability NJ Workers Compensation amp Employer s Liability PA 38
20. ents Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOIP Service Corporation v 2011 2012 Fiduciary Liability NQFIDA400002011G 01 Forms Home x Questionnaire xj Home pre Refresh E Reports len ramen C Mark this section as complete and accurate Poss Questionnaire Responses rofile Selected Coverages Question Question Required Response Contacts lI 4a Who is the Executive Officer authorized to receive notices and information Policy Scheduled Items regarding the proposed policy 4 Client Activity Questions Question Question Required Response Fiduciary Liab App Info FLI 4b Name of Executive Officer authorized v Fiduciary Liab App Sign Off FLI 4c Title of Executive Officer authorized 4 Fiduciary Liab Coverage Re FLI 4d E mail address of Executive Officer authorized v ie Faban Lieb y ink FLI 4e Phone of Executive Officer authorized v Fid Liab P I 4 ritucary inb Prior Ins FLI 4f Fax of g Officer authorized v Fiduciary Liab Prior Knwldg Eu Summary of Changes pup DE FLI 31a Please complete the next question if you have defined benefit plans inisl FLI 5 Ini Question Question R amp guired Response Does ti b FLI 6a organiza fers Are all defined benefit plans adequately funded in accordance with ERISA or joes the x a PIED cd FEJD any applicable similar common or statutory law of the United States Canada or any state or other jurisdiction any
21. kins ar aangaan aaa ia Ca 080 tems fr t Chest Mtiviy Questions Peer Policy Number NQOMOEPLAN00002012 01 Correction FOXNTVCPerles It is bone to rene your O policy Festa review and revise accordingly 9 Stan changed from New to NAished Summary of Changes poa i Review your changes at the Summary of Changes node You can view all changes made in the Text Justification column 17 Renewing a Group Policy Cont d NavRisk Portal Windows Internet Go http navportal Sin lt i T x Bing pr she Favorites iz 8 Suggested Sites jg Web Slice Gallery v NavRisk Portal Forms Home a vi d v Pagev Safety Toos Welcome cperkins Policy Last Login 4 27 2012 9 56 31 AM Logout TO P e Clients Program Year l FOJP Service Corporation X 2012 2013 Workers Compensation v NQWCA400002012G 01 v s Home xj Questionnaire x 4 Home 4 Client Information Profile Selected Coverages Contacts 4 Policy Scheduled Items Current Payroll Client Activity Questions Summary of Changes C Gi COSAS NavRiske is a Trademark of DAVID Corporation 2012 Done Local intranet Protected Mode Off fav 1006 After all nodes have been reviewed and saved and all nodes are green click Finish 18 LI LI 0 Renewing a Group Policy Cont d At the final submission screen Rea
22. mit instead of Authorize FOJP will review and respond NavRisk Portal Windows Internet Explorer j Bing p http navportal r Favorites yiz Suggested Sites v Web Slice Gallery v NavRisk Portal Welcome cperkins me P A Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service Corporation X 2012 2013 Automobile v NQAUTOA4000020125 02 v Forms Home x Questionnaire x fy G amp od Pager Safetyy Toos G s Read the agreement below and click on Submit to proceed Home 4 Home By clicking on the Final Submit button below you are warranting that to the best of your knowledge the information contained herewithin is complete and correct and that the submitter is authorized to attest to its accuracy Please be advised that any misrepresentation contained ences 4 Client Information Profile herewithin could potentially void your coverages Selected Coverages You are about to submit the Renewal Questionnaire Once submission is complete you will no longer have the ability to make further changes Contacts online Please confirm that all of the information including the scheduled items are correct before clicking on the final Submit button below Should you have any comments to be submitted to Insurance Services with your Renewal Questionnaire please enter them below 4 Policy Scheduled Items Comments
23. n Client Signature Print Name Print Title e COILSEATISS NavRisk is a Trademark of DAVID Corporation 2012 28 Done Local intranet Protected Mode Off fa v Q10 v Updating Information Requesting Additional Coverage When you want to either update contact information or add an exposure to your policy e a new vehicle new property location new employee this is an Endorsement To request an endorsement navigate to the Client Policies area of the Home Page located below the Inbox 8 NavRisk Portal Windows Internet Explo NO EXT CIC Jl e http navportall v 5 Bing pe Web Slice Gallery Gy Favorites d Suggested Sites NavRisk Portal uo C dh Pager Safetye Took v Welcome cperkins Last Login 4 27 2012 9 56 31 AM Inbox Drag a column header here to group by that column Refresh Inbox Status v Client Name y Program Year tatus 7 ipti y View Questionnaire View Histor Proposed Start Date Z Open FOJP Service Corporation 2011 n 4 27 2012 Pending Refresh Policy Status iV Current Pending Expired For e NavRisk is a Trademark of DAVID Corporation 2012 Done amp Local intranet Protected Mode Off 29 Updating Information Requesting Additional Coverage conta Locate the policy you want to update select View under the Request Endorsement column of the policy A prompt will appear with
24. ome gt Physical Address 4 Client Information Profile Selected Coverages Gi FO SERYISS NavRiske is a Trademark of DAVID Corporation 2012 16 Renewing a Group Policy Cont d 8 NovRisk Portal Windows Internet Ex jer USE http navportal eats dir Favorites y Suggested Sites jg Web Slice Gallery v r NavRisk Portal fy O dA v Page Safetyv Tool G Fal Welcome 20 e Clients Program Year Policy Last Login 4 27 204 731 AM Logout FO2P Service Corporation 2012 2013 Workers Compensation NQWCA400002012G 01 Home x Questionnaire x 4 Home 4 Client Information Profile Selected Coverages Contacts 4 Policy Scheduled Items Current Payroll Summary of Changes Gi FOUSERVISS NavRisk is a Trademark of DAVID Corporation 2012 Done Local intranet Protected Mode Off fa 100 Welco Program Year n Las Logo 427 201 FtG5 bec 2012 2013 OwectorshOfficers Emptoymert Practices Lab ty NQOBOULA400002012 01 Aj Questornere x Mares Home Chert eleme Mark the secton as complete aed accurate LE Selected Coversges Samary of Changes W Deta Contacts ltem Changed Item Descrgter ange Troe TraraactiorDate Changed By Behey Schedles It UMererter Changed trom Sheten Smat S Poly Policy Number NQOROEPUMDOO020125 01 Correction FONT Per
25. pear in this section Actions can be narrowed down and sorted by clicking on the Open or Pending tools on the right navigation bar On the left navigation bar the Home icon can be clicked at any time to return to the home page Reports icon can also be seen on the left Using the NavRisk System Cont d The bottom section is titled Client Policies Teber J d v Pagev Safety Toos Welcome cperkins Last Login 4 27 2012 9 56 31 AM Logout Client Policies Drag a column header here to group by that column Refresh t Policy Status V Current L Pending L Expired View a list of the current pending or expired policy expirations and exposure data back to 2010 53 If the Current Pending and Expired tools do not narrow down a search sufficiently you may use the Policy Search Field to select the program year and specific policy needed Ts G http navportal y Favorites 5 8 Suggested Sites v Web Slice Gallery v NavRisk Portal Running a Repo Jexjom E Wb E E dA Page Safety Toos Qv rt 2 x W Last Login 4 27 21 Program Year b Policy a al za FOJP NA T Home x Inbox Drag a column header here to group by that column v Client Name v FOJP Service Corporation 2011 4 Program Year Y Status Y Description Y View Ques
26. quick Number E policy search tj Each field has a dropdown emer Click Client to confirm your Drag a column header here to group by that column Refresh poe entity s name and Program Workers Compensation NPWCA310002012G 01 FOJP Service Corporation 2012 pas Yea r fo r th e pol icy ye ar yo u L Expired B wish to locate and Policy L0 for the policy type e FOIR SERVICE NavRisk amp is a Trademark of DAVID Corporation 2012 Request Endorsement View Reports List Coverage Type Vv Number V Client Name V Prog Done amp Local intranet Protected Mode Off Using the NavRisk System Cont d The top section is an action Inbox NavRisk Portal http navportal r Favorites iz Suggested Sites Web Slice Gallery v NavRisk Portal gt 47 x o Bing Py To By Gl d Pager Safetyy Toolsv gt FOJP NM ox ia l Forms Home x Home Inbox Drag a column header here to group by that column Client Policies Drag a column header here to group by that column v Number rj Client Name sation NPWCA310002012G 01 FOJP Service Corporation 2012 3 15 2012 V current L Pending C Expired e GER S NavRisk is a Trademark of DAVID Corporation 2012 Done amp Local intranet Protected Mode Off All requests interactions with FOJP will ap
27. red When finished press register You will receive an e mail in your inbox notifying you that an FOJP representative will review and approve your application shortly Register for online access State Zip Register Ls Registered Users If you have already registered log in with your username and password If you have forgotten your password click Forgot Password 2 You will be prompted to answer your security question at which point your password will be sent to you via e mail Done Local intranet Protected Mode Off fa vy 100 NavRisk Portal Windows Internet Explorer a m el X Gu FI http navportal 4 X e Bing p x amp Convert hd P Select dig Favorites 9 Web Slice Gallery v amp NavRisk Portal amp v G Bly Gl ah v Pager See Toos D e FOIR SERVICE NavRisk is a Trademark of DAVID Corporation 2012 Using the NavRisk System When you log in you will see the NavRisk Portal Home page 78 NavRisk Portal Windows i i http 1 http navportal o Bing z Favorites 93 Suggested Sites ge Web Slice Gallery v NavRisk Portal To E gt Gl BB Pagev Safety Toos NA 3 eem Policy Search Field is above the Home Page wak Drag s colum header here to eroun by a Colum AED OAROR m This section is for a
28. s Reports View Report Report Description View Boiler and Machinery Schedule View Census Schedule 7 View Commercial Crime Schedule View DMV Abstract Schedule Invoice Reports View Report Report Description Endorsement Date Endorsement Number View Proposal 4 27 2012 11 00 00 AM 6000 hues NavRisk amp is a Trademark of DAVID Corporation 2012 27 Local intranet Protected Mode Off fa 1005 r Renewing an Individual Special Coverage Cont d The Client Acceptance Form will contain competing quotes for the renewal Print complete sign the form and then fax or e mail the original to your contact at FOJP NavRisk Portal Windows Internet Explorer Ses GU x z Favorites 3 Suggested Sites v ig Web Slice Gallery v je NavRisk Portal n D 7 vii deh v Pager Safety Toolsv e Welcome cperkins FOJP Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM Logout FOJP Service FOIP Service Corporation ST 2011 2012 Fiduciary Liability NQFIDA400002011G 01 v Forms Home x Questionnaire IX Reports List xj Client Acceptance I XJ Home Reports FOJP Service Corporation Fiduciary Liability 10 31 2011 10 31 2012 Expiring Coverage NPFIDA400002010G D1 O Nar nas00002011601 NaFIDAs000020116 02 m Change from Expiring Please circle your selectio
29. tionnaire View History o Proposed Start Date V Open Renewal application ready for review View View 4 27 2012 Client Policies Request Endorsement View Reports List View View Drag a column header here to group by that column Coverage Type Number Client Name Program Year Y Status Y Workers Compensation NPWCA310002012G 01 FOJP Service Corporation 2012 3 15 2012 Current elcome cperkins 012 9 56 31 AM Logout Refresh Inbox Status V Open Pending Refresh Policy Status Effective Date Current Pending L Expired G Local intranet Protected Mode Off 4g Q10 Go to the Policy search area O Click Policy a and select the policy 7 Click Program Year b and select the policy year Then go to the Navigation Bar c located on the far left side of the Home page Click the Reports See next page or Appendix for a list of available reports 10 Ls Choose the report type you wish to view EN Risk Portal MEM X c nm CF C0 amp http navportal x S sing Er oly Favorites x5 Suggested Sites v Web Slice Gallery v NavRisk Portal Running a Report Cont d e se 3 de v Pagev Safety Toolsv Gi i PO J P Nay e Clients ISK FOJP Service Corporation Welcome cperkins Last Login 4 27 2012 9 56 31 AM Logout Program Year Policy Y 2011 2012 Fi
30. where in the world as attested to by an actuary ey 2 25 enewing an Individual Special Coverage Cont d Once you have completed all sections click Finish If you have a question about the renewal type your question in the box labeled Comments for Insurance Services and click Submit If you do not have a question click Authorize Ne ES gO lel http navportal gt x lle Bing JOE sly Favorites iz Suggested Sites v Web Slice Gallery v eS NavRisk Portal fh E Cl d Pagew Safetyy Toos Welcome cperkins RO P Clients Program Year Policy Last Login 4 27 2012 9 56 31 AM FO3P Service Corporation J 2012 2013 Workers Compensation NQWCA400002012G 01 gis Forms Home x Questionnaire x nme Read the agreement below and click on Submit to proceed 4 Home Rep By clicking on the Final Submit button below you are warranting that to the best of your knowledge the information contained herewithin is 4 Client Information complete and correct and that the submitter is authorized to attest to its accuracy Please be advised that any misrepresentation contained Profile herewithin could potentially void your coverages Selected Coverages You are about to submit the Renewal Questionnaire Once submission is complete you will no longer have the ability to make further changes Contacts online Please confirm that all of
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