Facilitators Manual - Vero National Marine
Contents
1. vero Welcome to VeroCentral Claims Commercial Motor Claims Online Commercial Motor web page Claims web page Corporate Property and Liability Quick Quote Corporate Property and Liability web page Construction web page Equipment Breakdown Web Tool Premium Generator Engineering web page Marine web page Personal Insurance Profin Professional and Financial Risks Home amp Motor Tool a Profin Professional and Financial Risks web page Personal Insurance web page Vero Marine User Guide VETO After a short loading procedure the system loads the Vero Marine Web Tool welcome page Vero Marine Quotation System vero y Lew Quote amp Welcome frankuser 3 Logout ia Navigation Panel Dashboard Transactions Administrator s Message ade Referral Alerts Es eee ai BD Viev UW Message Mark Actioned Transaction List Quote No Insured Name a Welcome to the Vero Marine New Business Quote Tool Page 1 lof 1 ae No alert to display Message Centre Starting a new quote To begin the quoting process start by selecting New Quote from the top left corner or the screen or the navigational panel on the left as highlighted above Vero Marine products are listed as shown on the following page To select a product 1 Use the search function which appears on many of the Vero Marine Web Tool screens New Quote Please select Product to cre2. a Navigation Panel E Dashboard New Quote Transaction List Transactions Quote Actions gt View Print JEmail Change Identity a Search By Commodity ES lr E Transaction No Policy Number Insured Broker Name Class Ch Status Update Date Revenue St O TO000000280 JD Australia ALBANY DISTRIC Annual Transit Withi Vero WS 30 09 2010 WA de 70000000289 Annual Transit Withi Wero INFO 30 092010 E 71000000083 O Annual Transit Withi Wero INFO 30 092010 1000000057 JO Meat Australia ALDAY DISTRIC Annual TraostWithi erg RIG zgago WA JO Meat Australia ALBANY DISTRIC Annual Transit Withi 2 08 2010 71000000085 JO Meat Ausztralia ALBANY DISTRIC Annual Transit Withi Vero RTQ 25 08 2010 WA 70000000254 JD Foods Australia ALBANY DISTRIC Annual Transit With Vero RTQ 239092010 WA 70000000283 ALBANY DISTRIC Annual Transit Withi Wero RTO 39 09 2010 WA a Identity Management Message Centre Report Audit Logs Sort Ascending Sort Descending Filters JD Foods Australia Pagel Jof 3020 lo bl MS Quote amp Policy History Quote History Policy History Policy Revisions Audit Log Action Description Quote Updated Quote information updated 1369124 New Quote New quote started 1369124 Page 1 Jor 1 F E Performed by Displaying Quotes 1 20 of 60387 E Activity Tim
3. Marine Vero Marine Web Quote Tool User Guide 12 October 2010 Date User Guide Vero Table of Contents What does VeroCentral mean for me and my clients occcccccccccccnnancnncnn nana 3 PrOQUELS a a O o IAEE 3 Web TOO ACCESS ca pasis ap artes DCE RAT E E DCE REDE otros ost ld 4 ois adem Neve QUO re ri 6 ate el o AE o RIR RR O RR 10 Update a Quote to a Cover NOte cccccccecsecceucesecuccueessuucuuesseuuuuvensuuuuesssaugs 11 o Pe PEE E O O 12 PFOGUCE CLA ssa asa sa Da A SD CA DU CDS dA SSD o O 13 A o e Dedos ada sedeada sadias ds indi 13 Carriers Goodwill product ccoccoccccconcanocccn raro rro rra rr rra rr rra rr 14 Special rating commodities ooccccconcanccrcnnnarocro ara nra rra rra rr rr rra rra 15 Vero Marine User Guide Vero What does VeroCentral mean for me and my clients Products Vero Marine It s easier to do business with Vero At Vero we re always looking for ways to make it easier to do business We re investing in new technology to save you time and help you deliver exceptional service to your clients Our systems are purpose built for your needs and are all backed by our trained and dedicated support team At www vero com au you will find everything you need to know about Vero and gain access to VeroCentral our secure web portal for broker applications with the convenience of a single login And if you re after any Vero brochures forms PDSs or policy word
4. in ckd form Current Excess Buildings Transportable not in kit form Bulk Shipments all cargoes Caravan New and used commercial Carpets e Current Year m E no al dado F mr Vero Marine User Guide vero Next ensure the correct Cover Type is selected and enter the Liability Limit and the Current Excess Accidental Damage AMD Re Limited Conditions Temperature Controlled Goods Liability Limit 5 0 Cover Type Current Excess 0 Show details of the client s claims history for the last three years along with the limit any one conveyance required Current Year 0 Previous Year 1 0 Previous Year 2 0 Enter a description of the insured goods this description also appears on Quotations Cover Notes and Policy Schedules Goods Description Please describe the goods to be insured Goods and or merchandise consisting principally of Refer to Policy Section I Meaning of Special Words Goods or Insured Goods for a list of goods we do not insure o x Once all the risk details are entered select the Next button on the top or bottom of the screen as highlighted above to progress to the premium calculation screen Vero Marine User Guide Premium calculation verol The premium screen shows premiums with various excess options 000 Annual Transit Within Australia Quote No Policy No Mew Business gt Overr
5. ate new quote Product 5 Ox Vero Marine User Guide New Quote Please select Product to create new quote sa i Product O Annual Imports Exports Annual Transit Within Australia Carriers Goodwill Combined Cargo Household Removals Au stralia Household Removals Overseas single Transit Import Export single Transit Within Australia MAI COW MITE MAI MAO MSO MSI 1 3 Annual Imports Exports 1 3 Annual Transit Within Australia 1 1 Carriers Goodwill 1 3 Combined Cargo 1 1 Household Removals Australia Li Household Removals Overseas Li Single Transit Import Export 1 2 2 Click on the product title verol Once the required Vero Marine product is selected the Web Tool collects details on the relevant risk Start with information on the Insured the Period of Insurance the Risk State and Contact Information as shown below Broker and User details default to the user VeroCentral login Dashboard New Quote i H Next gt Close Annual Transit Within Australia Mew Business Quote No 10000000247 Policy No lt Primary Policy Doc Secondary Policy Doc p 1 of 2 Risk Details Insured Name Period of Insurance Inception Date Expiry Date 4 a Risk State State New South Wales Contact Information Contact Name Email Frank Porter frank porterfivero com
6. au Intermediary Intermediary Name Vero Broker Quotes Intermediary Code veroint Branch Code VER Charge State NSW Brokeragel 15 e a Vero Marine User Guide Please note vero e the start date cannot be prior to the date the quote is being raised e maximum period of insurance is 365 days e ensure the correct product is selected for example the Transit Australia products are for the owners of the insured goods not for carriers Provide details of the insured commodity by selecting a commodity from the drop down list On annual policies enter the value of annual sendings On single transits the value of the insured goods in transit is recorded Commodity Name Primary Select Primary Secondary Other Inland Sending s 0 0 0 TOTAL 0 The commodity list provides a list of the most commonly transported goods in Australia Search by entering commodity type in the Primary commodity field or click on the arrow to the right of the fields and scroll until the appropriate commodity is found then click to select Commodity Name Primary a Aircraft Helicopters o Aircrafts Parts Antiques painting works of art Secondary Other Appliances electrical Beer wines spirits Cover Type Boats maximum lenth 6mts Boats ower 6 metres it ASMA Rooks Stationery and Magazines Building materials Liability Limit Buildings sheds garages
7. e 30 09 2010 12 02 3009 2010 12 00 Displaying Audit Log 1 2 of 2 Search for a quote by clicking on any column heading and entering search information Update quote details by selecting the Quote Actions tab and then clicking on Edit Quote clicking on Bind Cover Status Update Date 29 09 2010 12 29 09 2010 12 RTQ DS Dashboard New Quote Bind cover and obtain a PDF Cover Note by Change Status Vero Marine 11 User Guide Referrals Vero Marine Referral Alerts Vero If at any time the requested quote is outside the scope of the Web Tool the following message will be displayed and a Vero Marine underwriter will be in touch to discuss the quote and ensure the correct cover is listed in the policy An example of this is a Bulk shipment by sea which may require specific clauses to be amended to provide the correct cover Confirm Referral x y This quote requires underwriting review due to Primary Commodity requires special rating and or conditions Click on the Yes button to refer the quotation for underwriting review a No button to return the data input screen Referral details appear in the Referral Alerts panel on the welcome screen ad View UW Message Mark Actioned Quote No insured Name 710000000193 JD Imports 10000000069 annual aust referal test Page i lof i Go Displaying alerts 1 2 0f2 12 User Guide vero Product details Fro
8. ence that makes it simple to lodge and settle a claim Document library Please select NO Site search ES broker login vero has been looking after the insurance needs of Australians for over 175 years Our strength size experience and range of insurance products put us in a great position to exceed your expectations our products O verocentral Welcome to verocentral verocentral business applications Notice to all users By clicking on the login button acknowledge Username O that have read and understand the Password ES Suncorp Terms of Use and Access Login Compliance with the policy may be monitored must be authorized to use this System Hot a User Forgot Username Username and Password details are organised by the VeroCentral help desk on 1800 256 604 or your Business Development Manager Note Password details can be changed once logged into VeroCentral Vero Marine User Guide vero Click Yes if presented with the following Security Alert to access the VeroCentral Welcome page Security Alert You are about to be redirected to a connection that i nal SECURE The information you are sending to the current site might be retransmitted to a nonsecure site Do wou wish to continue The Vero Welcome to VeroCentral screen confirms a successful login Access the Vero Marine Web Tool by clicking on the link as highlighted below
9. ide Premium Excess Type with Current Excess 250 Excess O 500 Excess 1000 Excess TOOOOOO0260 Excess Premium FSL 456 00 410 40 367 60 342 00 GST Stamp Duty Total Premium 501 60 451 44 426 36 376 20 gt Email Quote Quote Offer Date Quote Valid Until Reply Ta To 3 Ec Subject Message Vero Marine 1 Select the preferred excess option 2 Click Print once the correct excess option is selected to generate a PDF Quotation document users can print or save 3 Click Email to confirm the reply email correct complete the To email address and then add a message and click OK to send an email as shown below emails are saved in the Web Tool message centre 4 Click Close to return to the transaction list EE i ae E beie Eos hon 29 09 2010 3 29 10 2010 2 jikij royalsun com au JD Australia Our ref TOOO0O000280 E ok address IS 10 User Guide Update a Quote to a Cover Note Once a quote has been entered in the Vero Marine Web Tool it remains there for future reference To update a quote to a cover note vero 1 Click Transaction list on the left side menu to show a list of transactions Transaction list Vero Marine Quotation System L New Quote de Welcome U365467 Select the appropriate quotation from the vero Switch Channel Hi jLogout
10. ings you can find what you need quickly and easily in our new online document library Expect more Vero e Annual Transit within Australia e Annual Imports Exports e Combined Cargo e Household Removals Australia e Household removals Overseas e Single Transit within Australia e Single Transit Import Export e Carrier s Goodwill The Vero Marine Web Quote Tool also provides quotes on transits e Up to a limit of 2 000 000 any one conveyance on single transits e Up to a limit of 2 000 000 any one conveyance on annual policies User Guide vero Web Tool Access Access Vero Marine s Web Tool via the Vero website on www vero com au Save a copy of the Vero website URL to your web browser s Favourites for quick and easy Web Tool access 1 Click on VeroCentral Login 2 On the VeroCentral Login screen enter Username and Password to access the Vero Claims Online Web Tool and all other Vero Insurance online quoting tools vero 17 y th a o s C Z EN a nu a A EE p 4 Lore a Ma y Ra fi 3 ed er Masai of gt Y pz 7 business insurance personal insurance for brokers l claims about vero ah a Welcome to Vero gt en ki Search When you chose an insurer you look for a company that makes things clear and straightforward You also want speedy service solutions that are designed to make your insurance choices easier and a personal claims experi
11. m Primary Origin to Australia Overseas transits Combined Cargo policy quotation requests require Annual sendings to be split between Imports Exports and sendings within Australia domestic to assist with rating differentials and GST application Overseas transits Imports Exports and Combined Cargo policies also require details regarding the countries being imported from or exported to Simply click on the drop down box as shown below and select the most appropriate country or region From Australia to Primary Destination All Other Asia Do you Import from or Export to any of the listed Countries Liability Limit 50 000 50 000 Current Excess 0 0 Liability Limit amp Current Excess All Other Destinations China CIS Countries India Japan amp Singapore New Zealand South Africa UK and Europe Inland Imports USA amp Canada The list of Restricted Countries also needs to be reviewed on overseas transits If any of these apply simply click on the country to generate a referral to a Vero Marine underwriter If none of the mentioned countries applies select None of Above at the bottom of the drop down list Ethiopia 3 Dashboard Transaction List Edit Quote TOOO0000201 Georgia Guinea Mo save and Next gt HE Discard Changes Iran Primary Secondary Other Commodity Name Lebanon Aircrafts Parts Niger Select Secondary Nigeria Pakis
12. olicies are also referred to a local Vero Marine Underwriter for any of the following e Antiques Works of Art e Bulk Shipments by sea all Cargoes e Cigarettes amp other Tobacco products e Computer Equipment e Chilled or Frozen Products Imports amp Exports e Hides amp Skins e Glass Products amp Crystal Wear e Fruit amp Vegetables Imports amp Exports e Second Hand Machinery Imports Exports e Jewellery Please note Carriers Liability Carriers Indemnity and Commercial Hull amp Liability quotes are NOT AVAILABLE on The Vero Marine Web Tool but can be obtained directly from a local Vero Marine Underwriter Vero Marine www vero com au Disclaimer This User Guide remains the property of Vero Marine a division of Vero Insurance Limited ABN 48 005 297 807 and should only be used by authorised persons This User Guide must not be distributed to customers or any other parties who do not have authorised access to the Vero Marine Quotation System This User Guide does not constitute financial advice This User Guide provides an introduction to the use of the Vero Marine Quotation System and is subject to change without prior notice Vero Marine 15
13. tan Select Other we E E di Palestinian Authority West Bank amp Gaza TOTAL Somala Sudan Does the Sum Insured include Australian Import Duty i Yemen A mare Orinin En SE From Primary Origin to Australia bi Frorn Australia to Primary Destination None of the shove E wt Do you Import from or Export to any of the listed Countries None of the above Vero Marine User Guide vero Carriers Goodwill product For Carriers who do not own the goods in transit Carriers cannot be insured under Transit Australia products Vero Marine s Carriers Goodwill product requires a breakdown of the insured s Gross Freight Earnings as below Gross Freight Earnings Goods carried in your own Goods carried by your When you act as a subcontractor for vehicles 5 subcontractors other carriers General Cargo 100 000 100 000 100 000 Refrigerated Perishable Goods 0 0 0 Livestock 0 0 0 Commercial Furniture 0 0 0 TOTAL 5 100 000 100 000 100 000 Please note specific commodities are excluded from the Vero Carriers Goodwill policy including Property owned and or leased by the insured carrier e Jewellery e Cash and valuables Household goods e Personal effects e Antiques e Boats e Cigarettes e Alcohol e Hanging meat Select the policy tab in the top right corner of the Vero Marine Web Tool for full policy benefits and exclusions Vero Marine 14 User Guide VETO Special rating commodities Marine p
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