eClient User Manual - Agency
Contents
1. Classes H All fields are required If ygvhave multiple locations You may see repeating class codes J View all classes in PDF CLASS CODE PAYROLL RATE EST PREMIUM ACTION Total Records Count 8 Records Per Page 0 DECRIPTION 5 0 FARM NURSERY EMPLOYEES amp DRIVERS 5 1 CHRISTMAS TREE FARM amp DRIVERS 2 5 2 GRASS NURSERY amp DRIVERS 5 3 TREE FARMS amp DRIVERS 5 4 FORESTRY PERSONNEL PLANTING AND SU PERVISION OF TIMBER FOREST amp DRIVER 5 5 TIMBER PERSONNEL FOR TREE FARMING PROGRAM amp DRIVERS 5 6 FARM CHRISTMAS TREE amp DRIVERS 5 7 TREE FARMS amp DRIVERS Figure 10 Quick Quote Step 3 Class Codes 11 Page On the History tab you will be asked to enter the insured s experience modifier and the loss history for the previous three years If you know the insured s premium and incurred loss information for the previous three years click on the help icon to open loss ratio calculator Fig 11 Clicking the Next Button at this stage will take you to the Review Page At this point your application will be saved until 11 PM CST the same business day Now you will have the ability to review and edit any information entered for the quote You can continue to review and edit this quote until you submit it or until 11 PM CST the same business day which is when the quote expires Once you ve submitted from the review page you will no longer be able to edit the Quick Quote online If you need to2. Admin who maintains all authorities for each user within their agency Your access in eClient is related to the roles and permissions set by your agency Admin Reasons for Login Failures and What to do Invalid username If you receive an error message that says No such user name exists and you have verified you have entered your user name correctly please contact your eClient administrator If you do not know who your eClient administrator is contact eClientSupport servicelloyds com Invalid password If the error message says Either the user name or password entered is incorrect Enter the information again you are entering an invalid password Check the following common errors e Are you using your Service Lloyds eClient user ID and password as opposed to that for another carrier e Password is case sensitive make sure Caps Lock key is not on Tip try writing your password in a notes application e g Notepad or Word then copy and paste it into the eClient site 5 Page If you have forgotten your password see Forgot Password below Account has been locked If you have entered a wrong password more than 10 times your account will be locked out You must contact your agency Admin to unlock your account Your account must be unlocked before you can attempt to log in again or reset your password Once unlocked you will receive an email notifying you that your account has been unlocked At this point you
3. can attempt to log in again or you can change your password using Forgot Password option see below Forgot Password For security purposes we are unable to retrieve a user s password Instead please use the Forgot Password link to reset your password If you have forgotten your password click Forget Password Fig 4 from the login page which will take you to the Reset Password Page Fig 5 Remember you cannot reset your password if your account is locked your Admin must unlock you first client User Kame lnewuser Password 7 gt m et Password Either the user name or password entered is incorrect Enter the information again Figure 4 Click on Forget Password to Reset Password Reset Password Figure 5 Reset Password Page You must enter the email address that matches the one saved in your user profile Your temporary password will be sent to this address User Roles and Permissions When your admin creates your account he will be given the list of roles and permissions Your My Info page Fig 6 will show you what permissions you have been given 6 Page Each option selected directly corresponds to areas of the eClient website to which you may be granted access Exception Account Info First Report of Injury and Forms amp Documents pages are defaults for all users Access Rules Search Claim A View Open Claims E Loss Runs Loss Controls EI Policy Search Policy E W Quick
4. make changes or corrections to submitted quotes please contact our underwriting department for further assistance An application is only saved once it has reached the Review Page A saved application can be edited until 11 PM the same business day Once submitted it can no longer be edited Submitted quotes can be viewed under View Submission Status next page 1 clas codes Do you know the insured s Experience Modifier for this quote s effective date YES NO What is the current Experience Modifier 1 00 Do you know the insured s loss ratio for the last three years H Loss ratio is defined as Incurred Paid Reserves Losses M4 by Premium i YES NO Please enter the loss ratio for the last THREE years tA Premium Incurred Loss First 0 Y Year cy Terms and Conditions Second 0 0 LO Service Group Year Third 0 0 Year Calculate Figure 11 Quick Quote Step 4 History If you stop before you reach the review page for any reason you will have to restart the application from the beginning If you have stopped at the review page the application will be saved and you will be able to access it via Edit Quote until the end of the same business day or until it is submitted View Submission Status Use View Submission Status to check the status of any quotes that have been submitted See table below Table 1 for a description of various status types 12 Page Table 1 Submissi
5. to have an assigned Admin for eClient This person will be primarily responsible for the individual account management of all of the agency s eClient users The agency Admin can create modify and delete user profiles for any agency employee Each eClient administrator will have access to the additional Admin menu Fig 13 in the eClient navigation QUICK QUOTE POLICIES CLAIMS ADMIN MY ACCOUNT OVERVIEW Figure 12 Navigation example for Admin Capability The agency Admin can e View Users e Add Users e Edit Users e Delete Users Please delete users no longer employed by your agency Limitation The agency Admin cannot e Create another Admin account e Create a user for another agency e Assign more roles than available to the Admin i By default each Admin will have all the available access roles for the entire agency View Users In View Users Fig 14 the agency Admin can review all users set up for your agency You can search users by username or email address Total Records Count 19 Records Per Page 10 Creation Date Admin Activated Status Online Edit Delete 7 21 2010 11 28 53 AM ga amp Edit Delete 7 13 2010 11 33 10 AM a we a Edit Delete 7 12 2010 3 55 19 PM a By A Edit Delete 6 18 2010 9 47 50 AM we wa y E A Edit Delete Figure 13 Example of user list 14 Page Column header definitions e Admin this user has Admin rights e Activated the user has l
6. Quote New Quote View Quote EditQuote Search Class Codes E Report E Policy Year Reports Policy In forces E Activity Reports E Contingency E Policy Queries E Agent Queries Figure 6 Profile and Menu SERV INSURANCE ACCOUNT INFO QUICK QUOTE POLICIES 7 Page Option Details Account Info My Account Overview Page This will have the summary of pages you re authorized to see Account Overview Summary summary of account activity Policy Overview Summary last five Policy Year Reports in graphs and the total of in force Policies Claim Overview Summary number of claims and the amount totals i Any summary page will be shown only if you have the right to see the page For example Policy Overview summary will be shown only if you have Policies menu in your navigation My Info You can view your profile information in My Info page Fig 6 You will be allowed to change your name password email address phone fax and job title You will not be able to change User Name View Level or Access rights Forms and Documents The Forms amp Documents page allows you to download and save ACORD DWC Agreement DWC Employers eClient Underwriting and Workers Comp documents in PDF format To view open a document click on any of the document links To save a document to your computer right click on any of the links and select Save Target As Policies Search Policy The Policy Search page allows yo
7. SERVICE LLOYDS INSURANCE COMPANY eClient Portal User Manual Agency Use 1 Page Contents User Authentication amp Authorization ccccccccccssssssseeccccccseeessseeccccessaeusseeescceessueusseeeeeessssauaaseseseeessaaggasses 4 eyes 24 9 28 0 m0 8 9 Gannett ie near aon CS eer RSS ne a eee ere eee 4 Aa 6 ee ree a A A E O AE EA A E E A ee 4 AD EERO R E E eee ree ees 5 Reasons for Login Failures and What to do O ssssssessssssssesesrrrsssrerssrressrreresrrerssreressrerssreresereessrereserereseerese 5 FOPOOE FSS WON enpa E E E E E EEE 6 User Rolesand Permissions serrie T 6 OPON DELIE eae AA 8 PC COMIC I aara TE EEE T T A TET 8 My Account Overview Page ss ssessessessessessresersersrrsresrrsersrrsrrsrrsresresrroresresrrssesseosessesseoseoseesesseeseeseesee 8 MTO eea E E A E E 8 Forms and DOcUMENtS ecadunacscenssnosraaswsineansessscecseoissansoswscaaaensnesaiaieden seosdeecconisacaaeonsesaansaccaduesetetancnnecesetie 8 POCI EG ques E E E A A A E A E 8 SS POIG a e nr en er oe eee 8 VEN DINE aeaoe E E 9 E E E I A E EEA A E EIEE E A E E A T A T 9 First REDOR OTINI UN ecne E T eaeenee 9 Eeo UNS sce E EE TES NEE E A AEA AA EA ENE E E E 9 Vew OPen A a E A E 9 VON EOS S RUN cae E E E A E 9 View Loss IN Onm a tlOT sespe E E S Ei 9 KODON aa E E S S E tN semua eee etna aaa 10 PORGY N O eo E A easustsdesenscsvsneesiommeatosentees sion 10 PONES IMFO E an E E E EE EE E E E E E aun paverncdeess 10 Strate
8. ected calendar year including written and earned premium incurred losses which includes actual paid and reserve and loss ratio Policy Queries In Policy Queries you can view new policies renewed policies cancelled policies non renewed policies and flat cancelled policies per month within previous twelve months Quick Quote View Demo The eClient website includes a brief animated demo that will walk and talk you through the process of retrieving a quote via Quick Quote New Quote Start your quote by checking if the applicant s Tax ID is available for quote Fig 8 There are several reasons for an applicant s Tax ID may not be available to quote The most common reason would be that it has already been quoted If you think you re getting this message in error please contact our underwriting department eClient gt Quick Quote gt New Quote Application for 001 006 0001 Our record indicates that there is a quote associated with tax id 1 Start New Quick Quote 2 Company Info 3 Class Codes 4 History 5 Submission Result i m all Pee Producer Wiliam Gammon Insurance Agency w i Effective Date 7 27 2010 El 4 Applicant Tax ID 001 086 0001 SUBMIT Figure 8 New Quote Step 1 Check eligibility i If you click on Start New Quick Quote tab before you reach review page or submit the quote you will lose the current application information 10 Page The Company Info page Fig 9 asks for both
9. f of the policyholder can submit the first report of injury i This page is available on the servicelloyds com website and does not require a login Search Claims Search for claims by Policy Number Policyholder Name or Tax ID or Claim number You can view claim details and payments Quick Links for this policy will also be available on this page View Open Claims View Open Claims allows you to look up the number of open claims and the claim totals for policies managed by your agency You have the ability to drill down on each to a details level View Loss Runs View Loss Runs allows you to retrieve detailed claim information for a policy or policies on a single report You can select a single or multiple date ranges and choose to display premium total and or open claims View Loss Information View Loss Control allows you to receive analyzed claim information with charts and diagrams for a policy or policies given a selected loss type e g by body part cause of injury or job 9 Page Reports Policy Year The Policy Year report lists the number of policies written premium earned premium number of claims losses and loss ratio for a selected policy year You can view the history for the previous five years Policies In Force Policies In Force displays a list of all currently active policies managed by your agency Strategic Partner The Strategic Partner page allows you to view your agency s financial transactions per sel
10. gic Al EME serseri 10 PORGY UCTE oraa e E E 10 CIV OU OGG o E E E E S 10 VON DONIO eae E E E S 10 NOW QUOTO oeira e E E ee ee ee 10 View SUDMISSION StatUS ccccccessssseecccccsceeessseeccccessueessececccesseeassseeececesseuassseececesssuuaasseeseesessuuaaeseseess 12 Ed US scenes neste E E a aesemanceceasennasmatesseiacey esseeecodessanceses 13 ACEN AOT roe E eco sacacsuecdesanesaure E E 14 The roe or AdmMIN eoe E E ER 14 View ISOFS sono sacs clatene Soadestdentancaneniants Add Edit USer eeeecscceseececeeseceeneees For additional information or assistance 3 Page User Authentication amp Authorization Logging in to eClient First time login New Users Welcome to eClient Once your eClient administrator creates your account you will receive an email notification along with the temporary password Fig 1 Copy this temporary password and go to https www servicelloyds com eClientPortal Fig 2 Paste your temporary password as current password then click Submit Existing eClient Users If you ve had an account in the existing eClient you will be able to log in with your old eClient user ID and password The first time you log in you will be taken to the Change Password page Fig 3 where you must change the password in accordance with the new Password Rules age the password when you login for the first time hat Usernan Password amp u bAc35 At 0 https www servicelloyds com ec
11. hentportal Figure 1 Account Activation email Thame SERVICE LLOYDS INSURANCE COMPANY Copyright 2010 Service Group ia User Name new USer Password sseeeeseesnees SUBMIT Forget Password Figure 2 Login page 4 Page This is either the first time you are logging in since you reset your password or your current password does not meet our password rules You must change your password before you can enter the portal If you want to change your password some other time click HERE to log out You will be prompted back to this page the next time you log in Current Password ae New Password ae Password must start with an alphabet and must be 6 10 in length and must contain at least one number or special character Valid special characters are 0_ New Password Confirm Figure 3 Change Password Page Password Rules The current password is your temporary password Your new password must meet the following criteria e The length must be 6 10 characters e t must start with an alphabetic character e t must contain at least one number or special character e Valid special characters are _ any other special char will be rejected Once you have entered a valid new password you will be taken to the Overview Page Subsequent login Upon logging in with your ID and new password you will be taken directly to the My Account Overview Page i Each agency has an
12. mailing and physical addresses Because the County is required in the physical address if you click on Check if this is also the physical address you must choose County County is also used to determine the eligibility for In Network rate Click Next to get to next tab 1 Start New Quick Quote 3 H Or 5 Submission Result Company name1 anme Sd Address City Zpl ooo County j m E Check if this is also the physical address Physical address Street Po City Po rx mL County x Did the insured have Workers Compensation coverage for the prior 2 years If the answer is No please complete and submit new venture nonsubscriber form if coverage is bound no YES NEST Figure 9 New Quote Step 2 Fill Company Info Following the company information you must select Class Codes click on PDF document to find available class codes Once you ve entered a class code click on the help icon to select the appropriate description code Fig 10 Be sure to click the Add button for each class code entered for quote i Please be sure to also enter a value even if 0 in all text boxes Then click Next Application for 1 001 07 0001 5 aes Codes You have entered invalid class code descr code full time part time payroll value s Do you need a blanket waiver of subrogation yes No Limits Select Limits
13. ogged into the portal at least once If this is not checked for a prolonged period of time you may want to follow up with the user or delete their profile e Status green checkmark indicates user is in active status if there is a red warning icon the user s account has been locked due to too many failed attempts e Edit click on Edit link to modify the user s roles Fig 15 e Delete click on Delete to remove this user profile from your agency Add Edit User In Add Edit User the agency Admin can update the user s information as well as their on screen authorities Fig 15 From here the agency Admin can also unlock the user s account Fig 16 Simply click where indicated to unlock the user The user will receive an email notifying him her that the profile has been unlocked i You cannot edit View Level MGA id or Agency ID ACCOUNT INFO QUICK QUOTE POLICIES CLAIMS REPORTS ADD EDIT USER eClient gt Admin Add Edit User ee dee OO newuser Access Control a a E daim Password A system generated temporary password will be emailed to the user name new s search claim Email Address newuser agency com Minew Open Claims Phone 5554442222 E Loss Runs i C E Loss Controls Job Title CustomerserviceRep g robes view Levet acency Monk iat ae Agency ID 745522022 _ 0_ a F quickquote kia View Quote EditQuote Search Class Codes E Report A P
14. olicy Year Reports Figure 14 Add Edit User Screen Personal Information ppp Access Rules This account hze been locked due to multiple login failues Click to unlock Access Controk g Claim User tame Search Claim Password DEENS X Loss Controls tame 3 Broi mai Fi a ae cal Email Address alee sqgifs com Search Policy Phone 5434412222 amp QuickQuote rc ea EEN V Viey Job Title Administrator ka View Quote Figure 15 Edit User screen 15 Page For additional information or assistance If you need additional assistance with any of the following please contact the appropriate representative below e Policy information e Quoted policies e Claims information Please contact your assigned Service Lloyds underwriter at 800 299 6977 or 512 343 0600 e Online support Please contact eClient support at eClientSuport servicelloyds com If you do not yet have eClient at your agency and you would like additional information please contact WCMarketing SGIFS com For all additional inquiries please contact your Service Lloyds Representative 16 Page SERVICE LLOYDS INSURANCE COMPANY 6907 N Capital of Texas Hwy Austin TX 78731 512 343 0600 800 299 6977 www servicelloyds com 17 Page
15. on Status Status Meaning Whattodo The application was successfully You should have received an email quoted containing the list of additional items that are required before the Quote can be bound Referred The application requires further review Submit a completed WC Accord and must be referred to an Application Loss Runs for prior three underwriter years and the Experience Modifier worksheet to your underwriter Declined The application was declined Please contact your assigned underwriter to address any questions or concerns Missing Info The application is on hold because Enter the missing information and there is missing information submit your application The application is bound No action required The application is a policy No action required Edit Quotes In Edit Quote Fig 12 you will be able to review any saved quotes created earlier the same business day Remember the application is only saved once you reach the review page Once the application has been submitted you can no longer edit the quote on line Please contact your assigned underwriter eClient gt Quick Quote gt Edit Quote Le You are looking at the data for AGENCY William Gammo Total Records Count 1 Rec START DATE STATUS OF 27 2010 Click here to review amp Submit Figure 12 Edit Quote 13 Page Agency Admin The role of Admin All agencies will be required
16. u to look up all policy information using a policy number policyholder name or policyholder tax ID By default the search tab By Policy Number is selected If you selected containing you will receive all results that contain the keyword s or character s you entered if you selected starts with you will receive only results that begin with the keyword s or character s you entered Searches are not case sensitive i Did you know that You can quickly navigate to claims sections of the policy number you just searched the policy from the Quick Links Fig 7 drop down list Remember that the option will exist only if you are authorized to view that page 8 Page eClient gt Policy gt View Policies B a Tou are looking at the data for ALL BY POLICY NUMBER BY POLICTHOLDER NAME BY POLICYHOLDER TAX ID APPLICANT NAME _ E i containing i starts with 2110 108 QUICK LINKS FOR THIS POLICY i fa QUICK LINKS FOR THIS POLICY View Policy Detail View Claim Info View Loss Runs View Loss Control ae View Billing Info Figure 7 Quick Links View Billing Search for a policy by using any of the search methods described above You can view the latest billing statement in pdf format by clicking View latest billing statement button Note only the most recent billing statement will be available to you on line Claims First Report of Injury From this page the policyholder or an agency representative on behal
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