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MAGIC System User Manual

1. F Tools Gg http imaicwebtest04 8097 DuckCreekExpress3x default aspx File ahr Em arkel American Insurance Company E MARKEL AMERICAN INSURANCE COMPANY Policy Details Attachments RKEL Current Association AMERICAN UNDERWRITING MGRS AGCY INC Home New Open Diary Messages Password Logout Online Print Remarks PRINT Documents have been created in a PDF format and have been er to this quote for your convenience To view the documents go to Polic Details Attachments a3 Local intranet 10095 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 along with the required application Refer If the quote is processed but requires approval before issuance click the Refer button It s important to enter notes to let the underwriter know why you think the risk should be approved as submitted 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 review the section that follows regarding Referring a Risk for Approval MMH 12 09 39 Complete Quote If
2. Insured Agency danny noonan qai23 tisub 999Stest case st T E1SubAgency Lexington KY 40511 444 444 4444 Transaction Type Quick Filter Go All m Type Effective Date Total Written Written Change Status Last Modified by 5 New 02 09 2007 673 08 673 08 Committed jfredrick e 80 Renew 02 09 2008 673 08 673 08 Scheduled scisz zl 6 li lies Wl lc J Local intranet 4 1 2 09 80 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 E Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help AN lt Back c C A search Favorites 8 FaN Address e http maicwebtestO1 8093 DuckCreekExpress3x default aspx Go Link Trans ACT View Service History Apply Payment Insured Producer Agency Transaction Type Renew Go Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date 3 New 5 23 2008 5 23 2008 1 092 00 1 092 00 Committed klimbo seatosea 5 23 2008 o1 00 Endorse 10 14 2008 5 23 2008 1 092 00 0 00 Pending N A Internet Z The effective date is the policy effective date of the renewal term Put the reason fo
3. doc thats 27 31 UNIT SCREEN SCHEDULE PRESENTATION FOR 32 UNDERWRITING SCREEN MT 34 COVERA EF C EIN 35 nee SCREEN 38 O VINCA POLC 40 ISSUANCE PROCESS TURNING YOUR QUOTE INTO AN 55 40 POLICY dl 41 ADDITONAL IE avons 42 5 44 PAYMENT INFORMATION SCREEN S 45 REFERRING FOR APPROVA nant eer ey ee 50 POLICY DETAILS E UM Ire OREL 53 VIEWING FPO LNG de E
4. Current Association Statewide General Agency pen Diary Messages Password Logout Thank you for your business Policy output will be mailed on the next business day Please call our office if you have any questions Proceed to Policy Admin Insured Producer TEST QUOTE 40302 nnnnn4 O ANa 121 MAIN Tulsa OK 74101 262 548 9880 Unit 2004 TRAILER Double 4 As soon as output is available it may be printed in your office 5 At this point you may exit the policy by starting a new transaction or proceed to Policy Administration Paying by Credit Card 1 Select Credit Card as the Payment type 2 Select Payment Plan 3 Ifthe cardholder is the same as the insured click Yes The fields will populate with the applicants mailing address information 4 If the cardholder is not the same as the insured click No and enter in all required information Complete the Credit Card Information section Once complete click Complete Issuance button NOTE Do not click on the button more than once or you risk the credit card being charged multiple times 7 Once the payment has been processed through the Credit Card company the Issue Confirmation Screen will appear as indicated in payment section above MMH 12 09 46 Markel American Insurance Company Payment Information indicates a required field Policy Information Full Annual Premium Policy Term Coverage Start Date 55 00 12 Months 11
5. Opt out of marketing materials J Local intranet R 100 Renewal of Markel Policy If during the Complete Quote process you realized that you forgot to indicate that this was a Markel renewal or reissue you will be able to indicate this here before Issuance If changed to either choice you will be prompted to enter the previous Paragon policy number Agent Name and Number If during the Complete Quote process you realized that you assigned your quote to the wrong subproducer you will be able to change the agent here before Issuance Selection process is identical to that on the New Quote screen MAIC Approved Book Roll If during the Complete Quote process you realize that you did not mark this policy as part of an approved Book Roll you will be able to indicate this before Issuance Note This field cannot be utilized without permission from the Markel MMH 12 09 41 Current Insurer If during the Complete Quote process you realized that you indicated the incorrect current carrier you will be able to change the company name here before Issuance ADDITIONAL INTEREST SCREEN If during the quote process you indicated on the Unit screen that you had a Loss Payee or an Additional Insured this screen tab will be created during the Complete Quote process and you will be required to add the Loss Payee or Additional Interest to each unit before the policy can be issued If endorsing the policy to add a Loss Payee or Additi
6. a MAIC MobileHome KY 00 00 02 MARKEL A MERICAN NSURAR NCE COMPAN Y Policy Details Attachments KE Current Association AMERICAN UNDERWRITING MGRS AGCY INC Home New Open Diary Messages Password Logout Quote New Pending Property_MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Marketing Save and Exit indicates a required field Renewal of current Markel American policy Personal or Corporate Trust Ownership Usage Term 12 Months Current Insurer MAIC Approved Book Roll J Local intranet Regardless if you initially chose the Full Quote process or the Rate Indication Process the processes rejoin again at the Marketing Screen Renewal of Markel American Policy This field will automatically default to No If the policy is going to be a manual renewal of a current Markel American policy in the Paragon system select Renew If policy is going to be a rewrite of a current Markel American policy in the Paragon system usually due to non pay cancellation in Paragon select Reissue If you choose either the Renew or Reissue option a field will present asking you to enter the previous Paragon policy number You must enter the exact number but do not include the edition number Example MMH00123446 Ownership Type This field will automatically default to Personal If unit is owned by Corporation or Trust change the ownership type which will then present the correct Owne
7. Additional Interest on Policy Question This is where existence of a Loss Payee or Additional Insured is noted Changing value from None to another choice will force entity information to be collected during issuance process MMH 12 09 31 UNIT SCREEN SCHEDULE PRESENTATION FOR RENTAL USAGE If policy is Rental Usage you will receive an Add Unit button on the unit screen after the initial unit has been created You can continue to add units and the top tab will be displayed as Risk Sched Detail Markel American Insurance Company Windows Internet Explorer EEx uve sen E GA Y ra http maicwebtest04 8097 DuckCreekExpress3x deFault aspx File Edit View Favorites Tools Help E Qc dh hene G Toot MAIC MobileHome KY 00 00 02 Policy Details Attachments dr e Markel American Insurance Company d MARKEL AMERICAN INSURANCE COMPANY KEL Current Association MARKEL AMERICAN INSURANCE CO Home New Open Diary Messages Password Logout Risk Sched Detail indicates a required field Location ZIP Location Address 1 Location Address 2 300 MAIN ST City County Location State Territory Usage juisville A amerson KY Rental Municipality Override Municipality BS Year Manufacturer Unit Width Purchase Price Purchase Date MM YYYY Value Protection Class Serial Number LI Has Additional Interest on Policy Swimming Pool Supplemental H
8. Button Clicking on the X button will delete that unit from the Unit Schedule page The delete function is not enabled if there is only one unit listed on the quote Once all unit information has been entered click Next to proceed to the Underwriting Screen UNDERWRITING SCREEN The screen shot that follows provides a complete view of the Underwriting Screen Markel American Insurance Company Windows Internet Explorer Sel Ge ay e http maicwebtest04 8097 DuckCreekExpress3x def ault aspx m x Google p 5 File Edit View Favorites Tools Help fpc E o dA 1 Page Gp Tools a aa MAIC MobileHome AZ 00 00 02 DUIT ANAL DISIA OCT COMIDA ATU 6 MARKEL AMERICAN INSURANCE COMPAN VER 2 95 B I Policy Details Attachments w d e Markel American Insurance Company MARKED Current Association TRANSWESTERN GENERAL AGENCY Open Diary Messages Password Logout Quote New Pending Property MobileHome TRANSWESTERN GENERAL AGENCY ACTION INSURANCE INC eting Owner Personal Unit Underwriting _ Coverage Save zd Exil indicates a required field Has the applicant had any losses in the last five years Y No Yes Has applicant been convicted of fraud arson or other insurance related offense C No Yes Has the applicant had a foreclosure or repossession in the last 4 years C No Is the applicant more than 60 days past d
9. 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 pe iw e XH 5 9 To add a Recipient click select their name from the drop down list and then click the Add Recipient button 10 If you would like to add an attachment click the Allow Attachments button Once the latter has been completed click Update Details This will send the message MMH 12 09 55 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 H anil M A IP LI A ARR Fg A INSU RA Tl n mra r1 L3 ri Bt Bi MFU ESA bl VRE Reminder section titled Open at the beginning of this manual l Current Association MARKEL AMERICAN INSURANCE CO VAI V S Instructions on how to search for a policy or quote can be found in the Open Existing Quote Policy Available Quotes And Policies RecVehicle Motorcycle Suo Suo Suo Suo Buo6 Suo Buo6 Buo6 Suo Buo6 4 Page 1 gency View Deleted Insured Name 123 123 Policy Quote Number QT00000031946 MMTO0000014415 MMTOO00001 3607 4444 QTO0000032615 QTODODQUS2581 QTO0000032585 GTOODODU30087 M
10. Go All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date a New 12 3 2008 12 3 2008 79 00 79 00 Committed kramsby 12 3 2008 Srl o Endorse 12 3 2008 12 3 2008 79 00 0 00 Pending N A Done 9 Local intranet 1 2 3 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 if applicable 3 Schedule to Abort Will prevent Scheduled transaction from occurring if not already committed If the X is clicked the scheduled transaction will be removed MMH 12 09 59 ENDORSE 1 In the Transaction Type drop down box select Endorse and click Go View Service History Apply Payment Insured Producer Agency LULA JOHNSON 90700 0000002 90700 3019 155TH ST AUM BIKELINE AUM DIRECT Milwaukee WI 53206 P O Box 906 P O BOX 906 414 444 4444 Pewaukee WI 53072 PEWAUKEE 53072 0906 800 236 2662 Transaction Type Quick Filter Endorse v Go All Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date a New 12 3 2008 12 3 2009 79 00 79 00 Committed kramsby 12 3 2008 2l O9 Endorse 12 3 2008 12 3 2009 73 00 0 00 Pending N A 2 Enter the Effective Date of your Endorsement transaction 3 Select the Reason for your transaction fro
11. authority to issue the policy so it 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 1 A dialog box will appear that allows you to include a message with your referral MMH 12 09 50 Markel American Insurance Company Windows Internet Explorer E rtte timaiewebtest04 0097 DuckCreekxpressaxjdefaul aspx7XSLT Skins Markelt E 4 x uve seare File Edit View Favorites Tools Help w dhe Markel American Insurance Company E da M sp Page 7 te Tools ave an information er Persona ni naervriting overage ubmission ng orkshee Name DIANE DORN Previous Policy Number N A Usage Owner Occupied Effective Date 11 04 2009 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 415 35 5415 35 en nn Markel American Insurance Company Issue Notes Refer Remarks Remarks HOME NOT TIED DOWN Billing Instructions f Nr Billing Information Name DIANE DORN ZIP 40201 Address 1 1234 OAK ST Address 2 City County Louisville Jefferson State KY Email Available Actions Prepare Quote Sheet Refer Complete Issuance Previous Mext Local intranet A 100 2 f desired enter a message and click OK Given the scenario outlined above this quote will be referred to M
12. 09 2009 View Payment Schedules Expiration Date 11 09 2010 Payment Payment Plan FullPay wr Payment Type CreditCard 1 1 vf 1 Amount Minimum Payment Amount 5500 7 55 00 Is Cardholder same as C Yes No Insured i Cardholder Information Name ee Address City 7 State select v y J Credit Card Security Code Expiration Date Please Enter a Valid Credit Card Number When you click on the Complete Issuance 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 Paying by Check 1 On the Issuance Confirmation Screen select Proceed to Policy Admin This will take you to the TransAct screen 2 Click on Apply Payment button This will take you to our billing system to apply your payment The Billmatrix screen will display the policy number current due total balance due payments received and the installment schedule MMH 12 09 47 en Espa ol Select Payment Type ven EE 5 a pulse You may make payments with an electronic check ATM Debit card with a PULSE STAR or ACCEL logo or Visa MasterCard Discover or check card Billmatrix does not accept Money Orders or Cashiers Checks Enter the amount you wish to pay and select the payment type Policy Number Current
13. 12 3 2008 Done J Local intranet The main TransACT Screen will show you that your Cancellation is scheduled 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 12 4 2008 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 12 9 08 MMH 12 09 65 Insured Requested Cancellation 1 Select your transaction type of Cancel and click Go TransACT Master 2 10 Policy Details Attachments Current Association MARKEL AMERICAN INSURANCE CO Trans ACT View Service History Apply Payment Insured
14. 2009 1 082 00 1 082 00 Committed klimbo seatosea 5 23 2008 Zi B Endorse 10 14 2008 6 23 2009 1 082 00 0 00 Pending N A si PE CCCVCLIVUOC UL CULLLLLULULULITILKCU OLO I QT RR Internet 4 The Effective date is automatically populated by the system MMH 12 09 73 B Markel American Insurance Company Microsoft Internet Explorer File Edit view Favorites Tools Help Eek gt OE Qe renes GE SH Address http maicwebtestO1 8093 DuckCreekExpress3x default aspx Trans ACT Markel American Insurance Company Review Before Renew z Payment indicates a required field Effective Date 11 24 2008 Reason Detail Insured Review Before Renewal CHECK CLAIMS AMARA KAO OEE Review Before Renewal F NSURANCE SVCS INC Add Reason CA 93448 Exit Continue Transaction Type Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date di New 5 23 2008 5 23 2009 1 092 00 1 092 00 Committed klimbo seatosea 5 23 2008 Ze o Endorse 10 14 2008 5 23 2009 1 092 00 0 00 Pending N A El Done X 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 ransACT Screen Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer SE File Edit View Fav
15. AMER Producer Number Address 90199 1234123 Producer Name Select the Product and Program Quote Effective Date Enter the Risk Location ZIP Code and TAB out of field Location ZIP Code 0202 Location State KY J Local intranet Select the Agency amp Producer When you log in your Agency will automatically be listed as the General Agent Note when a sub producer logs in the GA will be identified as will the subproducer agency name There are no other options for the sub producer Select the subproducing 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 You can also click the Find Producer button The following screen will appear MMH 12 09 19 E Markel American Insurance Company Microsoft Internet Explorer File Edit wiew Favorites Tools Help ae es r gt T A a Search xp Favorites 4 63 ES L m rel Address https corpwebuat30 8083 express3 default aspx XSL7T Skins Markel ian Google an c Bookmarks Es blocked or Check 3 Autolink H AutoFill a Send _ Settings Agency Search Search by GA Humber dame Producer Number Mame selecti RE isetect Search by Producer Hame Number Search Value Producer Mame Search Search Results Return 4l bol cd Done epoca intranet Z7 Using the Find Producer feature
16. American Insurance Company 1 676 40 1 676 40 0 00 1 676 40 Issue Notes Remarks Billing Instructions Bill Insured Billing Information Name TEST LIABILITY 7 41339 Address 1 P O BOX 471 Address 2 City County Noctor Breathitt State KY Email Available Actions applicable comments and click Complete Issuance Payment Information indicates a required field Policy Information Full Annual Premium Policy Term Coverage Start Date 1 676 40 12 Months 11 09 2009 View Payment Schedules Expiration Date 11 09 2010 Payment Payment Plan Two Installments Payment Type select ve Amount Minimum Payment Amount LU 843 20 72 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 B Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help ay Back c C3 A KO search Favorites xJ 5 Eil Address 8 http maicwebtest01 3093 DuckCreekExpress3x default aspx Go Link Trans ACT View Service History Apply Payment Insured Producer Agency Transaction Type Review Before Renew v Go Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date 3 New 5 23 2008 5 23
17. Due 50 00 Total Balance Due 5511 00 Installment Schedule Date Amount Due Date Amount installment Fee 303 00 5 00 303 00 50 00 Payment Amount select Payment Type v Continue gt gt Tha infarmatinn wee cnm ir mcns hele hara ta serie 3 Enter the payment amount 4 Select Electronic Check from the drop down box and click Continue MMH 12 09 Enter Check Information Enter the check routing number and account number from the Magnetic Ink Character Recognition MICR line at the bottom of your check When you are finished click the Continue button to review your payment information Last Name or Commercial Name on Account Use only letters in the Name on i Act t fields First Name on Account ccount nerds Check Routing Number Need help locating this information Account Number For assistance entering check information please call Billmatrix Customer Care at 1 866 65 018r powered by 48 5 Enter all required information on the Check Information Screen and click Continue 6 Verify all the information you entered is correct and click Authorize to continue or back to return to the prior screen 7 Once the payment has been processed through Billmatrix you will receive Payment Receipt You can either Make Another Payment or Exit the Billmatrix system Your payment will automatically apply to the policy MMH 12 09 49 REFERRING FOR APPRO Any time a quote or o
18. Installment Schedule Amount Installment Fee XX Payment Amount Select Payment Type Continue gt gt powered by kerikan cmd ur 3 Depending on the type of payment you selected you will either enter the credit card ATM Debit card or the checking account information Once all the required information is entered click to Continue Credit Debit Card information Screen Enter Card Information TT ed eey Please enter the card number expiration date if shown on card and 5 digit zip code where you recerve your card statement When you are finished click the Continue button to review your payment information Card Number without dashes or spaces Card Expiration Date MOMTH YEAR if shown on card Zip Code from card billing address lt lt Back Continue gt gt powered by MMH 12 09 94 Check Information Screen Enter Check Information Enter the check routing number and account number from the Magnetic Ink Character Recognition MICR line at the bottom of your check When you are finished click the Continue button to review your payment information Last Name or Commercial Name EE on Account Use only letters in the Name on First Name on Account Account fields Check Routing Number Need help locating this information Account Number lt lt Back Continue gt gt For assistance entenng check information please call Billmainx Customer Care at 1 866 65 0187 powered by
19. Manual R 6 11 21 Underwriting Questions All Underwriting Questions must be answered and any messages due to eligibility will be presented at the top of the next page If the applicant has prior losses see question 1 a new tab will display called Loss History with required information on loss detail Once all Underwriting Questions have been entered click Next to proceed to the Coverage Screen MMH 12 09 34 COVERAGE SCREEN The following screen shots provide a complete view of the Coverage Screen Any adjustments to coverage limits terms or deductibles will automatically force the system to rerate the policy 7 Markel American Insurance Company Windows Internet Explorer fe felix Y e http maicwebtest04 8097 DuckCreekExpress3x default aspx D x IL e Search i File Edit Yiew Favorites Tools Help w w Markel American Insurance Company fp sy Page e Tools T QT00000059158 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY eting Eome r Corporate i Trust Unit Underwriting rwr Coverage Submission nissic Rating m r eet Save and Exit Financial Responsibility Level The owner information entered resulted in a NO HIT Please verify the information and correct if necessary Annual Premium Unit Fees Taxes Policy Fees Taxes Total Annual Premium Description 2005 Double Usage Owner Coverage Limit AOP D
20. Producer Agency LULA JOHNSON 90700 0000002 90700 3019 155TH ST AUM BIKELINE AUM DIRECT Milwaukee WI 53206 P O Box 906 P O BOX 906 414 444 4444 Pewaukee WI 53072 PEWAUKEE 53072 0906 800 236 2862 Transaction Type Quick Filter Cancel v Go All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date a New 12 3 2008 12 3 2008 79 00 79 00 Committed kramsby 12 3 2008 2l 0 Endorse 12 3 2008 12 3 2009 79 00 0 00 Pending A Endorse 12 3 2008 12 3 2009 79 00 0 00 Committed MCLevel2IntUser 12 3 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 Markel American Insurance Company Cancel indicates a required field Reason Detail Insured Request M sold Return Method 90 Prorata Effective Date 12 4 2008 Print Suppress f Exit Continue MMH 12 09 66 The Cancellation effective date should be entered based on the date requested by the insured The 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 Markel Am
21. QT00000060565 SUSAN M 057 AZ Property Mobil Quote New Pending 12 2 2009 12 2 2009 5 QT00000061149 Property Mobil Quote New Referred GA 10749 0A 12 10 2009 12 10 2009 5 QT00000061150 Property Mobil Quote New Referred GA 10749 0A 12 10 2009 12 10 2009 5 QT00000061152 Property Mobil Declined New Declined GA 10749 0A 12 10 2009 12 10 2009 5 QT00000061023 Property Mobil Quote New Pending GA 10749 0A 12 9 2009 12 9 2009 QT00000061025 Property Mobil Quote New Pending GA 10749 0A 12 9 2009 12 10 2009 MMH00000070540 Property Mobil InForce Endorse Comm GA 10749 QA 12 7 2009 12 8 2009 of 8 gt 9 3 T9 results found Currently showing 71 79 Page 8 te Stait 5 Inbox Microsof MAGIC Develop Markel American fm 2 Windows Ex Gl Markel MH Unde Gh MAGIC Property C MAGIC User Ma E MH Authority R 5 05PM a Local intranet 1 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 MMH 12 09 12 DIARY MESSAGES Clicking on Diary Messages from the toolbar will take you to your Inbox To open a Diary Item click on the bold description The description is displayed in a different color If you hov
22. UNDERWRITING MGRS AMERICAN UNDERWRITING MGRS l Owner Personal Boat Operator Assignment Loss Payee Info Coverage Submission Name BUD LIGHT Previous Policy Number N A ReviewBeforeRenew 02 26 2008 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 5 869 00 5 836 00 5 836 00 0 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 City County Boneta Duchesne State UT Available Actions Modify Reasons Review Completed Return To Admin a Local intranet 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 MMH 12 09 76 2i Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sx 2e NUES She recte e 3 Address http corpwebuat30 8083 Express30 deFault aspx NO CLAIMS Remarks __ Local intranet 7 Type in any remarks that you would like saved with this transaction 8 Click OK to return to the ransACT Screen Markel American Insurance Co Powered By EXAMPLE E
23. UR Location State Location ZIP Code Done a Start fm 2 Windows Ex 5 inbox Microsof E MAGIC Develop Markel American M th Markel MH Unde New Quote Selection Open ODiary Messages Password Logout indicates a required field Local intranet 100 f Ch MAGIC Property U MAGIC User Ma MH Authority amp 4 59PM For directions on how to process a New Quote please see the section titled Processing a New Quote that follows MMH 12 09 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 the 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 Mobile Home by selecting Property Mobilehome 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
24. Wessages Save Print Passwvord atch Change Association Logout TransACT Master 2 10Current amp ssociation Internal Users change 53 piaryAttachments Daffy Duck InForce NonRenew Scheduled MSBO00000000429 TransACT View Service History Apply Payment Insured Agency Daffy Duck woo hoo MM E1SubAgency 456 789 1235 Transaction Type Quick Filter Non Renew Go All w Type Effective Date Total Written Written Change Status Last Modified by 9 New 02 10 2007 251 14 251 14 Committed possmann 2 e NonRenew 11 22 2007 251 14 0 00 Scheduled scisz E Done IE 1 re Local intranet A 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 show as Committed MMH 12 09 VIEW SERVICE HISTOR On the TransACT Screen there is a View Service History button Clicking on this button will bring up a series of 4 screens e Claims History e Payment History e Refund History e Service History E Markel American Insurance Company Microsoft Internet Explorer 5x File Edit View Favorites Tools Help lt Back c5 e f DI search a Favorites x Fav Address amp htEp maicwebbesED1 8093 DuckCreekExpress3x def aulE aspx d i Go TransAcT Master 2 10 Links P TIT RII ARNETTE dita 52 a ae AAA Policy De
25. a final rate will be generated Please note that if you are quoting a rental schedule you will have to use the Full Quote option If you choose Rate Indication you will fill out minimum information to deliver a rate indication and then proceed to the coverage screen MMH 12 09 21 SPECIAL NOTICES SCREEN The Special Notices Screen provides the applicable Fraud Warning as well as a disclosure regarding Insurance Score use Content of warnings could change depending on risk location state NOTE Itis the responsibility of the agent to review this information with the applicant prior to starting a quote Markel American Insurance Company Windows Internet Explorer 535154 t v v httpi maicwebtest04 8097 DuckCreekExpress3x default aspx File Edit View Favorites Tools Help EA ww Markel American Insurance Company p EJ Page GF Tools MAIC MobileHome KY 00 00 02 aun MARKEL AMERICAN INSURANCE COMPANY MARKE Current Association MARKEL AMERICAN INSURANCE CO Home New Open Diary Messages Password Logout Quote New Pending Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Special Notices Fraud Warning It is a crime to knowingly provide false incomplete or misleading information to an insurance company for the purpose of defrauding the company Penalties include imprisonment fines and denial of insurance benefits Your state may have sp
26. 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 Upon starting a quote a unique quote number will be assigned At any time you can Click Save and Exit and the quote may be exited and retrieved Depending on each user s authority the functionality will vary slightly MMH 12 09 e lf the risk is over their authority they may only process an indication of premium The risk must then be referred for approval e lf the risk is within their authority they may process the quote issue the policy apply a payment and perform all maintenance contracted agent only NEW QUOTE SCREEN To begin a new quote click on New from the toolbar This will take you to the first screen of the New Quote process Markel American Insurance Company Windows Internet Explorer O ev e http maicwebtest04 8097 DuckCreekExpress3x default aspx XSLT Skins Markel File Edit view Favorites Tools Help 5 ma 2 d Markel American Insurance Company d v e Page Tools af New Quote Selection VE Wd n AN AK RIC AK TNC JR N n CON 1 817 amp AV mM MAI ai CEL AN LiL CAN il ISI A V ICE LUL T MIPA i A MARREL Current Association MARKEL AMERICAN INSURANCE CO Yew Open Diary Messages Password Logout New Quote indicates a required field Select the Agency and Producer General Agent
27. 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 MMH 12 09 11 ICONS EN Markel American Insurance Company Windows Internet Explorer Sele e Y e http maicwebtest04 8097 DuckCreekExpress3x deFault aspx v 4 X 3oogle e File Edit view Favorites Tools Help u t i AN we od f Markel American Insurance Company e S ot Page Tools ni M DELI A AGRIC A N ISURA NCE CON ADA ATW EA 9 7 PES WAY i TOs SS Va UO IAJ LYI AINA ASNE IA LAL Current Association ACTION INSURANCE INC Home New Open ODiary Messages Password Logout Current Quote Policy In Progress DAVID MAGERS Open Existing Quote Policy Available Quotes And Policies Show Hide t and v LoB w contains wv Quick Query Property_MobileHome v Save Filter Policy No greaterthan q LOB contains Property MobileHome View Deleted Save Table Settings Restore Defaults Policy Quote Number Insured Name State Line Status Transaction Description Eff Date Last Modified 5 QT00000060563 SUSAN CISZ AZ Property Mobil Quote New Pending 12 2 2009 12 2 2009 5 QT00000060572 SUSAN CISZ AZ Property Mobil Quote New Pending GA 10749 0A 12 2 2009 12 2 2009 Be
28. is missing information on one of the previous pages or rating errors have not been handled Those page tabs will display with a red line on top of the tab name Once errors or omissions have been handled the Submission Screen will appear Once on the Submission Screen you can click on Save and Exit which saves the quote for later Prepare Quote sheet Complete the Quote Refer it or go back to make any desired changes Markel American Insurance Company Windows Internet Explorer Sel 3 Y maicwebtest04 8097 DuckCreekExpress3x deFault aspx 9 X 27 File Edit View Favorites Tools Help we amp Markel American Insurance Company f fay Mm v i Page i Tools S Policy Details Attachments off MARKEL AMERICAN INSURANCE COMPANY M MARKED Current Association AMERICAN UNDERWRITING MGRS AGCY INC Home New Open Diary Messages Password Logout SUSAN BROWN BROWN FAMILY TRUST Quote New Pending QT00000059158 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Marketing Owner Corporate Trust Unit Underwriting Coverage Submission Rating Worksheet Save and Exit Name SUSAN BROWN BROWN FAMILY TRUST Previous Policy Number N A Usage Owner Occupied Premiums Total Annual Premium Total Written Prior Total Annual Written Change 348 26 348 26 0 00 348 26 Billing Instructions Bill Insured Billing Information Name ZIP Address 1 Address 2 City Count
29. met 4 Enter all the required payment information and select Continue to the next screen or select Back to change your payment amount or payment type 5 Confirm all the information you entered is correct Select Authorize to process the payment or select Back to change any information you have entered Confirm Payment Receipt Your payment has been authorized Your confirmation number is XXXX XX The payment will be posted to the insured s account within the next 24 hours Please print the following summary information for your records Policy Number 123456789 Payment Method NETWORK Card Number eee DIO Thank you for using the online bill payment system powered by 6 Once the payment has processed you can either Exit out of Billmatrix or select Make Another Payment MMH 12 09 95 USER MAINTENANCE iii If 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 producers should also be communicated in the same manner The User change form can be found on www markelamerican com under the Agent Only access a
30. necessary and system will rerate automatically 2 Markel American Insurance Company Windows Internet Explorer Sel 1 X Live Searct I2 e Y e http imaicwebtest04 8097 DuckCreekExpress3x default aspx File Edit View Favorites Tools Help Erg 5 3 aa D 1 dir Markel American Insurance Company fo H Page IC Tools SUSAN CISZ Quote New Pending QT00000059164 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Rate Indication Data Coverage Save and Exit Financial Responsibility Level Z The owner information entered resulted in a NO HIT Please verify the information and correct if necessary Annual Premium Unit Fees Taxes Policy Fees Taxes Total Annual Premium Description 2004 Double Usage Owner Coverage Limit AOP Ded AOP Wind Hail Premium 96 Ded Ded Standard Package Iv 4 No Dwelling Coverage 7 HA Manufactured 5000 1 0 v 500 N A 236 Cov B Other Structures 1500 6 Settlement Type Cov A B ACV v Cov C Personal Property 7500 57 Settlement Type Cov C ACV Cov D ZA 3000 Incl No Liability Coverage a Cov E Liability 950 000 23 Cov F Med Pay 500 w 5 v ari 3 Inbox Microso 1 Reminder FogBugz Filter MAGIC Develop gt Markel America MAIC Deliverabl f 3 Windows Ex UC MAGIC User Ma 0B PEERS Coverage Selection Standard Package An owner occupied risk
31. only part of the insured s name Ban v x Google I Markel American Insurance Company Windows Internet Explorer e Y le http imaicwebtestO4 8097 DuckCreekExpress3x deFault aspx XSLT Skins Markel File Edit View Favorites Tools Help i c A raa ie B dw v p Page j Tools 1 d e Markel American Insurance Company E COMPAN NV IA LAL A I MARKEL AMERICAN I MARKED Current SE ACTION INSURANCE INC Home Ne Open ODiary Messages Password Logout _ Avaliable 9 Quotes And Policies Show Hide t and Ji LOB contains Quick Query Property_ MobileHome v E Save Filter Policy No greaterthan q LOB contains Property MobileHome View Deleted Include Previous Terms 2 Save Table Settings Save Table Settings Restore Defaults _ Defaults Eff Date Last Modified 11 20 2009 11 24 2009 m 5 o N m mM av wm p 4 rea gt 2 24 T D Transaction Description GA 10749 0A Insured Name State Line Status Property Mobil Quote Policy Quote Number QT00000060015 AMY TAVERA AZ New Pending QT00000060180 QT00000060254 QT00000060181 100000060187 MH0000 39 QT00000060234 MMH0000007057 MMHO00 7035 QT00000059697 Property Mobil Quote Property Mobil Quote Property Mobil Quote Property Mobil Quote Property Mobil InForce Property Mobil Quote Prop
32. screen will display any payments applied to the policy the installment schedule and the amounts due Payment History Amounts Due Installment Schedule pertPrem 5 016 40 emr Die Inst Fee Total Due Fmt Amt Writeoff Is Billed Unpaid Fees 30 00 9 4 2008 2 262 30 5 00 2 26 30 2 267 30 0 00 I Current Due 30 00 9 28 2009 351 131 15 5 00 1 136 15 1 136 15 0 00 Past Due 0 00 11 27 2009 1 131 15 5 00 1 136 15 30 00 0 00 m 12 27 2009 1 131 15 0 00 1 131 15 0 00 0 00 m 1 26 2010 754 10 0 00 54 10 0 00 0 00 m Payment History Policy Effective Date Entered Pay Type Ret 7 30 2006 7 15 2008 CR Control Payment NSF Date 2187401 2 031 50 7 30 2008 9 26 2008 CR 2251735 1 018 25 7 30 2008 10 23 2008 CR 2213965 1 018 25 7 30 2008 11 26 2008 CR 2290433 1 018 75 T 30 2008 12 26 2008 CR 2303322 1 688 25 7 30 2008 2 5 2009 CR 2325055 680 50 7 30 2008 T 28 2008 BM 51B3A503 4 1C 45FA SFC8 0AFASBDCS53625 2472452 2 132 30 7 30 2009 9 2 2008 BM 7T8D63259 E6F3 4D48 3DCO BAAJACDFFB 4 2497396 135 00 7 30 2003 9 26 2009 BM 180CBF2C 164E 42FE B465 B0AF6S8FEBSCB 2513418 1 136 15 7 30 2008 11 4 2009 BM BD41E656 1F1F LAFD B02A B6431825CA4B9 2534635 1 136 15 Datuen 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 b
33. up for recurring payments You can now sign up to have your payments automatically withdrawn from a designated bank account No hassle no stamps no forgetting to pay your bill We ll do all the work for you Sign up today to make insuring your fun even easier Call one of our specialists You can also make payments via credit card debit card or check by calling one of our specialists at 800 236 2862 and pressing 5 Agent Payments Make a payment Follow the link above to make payment on an in force account via credit card debit card or personal check These payments will be processed through Markel s payment administrator Bill Matrix MMH 12 09 92 3 Enter the Policy Number the Mailing Zip Code and click Continue At this point the Billmatrix screens will be the same no matter how you selected to enter the payment Make A Payment Welcome to the online bill payment system for Markel American Insurance Company lease have a copy of the Markel American Insurance Company bill available for this payment transaction lease enter the full Policy number as it appears on your Markel American Insurance Company hill Policy Number Enter all numbers up to the dash Mailing Zip Code S digit Continue The information you submit is secure Click here to verify Das PEt powered by Your privacy is important 1 From the TransACT Screen click the Apply Payment button as shown below Zi Markel American In
34. will default to a standard package The package coverage and limits can easily be changed by un checking the Standard Package checkbox No Dwelling Coverage If your applicant is interested in liability only coverage checking the No Dwelling Coverage box will remove all property coverage No Liability Coverage If your applicant is interested in property only coverage checking the No Liability Coverage box will remove all liability coverage Save and Exit If the Rate Indication is done being processed and no further action is required at that time click Save and Exit The Rate Indication can then be retrieved at any time MMH 12 09 24 Print Rate Indication Clicking Print will prepare the Rate Indication as a PDF file that can be printed and emailed As the Rate Indication is not a final rate this will be so indicated on the form along with pertinent notices and disclosures The PDF becomes part of the Rate Indication and will be found in the Diary Attachment section Upon clicking print a box will appear that allows you to enter notes that will print on the form If you wish to enter notes do so and then click Print Switch to Full Quote If you want to develop the Rate Indication into a Full quote containing a final rate click Switch to Full Quote and you will rejoin the Full quote process on the Marketing Screen Endorsements Button If desired you can attach endorsements to the Rate Indication in
35. you are able to search by the Producer Name or the Producer Number There must be a sub producer selected in order to continue Select the Return button to get back to the New Quote screen Select the Product Program Select the appropriate Product Program to quote from the drop down box 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 MMH 12 09 20 Zip Code Enter the Zip Code of the location where the risk is located 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 Note The system will not allow the quote to continue if a zip code is entered for a risk state where your Agency is not licensed to do business with MAIC if the subproducer is not licensed in that state or if your Agency s current license for that state is not on file with MAIC If all required fields are acceptable both the Full Quote or Rate Indication buttons will appear and clicking either one will force you to proceed initially to the Special Notices Screen If you choose Full Quote option you will be taken through the normal quote process where
36. you have authority and are ready to Issue this quote click the Complete Quote button which will begin the Issuance Process ISSUING A POLICY ISSUANCE PROCESS TURNING YOUR QUOTE INTO AN ISSUED POLICY Once you ve clicked the Complete Quote button you will be taken back through the Quote process to the Owner Unit and Operator screens to complete any fields highlighted in blue These are fields that must be completed before policy can be issued The Complete Quote button also created a new screen called the Policy Information screen which will now display as the 1 screen tab directly in front of the Owner Screen See next section for screen details The following screens will need to be reviewed and any necessary data entry completed before policy can be issued OWNER SCREEN Mailing Address Verify that the mailing address is correct to ensure insured s receipt of all policy documents Primary Phone The phone number including the area code UNIT SCREEN Location Address 1 The street address of where the unit is kept Manufacturer The manufacturer of the Unit to be insured Serial Number of Unit The Serial number of the Unit to be insured ADDITIONAL INTEREST SCREEN All Additional Interests if applicable must be added before Issuance If you are ready to Issue this quote you will Click back to the Submission Screen Please Note During the Complete quote process the Marketing Screen now disappears from your qu
37. 1 Current Association Internal Users change BA Diaryiattachments danny noonan InForce Renew Pending 4 8 Issue Operator Info Issue Unit Info Additional Interest Info Submission Rating Messages e This context is not approved to setthe status to Referred e This context is not approved to setthe status to Approved e This context is not approved to setthe status to Declined e This context is not approved to set the status to Pending Name danny noonan Renew 02 08 2008 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 573 08 573 08 0 00 573 08 Available Actions Complete Issuance Renewal Prep zi ome Eumed 7 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 ini x File Edit View Favorites Tools Help ae 561 z T B 9 Search S f Favorites v wj L4 rel Address 6 http maicmagicdct 8080 Express21 default aspx Go Links P Home New Open Wessages Save Print Password Batch Change Association Logout TransACT Master 2 10Current Association Internal Users change EA Diarwattachments danny noonan InForce Renew Scheduled MSB000000004089 TransACT View Service History Apply Payment
38. 2 548 9880 pm 1 s 0 00 Current Due 0 00 Past Due 0 00 P reels d AccountTransaction Histo Amounts Due Installment Schedule Unpaid Prem 2003 D rem D ue Date P 11 1 UU Producer 90700 0000001 AMERICAN UNDERWRITING MGRS P O BOX 906 PEWAUKEE Yl 53072 0906 800 236 2862 832 24 627 21 Agency 0 00 90700 AMERICAN UNDERWRITING MGRS P O BOX 906 PEWAUKEE WI 53072 0906 800 236 2862 Inst Fee Total Due Pmt Amt Writeoff Is Billed 832 24 0 00 Ective Date Entered Date Written Fees Taxes Total Due Pmt WO An Prem Booked Date User ID Control New Business 10 18 2007 Change 10 18 2007 Change 01 18 2008 Change 01 18 2008 Policy Change 01 18 2008 Cash Received 10 18 2007 10 18 2007 10 18 2007 10 18 2007 10 18 2007 10 18 2007 10 18 2007 621 00 0 00 18 00 0 00 185 00 0 00 13 00 0 00 185 00 0 00 0 00 0 00 6 21 0 18 1 85 0 13 1 85 0 00 527 21 18 18 186 85 13 13 186 55 0 00 0 00 0 00 0 00 0 00 0 00 627 21 627 21 18 18 250 48 250 48 250 48 0 00 kramsby kramsby kramsby kramsby kramsby 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 wi
39. 2008 Schedule Date 12 23 2008 optional New Premium 3 00 Charge 76 00 Abort Schedule MMH 12 09 64 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 TransACT Master 2 10 lg Pp RA AMYZYW TY An som ART IM i ATA ATX Policy Details Attachments Current Association MARKEL AMERICAN INSURANCE CO Open __ Diary Messages View Service History Apply Payment Insured Producer Agency LULA JOHNSON 90700 0000002 90700 3019 155TH ST AUM BIKELINE AUM DIRECT Milwaukee WI 53205 P O Box 906 P O BOX 906 414 444 4444 Pewaukee Wi 53072 PEWAUKEE WI 53072 0906 800 236 2662 Transaction Type Quick Filter Select Type Go All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date a New 12 3 2008 12 3 2009 79 00 79 00 Committed kramsby 12 3 2008 Fe O Endorse 12 3 2008 12 3 2009 79 00 0 00 Pending N A A Endorse 12 3 2008 12 3 2009 79 00 0 00 Committed MCLevel2IntUser 12 3 2008 A 5 Cancel 12 4 2008 12 3 2009 50 00 29 00 Committed MCLevel2IntUser
40. 56 Tron AC POLIC UU 5s H 59 PAN eos 59 ENDORE 60 MMH 12 09 2 CANGE tn Gd COEM 63 REINS TA C Y 69 Melde M SR AN 71 REVIEW CON r SEC CLE NI LM DOM 73 RENEW pe P 78 AA E A ET ER 84 VIEW SERVICE HISTORY dcc pem 87 Ipae 88 PALIN IE 89 REFUND AITOR Sorre mo 90 SEVICE HISTORY p D a EA 91 ACCOUNTINGIRROCEDURE T me 92 APPLY A PAYMENT TOA POLICY uere oce ete Decet iere 92 USER MAINTENANCE arree etu E ros latins ree uan E e tum ue ati eau ut ede deu HA um s MM E sd e MI 96 AGENT MAINTE tutem aatia nodis dius uus nodu anh uuo Save abu PUO 96 tan E 96 es a 97 Redu
41. AIC Note Once the referral is sent the quote is read only and is unable to be modified by the original sender 3 The underwriter at MAIC will open the message 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 MMH 12 09 51 Home Welcome MC Level 2 Internal User Save Table Settings Restore Defaults You have 7 new and 0 overdue messarngirz 12 3 2008 5 31 kramsby Approve QT00000033090 has been APPROVED If the risk is approved the quote may be issued If the risk is declined the underwriter will detail in the message why it was declined If 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 originally referred the risk to the General Agent they will receive the same message MMH 12 09 52 POLICY DETAILS ATTACHMENTS At any time while in a quote or policy documents may be attached or diary entries made by clicking on the Policy Details Attachments Icon in the upper left h
42. 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 800 236 2862 800 236 2862 This policy has been marked for Review Before Renew Transaction Type Quick Filter lt Select Type gt 6 Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date New 1 23 2008 1 23 2008 3 511 00 3 511 00 Committed HPLevel2intUser 1 28 2008 9 j Endorse 1 28 2008 1 23 2009 5 836 00 2 325 00 Committed HPLevel2intUser 1 28 2008 A E e ReviewBeforeRenew 2 26 2008 1 23 2008 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 MMH 12 09 75 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer DER File Edit View Favorites Tools Help ay Back x a Search 5 Favorites 2 e i8 E la rel Address 48 http corpwebuat30 8083 Express30 default aspx Settings P New Save asswore Batch Change Association Logout MAIC HPBoat UT 00 01 Current Association MARKEL AMERICAN INSURANCE CO Diary Attachments AMERICAN
43. City State amp Zip Fax Number Form Contact Name Form Contact Email address PLEASE STATE REQUEST BELOW MMH 12 09 97
44. Coverage Rejection Selection MAIC Motorcycle Wi 00 00 02 Policy Details Attachments Home Open ODiaryMessages Password Logol Submission Rating Worksheet Return To Admin 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 MMH 12 09 58 TransACT 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 ompany Microsoft Internet Explorer Help E IN Search Se Favorites 2 3 LJ rel Zap s screen grabber Prepare screen for grabbing then press Grab Grab Exit vE Google G ve settings sors express30 defaut aspx TransACT Master 2 10 c med MPH rS ixi wide Uere iis A A y aN F y DPKE LRAL DIC AN ENS EID A NCCE CAAIDANTY MARKEL AMERICAN INSURANCE COMPANY Policy Details Attachments EL Current Association MARKEL AMERICAN INSURANCE CO Trans ACT View Service History Apply Payment Insured Producer Agency LULA JOHNSON 90700 0000002 90700 3019 155TH ST AUM BIKELINE AUM DIRECT Milwaukee WI 53206 P O Box 906 P O BOX 906 414 444 4444 Pewaukee WI 53072 PEWAUKEE WI 53072 0906 600 236 2662 Transaction Type Quick Filter En dorse v
45. EWAUKEE Wl 53072 0906 800 236 2862 800 236 2862 Transaction Type Quick Filter Select Type All 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 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 generated from the Cancellation transaction MMH 12 09 70 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 other than cancel flat 1 Select Reissue and Click Go Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit View Favorites Tools Help Q sxx v ix E yo Search jf Favorites B Ly a Address 48 http corpwebuat30 8083 Express30 default aspx Go Google gt Q Settings Effective Date 2 27 2008 Please verif
46. INE AUM DIRECT Pewaukee WI 53072 P O Box 906 P O BOX 906 262 695 5657 Pewaukee WI 53072 PEWAUKEE Wil 53072 0906 ACTIONJACKSON GMAIL COM 800 236 2662 Transaction Type Quick Filter lt Select Type gt M Go 4 Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date 4 New 10 26 2008 10 26 2009 75 00 75 00 Committed kwang 10 7 2008 4 From the IransACT 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 I ransACT screen where you started in step 3 MMH 12 09 57 p GM OL is T Current Association MARKEL AMERICAN INSURANCE CO LULA JOHNSON InForce New Committed 4719 RecVehicle Motorcycle AUM DIRECT AUM BIKELINE I f Policy Information Owner Personal Unit Operator Operator Assignment Additional Interest Name LULA JOHNSON Previous Policy Number N A Premiums Total Annual Premium Total Written Prior Total Annual Written Change 79 00 79 00 0 00 79 00 Billing Instructions Bill Insured Billing Information Name LULA JOHNSON ZIP 53206 Address 1 3019 155TH ST Address 2 City County Milwaukee Milwaukee State Wil Email Available Actions
47. MTDOODOD14078 E State Line Status RecYehicle Motor Quote RecVehicle Motor Cancelled RecVehicle Motor InForce RecVehicle Motor Cancelled RecVehicle Motor Quote RecVehicle Motor Quote RecVehicle Motor Quote RecVehicle Motor Quote RecVehicle Motor InForce RecVehicle Motor InForce Home Ney Open Password Logout Show Hide v contains and v LOB Save Filter Oo LOB contains Transaction Description New Pending Cancel Committed New Committed Cancel Committed New Pending New Pending New Pending New Pending Reissue Committe Endorse Pending 2 Click on the policy number shown on the left hand side 3 You Will be taken to the T1 ransACT screen as shown below MMH 12 09 Policy No greaterthan RecVehicle Motorcycle Save Table Settings Restore Defaults Eff Date 11 17 2008 11 18 2008 10 26 2008 11 17 2008 11 26 2008 11 25 2008 11 25 2008 10 10 2008 11 23 2008 11 4 2008 1144 results found Currently showing 1 10 z Quick Query vj Last Modified 12 3 2008 11 18 2008 12 3 2008 11 18 2008 12 3 2008 12 3 2008 12 1 2008 11 14 2008 12 3 2008 11 21 2008 TransACT Master 2 10 Policy Details Attachments Current Association MARKEL AMERICAN INSURANCE CO Trans ACT View Service History Apply Payment Insured Producer Agency ACTION JACKSON 4TH 90700 0000002 90700 N28W23515 GREEN ROAD AUM BIKEL
48. Markel MAGIC System Manual J y 1 ma r j Zel gie qul I Utactured norme Man ii Ga i MMH 12 09 l ACCE SING Gy qm gee me re er X 4 WELCOME SCREEN e 4 NAVIGA HNONTOOL BAR d 6 FOME PAGE oar 6 8 OPEN 9 DIARY MERO MEE MEM EM REF 13 PASO 1p 15 LOGOUT 17 PROCE ING sinus E 18 Ua ern en re ee ee UI M 19 SPECIAL NOTICES SCREEN 22 RATEINDICANON DATA SEREEN H 23 RATE INDICATION COVERAGE SCREEN R eR I ES 24 SCREEN C 26
49. N Previous Policy 12 03 2008 Number Us Premiums Total Annual Premium Total Written Prior Total Annual Written Change 79 00 79 00 79 00 0 00 Billing Instructions Bill Insured v Billing Information Name LULA JOHNSON ZIP 53205 Address 1 3019 155TH ST Address 2 City County Milwaukee Milwaukee State Email peraitaiale Actions sors complete svane a Local intranet 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 MMH 12 09 61 Markel American Insurance Company Reason Detail Reason List Reason Add Coverage increase med pay A Add Reason Done 1 amp TT Complete lssuance Upon completion of your transaction you can choose to Complete Issuance or Save for Later Complete Issuance Will present you with a Remarks section where you can enter detailed remarks about your transaction Markel American Insurance Company P l 5 Commit Transaction Remarks Increased coverage ll gt Save for Later Will return you to the TransACT Screen for your policy and you will see your transaction listed You will see the status listed as pending Note If you process multipl
50. Policy EffDate Attachments 6 23 2009 10 rtr harley New 4 10 2007 4 dmeyer we Endorse a Page 1 of n gt 3 2 results found Currently showing 1 2 To retrieve open a message in your Inbox click on the description for that message The description is displayed in a different color as a hyperlink Upon retrieval 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 MMH 12 09 6 all MARKEL AMERICAN INSURANCE COMPANY I Si RJ i RS 1 i Bi 5 trm oo oe AA A Ww fs i 5 i e W EL Current Association Statewide General Agency indicates a required field S5see ormation Create Date Created By 2009 10 05 16 57 05 Ismoller Closed Date Closed By System Policy Information Agency Client Quote Number Message Security Level Activity Reason Priority Due Date Public Approved Medium N A Subject QT00000058262 has been approved on 2009 10 05 MH APPROVED Body The transaction has been approved on 2009 10 05 PHOTOS REC Accept Message Upon clicking Accept Message the Post option will appear Once you have click on Post the message will disappear from t
51. Unit Screen detail individually for each policy gt Markel American Insurance Company Windows Internet Explorer DBR y Li http maicwebtest04 8097 DuckCreekExpress3x default aspx T P File Edit View Favorites Tools Help 8 1 E D che Markel American Insurance Company B v Page Gi Tools SUSAN BROWN BROWN FAMILY TRUST Quote New Pending QT00000059156 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Marketing Owner Corporate Trust Unit Underwriting Coverage Save and Exit indicates a required field Location ZIP Location Address 1 Location Address 2 100 MAIN ST Location State Territory Usage KY 1 Owner Municipality Override Municipality Louisville Year Manufacturer Unit Width Purchase Price Purchase Date MM YYYY Value Protection Class Serial Number Has Additional Interest on Policy Swimming Pool Supplemental Heating None v Is home tied C Yes C down done J Local intranet 100 Location Address Info This is the location address of the where the unit is kept and must be in the same state as the zip code that was entered on the New Quote screen Municipality Override Checkbox Kentucky risks only Checking this box will allow you to override the municipal taxes but you must furnish proof that the applicant pays taxes to an untaxed municipality before this feature can be used
52. aging the upcoming renewal with information 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 Microsoft Internet Explorer File Edit View Favorites Tools Help ay Back c es ft search Favorites Ca Ea Ej Address 8 http maicwebteskO1 8083 DuckCreekExpress3x default aspx Go Links Trans ACT View Service History Apply Payment Insured Producer Agency Transaction Type m Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date e Mew 6 23 2008 6 25 2009 092 00 1 082 00 Committed klimbotseatosea 5 23 2008 ea a 3 Endorse 10 14 2008 5 23 2009 1 092 00 0 00 Fending N A CO a MMH 12 09 78 2 The effective date is the policy effective date of the renewal term 3 Putthe reason for why you are staging future changes to this policy tha
53. and corner See red oval shown below ars a aster 2 10 TIARNE m V Thre eae eek m uU fa Policy Details Attachments e Current Association MARKEL AMERICAN INSURANCE CO Open DiarymMezssazez Password sagout Trans ACT View Service History Insured Producer Agency LULA JOHNSON agg 2 90700 3018 155TH ST ALIM BIKELINE AUM DIRECT Milwaukee Vv 53205 P O Box 906 PO BOX 906 114 444 4444 Pewaukee WI 53072 PEWAUKEE 53072 0906 BDD 235 2852 Transaction Type Quick Filter lt Select Type Go All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date F Mew 12 3 2008 12 3 2008 73 00 79 00 Approved kramsby N A Upon clicking on the Diary Attachments Icon a Policy Details Screen will display as shown below MMH 12 09 53 7a i A Duss N INICI IR A NCE ela ADANTYV 1 N LR I E P 1 d Iw J JA Ta 1 a E A m MU fal EP s Association MARKEL AMERICAN INSURANCE CO Policy Details Show Hide Client Name LULA JOHNSON Policy No QTOO00000330390 Status Quote Contact Eff Exp Date 12 3 2008 to 12 3 2009 Agency AUM DIRECT Phone No 414 444 4444 LOB RecVehicle Motorcycle Producer BIKELINE Address 3019 155TH ST Milwaukee WI 53206 _ Returnto Policy Show Hide Filter By Quick Query All v Additional Filters and M Sender M contains Current F
54. ant is loss free Rate indication only Rate may change if applicant has prior losses Not an offer of coverage and subject to all underwriting guidelines After successfully completing the fields on this screen and reviewing the rate on the Coverage page you can proceed to the Full Quote process The information you entered in the Rate Indication will be transferred to the Full Quote First Name SSS Middle Initial Last Name Suffix Select v Date of Birth 00 SSN Mailing ZIP r Mailing Address 1 N City County select v Mailing State Usage Location ZIP City County Year Unit Width Unit Value Protection Class Term 12 Months 5 Inbox Microso Reminder FogBugz Filter MAGIC Develop gt Markel Smerica MAIC Deliverabl fam 3 windows Ex wh MAGIC User Ma Rating assumptions are shown at the top of the page All information is required to get a Rate Indication Any information entered on these screens will transfer over into the Full Quote process if that option is chosen Upon clicking Next the user will proceed to the Rate Indication Coverage Screen MMH 12 09 23 RATE INDICATION COVERAGE SCREEN The Hate Indication Coverage Screen found in the Rate Indication process is the same Coverage Screen that you will view if you switch over to the Full Quote process so more details can be found there You may adjust the Coverage values as
55. ate Primary Phone Secondary Phone E Mail Address Customer Reference Info Address provided is same as residence street address Previous J L e Done z J Local intranet A Spouse is a Titled Owner This checkbox will force the appearance of fields to capture the name of the spouse if spouse is also a registered owner of the unit Their name will appear on the 2 line of the Insured Name and Address area on any applicable forms output 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 MMH 12 09 28 B Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help lt 4 Back c5 CA QQ Search Favorites C E Address 8 http imaicwebtestO1 8093 DuckCreekExpress3x default aspx Go Links MAIC HPBoat Wi 5 T RAADYVET ARAL DICOAAN ACIDAN MARKEL Current Association SEA TO SEA INSURANCE SVCS INC New Open Diary Messages Passyvyore Markel American Insurance Company Validate Address Marketing Owner Personal eee A User Entered Address Address 1 bates a required field Address 2 City County Bay View Milwaukee State WI ZIP 53207 Validated Address Information The address has bee
56. ces tto add 3 SUDPTOGOUCCP sige sect ds aa ee kane 97 MMH 12 09 3 ACCESSING MAGIC To gain access to the MAGIC site open up a session on your internet browser 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 Login button ES Markel American Insurance Corapany Microsoft Internet Explorer File Edit View Favorites Tools Go Links a V Welcome to the Marke American Insurance Company rating and underwriting web portal We are committed to offering the highest quality service ta assist our agents throughout the lifecycle of a Qolicy This tool is designed to facilitate the quoting submission and maintenance of policies Ta gain access to this site you must log in with amp registered username and password If ou have an account you may use your username and pasword to gain access Username Password Disclaimer This site uses cookies stored on your local machine in order to remember your name and password Your browser must support cookies m order to remember your password zl Be iin The system will prompt a new User to change their password the first time they log in See the section on Password
57. e allow you to Add Notes and change your Billing Instructions The effective date of the policy cannot be less than 5 days or more than 30 days from today s date gt Markel American Insurance Company Windows Internet Explorer PEE PS e m Y La http imaicwebtestO4 8097 DuckCreekExpress3x deFault aspx 9 X Pir File Edit View Favorites Tools Help E 3 3 w od Markel American Insurance Company E dh Page GF Tools QT00000059158 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Policy Information Owner Personal Unit Underwriting Coverage Submission Rating Worksheet Save and Exit Name SUSAN BROWN Previous Policy Number N A Usage Owner Occupied Effective Date Premiums Total Annual Premium Total Written Prior Total Annual Written Change 348 26 348 26 0 00 348 26 Issue Notes Remarks Billing Instructions Bill Insured Billing Information Name SUSAN BROWN ZIP 40202 Address 1 100 MAIN ST Address 2 City County Louisville Jefferson State KY Email Available Actions Refer 7 99 Local intranet 1009 v Complete Issuance When you Click the Complete Issuance button the system will load the Payment Information for this policy and will direct you to the Payment Information Screen MMH 12 09 44 PAYMENT INFORMATION SCREEN At the top of the payment box the total policy premium and policy term i
58. e changes to a policy in one day the insured Will only receive the hard copy of the last Declarations Page that was generated even though all policy transactions will show up in pdf format in the Diary Attachment section of the policy MMH 12 09 62 CANCEL When the Cancel function is chosen in TransACT the ability to cancel due to Company Request or Insured Request is given Company Requested Cancellation 1 Select your transaction type of Cancel and click Go see screen that follows TransACT Master 2 10 Policy Details Attachments Current Association MARKEL AMERICAN INSURANCE CO Home New Open Diary Messages Password Logout Trans ACT View Service History Apply Payment Insured Producer Agency LULA JOHNSON 90700 0000002 90700 3019 155TH ST AUM BIKELINE AUM DIRECT Milwaukee WWI 53206 P O Box 906 P O BOX 906 414 444 4444 Pewaukee WI 53072 PEWAUKEE WI 53072 0906 800 236 2662 Transaction Type Quick Filter Cancel v Go All v Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date 4 New 12 3 2008 12 3 2008 73 00 73 00 Committed kramsby 12 3 2008 olo Endorse 12 3 2008 12 3 2009 73 00 0 00 Pending N A Xr Endorse 12 3 2008 12 3 2008 79 00 0 00 Committed MCLevel2IntUser 12 3 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 de
59. ear as shown E Markel American Insurance Company Microsoft Internet Explorer 3 Back gt e Ai search Favorites ca Ez E Address Links Y E Go amp http Imaicwebteska1 8093 DuckCreekExpress3x defaulE aspx 5LT25kins Markel RKEL Current Association SEA TO SEA INSURANCE SYCS INC Home Mew Open Diary Messages Change Password Password Current Password New Password Confirm New Password F 2 Enter in your old password 3 Determine what your new password will be based on the following rules e he password cannot contain the user s first name last name or login e t cannot contain spaces e Must be atleast 10 characters long m e Cannot match the previous password Ex Badgers 2007 Alabama 99 HAPPY 2cu2 4 Enter in your new password following the guidelines above and then enter in your new password again MMH 12 09 5 Click Change Password 6 Ifthe password change is complete you will receive the following message Microsoft Internet Explorer A Password successfully changed x 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 PBG markelcorp com or Fax 262 547 9436 Once y
60. eating None v Nm v Nome down Is home tied Yes C gt ari Inbox Microso Reminder FogBugz Filter MAGIC Develop A gt Markel America MAIC Deliverabl fi 3 Windows Ex MAGIC User Ma OBE GU E Note It is helpful to add the Location Address for each unit so that it is easy to distinguish each unit on the Unit Screen Fields are the same as the previous Unit Screen with the exception of the following additional buttons Coverage Detail Button Clicking on this button while on a specific Unit Screen will take you directly to the Coverage Screen for that unit however this button will not appear until after you answered the Underwriting Questions found on the next screen in the Quote process MMH 12 09 32 Delete Unit Button If more than one unit is entered a Delete button will appear at the bottom of the screen Clicking Delete will delete the current page s unit information The delete function is not enabled if there is only one unit listed on the quote Once all unit information has been entered click OK to proceed back to the Unit Screen which will now present in a Schedule format Markel American Insurance Company Windows Internet Explorer EIE iv r3 http maicwebtest04 8097 DuckCreekExpress3x default aspx Fil 9 x E File Edit View Favorites Tools Help gt d pease e G tools MAIC Mobi
61. ecific warnings against filing false claim information Consumer Notice of Insurance Scoring To offer an accurate quote in connection with this application for insurance we will use a credit based insurance score developed by a third party based on information contained in the unit owner s credit report Future reports may be used to update or renew insurance By proceeding with the quote confirm compliance with disclosure requirements a Local intranet Upon clicking Continue the user is attesting that this information was disclosed to the applicant lf User chose the Rate Indication option on the initial New Quote screen then User will proceed to the Rate Indication Data and Coverage Screens lf User chose the Full Quote option on the initial New Quote screen then User will proceed to the Marketing Screen MMH 12 09 22 RATE INDICATION DATA SCREEN Markel American Insurance Company Windows Internet Explorer Sele Ge yv e http maicwebtest04 8097 DuckCreekExpress3x default asp v 4 X Search File Edit View Favorites Tools Help 5 LE gt w Markel American Insurance Company m D Page Of Tools Quote New Pending Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Rate Indication Data Coverage Save and Exit indicates a required field RATE INDICATION IS BASED ON THE FOLLOWING ASSUMED INFORMATION Assumes applic
62. ed AOP Wind Hail Premium Ded Ded Standard Package No Dwelling Coverage 7 Cov A Manufactured Home 48000 1 0 500 N A 236 Cov B Other Structures 1500 6 Settlement Type Cov A B ACV b Cov C Personal Property 7500 57 Settlement Type Cov C ACV v Cov D ALE 3000 Incl No Liability Coverage Cov Liability 50 000 23 Cov F Med Pay 500 5 Cov G Damage to 500 incl Property of Others Done J Local intranet amp 1009 MMH 12 09 35 gt Markel American Insurance Company Windows Internet Explorer e http maicwebtest04 8097 DuckCreekExpress3x default aspx vitt X File Edit wiew Favorites Tools Help DEAR p 6 gt 2 p dar Markel American Insurance Company fe v Page C Tools Cov D ALE No Liability Coverage Cov E Liability 50 000 Cov F Med Pay 500 v Cov G Damage to 500 Property of Others Additional Coverages No Earthquake Coverage Flood No Coverage Equipment Breakdown No Coverage v iens No Golf Cart None Coverage Identity Fraud No Coverage v Scheduled Personal Pop Addidit SPP Endorsements Total Endorsement Premium Unit Premium done 9 Local intranet Rating and Referral Messages v 1009 7 Eligibility and referral messages will appear at the top of this page If a risks is ineligible a rate will not be delivered If data was en
63. er is the best means of securing the correct insurance score The insurance score can have a favorable impact on the overall rate Therefore obtaining a Social Security number in the quote process can be very beneficial for the applicant If during the quoting process our Insurance Score provider is not accessible no rate will be delivered and the quote will need to be re processed later The address information entered on this screen is considered to be the mailing address location The units 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 NOTE On corporately titled risks an insurance score will be obtained based on designee information MMH 12 09 27 Owner Personal Screen Markel American Insurance Company Microsoft Internet Explorer g Oj x File Edit View Favorites Tools Help ae 3 i A y Y Lj Bak ix B A p Search yv Favorites 4 4 rum jw re Address amp http corpwebuat30 8083 express30 default aspx Go Dis 232 cajeros E o Marketing Owner Personal Unit Operator Operator Assignment Coverage Rating Worksheet indicates 8 required field First Name Middle Initial Last Name Su ffix Date of Birth SSN elect Spouse is a Titled Owner Mailing ZIP Mailing Address 1 Mailing Address 2 EPI Mailing St
64. er over the description with your mouse the description will be highlighted This is called a hyperlink B Markel American Insurance Company Microsoft Internet Explorer dd File Edit View Favorites Tools Help A Bak c5 x A KO search Favorites e FaN Zi Address 8 http maicwebtest01 8093 DuckCreekExpress3x default aspx XSLT Skins Markel Go Links P T ES 11 P gt i m amp di Current Associ Home New Open Show Hide t Filter By Quick Query Additional Filters Sender m contains Current Filters Show All Save Table Settings Restore Defaults Date Originated UserlD Originate Activity Description Priority Policy Policy Eff Date Due Date UserlD Closed Closed 9 15 2008 3 38 tconroy Pending GTDOD00028956 2 Normal system has been set to ending on 08 09 15 9 15 2008 12 44 mchiappetti Pending MSBO000000099 2 Normal System has been set to pending on 2008 09 15 9 12 2008 3 54 gringberg Approve QT00000028851 2 Normal System has been d TE BBE DD ee 0 4 2 e http maicwebtest01 8093 DuckCreekExpress3x default aspx XSLT Skins Markel Internet By clicking on this hyperlink you will retrieve the message and a new screen will appear MMH 12 09 13 ff MARKEL AMERICAN INSUR PT d AA BA o nu umm MARKEI Current Association Statewide General Agency ind
65. erican Insurance Company Cancel Reason Detail Insured Request a E Return Method 90 Prorata Effective Date 12 4 2008 New Premium 50 00 Charge 125 00 Abort Complete 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 out from the transaction and return to main TransACT Screen MMH 12 09 67 Current Association MARKEL AMERICAN INSURANCE CO Trans ACT Home New TransACT Master 2 10 Policy Details Attachments Insured LULA JOHNSON 3019 155TH ST Milwaukee 53206 414 444 4444 Transaction Type Select Type w Go Type Effective Date New 12 3 2008 28 8 Endorse 12 3 2008 A Endorse 12 3 2008 A E Cancel 12 4 2008 Done Producer 90700 0000002 AUM BIKELINE P O Box 906 Pewaukee Wi 53072 Expiration Date Total Written Written Change Status 12 3 2008 79 00 12 3 2009 79 00 12 3 2008 73 00 12 3 2008 50 00 79 00 0 00 0 00 29 00 View Service History Agency 90700 AUM DIRECT P O BOX 906 PEWAUKEE WI 53072 0906 800 236 2662 Quick Filter All v Committed kramsby Pending Commi
66. erican Insurance Company NonRenew indicates a required field Effective Date 4 18 2009 Schedule Date optional 5 23 2009 Reason Detail Agent Request loss history insured Add Reason SURANCE SVCS INC CA 93446 Exit Schedule Transaction Type Last Modified Date 5 23 2008 N A zl 8 X za J m Endorse 10 14 2008 6 23 2009 1 0972 nn Pending 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 Z Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer ziB xl File Edit View Favorites Tools Help Geox O A L seach Ye reverts Z i a Jd Address e http maicmagicdck S080 Express21 default aspx Go Links 3 Markel American Insurance Company Powered By EXAMPLE Express tm TransACT HonRenew Pages Effective Date 11 22 2007 Schedule Date optional 02 10 2008 Reason Detail Agent Requestloss history Abort Schedule i pee ts ka seer MMH 12 09 85 El Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer Bl Edit view Favorites Tools dee ae B A Search Sf Favorites 2 c iw La rel Address http maicmagicdct 8080 Express21 default aspx bs Go Open
67. erty Mobil InForce Property Mobil InForce Property Mobil Quote 8 8 8 8 8 8 S 8 8 K3 New Pending New Approved New Pending New Pending Endorse Comm New Pending New Committed New Committed New Pending GA 10749 GA 10749 GA 10749 GA 10749 GA 10749 GA 10749 11 24 2009 11 25 2009 11 24 2009 11 24 2009 11 30 2009 11 24 2009 12 10 2009 11 23 2009 11 23 2009 11 24 2009 12 3 2009 11 24 2009 11 24 2009 11 29 2009 12 1 2009 12 10 2009 11 24 2009 11 23 2009 Page of gt m E 79 results found Currently showing 1 10 Open Existing Quote Policy Done Dred ONO intranet 1005 fim 2 Windows Ex Inbox Microsof E MAGIC Develop Markel American X w Markel MH Unde w MAGIC Property uv MAGIC User Ma E Authority amp 5 01 te Start 4 Then click the Add Filter 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 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 Trash can next to the filter criteria Searching for Referred items MMH 12 09 10 In the middle of the scree
68. he Inbox on the Magic Home page 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 If 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 Cancel Clicking Cancel just closes the message so that it can be viewed later MMH 12 09 7 NEW Clicking on New takes you to the new quote screen 2 Markel American Insurance Company Windows Internet Explorer This screen is standard for all Markel products EEK e http iimaicwebtestO4 8097 DuckCreekExpress3x default vaspx XSLT Skins Markel J 4 x Google File Edit View Favorites Tools Help w d e Markel American Insurance Company gt d yPae PA M vw 72 wu inn M 3 4 A MERICA N ISSN B A NCE COMPANY kes Bet 759494 Powe Ss V Ai TSA WS A va p v MARKEL Current Association ACTION INSURANCE INC I Select the Agency and Producer General Agent TRANSWESTERN GENERAL AGENCY Producer Number Address Producer Name 10749 0A0616 ACTION INSURANCE INC Select the Product and Program Property MobileHome Quote Effective Date 12 11 2009 Enter the Risk Location ZIP Code and TAB out of field i
69. icates a required field Create Date Created By 2008 05 14 15 03 54 mkotovic Closed Date Closed By System Policy Information Agency Client Policy Number Message Security Level Activity Reason Priority Due Date Public Approved Medium N A Subject QT00000012605 has been approved on 2008 05 14 Body The transaction has been approved on 2008 05 14 APPROVED AT PURCHASE PRICE THANK YOU When you are finished with the message you may Cancel the message or click on the Accept Message and then Post to delete the message from your inbox m z EN a Ya 3 8 nu M M4 RKET A RICA N INSI IRANCE eat Vt WW 143 B 994 9I Pm S V li TOA TUL E bu JP o eee ES Current Association Statewide General Agency indicates a required field Message Information Create Date Created By 2008 05 14 15 09 54 mkotovic Closed Date Closed By System Policy Information Agency Client Policy Number Message Security Level Activity Reason Priority Due Date Public Approved Medium N A Subject QT00000012605 has been approved on 2008 05 14 MMH 12 09 14 PASSWORD The first time a new user logs in 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 app
70. illing 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 MMH 12 09 89 REFUND HISTORY The Refund History screen will show the date of the refund the payee the amount and a reference number Refund History FINANCE BESEMER COM 866 936 1879 Dae ss Payee Amount Reference Number 2 18 2009 5670 50 0000106513 Return By clicking the Return button from this screen you will be taken back to the main TransACT Screen MMH 12 09 90 Service History The Service History screen will display the activity history of the policy Z Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit Yiew Favorites Tools Qe z B s Search Sg Favorites g3 E Address 45 http maicmagicdct 8080 Express21 default aspx Pp JW eee MAIC SmallBoat FL 00 02 Current Association MARKEL AMERICAN INSURANCE CO EJ Diaryiattachments Claims History Payment History Refund History Service History Help Service History Se w LJ amp Insured OST POLICY TEST FB15277 Barefoot Beach FL 34134 25
71. ilters quotelD 35621 Date Originated UserlD Originate Activity Description Priority Policy Policy Eff Date Due Date UserlD Closed Closed Date Attachments 12 3 2008 5 31 kramsby Approve QT00000033090 2 Normal System 12 3 2008 5 26 MCLevel3IntUs Refer QT00000033090 2 Normat System of 1 gt fe 2 results found Currently showing 1 2 Current Attachments Date Caption FileName File To Upload Browse Enter caption Policy History 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 the policy add a Diary Item 1 Click on Add Diary Item 2 A Message Details screen will appear as shown below MMH 12 09 54 aa M AA ARKEL AN AERICAN I Tn ISURANCE E COMPA NY 215 1 1 IKEL Duncan Aes sociation ae General Agency indicates a required field Message Information Create Date Created By 2009 11 09715 06 54 mhlevel3ext Message Security Level Activity Reason Priority Due Date Pub ic 4 N A Subject Message Recipients Category Recipient Policy Client ID Policy Level N A 61731 select the Activity Reason select the Priority
72. indication assumes that the applicant is loss free Underwriting eligibility is not checked for a rate indication To process a full quote in MAGIC the user will go through a series of screens completing all yellow highlighted fields with an asterisk or as prompted by the system To issue a policy the user will need to complete 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 the 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 Bind restriction rules when in place have been built into the system at the beginning of the quote process You will receive a warning that quote can only be bound without physical damage 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 with further information You may use the Previous button or Back button to click from page to page in order or you may click on the
73. leHome KY 00 00 02 LE 7 ANAL ih 1 7 N V TA RKEL AMERICAN INSURANCE CO MPANY Policy Details Attachments MARKEL Current Association MARKEL AMERICAN INSURANCE CO ww Markel American Insurance Company Home New Open ODiary Messages Password Logout SUSAN M CISZ Quote New Pending QT00000059167 Property_MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Marketing Owner Personal Unit Underwriting Coverage Save and Exit Address City County 100 MAIN ST Louisville Jefferson 200 MAIN ST Louisville Jefferson 300 MAIN ST Louisville Jefferson S MI pede F cp LU F pir Fe y d D ry ari Inbox Microso Remindet FogBugz Filter MAGIC Develop Markel Ameri MAIC Deliverabl 3 Windows Ex v MAGIC User Ma 5 12 41 PM Add Unit Button If there is more than 1 unit to be quoted upon completing the Unit Screen for the first unit click on Add Unit at the top of the left hand corner of your screen This will bring up a blank unit screen where the 2 unit s information should be entered The Add Unit function can be used an infinite number of times If at any time you need to revert to the previous unit s information click on Previous Unit as shown below circled in red Detail Button Clicking on this button for a specific unit will take you to the Unit Detail screen for that unit MMH 12 09 33 X
74. ll show you the actual account transaction history as it happens It will display write offs money being unapplied and re applied during the cancel reissue 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 MMH 12 09 91 ACCOUNTING PROCEDURES li APPLY A PAYMENT TO A POLICY There are two ways to apply a payment to a policy You can log on to MarkelAmerican com and click on Payment Center or you can apply a payment directly from the Trans Act Screen in Magic 1 From the Markel American Web Site click Payment Center as shown below atl MARKEL AMERICAN INSURANCE COMPANY MARKEL OUN Home About Markel American Products Claims Contact Careers News Payment Center _ Passionate pursuit of excellence i i it 2 Click on Agent Payment as shown below al MARKEL AMERICAN INSURANCE COMPANY MARKE Home About Markel American Products Claims Contact Careers News Payment Center Payment Center Customer Payments Make a one time payment You can use your credit card debit card or personal check to make an immediate payment with our payment administrator Bill Matrix Markel will be notified immediately upon the completion of the payment and it will be credited to your account Sign
75. m 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 box Note This information will be printed on the Declarations Page See Screen Shot that follows Markel American Insurance Company Endorse indicates a required field Effective Date 12 3 2008 Reason Detail Add Coverage increase med pay Add Reason Il Tm E Print Suppress Exit Continue l 12 3 2003 78 00 74 00 Committed kramsby 12 3 2008 MMH 12 09 60 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 If the endorsement is out of the agent s authority a referral will be required Click on the button labeled Refer Markel American Insurance Company Microsoft Internet Explorer SEE a File Edit View Favorites Tools Help Q pack ix i2 Search jT Favorites R w rel Address G http corpwebuat30 8083 express30 default aspx v Go Google Cr vo Q Settings w Name LULA JOHNSO
76. me STATEWIDE GENERAL AGENCY INC Statewide General Agency Marketing Owner Personal Unit Underwriting Additional Interest Coverage Submission Rating Worksheet Save and Exit E p M Description 121 MAIN Tulsa 74101 Loss Payee aaa Loss Payee ZIP Address 1 Address 2 City County select v State Add Clicking this button will bring up fields for entering in the Loss Payee s information for each unit All fields in blue must be filled out to issue the quote Validate Address Validate Address works the same as on the Owner Screen Copy and Paste If the Loss Payee or Additional Insured is the same for multiple Rental units use the copy and paste button to enter the information more quickly MMH 12 09 43 SUBMISSION SCREEN Once all information necessary for Issuance has been entered during the Complete Quote process the Submission Screen ts 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 If the Policy is ready to issue click the Complete Issuance button shown below The system will force you to enter an Effective Dat
77. n successfully validated A validated match has been returned Select Accept to keep the validated address Validated Address 2434 S WOODWARD ST MILWAUKEE Vl 53207 1749 Cancel Validate Accept Wi Primary Phone Sect Address provided is sam g OR Change Ownership Type Click this button to switch between Personal Owner Screen and Corporate Owner Screens Customer Reference Info This field can be used at the discretion of the agent but if used will print on the Declarations Page in a designated area Mail Address same as Residence Address Checkbox If this checkbox is checked it will bring the mailing address information into the Unit screen as the risk location address Owner Corporate Trust Screen MMH 12 09 29 Markel American Insurance Company Windows Internet Explorer Seles jv e http maicwebtest04 8097 DuckCreekExpress3x default aspx Searc Pir File Edit View Favorites Tools Help D dr e Markel American Insurance Company psum I BL YOU EARLE a VIN MARREL Current Association AMERICAN UNDERWRITING MGRS AGCY INC Home New Open ODiary Messages Password Logout SUSAN BROWN BROWN FAMILY TRUST Quote New Pending QT00000059158 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Owner Corporate Trust Unit Underwriting Coverage Save and Exit indicates a required field Corporate Tru
78. n there are 2 buttons that allow you to search for 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 3 Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help ae vn Back c e f search Favorites w Fan E Address je http maicwebtesta1 8093 DuckCreekExpress3x default aspx 5L7 Skins Markelt g Ga Links iA aak LW i DECI Current Association Home Mew Open DiaryMessages Password Logout Open Existing Quote Policy Available Quotes And Policies Hide 3 and Name sd contains M 5 Quick Liuery Policy Ma greaterthan BH terme 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 If you have authority you will have the 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
79. n to the Submission Screen MMH 12 09 83 NON RENEW 1 Select the Non renew transaction which will only be available on Inforce policies Click Go ES Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help m Back c C3 A KQ search Favorites xT FaN E Address 1 http maicwebtestO1 8093 DuckCreekExpress3x default aspx XSLT Skins Markel Go Link 5 p Trans ACT View Service History Apply Payment Insured Producer Agency Transaction Type Non Renew Go Type Effective Date Expiration Date Total Written Written Change Status Last Modified by Last Modified Date B New 5 23 2008 5 23 2008 1 082 00 1 092 00 Committed klimbo seatosea 5 23 2008 729 Endorse 10 14 2008 2 1 f132 S Pending N A gi M N aM E 2 Internet Z The effective date will be filled in by the system as the earliest date possible 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 MMH 12 09 84 B Markel American Insurance Company Microsoft Internet Explorer Be Edt wew Favortes Teos He Eak gt OA Asah Grates 8 chy b Address 8 http imaicwebtest01 8093 DuckCreekExpress3x default aspx XSLT Skins Markel e Go Links al Trans ACT l Markel Am
80. odified by Last Modified Date 4 New 11 4 2009 11 4 2010 348 26 346 26 Committed sciszext 5 Cancel 11 4 2009 11 4 2010 0 00 348 26 Committed sciszext Jone SW Local intranet Q10 2 The Effective date is automatically populated by the system and the date is equal to the previous cancel date 3 Choose areason 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 4 Click the OK button to proceed as shown above 5 Click OK to proceed with Reinstatement OR click the Exit button to back out of transaction and be returned to TransACT Screen without action MMH 12 09 69 Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer DEK File Edit view Favorites Tools Help ay Q sack T x a Search Sie Favorites amp a ee E rel Address 8 http corpwebuat30 8083 Express30 default aspx v Go Google G Settings Password Batch Change Association Logout TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO 3 piaryiattachments 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 Vl 53072 0906 P
81. onal Insured it must be completed on this screen Unit must have physical damage coverage in order to add a Loss Payee Markel American Insurance Company Windows Internet Explorer EB e xdv 3 http maicwebtest04 8097 DuckCreekExpress3x deFault aspx 9 X E ve Sea 27 File Edit View Favorites Tools Help n re 3 m x dir Markel American Insurance Company A Page i Tools MAIC MobileHome KY 00 00 02 Policy Details Attachments nf MIARKET AMERICAN INCTIRANCE COMPANY Yi 4 Wi Y A N AL JR f N E 1 HV Uh VA Y ail MARI Yw AMERICA 1 M N KA IC WU VIPAT m MARKE Current Association AMERICAN UNDERWRITING MGRS AGCY INC Home New Open Diary Messages Password Logout SUSAN BROWN Quote New Pending QT00000059158 Property MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Policy Information Owner Personal Unit Underwriting Additional Interest Coverage Submission Rating Worksheet Save and Exit Description 100 MAIN ST Louisville 40202 Select Select Nes dd J Additional Insured t Local intranet R 100 v MMH 12 09 42 MAIC MobileHome OK 00 00 02 P p PEN Ne Twe Policy Details Attachments Current Association Statewide General Agency iary Messages Password Logout TEST QUOTE Quote New Pending QT00000059316 Property MobileHo
82. orites Tools Help Qe o x ix 2 pO search jf Favorites e B P a i i Address http corpwebuat30 8083 Express30 default aspx v Ele Google G ve Settings Markel American Insurance Co Powered By EXAMPLE Express tm TransACT Review Before Renew Pages Effective Date 2 26 2008 Reason Detail Review Before Renewal CHECK CLAIMS Print Suppress uu 3 Local intranet 3 MMH 12 09 74 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 F Markel American Insurance Co Powered By EXAMPLE Express tm Microsoft Internet Explorer EAr File Edit View Favorites Tools Help ae Q tek z Q x a Search jf Favorites 2 e ow a rel Address 8 http corpwebuat30 8083 Express30 default aspx v Ede Googe C wo X Settings p A g Save Password Batch Change Association TransACT Master 2 10 Current Association MARKEL AMERICAN INSURANCE CO iaryiattachments BUD LIGHT InForce ReviewBeforeRenew Scheduled MHPOOO00005086 Transact View Service History Apply Payment Insured Producer
83. ote and is replaced by the Policy Information Screen as described below Any necessary adjustments should be made before the policy is issued MMH 12 09 40 POLICY INFORMATION SCREEN This is a new screen that was created during the Complete Quote process It will be a permanent screen from this point on and will also be used and viewable after the quote has become a policy It will contain many items from the Marketing Screen as this screen no longer exists after the Complete Quote process gt Markel American Insurance Company Windows Internet Explorer DEK e http maicwebtesta4 8097 DuckCreekExpress3x default aspx pP File Edit Yiew Favorites Tools Help gt n we a Markel American Insurance Company 7 D Page OF Tools SUSAN BROWN Quote New Pending QT00000059158 Property_MobileHome AMERICAN UNDERWRITING MGRS AGCY INC MH AGENCY Policy Information Owner Personal Unit Underwriting Coverage Submission Rating Worksheet Save and Exit indicates a required field Usage Term Effective Date Expiration Date Owner Occupied 12 Months 11 04 2009 11 04 2010 Renewal of current Markel American policy No Current GA Subproducer 90199 AMERICAN UNDERWRITING 1234123 MH MGRS AGCY INC AGENCY Assign New GA Number Name mal Producer Number Name Producer Number Address select MAIC Approved Book Roll Distribution Current Insurer Aegis vb
84. our user profile has been established you will be emailed with a username and password to give you access to your account MMH 12 09 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 sessteq click the red X in the upper right hand corner EI Markel American Insurance Company Microsoft Internet Explorer File Edit wiew Favorites Tools Help J Back c C f Ki search Favorites cA zh E Address amp http maicwebbesED1 8093 DuckCreekExpress3x default asp X5LT Skins Markal E nae Sp eu rat he ee 1 5 ch 3 7 F E i T Ty T Lm i m T F i Tij d Home Mew Open Diary Messages Password Logout Available Quotes And Policies Show Hide t and Name contains Quick uery il km 7 F 7 1 I Current Association SEA TO SEA INSLIR AMCE S75 INC Open Existing Quote Policy Policy greaterthan MMH 12 09 17 PROCESSING A NEW Q GENERAL NOTES Note that the various mobile home usages may have varied field requirements and coverage offerings To process a rate indication in MAGIC the user will be required to fill out minimal information on the owner usage and unit and then proceed to the coverage page Insurance score will be pulled for a rate indication The rate
85. policy See screen shot below iBix Edit View Favorites Tools Help a Back E gt x E A 79 Search Vp Favorites E E T Lj rel ress 8 http corpwebuat30 8083 express3 defaulE aspx XxSLT 5Skins Markel ian oge lC re tE T Bookmarks GS blocked Ww Check AutoLink E rill Send tor E Settings p a Fh mi A ETTITA G ad fT k uu E i i nu A i i i A 1 E 4 I Current Association MARKEL AMERICAN INSURANCE CO Home Mew Open Password Logout and Name contains Quick Query Save Filter 1 1 Ah 1 Policy Ma greaterthan view Deleted Quote Referral Service Request Save Table Settings Restore Defaultz Falicy Guate Number Insured Name state Line Status Transaction Description Eff Date Last Modified aa 4 Page of 1 gt we Buses y 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 MMH 12 09 9 1 In the first drop down box select Name 2 In the 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
86. r 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 taking you into the policy for any potential changes See Screen shot below MMH 12 09 81 B Markel American Insurance Company Microsoft Internet Explorer File Edit view Favorites Tools Help Back c e y Ki search 4 Favorites 8 Eil Trans ACT Markel American Insurance Company Apply Payment indicates a required field Effective Date 5 25 2009 Show Move Agency Option No A E AEEA NRE REER Show Move State Wo Insured i Option Reason Detail NSURANCE Sy CS INC Add Reason CA 93448 Print Suppress 7 Transaction Type Ex PESE Type Last Modified Date New 5 23 2008 zr o Endorse 10 14 2008 5 23 2009 1 092 00 0 00 Pending N A NENNEN EN 6 After you have made any change to the policy go to the Submission Screen and click Complete Issuance to be taken to the Remarks Screen By 2 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer File Edit view Favorites Tools Help Q sack Y ix E TN JO Search 5 Favorites ze w L4 rel Home New Open MAIC SmallBoat KY 00 01 Current Association Internal Users change Print Password Batch EJ Dianwattachmen
87. r screen for you to complete Usage Type This field will determine whether the Unit is Owner Occupied Seasonal Rental Vacant or Tenant It is very important to make sure you choose the correct Usage as the choice drives rates forms and business rules and if chosen incorrectly the policy will need to be flat cancelled and rewritten to correct Usage type Current Insurer This field contains a dropdown box to identify the current carrier of applicant MMH 12 09 26 MAIC Approved Book Roll This field will usually be unchecked and is only used when you are rolling a book of business from another company to Markel It controls special commission rates and some forms attachment Note This field cannot be utilized without permission from the Markel Upon clicking Continue the user will proceed to the Owner Screen OWNER SCREENS In lieu of commenting on each field entered on the Owner Screen only those fields that require special attention will be noted below The Owner Screen is designed to capture the required information regarding the owner s of the unit Accuracy of the information entered on this page is critical to ensure that an insurance score is able to be obtained If the unit is titled in a Corporate Name and this was indicated on the Marketing ocreen the Owner Corporate Trust Screen will appear Although it is not a requirement to obtain enter the Social Security number of the owner the Social security numb
88. s well as in the Appendix at the back of this manual AGENT MAINTENANCE To setup a sub producer in the system a written request must be provided by the contracted General Agent The Request to Add a Sub Producer form will need to be sent to the Product Services Group at PSG markelcorp com The information necessary to setup the sub producer will be provided to the contracted General Agent to deliver to the sub producer The Agent Set up Form can be found on www markelamerican com under the Agent Only access 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 MMH 12 09 96 APPENDIX Request to Add a Sub Producer Markel American Insurance Company Request to add a SubProducer Email to psg 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 GA Agency Name GA Number SubProducer Name SubProducer Number SubProducer Federal ID Is SubProducer L YES NO Incorporated SubProducer Website Address SubProducer
89. s displayed as well as the coverage start date 1 Click on View Payment Schedules to view what installment plans are available based on that premium amount 2 Pick the chosen Payment plan from the drop down box 3 Choose the Payment Type If paying by credit card or debit card you will select the Credit Card option in the drop down box If paying by any other method you will select the Mail Invoice option in the drop down box See below for Credit Card processing Payment Information Policy Information Full Annual Premium Policy Term Coverage Start Date 1 205 00 12 Months 11 09 2009 View Payment Schedules Expiration Date 11 09 2010 Payment Payment Plan 1 5 Payment Type Mail Invoice Payment due in 21 days v OTHER THAN CREDIT OR DEBIT CARD 1 Once you have selected the Payment Plan and Mail Invoice Payment due in 21 days option click Complete Issuance to finish issuing the policy or Cancel to discontinue issuing the policy 2 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 MMH 12 09 45 Issue Confirmation Screen MAIC MobileHome OK 00 00 02 P QU v A TANE TWh Y ws Policy Details Attachments
90. s for the required password format If 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 MMH 12 09 4 Please email the completed form to BPG 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 MMH 12 09 5 NAVIGATION TOOL BAI 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 Markel American Insurance Company Windows Internet Explorer Sele Jet e ie Y r3 http maicwebtest04 8097 DuckCreekExpress3x deFault aspx xSLT Skins Markel 41 jooge File Edit view Favorites Tools Help h m w we Markel American Insurance Company fay B v p Page Gf Tools l P BE m gt r 1 MARKEL AMERICAN INSURANCE COMPANY MARKED Current Association ACTION INSURANCE INC Home New Open Diary Messages Password Logout Welcome Action Ins Agency Messages Save Table Settin Restore Defaults overdue messaae s Date Originated UserlD Origin Activity Description Policy
91. st Name Designee First Name Designee Last Name Designee Date of Birth Designee SSN BROWN FAMILY TRUST Designee ZIP Designee Address 1 Designee Address 2 Designee City County Designee State 5423 SL T DRIVI JL SV ille Jeffe S0 1 ISET DRIVE v KY Primary Phone Secondary Phone Fax Number E Mail Address Customer Reference Info Policy Mailing Address is same as Designee Address Policy Mailing ZIP Policy Mailing Address 1 Policy Mailing Address 2 olicy Mailing City County Policy Mailing State 10202 MAIN ST z Louisville Jefferson KY 100 AI 3 Local intranet Corporate Trust Name should be entered along with the designee s name and address information All functions of the screen are identical to the Personal Owner Screen Mail Address same as Designee Address Checkbox If Corporate Owner it indicates that the corporate mailing address is the same as the Corporate designee s mailing address Previous Clicking this button will take you back to the Marketing Screen Next Clicking this button will take you back to the Unit Screen MMH 12 09 30 UNIT SCREEN In lieu of commenting on each field entered on the Unit Screen only those fields that require special attention will be noted below The screen shot that follows will provide a complete view of the Unit Screen If unit is part of a Rental policy with multiple units then a Rental Schedule will show which will allow you to access the
92. surance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer SEE File Edit View Favorites Tools Help Bak QJ ix A Search Sie Favorites EA e3 2 w LJ rel Address c https j maicmgcwebint1 8085 Express21 default aspx v Go Links TransACT Master 2 10Current Association Internal Users change 53 Diaryiattachments daniel day InForce New Committed mMSBo00000000026 TransACT View Service History Apply Payment Insured Agency daniel day 999 test case street MM E1SubAgency 262 548 8880 Transaction Type Quick Filter Sar 3 Type Effective Date Expiration Date Total Vvritten written Change Status Last Modified by Last Modified Date DN New 03 13 2007 03 13 2008 226 77 226 77 Committed kramsby 03 13 2007 8 9 Local intranet MMH 12 09 2 You will be taken to the directly to the Select Payment Type screen in Billmatrix You will enter the Payment Amount and Select Payment Type you can select from Credit Card Electronic Check and ATM Debit Card Click Continue Select Payment Type nTE 4 eater You may make payments with an electronic check ATM Debit card with a PULSE STAR or ACCEL logo or Visa MasterCard Discover or check card Billmatrix does not accept Money Enter the amount you wish to pay and select the payment type Policy Number 123 45784512543827 Current Due PBXXX XX Total Balance Due Pa nts Receiv
93. t will be picked up in the renewal batch processing B Markel American Insurance Company Microsoft Internet Explorer OC A KO search 4 Favorites 8 Ei d Trans ACT Markel American Insurance Company Apply Payment indicates a required field Effective Date 5 23 2008 Show Move Agency Option E Show Move State No B Insured Option Reason Detail NSURANCE SVwCS INC Add Reason CA 93448 Print Suppress 7 Transaction Type Type Last Modified Date i New 6 23 2008 er g Endorse 10 14 2008 5 23 2009 1 092 00 0 00 Pending N A e A 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 1 ransACT ocreen MMH 12 09 79 Markel American Insurance Company Powered By EXAMPLE Express tm Microsoft Internet Explorer Bl x File Edit view Favorites Tools Help ay X Y TA yv E r y r Back B Search Favorites jw L4 rel Address http imaicmagicdet 8080 Express21 default aspx Go Links 3 Home Open Wessages Save Print Password Batch Change Association Logout MAIC SmallBoat KY 00 0
94. tail 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 MMH 12 09 63 Markel American Insurance Company Cancel indicates a required field Detail unacceptable risk Heason Hisk Unacceptable Return Method R Effective Date 11 28 2009 Schedule Date 11 14 2009 optional Print Suppress 7 Exit Continue 3 he 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 ransACT Screen Markel American Insurance Company Cancel Reason Detail Agent Request Return Method Prorata Effective Date 12 18
95. tailsi amp ttachments Current Association SEA TO SER INSURANCE SYTS 46 Horne Mey Open Diary Messages Password Logout Trans ACT q lew Service History m Apply Payment Insured Producer Agency 10828 Oe a MMH 12 09 87 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 boxed area The Claim date of loss claimant name status examiner etc are all displayed ES Markel American Insurance Company Microsoft Internet Explorer File Edit View Favorites Tools Help es ee C A KQ search Favorites xJ n A Address 1 http maicwebtestO1 8093 DuckCreekExpress3x deFault aspx Go Links P Claims History Payment History Refund History Claims History Insured Producer Claim Loss Date Reported Date Claimant Name Status Closed Date Coverage Loss Pd Examiner Cause Of Loss 9 22 2007 9 24 2007 Closed 11 6 2007 Trailer 4 500 00 Casey Matthews Theft Equipment 22 2007 9 24 2007 i Closed 11 8 2007 Watercraft and Equipment 55 000 00 Casey Matthews Theft Boat me 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 MMH 12 09 88 PAYMENT HISTORY The Payment History
96. tered incorrectly once corrected a rate will be provided Term Premium The total term premium not including any taxes Unit Fees Taxes Any taxes fees that apply to each unit Policy Taxes Fees Any applicable taxes fees that apply to the policy Total Term Premium The total term premium including any applicable taxes fees Coverage List Lists all applicable coverages along with the limit deductible and premium for each unit MMH 12 09 36 Unit Premium The total premium for all of the coverages not including any applicable taxes Once all Coverages Limits and Deductibles have been selected click Next to proceed to the Submission Screen Coverage Selection Standard Package An owner occupied risk will default to a standard package The package coverage and limits can easily be changed by un checking the Standard Package checkbox No Dwelling Coverage If your applicant is interested in liability only coverage checking the No Dwelling Coverage box will remove all property coverage No Liability Coverage If your applicant is interested in property only coverage checking the No Liability Coverage box will remove all liability coverage MMH 12 09 3 SUBMISSION SCREEN At this point if all information necessary to provide a rate has been entered and there are no outstanding rating messages the Submission tab should display If no Submission tab displays that will indicate that there
97. the event you want to have coverage included or excluded as part of the general Rate Indication Clicking the Endorsement button will take you to the Endorsement attachment screen Select your endorsement and then click Add gt Markel American Insurance Company Windows Internet Explorer Sele Q GA yY r3 http maicwebtest04 8097 DuckCreekExpress3x default aspx Pir File Edit view Favorites Tools Help dh peace es 7 MAIC MobileHome KY 00 00 02 Policy Details Attachments dir e Markel American Insurance Company m x TE LLL MARKEL AMERICAN INSURANCE COMPANY IARKEL Current Association MARKEL AMERICAN INSURANCE CO Home New Open Diary Messages Password Logout Endorsements Select v Select Additional Residence Liability Animal Liability Exclusion f Builder s Risk Building Exclusion Incidental Farming Personal Property Enhancement Restrictive Roof Trip 3l Inbox Micraso Remindet FogBugz Filter MAGIC Develop gt Markel America MAIC Deliverabl fi 3 Windows Ex Uh MAGIC User Ma PEE MMH 12 09 25 MARKETING SCREEN Markel American Insurance Company Windows Internet Explorer Sele e http maicwebtest04 8097 DuckCreekExpress3x default aspx File Edit View Favorites Tools Help 2 w ahr Markel American Insurance Company ay Page GF Tools
98. ther 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 If 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 an 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 Policy Information Owner Personal Unit Underwriting Coverage Submission Rating Worksheet Save and Exit Name OHMILLER Previous Policy Number N A Usage Owner Occupied Effective Date 11 9 2009 5 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 55 00 55 00 0 00 55 00 Issue Notes Remarks PHOTOS REC Billing Instructions Billing Information Name ZIP Address 1 Address 2 City County State Email Available Actions For example you quote a risk that requested 300 000 liability limits Your agency does not have
99. ts Change Association Logout danny noonan InForce Renew Pending 4 8 Issue Operator Info issue Unit Info Additional Interest Info fSubmission Rating Messages e This contextis not approved to setthe status to Referred e This context is not approved to setthe status to Approved e This context is not approved to setthe status to Declined e This context is not approved to setthe status to Pending Name danny noonan Renew 02 08 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 Note The use of the Renewal Prep button is found in documentation of Renewal Prepping a Policy MMH 12 09 82 3 Markel American Insurance Company Powered By EXAMPLE Express Em Microsoft Internet Explorer B x File Edit view Favorites Tools Help Aw Q O xl 2 sexe verme O Z i A 4 Address e http maicmagicdck S080 Express21 deFault aspx Go Links Markel American Insurance Company Powered By x EXAMPLE Express tm Remarks 7 Note although referral messages may show you may complete issuance any time the Complete Issuance button is available 8 Putin your remarks on why you are renewing this policy ahead of time 9 Click OK to complete this transaction and return to the TransACT Screen OR 10 Click Cancel to move back a step and retur
100. tted MCLevel2IntUser Committed MCLevel2lIntUser Apply Payment Last Modified by Last Modified Date Once you return to the main ransACT Screen it will show you that the transaction has been Committed and the insured s policy is cancelled as of the date requested generated MMH 12 09 No forms will be 68 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 Company Windows Internet Explorer Sel i x Searc za e y E http imaicwebtest04 8097 DuckCreekExpress3x default aspx v X Live Search p File Edit View Favorites Tools Help em En 2 w dhe Markel American Insurance Company a amy Y sy Page X 1 Tools TransACT Master 2 10 Policy Details Attachments ant AADKERT ANAC DICAN INICIIDANCE AMDA NV Vi d E ON imi d 7 VA Gia MARKEL AMERICAN INSURANCE COMPANY MARKED Current Association AMERICAN UNDERWRITING MGRS AGCY INC New Open Diary Messages Password Logout Trans ACT Markel American Insurance Company Reinstate yy Payment Effective Date 11 4 2009 Reason Detail See Detail Insured SUSAN BROWN q LIESS 100 MAIN ST Louisville KY 40202 232 323 4455 Print Suppress Transaction Type Reinstate w Go Type Effective Date Expiration Date Total Written Written Change Status Last M
101. ue in mortgage payments C No Yes Is applicant unemployed other than retired or disabled C No Yes Is the primary heat source thermostatically controlled C No Yes Are kerosene or other portable space heaters used Y es Does the unit have utility services C No C Yes Is the unit easily accessible from public roadways C No Yes Is the unit located on a site with prior flooding landslides or brush fires W No Does the unit have unrepaired damage C No C Is the unit in the process of renovation C No C Yes Does the unit have working smoke detectors C No C Yes Does the unit have more than two loss payees Y es Has applicant been cancelled or non renewed for underwriting reasons in the last 4 years M No C Yes If not a new purchase has the unit been uninsured for more than 30 days C No Yes Has the applicant filed bankruptcy within the last 4 years C No C Yes Does the applicant have any animals with a bite history or an Akita Chow Pit Bull Doberman C No C Yes Rottweiler or any non domestic animal Is business conducted on the premises C No C Yes Do all steps porches amp decks that are 3 or more off the ground have secure rails C No C Yes le tharn a teamnoalina an nenmiene PH PU bi J Local intranet amp 1006 te Start 5 Inbox Microsoft Out Home MAGIC Prop MAGIC Development Markel American Insu fe Property Cy MAGIC User
102. xpress tm Microsoft Internet Explorer File Edit View Favorites Tools Help o is E Jj Search Sf Favorites e R Bl LJ id Address http corpwebuat30 8083 Express30 deFault aspx TransACT Master 2 10Current Association MARKEL AMERICAN INSURANCE CO 3 Dianattachments Change Association BUD LIGHT InForce ReviewBeforeRenew Committed TransACT View Service History Apply Payment Insured Producer Agency BUD LIGHT 90700 0000001 90700 1 MAIN ST AMERICAN UNDERWRITING MGRS Boneta UT 84001 P O BOX 906 262 548 9880 AMERICAN UNDERWRITING MGRS P O BOX 906 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 2008 3 511 00 3 511 00 Endorse 1 28 2008 1 23 2008 5 836 00 2 325 00 ReviewBeforeRenew 2 26 2008 1 23 2008 5 835 00 Last Modified by Last Modified Date Committed HPLevel2lntUser 1 28 2008 Committed HPLevel2lntUser 1 28 2008 0 00 Committed kramsby 2 25 2008 M Local intranet Review before Renew transaction now shows as Committed which means this process is now complete MMH 12 09 RENEW The Renew function in TransACT is used for either manually renewing the policy OR pre st
103. y State Email Available Actions done a Local intranet R 10095 Save and Exit If the quote is done being processed and no further action is required at that time click Save and Exit The quote can then be retrieved to work on again at a different time If you do close the browser without hitting Save and Exit the quote will be locked and another user in your office will not be able to access to make any changes Billing Instructions Select the appropriate choice from the drop down menu Choices are Bill Insured Bill Other and Bill Loss Payee if a loss payee has been added to the policy If the invoice is to go to MMH 12 09 38 someone other than the insured or loss payee select Bill Other Fields will then display asking you for alternative billing address information Prepare Quote Sheet and Application Clicking Print will prepare the quote sheet and application 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 and will be found in the Diary Attachment section 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 gt Markel American Insurance Company Windows Internet Explorer DAR PpP Edit wiew Favorites Tools Help 22 EJ dah Page
104. y Effective Date is correct Show Move Agency Option No Show Move State Option Show Move Manuscript Option No Add Reason Reason Detail select Print Suppress Exit Continue lt amp 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 location state 4 f the reissue is for any other reason click on the drop down box and select the applicable reason If you have more than one reason you need to enter click on the add reason box See screen print below 5 Click Continue to proceed or Exit to stop processing the reissue 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 MMH 12 09 71 Name Previous TEST LIABILITY Cancelled Reissue Pending MMH00000070164 Property MobileHome STATEWIDE GENERAL AGENCY INC Statewide General Agency TEST LIABILITY Policy Number N A Usage Owner Occupied Reissue 11 9 2009 Premiums Total Annual Premium Total Written Prior Total Annual Written Change 8 Add any 9 Verify Pay Plan is correct and commit without payment if there is already a payment on the policy MMH 12 09 Markel

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