A&H Australia Broker User Guide
Contents
1. ce Products Quote Date Product Title Status El 4 New Australian Business Travel i Ouotations New Australian SY 23 Dec 2010 Business Travel todd AUD 626 87 Approved Action dd 21Dec2010 New Australian s Business Travel AUD 639 02 Approved o New Australian Voluntary Workers Here you are able to edit or bind a quotation that you have previously saved Click Action on the top right hand side which will give you two options Open or Edit Click Open to view accept and download the formal quotation document or click Edit to edit the information in the quotation Applications Documents Profile Terms of Use LOGOUT i Search _ New Date From 07 Dec 2010 Efj Dsteto 07 Feb 2011 Status all v Find T A pe Quote Date Product Title Premium Status ci 9 New Australi i Travel A New Australian d Poi tu WW 23Dec 2010 Business Travel t AUD 626 87 Approve A New Australian WW 21 Dec 2010 Business Travel Todd AUD 639 02 Approved a o EE ilo E fa New Australian Voluntary Workers Should you wish to bind the quotation or download documents follow the steps outlined in step 3 3 Binding a quote of this manul ePlacement Broker User Guide FINAL doc Date July 2013 Page 8 of 19 calliden group 5 Policies This displays all bound policies and will also show a history of all the renewa2. Click Action gt Open gt Download to view documents i e Endorsement Schedule Cancellation Schedule Renewal Schedule Applications Documents Profile f aE N Exit e 7 Endorsement Certificate 4 New Australian Business Travel HE Application Endorsements This policy was endorsed effective 31 Jan 2011 Quotations Messageboard rer ntti inn ePlacement Broker User Guide FINAL doc Date July 2013 Page 9 of 19 calliden group 6 Endorsements To request an Endorsement locate the policy under Policies click Action and then Endorse Pook E G New Australian ii sa a MW 22Dec2010 Business Travel Emma test 22 12 AUD 639 02 Accepted i i Policies gt ii Policies 21 Dec 2010 New Australian Todd AUD 651 32 Accepted i i Endorsements i Business Travel RQ 21002010 New Australian Todd AUD 760 73 Accepted Business Travel An Endorsement box will appear at the bottom of the screen 13 Refer to underwriter please note your comments via the message board No Please click Save if you wish to leave further details for Questions 10 13 via the Message Board Questions marked with an are mandatory Endorsement Attachment Date Reason for Endorsement Submit Endorsement The Attachment Date is the date the endorsement is to be effective from In the Reason for Endorsement box please provide d
3. 000 000 1 000 000 Kidnap amp Extortion 500 000 1 000 000 Political amp Natural Disaster 10 000 per person Annual aggregate 100 000 20 000 per person Annual aggregate 200 000 Annual Aggregate Limit of Liability 2 500 000 5 000 000 Annual Aggregate Non Scheduled aircraft 250 000 500 000 ePlacement Broker User Guide FINAL doc Date July 2013 Page 19 of 19
4. Broker Postal Address Broker Name ePlacement Broker User Guide FINAL doc Date July 2013 Page 14 of 19 calliden group 10 Documents The following documents can be found by clicking on Documents in the top menu 1 Policy wordings amp PDS 2 This user manual 3 Claim forms 4 Claims contacts ePlacement Broker User Guide FINAL doc Date July 2013 Page 15 of 19 calliden group 11 Additional information 11 1 Changing your password Should you need to change your password you can do so by clicking Profile on the top menu bar amp then Details from the dropdown menu Be sure to click Save once you have entered your new password 11 2 Changing your preferences You may change the appearance of your account by clicking Profile on the top menu bar amp then Preferences from the dropdown menu The only items that you should change are those under the heading Transaction Page Preferences Please DO NOT uncheck any of the 3 boxes above this option Preferences Receive Email Receive Emails for Product Alerts O New Australian Business Travel O New Australian Voluntary Workers O Old Individual PA O Old Voluntary Workers O New Australian Individual PA O Old Business Travel Receive Emails for MessageBoard O New Australian Business Travel O New Australian Voluntary Workers O Old Individual PA O Old Voluntary Workers C New Australian Individual
5. PA C o Business Travel Transaction Page Preferences Default Tab Proposals v Default Product AI v Default Broker All v 4 Default Status All v Days before Date To days Be sure to click Save once you have changed your appearance preference ePlacement Broker User Guide FINAL doc Date July 2013 Page 16 of 19 calliden group 12 Frequently asked questions 1 Whatis the procedure when a client has a pre existing condition Advise the underwriter via the Messageboard you can upload documentation as well as leave messages The underwriter can then either note and allow via the Messageboard update the premium based on the increased risk or place restrictions on the cover 2 Can I request an Endorsement to the policy Yes click on Endorsement under Actions then complete the details in the Endorsement box and refer to the underwriter 3 How do I change the benefit levels after have presented to the client Go to the policy under Quotations and choose Edit for the action please note once you choose Accept and the record becomes a Policy you cannot make any changes to sums insured If a record has been referred to an underwriter you will not be able to Edit it until the underwriter has finished at their end 4 How do I know a policy is due to renew It will appear in the Renewals tab 90 days before the r
6. Plan B Death amp Capital Benefits 250 000 Limits to Spouse and Dependant Children cover 5 x salary to a maximum of 500 000 Limits to Spouse and Dependant Children cover Dependant Children Accidental Death 25 000 25 000 Weekly Injury Benefit 85 of Salary 1 000 1 500 Excess Period 7 days 7 days Benefit Period 156 weeks 156 weeks Surgical Injury Benefit 20 000 20 000 Surgical Sickness Benefit 20 000 20 000 Broken Fractured Bones 3 000 3 000 Loss of Teeth or Dental 1 000 1 000 Procedures Overseas Medical Cancellation Curtailment Unlimited Unlimited Additional Expenses Continuous Bed Confinement 60 days maximum 100 per day 100 per day Loss of Deposits 10 000 10 000 Hijack amp Detention maximum 30 days 200 per day 200 per day Legal Expenses 10 000 20 000 Personal Liability 5 000 000 10 000 000 Luggage Personal Effects Travel Documents Limit any 10 000 20 000 one item 2 500 10 000 10 000 RISCHONIG TSRGIPRERI Excess 250 Excess 250 Deprivation of Baggage 3 000 5 000 Money Credit Cards 4 000 5 000 Alternative Employee 10 000 20 000 Expenses Rental Vehicle Collision Damage Theft Waiver 291000 va 00e Missed Transit Connection 5 000 10 000 Extra Territorial Workers Compensation Weekly Benefit 1 000 1 000 Common Law 1 000 000 1 000 000 Aggregate Limit of Liability 1
7. delayed whilst an underwriter contacts you for further information An underwriter will not be able to view or access a quote until you have chosen Submit Proposal If a user chooses Calculate Premium and leaves a message via the Messageboard the underwriter cannot review the application Please note that choosing Submit Proposal will still allow you to edit at a later date if required if it has referred to an underwriter you will need to wait until they have updated it from their end before you can make any edits A record will move from Application to Quote either once you have clicked Submit Proposal and all details are with the parameters or an underwriter has approved the application at their end If you wish to download a copy of the quote document click Download at the top of the screen as below ePlacement Broker User Guide FINAL doc Date July 2013 Page 6 of 19 calliden group A M Quotation Quotation Quotation 4 Client Information End t ndorsements Name of the Client ABC Corporation Messageboard State New South Wales Postcode Check Postcode 2042 gt Broker Postal Address Broker Name Street Address City Suburb ydne State NSW Postcode 7 Telephone Number Email Address Occupation Attorney 4 Select Pian Click for Plan Details Plan A 5 Commission Rate 0 6 Overseas Trips Average number of Trips 1 trip 1 return trip per person 10 Ave
8. is ready for use Hello Emma Taylor Your new e Placement account has been created and is ready for use Your initial login details are Username john smith Password g3ilqub You will be required to change your password when you first login in order to use the system Please click here to login and start using e Placement This is an automatically generated email please do not reply Enter your Username and Password tick that you agree to the terms of use and click Login Login Username Password F lagree to the terms of use F n your Every 6 months you will be prompted to change your password Passwords must contain a minimum of 6 alpha numeric characters e g abc123 e placement will automatically change an account to inactive if there is no activity for 3 months and will also lock you out when entering an incorrect password too many times If this occurs please use the Forgotten your password link on the login page this will send you an email with a link to activate unlock your account ePlacement Broker User Guide FINAL doc Date July 2013 Page 3 of 19 calliden 2 Main menu Once logged in the screen below is visible Applications Documents Profile r 2 Search gt Search Show Hide Search Criteria Products E New Australian Business Travel vii AII v H S New Australian Voluntary Workers a Status LAIl Ma Date From 23 Oct 2010
9. the Products on the left hand side if you know what stage the record is in 12 How do I edit an incomplete or referred policy You will not be able to edit a referred policy until the underwriter has actioned from their end To edit an incomplete record locate the policy using the Search option on the main screen then click Action on the left hand side and Edit will appear 13 Why can t a find a record when searching The client name may be spelt differently Try a few different options i e like A amp B Racing A amp B Racing A and B Racing or just Racing The policy date maybe outside the dates in the Search box Try expanding your dates to at least 2 years prior and one year in advance The policy may not have been placed through e placement last year please contact your underwriter 14 I have received the email advising the underwriter has approved my Endorsement request Why can t download the Schedule with the Endorsement You need to click on the link within the approval email and choose Accept at the top of the screen 15 Who do I contact for e placement technical troubleshooting problems Calliden has a dedicated email support service techsupport calliden com au In order to get a prompt response please use this inbox ePlacement Broker User Guide FINAL doc Date July 2013 Page 18 of 19 13 Travel Plans Schedule of Benefits calliden Plan A group
10. Calliden Agency Services Limited ABN Number 15 096 726 895 Ca Il d nN AFS Licence No 234437 group Level 7 100 Arthur Street North Sydney NSW 2060 T 61 2 9551 1111 F 61 2 9551 1155 placement UNLINE INSURANGE ook bb or lit NS H Australia Broker ser Guide calliden group E Placement User guide for Brokers Table of Contents i OANE aCe MEN o eni 3 Ze MANTOO ea e an E E E E A E E in 4 da THe ADD IC AN OM DOCES Se cati i Ri ia rina 5 3 1 Obtaining a quote all products e 5 3 2 BROMO AU ie PE 7 de dec 8 POS Ra 9 BD ECON SOUS TUES ne ce aiar erre 10 e PE 12 O 2 0 LEE 13 De MONO NATIONS a a a RE ee I RL gir ri 14 10 TOUS ONS atest cere anette ara 15 11 AGOINONAl INFOFMA onirici 16 11 1 Changing your password oriente 16 11 2 Changing your preferences ei 16 12 Frequent asRed AUESIONS 8 dieser a nn 17 iS Nissan i 19 ePlacement Broker User Guide FINAL doc Date July 2013 Page 2 of 19 calliden 1 Starting e placement https www eplacement ace ina com Once set up on e placement all users will receive an auto email with their login details Your Password will be a random combination and the system will immediately prompt you to change your password to a secure one of your choice From ACE Insurance e placement mailto eplacement mailuser acegroup com Sent Friday 22 March 2013 9 09 AM To Taylor Emma Sydney Subject Your e Placement account
11. _ E Date To 233an2011 Keyword Search To search for a specific policy you can do so via the drop down categories on the left hand side if you know what stage the policy is in Application Quote Policy etc Otherwise click on Show Hide Search Criteria at the top of the screen Show Hide Search Criteria Product All be Status All w Date From oi Oct 2009 E musi PRET Ses M Enter the client s name or policy number in Keyword Search click Search and a list of policies containing the words entered will appear To ensure you capture the correct policy it is recommended that the search dates be at least a year apart Once you expand the products on the left hand side you will see the options to start an Application view Quotations or Policies request an Endorsement or Cancellation and manage Renewals pe D Search lt Products El M New Australian E ePlacement Broker User Guide FINAL doc Date July 2013 Page 4 of 19 calliden group 3 The application process 3 1 Obtaining a quote all products Expand Products on the left hand side Expand the product required Click on Applications Click on New a b C d tt N lt _ Date From 23 nov 2010 ES DsteTo 23 Jan 2011 status RE Product Title Status ce 4 New Australian Voluntary Workers e Once you have clicked on New the screen to enter all the po
12. enewal date and you will be emailed at 45 14 and 0 days before expiry 5 How do I gain access to e placement To obtain a login and password please contact your Calliden Business Development Manager or email accidentandhealth calliden com au 6 What do do if forget my password Click Forgotten your password on the main log in screen and your details will be emailed to you e placement will automatically change an account to inactive if there is no activity for 3 months and will also lock you out when entering an incorrect password too many times If this occurs please use the Forgotten your password link on the login page this will send you an email with a link to activate unlock your account 7 Canl quote net of commission Yes just choose this option from the drop down box 8 Do I have to renew a policy can t just do a new quote All renewals MUST be done through the renewals tab and NOT as a new quote 9 Can I short term a policy on e placement Yes but this will be referred to an underwriter for approval 10 Can I backdate an effective date Yes but this will be referred to an underwriter for approval ePlacement Broker User Guide FINAL doc Date July 2013 Page 17 of 19 calliden group 11 Howdolfinda policy record Use the Search box on the main screen this does not have a wildcard option so you may need to remove some of the name i e Pty Ltd You can also look by expanding
13. etails surrounding the Endorsement you are requesting Please provide as much information for the underwriter as possible Should you need to attach additional information you can do this via the Messageboard see Step 7 Message Board Once you have provided your Reason for Endorsement click Submit Endorsement and your request will be referred to the underwriter Once the underwriter has approved or declined your endorsement you will receive an email directing you to the Endorsement The policy will stay in Endorsements until you approve the Endorsement at the top of the page Please do not forget to Accept the Endorsement once you have received the email otherwise it will remain outstanding Once accepted the policy will move from the Endorsement tab to the Policies tab If the Endorsement was approved you will be able to view the following Endorsement Attachment Date 13 Jan 2011 Reason for Endorsement Allow private travel for Mr Smith Base Premium 714 28 GST on premium 25 09 Stamp Duty 21 36 Gross Premium 760 73 Commission 178 57 GST on commission 6 27 Net Premium 575 89 Quote Number 661421121142 Certificate Number 2834642993 Period of Insurance From 4 00pm on 21 12 2010 Australian Eastern Standard Time To 4 00pm on 21 12 2011 Australian Eastern Standard Time ePlacement Broker User Guide FINAL doc Date July 2013 Page 10 of 19 calliden group Profile Te
14. ion field in question 3 select the occupation type which most closely resembles the Insured s primary business Covered Persons Scope of Cover and Journey Definitions are all pre populated but can be amended Most Sums Insured are pre populated but can be amended to suit your client s request Any fields that are greyed out cannot be altered g Once all fields have been completed and checked you may select Calculate Premium or Submit Proposal or Save and Exit if you wish to exit and return later 5 Cslculste Premium Submit Proposal fg save Ex Calculate premium will provide a quote automatically on the screen scroll down to bottom If you would like to obtain an alternative quote with different sums insured etc make the required changes and click Calculate Premium again to ensure that the correct premium is recalculated Ifyou are happy with the premium choose Submit Proposal E placement will review the information entered and either approve the application immediately or advise you that your application has been referred to an underwriter and the reasons why refer to the bottom of screen If selecting Yes at Manually refer to underwriter you must leave a Messageboard message explaining why it has been manually referred refer to Section 7 Messageboard If you manually refer and do not leave a Messageboard message advising why the application will be
15. is renewal please contact the ACE underwriters via the Message Board in e placement Yours sincerely A amp H Underwriting ACE Insurance Limited We are a signatory to the General Insurance Code of Practice the Code The Code sets out minimum standards that we will uphold in respect of the products and services that we provide Further information about the Code is available at www codeofpractice com au and on request Please do not reply to this email as it is used to send outbound emails only and is NOT monitored The process for obtaining a quote and binding cover is the same as a New policy If you are unable to locate a policy in Renewals it is possible that it was not bound correctly in e placement the prior year and you should follow the New process ePlacement Broker User Guide FINAL doc Date July 2013 Page 13 of 19 calliden 9 Cancellations To request a Cancellation go to the Policies tab locate the policy then click Action then Cancel peg Search L New Date From 10 Dec 2010 ij Dateto 10 Feb 2011 Hi Status all v Find T A Products Start Date Product Title Premium Status 4 New Australian Business Travel E ii e 21 Dec 2010 Todd AUD 651 32 Accepted i Business Travel Sa New Australian FP 210602010 Business Travel Todd AUD 760 73 Accepted TE New Australian x i WY 20 Dec 2010 cioe ABC Corporation AUD 760 73 Acce
16. licy information appears as Calculate Premium Submit Proposal gj Save Mea A Quotation B Questions marked with an are mandatory Endorsements Quotation Messageboard 4 Client Information Name of the Client F State Please Select v Postcode Check Postcode E cl 2 Broker Postal Address Broker Name Emma Taylor Street Address Aon Tower level 33 201 Kent St City Suburb Sydney P State New South Wales v Postcode 2000 Telephone Number 0292527000 Email Address emma tsylor acegroup com 3 Occupation 4 Select Plan Click for Plan Details Plan C v 5 Commission Rate 6 Overseas Trips Average number of Trips 1 trip 1 x trip per employee E g 10 employees taking 5 trips each 50 trips sg Average number of Days per trip sd 7 Within Australis Average number of Trips 1 trip 1 x trip per employee E g 10 employees taking 5 trips each 50 trips Average number of Days per trip 8 Covered Persons All Employees of the Policyholder including their a Accompanying Spouse Psrtner and or Dependent Child ren M 3 Scope of Cover Cover under the Policy applies whilst a Covered Person is on a Journey 10 Journey Definition Journey means a business trip involving travel exosedina fiftv 50 km from the Covered Persons a M ePlacement Broker User Guide FINAL doc Date July 2013 Page 5 of 19 calliden group f Enter information answer questions as required For the Occupat
17. ls endorsements and cancellations made on a policy The document at the top of the list for each client is the most recent change i e an Endorsement Certificate will sit above a Policy Schedule A sign next to a policy indicates that there has been more done on the policy than just the binding of cover To view the policy history click the sign on the left of the screen and the history will drop down If there is no there is no history i e only the policy has been bound there have been no endorsements cancellations or renewals Here you can click Action on the right of the screen and have the option to 1 Open to view the information 2 Request an Endorsement 3 Request a Cancellation Applications Documents Profile Terms of Use LOGOUT re Search _ New Date From 19 Dec 2010 fj DateTo 19 Feb 2011 Efj Status all v Find T ee Start Date Product Title Premium Status I New Australian Business Travel lian i ir Le Aulas na NEW 2 AUD 638 47 Accepted i i Quotations Start Date Status Type Policies i i 31 Jan 2011 Endorsed Policy i iz Endorsements i AY 20 Jan 2011 se a NEW 2 AUD 883 67 Accepted ii pe 20 Jan 2011 New Australian NEW 7 AUD 761 45 Accepted Action i LE i B Travel a Renewals i usiness Trave New Australian Voluntary Workers H 17 Jan 2011 a Scanner NEW 1 AUD 213 01 Accepted Action
18. on the Add Message button which will attach the message to the file and send a notification to the underwriter to review their Messageboard for this proposal New Message Content Notify User Notify proposal owner only File Upload Fle fe These are your selected fies Remove File Clear All Files ePlacement Broker User Guide FINAL doc Date July 2013 Page 12 of 19 calliden group 8 Renewals Ninety 90 days prior to policy expiry the system will automatically move the policy into the Renewals tab 3 email reminders will be sent to the email address of the last person to edit the policy one at 45 days before the expiry day Then if the record has not been renewed e placement will send another email at 14 days then finally another on the day of expiry ka ace insurance 1 Jun 2013 John Smith AON NSVY Dear John Smith EB ctr Insured ABC Pty Ltd Policy Number 01ET000001 Due Date 15 July 2013 Thank you for placing the above mentioned policy with ACE Insurance last year This is a reminder that cover expires at 4 00pm on 15 Jul 2013 Our records indicate that this policy has yet to be renewed accordingly we invite you to login into e placement here to obtain premium terms and conditions and renew the policy in due course Please note that cover will not be extended beyond the expiry date of the policy unless agreed prior with ACE Ifyou have any questions with respect to th
19. pted New Australian Emma test 20 12 AUD 760 73 Accepted Business Travel i 20 Dec 2010 4 New Australian Voluntary Workers The following will appear at the bottom of the screen Cancellation From inception 21 Dec 2010 From 31 Jan 2011 e Reason for Cancellation No longer undertaking business travel Once the underwriter has approved the cancellation you will receive an email confirming this with a link to the cancellation on the system You are then able to view the refund premium To continue with the cancellation click Accept Please do not forget to Accept the Endorsement once you have received the email otherwise it will remain outstanding Note Policy conditions stipulate that we do not refund any premium if we have paid a benefit under the policy Quotation This policy was cancelled effective 31 Jan 2011 Endorsements Quotation M 4 Client information Once you have clicked Accept you are able to download the PDF version of the Cancellation Schedule Applications Documents New Australian Business Travel LSS Applications Endorseme This policy was cancelled effective 28 Feb 2011 Messageboard g Quotation il 4 Client Information Name of the Client Rachel i B Renewals State Western Australia New Australian Voluntary Workers Postcode Check Postcode 6000 2
20. rage number of Days per trip 10 7 Within Australia Average number of Trips 1 trip 1 return trip per person 10 Average number of Days per trip 1 8 Insured Persons 9 Period of Insurance Date From 49 Jan 2011 Date To 49 Jan 2012 10 Does the client travel on anything other than scheduled airlines No 41 Has the client made any claims under a similar policy in the past 4 years No 3 2 Binding a quote Once you have presented the quote to the client and wish to accept the quotation locate and enter the policy then choose Accept at the top of the screen This officially binds the policy and moves the record from Quotations to Policies It also allows you to download the Policy Schedule by clicking Download gt Policy A Download Accept x Unsuccesshul fd Exit ph Download E E Policy ePlacement Broker User Guide FINAL doc Date July 2013 Page 7 of 19 calliden group 4 Quotations To view a list of all outstanding quotations simply click on Quotations from the menu on the far left of the screen You are able to search for a specific record by using the search function either at the top right hand side when in Quotations or via the Main screen click Applications to get back to that screen Quote Date Product and Title columns can all be sorted by date order alphabetically Applications Documents Profile pue Terms of Use
21. rms of Use Applications Documents Calculator M New Australian Business Travel i 52 Applications Mii n Quotations Endorsements 3 Messageboard Mi Renewals E New Australian Voluntary Workers Once you have accepted the Endorsement you will be able to download a PDF version of the Endorsement Certificate pi Download 7 Endorsement Certificate Endorsements This policy was endorsed effective 31 Jan 2011 Meccanehnard Click Download and then Endorsement Certificate to view the PDF version of the Endorsement Certificate ePlacement Broker User Guide FINAL doc Date July 2013 Page 11 of 19 calliden 7 Messageboard AII policy communication should be done through the Messageboard You should not communicate via normal email method for any e Placement queries NO EXCEPTIONS Underwriters will direct you to submit your enquiry through the Messageboard if an email is received You may also attach documents by using the File Upload option 1 Enter the title for your message 2 Enter the content or explanation for your message and what you would like the underwriter to consider or review 3 Make sure that the Notify User box has a tick in it or your message will not get sent to the underwriter It will be ticked by Default 4 Click on the Browse button choose the file then click the Add The file should now appear in the box below 5 Click
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