Plymouth Rock Automated Personal Umbrella Deedre Schneider, Sr. Marketing Trainer

Introducing Automated Umbrella! As of September 10, through Agent Web you now can: Quote and sell faster and easier in Agent Web The Personal Umbrella Application prefills with information from the quote Conveniently Upload Supporting Documents Easily edit and search existing quotes via search quote/advanced search (cover the bulleted information)

To Begin - Click NEW QUOTE I want to begin by showing you how easy it is to get a quote! Click START QUOTE

Choose Line of Business, Enter Eff Date, Click START QUOTE Select Umbrella for line of business and the effective date. Click Start quote.

Enter Quote Information (Top Screen) There are just 2 tabs to complete – quote and finish! Notice the state, your agency information and effective date prefill at the top. Enter the information in the yellow highlighted fields – these are required fields. Complete other fields if applicable The Umbrella limit defaults to 1 M – you can select up to 5 M

Finish Quote & Rate (Bottom Screen)

Rate Displays – Click NEXT Defaults to Full Pay Quote Premium Excludes PLIGA

FINISH Tab - Documents

Personal Umbrella Application Options Complete the Application Available on Agent Web Or Submit a Completed ACORD Personal Umbrella Application from your Agency Management System You will also need to Submit a Completed Supplemental Application Form Available in: Product Lines>Umbrella Forms.

Umbrella Application – Pg 1 The information from the quote prefills – complete the additional fields highlighted in blue Here is an example of page 1 of the Umbrella Application. The information from the quote prefills – just complete the rest of the fields!

Umbrella Application – Pg 2

Umbrella Application – Pg 3 After Completed: Print Get Signatures Save to your Files Upload/Attach File in Agent Web!

Submission of an ACORD Personal Umbrella App requires you to complete and attach the Personal Umbrella App Supplement available on Agent Web in: Product Lines>Umbrella Forms

Finish & Submit!

Confirmation Message Appears – Click YES

You Are Done!

You Will Receive an Email Confirmation with the Attachments! You will receive an email confirmation with whatever files you attached

Search In Global Search Bar, MY QUOTES or ALL QUOTES Status Changes from QUOTE to IN REVIEW Underwriting Review Process Remains the Same Will change from PAUQ to PAU Once Issued Customer will be Billed for the Full or 2-Pay Down Payment Amount

Same Underwriting Guidelines, Pay Plans, & Coverage 1-5M Go to Product Lines>Umbrella Forms The Underwriting Guidelines, Pay Plans, and Coverages – 1-5M Apply. You can find the information on Agent Web in the PRODUCT LINES>UMBRELLA FORMS section

Personal Umbrella Documents Click here to review the Underwriting Guidelines (read the rest of the information provided) Quote Sheet – No more manual rating needed – before you rated on number of homes, number of cars, Territory 1 or 2, etc. - Agent Web rates the policy for you! Also, the same rules apply for coverage, eligibility, cancellation, changes and Payment Plans –the system will do the rating for you, but still follow the same underwriting rules since the system will not underwrite for you

What is the Same Pay Plans - Full Pay or 2 Pay Customer Will be Billed for the Full or 2 Pay Down Payment Amount after Umbrella has been Issued 2 Pay 50% Down Payment Amount – Second Installment Due 120 Days after Effective Date No Service Fee if Customer Chooses EFT Endorsements still go to: policychanges@plymouthrock.com Download & eSignature Not Available at this Time You’ve seen how easy it is to quote and submit an Umbrella Policy – Here is what is the same as today We still offer a full or 2 Pay Plan (cover the information) Same Underwriting guidelines Submit Endorsements to the same email address Download & eSignature not available

What We Covered Quote and sell faster and easier in Agent Web The Personal Umbrella Application prefills with information from the quote – finish and upload Conveniently Upload Supporting Documents Easily edit and search existing quotes via quote/advanced search