Administrator e-Renewal Information Packet

e-Renewals At a Glance Great News: Your clients now have the option to renew their RLI Personal Umbrella Policy (PUP) online! In advance of a nationwide rollout, we have selected several test states (IN, MD, NH, VT) in which you have at least one policy. The following slides will provide screenshots of what your client(s) will receive with their renewal packet, as well as the screen views during the e-Renewal process. We highly recommend that you encourage your clients and agents to utilize this new process as it will save time when renewing a policy. Should any issues arise, please contact Kathleen Beckwith at 888-258-1776 x 298.

Table of Contents Renewal Cover Letter Log-in Main Page Contact Information Members of Household Information Property Information Vehicle Information Watercraft Information Coverage Information Review Information DocuSign Payment Confirmation Save Information Alternate Screens Help Screens

Renewal Cover Letter As part of the new process, we have updated our renewal cover letter to draw attention to the new e-Renewal option. Please note that the insured will still have the option to renew their policy via the paper application as always.

Log-in By visiting www.myrli.com, the client will view the following screen:

Main Page After entering the credentials provided on the cover letter, the client will view the following page:

Contact Information Step 1: Contact Information. The client will need to enter/revise all information on this page:

Members of Household Information Step 2: People. The client will need to enter/revise all information on this page. Note that the client MUST edit ALL drivers in the household the first time they electronically renew (see page 8)

Members of Household Information Step 2: The client MUST answer the violations, accidents, and DUI/DWI questions for ALL members of the household. We will pre-fill the information we have on file for the remainder of the items listed below. All sections should be edited if incorrect.

Property Information Step 3: Property. The client MUST answer all questions on this page. We have provided the “Current Term” information in the middle.

Vehicle Information Step 4: Vehicle. The client MUST answer all questions on this page. We have provided the “Current Term” information in the middle.

Watercraft Information Step 5: Watercraft. The client MUST answer all questions on this page. We have provided the “Current Term” information in the middle.

Coverage Information Step 6: Coverage. The client MUST answer all questions on this page. We have provided the “Current Term” information in the middle.

Review Information After completing all six prior steps successfully, the client will see the following screen:

Review Information After pressing review, the client will have an opportunity to review all responses, and, if eligible, select their policy limit with premium shown.

Review Information Any responses that have changed will be highlighted blue.

Review Information The client must agree to maintain the minimum required limits of liability at the bottom of the page. The chart showing the minimum requirements is provided as a link in that section. If any changes are necessary, the client may press “Make Changes”. Otherwise, if all information is correct, they would then press “Finalize”.

DocuSign The client will be shown this page to enter the DocuSign process:

DocuSign The client must click the box below and then press “Continue” to enter into the DocuSign process:

DocuSign The client should review the document, which you may recognize as our current renewal application, and click the “Sign” button:

DocuSign The client should follow the dialogue boxes and click “Adopt and Sign”: Then click “Finish” on the upper right hand corner:

Payment The client will be given the option to pay via Credit Card or EFT, and will enter their information:

Confirmation Once payment is accepted, the insured will be shown this page:

Save Information If the client wishes to save their information at any point on this screen they may hit the “Save” button on the lower left corner and exit the page. They may re-enter using the same credentials prior to the expiration date of the policy. Upon proceeding to the Review screen, the information is automatically saved and can be accessed using the same credentials prior to the expiration date of the policy.

Alternate Screens Additional underwriting is sometimes necessary, and not every client will have the option to choose their limit and pay their premium online as shown previously. The client will not be provided the option to choose their limit on the review screen:

Alternate Screens However, the client still must sign the application and submit after reviewing their answers as shown on the DocuSign pages. Once signed and submitted, the client will be shown this page: The application will then be reviewed for eligibility

Alternate Screens If the client has not answered a question during any of the six steps, the page will notify the user of the error(s):

Help Screens All questions asked can be clicked on for assistance per the example shown below: