AutoOneAgents.com keeps getting better!!

By Jim Schaffner, Marketing Manager

On July 30, 2008, you saw a new look to our Web site. Not only have we changed the look of our site, but we have added more functionality – continuing our commitment to ease-of-use technology.

Your agency will benefit from these exciting features on our newly enhanced site. Along with a new fresh look, you will have:

• Better navigation
• More payment options
• Full VIN Decode (including discounts)
• Prior insurance verification (current carrier)
• A more comprehensive suite of 14 reports
• Better security for your agency with user roles

Better navigation: You now have the ability to perform multiple tasks on our site without losing information. For example, if you are working on a quote, you can now move from an incomplete quote to run a report, look up policy information or perform any other task on the site with no effect on the quote you have in progress. This new functionality eliminates the requirement that you either complete a quote or lose the information you've already entered, as was the case in the past.

Better payment options: For down payments, you can now pay with an Insured's Credit Card or Checking Account in addition to your agency premium sweep account. We have added a link for making installment payments, along with the ability to sweep your producer account for installments with a four-day grace period, as you have with down payments.

Note: Electronic installment payments are available on our Web site only through the day of cancellation. Payment for policies within our five-day reinstatement period still must be called in to our customer service unit, or an agency check must be mailed with a postmark date within the five-day period.

VIN Decode: When entering a vehicle in a quote or application, our system will now automatically interpret the vehicle year, make and model as well as assign all factory-installed discounts for that particular vehicle. Any optional discounts will need to be manually entered, with proof provided.

Prior insurance verification through current carrier: You will now have the ability to verify insureds' prior insurance, including prior policy limits and any lapses that may have occurred. If the current carrier service finds the information for the named insured, it will interpret the findings and apply the appropriate discount using the limits and length of coverage found.

If information is found, no further proof will be needed to submit with the new business cover page. If the current carrier cannot confirm prior insurance information, you will need to provide documentation to validate the coverage and lapse for the named insured. A user guide can be found on the home page of our newly remodeled site.

Suite of 14 Agency Reports: You can now run the following reports for your agency (*Reports require a date range):

• All Transactions* – This report gives all transactions in a given date range for your agency. It lists payments, cancellations, endorsements processed, etc. – all in one place.
• Cancellations Pending – This report lists all policies in cancel pend status for your agency at the time the report is run.
• Cancelled Policies* – This report shows policies that have already cancelled for the date range you have chosen.
• Claims Activity* – This reports lists claims activity for your clients that has been reported within the time frame chosen. It lists status and any amounts paid as of the time of the report.
• Endorsements processed* – This report shows all endorsements for your customers that were processed within the time period chosen.
• New Business* – This report lists all new business processed within the time frame chosen.
• Policies being Non-renewed* – This report lists any policy that is not being offered a renewal by the company for any of your customers.
• Payments Applied* – This report lists all payments processed for policies within your agency for the time frame chosen.
• Policies Under Review – This report lists policies under review by our underwriting department.
• Policies in Force – This report lists all policies for your agency that are active.
• Reinstated Policies* – This report shows all policies for your agency that were reinstated during the time frame chosen.
• Renewal Offers – This report shows all renewal offers that have been sent to your policyholders. This will only list offers that have not been accepted.
• Renewed Policies* – This report lists policies from your agency that have accepted renewal offers from the company for the time frame chosen.
• Suspended Physical Damage – This report lists the policies where the photo inspections have not been completed within the five-day period and physical damage coverage has been suspended.

Better security with ability to assign roles: You now have the ability, if you desire, to assign different user roles and rights to different users within your agency. Different user roles can offer limited or expanded access to information within the site depending on the assignment. Your TMM or our POS Help Desk can assist you with this functionality.

A user guide for all new functions is available in the Message of the Day section at the new site.