Connect 2017 Spring Session 1

Demo-Spring-2017.md

35 minutes

Home Page Customization (5m)

With this enhancement, the users have the flexibility to customize the Home Page to make it more informative and user-friendly. The Home Page can be customized to display a dashboard consisting of a Message Center, Notifications, Policy status, LOB-wise policies, and a section displaying a weather report. It can also be customized to display only the needed processing options. The home page dashboard uses a responsive design to enhance the user experience. It allows the dashboard to adjust the size according to the size of the device it is being viewed on.

• Maximize browser
• Login as home office base1 / Policy$
• Show app icons, enter quote search to refresh charts, hide app
• Talk about dashboard
• Pull down system menu, re-add app
• Describe bottom dynamic HTML panel
• Search and grid capabilities: expand (and restore), column selection and grouping, sorting, filter, CSV export

Suspend binding (4m)

Suspend Binding is a configurable feature that allows administrative users to impose restrictions on policy binding during the event of a hurricane or any other natural disaster in a state or county. The Suspend Binding function is applicable for the following lines of business: homeowners, dwelling fire, and commercial package policies Lines of Business. It is applicable for new business, endorsements, and reinstatements. This function is available only to the user roles with administration rights.

A new link called ‘Suspend Binding’ has been added under the ‘On Request Operations’ menu, which comes up when the ‘System Control’ icon is selected from the My Apps page. Three new pages ‘Suspend Binding Search’, ‘Add Suspend Binding Information’, and ‘Change Suspend Binding Information’ have been added to facilitate Search, Add, Update, and Delete functions for Suspend Binding.

• System Control - Suspend Binding
• Suspend is set by key fields between 2 dates
• Reference number is open entry
• Add a new restriction for NB, SC, Richland, Homeowners, starting at 01:00 and ending at 23:00
• Will show the resulting page later in the demo

Home Owners Quick Quote (5m)

This feature allows the agent and home office users to create a quote by only entering the information needed to obtain a rate. Once completed, what-if scenarios can be performed to determine the best coverage and premium for each customer. The quick quotes created can be searched and processed from the existing Quote Search and Quote Processing icons. It is distinguished by the verbiage Quick Quote in the iteration field on the Quote search page. The quick quote feature accelerates the rating process and provides accurate rates and information at the point of sale. It also provides in-office printing of output.

A new screen ‘Quick Quote’ has been added. Selecting the Homeowners or Dwelling Fire Quick Quote icon from the My Apps page opens the Quick Quote screen with the Applicant, Extended Coverages, and the Quote Actions tabs.

• Enter HP QQ

The Phone lookup feature provides the capability to retrieve the insured’s information by entering the phone number. The user has to enter the phone number in the ‘Phone Number’ field on the Applicant page and initiate the look-up process by clicking on the search button. If the client with the given phone number exists, then the insured information, namely, insured name, city, state and postal code are populated in their respective fields. This look-up process invokes the Information Ordering Component web services, which in turn retrieves the insured information using a third party vendor database.

• Show phone lookup 803 333 1100
• Complete the QQ required fields
• We end up on the Applicant page

The Claims Lookup feature provides the ability to obtain a Claims History Report (CHR) via IOC. This report includes the claims loss history of the property supplied by a third party vendor. The Claims look-up process also invokes the Information Ordering Component web services, which in turn retrieves the consumer’s information using a third party vendor database.

• Click the "Claims Lookup" button

Policy Validation and Smart Edits (5m)

Smart Edits is a way to show data validation errors and direct the user to the field and page in error. Validation errors occur if the user tries to rate a quote/policy or issue a policy without completing all the required fields. For example, a validation error could occur if the user leaves the address blank on the Policy page at quote and then attempts to issue. When validation errors are detected, the user is navigated to the error list page with all validation errors listed. When the user clicks on an error description, the system navigates the user to the page and field that is in error.

The smart edits validation is handled by Insurance Rules. Insurance Rules is called at the time of rating and submission of policies. The smart edit validations infrastructure applies to all lines of business. This enhancement is configurable so customers can have the Smart Edits Validation feature turned off or on.

• Home choose HO - Policy
• "HP", "SC", 5, eff date of today
• Use insured lookup Joh, Jit, fill fields, and navigate to next page.

The Address Verification feature provides a list of possible addresses based on the applicant’s address. As with the other lookup features, this uses the Information Ordering Component to interact with a third party database.

• Show the address verification popup
• Fill required fields on Property and navigate next
• Once Coverage page displays, enter no data and "Rate-Show Premium" from "Policy Actions" menu
• Note the smart edits and click one to return to Coverage page. Fill required
• Navigate to Statement Questions and fill required.
• Navigate to Comments to save.
• "Policy Actions" - "Issue" and show bind restriction popup.

Reservation System (9m)

The Reservation subsystem stores essential data about an applicant and prevents entry of that same applicant by another agency. The Reservation information may be entered and updated from two different areas within POINT IN.

1. New Business
2. Reservation Administration

Within New Business processing, the following two different events may trigger entry of a reservation into the Reservation system.

• The reservation can be created after successful rating of the quote, or
• When the user navigates off the Applicant page, which is the case for this demo.

These trigger events enter new reservations, and in addition, they update existing reservations and notify users when a policy must be reviewed by an underwriter due to an existing submission. Using the Message Center, the underwriters can review and accept or decline a risk due to a reservation that has already been submitted by a different agency based upon the individual risk and company business needs. The Reservation subsystem contains all of the reservations created by New Business entry, and it provides authorized users the ability to manually enter new reservations, change, transfer from one agency to another, and remove existing reservations.

A new link called ‘Reservation Administration’ has been added under the ‘On Request Operations’ menu, which comes up when the ‘System Control’ icon is selected from the My Apps page. Four new pages ‘Reservation Inquiry’, ‘Add A Reservation’, ‘Change Reservation’, and ‘Transfer Selected Reservations’ have been added to facilitate Search, Add, Update, Transfer, and Delete functions for Reservation Administration.

This is an optional feature and can be turned OFF/ON using two switches in a table. The support data must also be loaded to the required support tables for the feature to work as expected.

• Log on as Home Office user (lab01) : First I will show you the Reservation Administration pages.
• Click on System Control : We have added the Reservation Administration option under the System Control icon
• Click on Reservation Administration : Here is the Reservation Inquiry page. This is where you can manage existing reservations and add new ones.
• Set LOB = WCV : The Reservation Inquiry page is a search page - there are several search fields at the top that you can use to search (name etc). The resulting reservations are displayed in the typical grid below.
• Item - "View Attached Policies" : This lets you view all quotes and policies that are attached to this reservation.
• "View History" button - May need to clear applicant name from search if different : Reservations will have History records if a transaction was processed. Transactions shown are Edit, Refer, Decline, Transfer and Delete.
• "Add Reservation" : There are 2 ways to add a new reservation.

1. Enter a new policy or quote – I will show you later.
2. Manually add a new reservation through the Reservation Administration pages, as I will demo for you now.

  WCV
  Jit Joh
  42 00 00 001 (no dash)
  56622-2144
  0000002
  01/01/2017
  06/06/2017
  bcreel2

Submit. Back. Search for it and show it in the grid.

• Item Jit Joh 42-0000001 - Change Reservation Expiration to: 01/01/2018 Submit. Back. Search for it and show in the grid : Another action you can take on a reservation is to edit it. You are only allowed to change the Reservation Expiration date and your id.
• Item Jit Joh 42-0000001 - Delete : You may also delete a reservation. You may ONLY delete a reservation that does not have policies attached. For example, you would remove a reservation that is no longer valid so that another agency may enter a policy for the applicant.
• Transfer from one agency to another to move a book of business

1. Select the reservation. - 32-0000004 - Tina Douglas - 2 policies
2. Select Transfer. - Requestor = Betsy Evans - New Agency = 0000358
3. Click Continue. Success message displays.
4. Reservation Inquiry - Search for it - new agency displays.
5. View Attached Policies. - all policies are still attached. - Now are referred (not the ones that were verified)
6. History - every policy attached to the reservation - Search on reservation ID - All of the policies attached to this reservation: - History record with Type = "Transfer". Old agency and New Agency display correctly. - Also each policy has a history row with Activity = Refer Transfer The Transfer action will transfer an existing reservation from one agency to another agency. Purpose: This action is useful in certain circumstances, such as when you need to transfer a book of business to a new agency. Important note: This process does not transfer the policy itself. What is transferred is the right to enter the policy. Any Pending policies or quotes attached to the reservation will Refer. A user from the new Agency must re-enter those policies.

• REFER WCV 0000358 Jit Joh (select client) 42-0000001

Policy will Refer Can go back to Reservation Admin and show the reservation with the Referred column = Yes. View associated policies – the Referred one is there Referred = Yes. It is also in the History. If someone from a DIFFERENT Agency tries to enter an applicant who already is reserved, the policy will REFER. So at this point this user cannot go any further with entry of this policy.

Insured Access (8m)

Insured's Access is a portal that an insurance company's policyholders can use to view the list of their policies, associated policy documents, and summarized policy and billing information, as well as to define the delivery method for their policy documents. The policyholder can view their policies, once they have linked their policies with their OpenID. The OpenID is an open standard that describes how users can be authenticated in a decentralized manner. It eliminates the need for insurance companies to provide their own ad hoc user authentication systems. The insureds can log in to (be authenticated by) the system in two ways:

1. Through the OpenID method (existing Microsoft, Google, or Facebook account details)
2. By entering the policy details (This method gives access to just the one policy used for logging in).

A new URL is created for to access Insured Portal, separate from UX.

• Make sure UX app is deleted from FB account
• Overview of home page
• Mention requirements for external sign-ins
• Show a "Find your policy"

HP 4003450 00 : Donna Erickson : 29072
HP 4003453 00 : SUDHANSHU KUMAR : 29299
HP 4003454 00 : Loree Boebinger : 29016

• Return and login through Facebook
• Discuss the policy list: row data, links, actions
• Show that "Add a Policy" returns to find policy screen, show an error
• Click "Summary" action, talk to page and agent footer
• Show billing and documents, opening the document
• Show Go Paper. Return to Summary to show current status of flag.
• Note change on policy row, summary, and tab.
• Show responsive layout for phones.