My Quotes

For help, please contact Underwriting @ 1-800-842-9346.

The Welcome screen is the presentation screen when first logging into the TRM Quick Quote Rating Tool Web site. The logged in user’s name and agency is displayed and lists the exclusions the system cannot be used for.

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Continue

The Continue button takes the user to the My Quotes screen.

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This screen is available to all agents who successfully gained access to the TRM Quick Quote Rating Tool.

My Quotes Screen

Introduction ♦ Input Fields ♦ Grid ♦ Action Buttons ♦ Processing Notes ♦ Messages ♦ Security

For help, please contact Underwriting @ 1-800-842-9346.

The My Quote screen reflects all quotes for a specific agency and specific logon ID.

Current Working State	Select appropriate state. Note, defaults to Recently worked state.
Status	Select "All" to show all quotes In Progress and Rated. Select In Progress to show quotes initiated but not yet completed. Select Rated to show completed quotes. Note: Click "Refresh" after each selection to show the updated status.
View Quotes for my Producer Code XXXXX	Shows all quotes for the agency
View Quotes for my ID	Shows all quotes for a specific logon ID, if selected.

The grid contains a list of all Quick Quotes based on your input selections. Highlighting a row enables the action buttons below the grid allowing the user to modify or copy an existing quote.

Note: Once a quote has been established in the Grid, it cannot be deleted.

Refresh

Changes the view of the grid results when the Status drop-down box is changed.

New Quote

Sends the user to the Account Information screen to start a new quote.

Modify Quote

Sends the user to the Account Information screen to make changes to an existing In Progress or Rated Quick Quote record.

Copy Quote

Allows the user to make a copy of an existing In Progress or Rated Quick Quote record. Once the copy of the quote is created, the Quote Information screen is opened with the copied quote to enable the user to make changes to the new quote.

Print Quote

Presents the Proposal for the selected Rated Quick Quote in Adobe format to be printed.

Processing Notes

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This screen is available to all agents who successfully gained access to the TRM Quick Quote Rating Tool.

Quote Information Screen

Introduction ♦ Input Fields ♦ Grid ♦ Action Buttons ♦ Processing Notes ♦ Messages ♦ Security

For help, please contact Underwriting @ 1-800-842-9346.

The Quote Information screen enables the user to initiate the Quick Quote process by adding information and rating data related to the Applicant.

All required fields (*) must be input and validated, by selecting the Continue button in order to proceed to the next input screen – Location Information.

*Applicant’s Name	Input the Applicant’s Name, maximum of 30 characters per line.
Address Line 1	Input the first line of the Applicant’s Mailing Address, maximum 30 characters.
Address Line 2	Input additional address information for the Applicant, maximum 30 characters.
City	Input the Mailing Address City , maximum 20 characters.
State	Select the 2-digit state code for the mailing address from the drop-down box.
Zip Code	Input the Mailing Address Zip Code, maximum 10 characters.
Contact Person	Input the Person’s Name representing the Applicant, maximum 30 characters.
Email	Input the Agency Email Address representing the Applicant, maximum 50 characters.
Proposed Eff Dt	Input the Effective Date (MMDDCCYY) of the Policy. The Effective date must be between 1 and 90 days from the current date.
Proposed Exp Dt	The Proposed Exp Dt will pre-fill a date one year from the Proposed Effective Date. Note: The Proposed Exp Dt cannot be changed.
Experience Mod	Input the applicable experience mod factor, maximum 4 characters. Valid values are 0.5 to 9.99.
ARAP	Input required if experience rated, maximum 4 characters. Valid values are 1.00 to 1.25. ( only for Missouri)
Employer’s Liability	Defaults to 100,000-500,000-100,000. Select increased limits from the drop-down box.
Deductible	Select Deductible values from drop-down box. (only for Nebraska)

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Next

The Next button is used to validate and add data to the database. If successful, the user will proceed to the next input screen – Class Codes.

For new quotes, a Quote ID is assigned and the quote information is added to the data base.

· Please enter a valid value in the following fields:

o “Field Name”

· The data field presented in the error message (ex. Applicant’s Name is required) must be selected or input in order to proceed to the next screen.

· Invalid Email-ID. Please enter Email in xxxx@xxx.xxx format.

· The Email-ID must be a valid email format.

· Please enter a policy effective date in valid date range.

· The Effective date must be greater than the current date. It cannot be greater than 60 days from the current date.

This screen is available to all agents who successfully gained access to the TRM Quick Quote Rating Tool.

Class Code Screen

Introduction ♦ Input Fields ♦ Grid ♦ Action Buttons ♦ Processing Notes ♦ Messages ♦ Security

For help, please contact Underwriting @ 1-800-842-9346.

The Class Code screen requires at least 1 class code and payroll to be entered to calculate an estimated premium. There are 3 types of class codes that can be entered, Aircraft seats (max 10), per capita, and payroll based (entered in 000’s).

All required fields (*) must be input and validated, by selecting the Next button, in order to proceed to the next input screen – Quote Summary.

NOTE - USE THE TAB BUTTON TO MOVE TO THE NEXT INPUT FIELD. USING ENTER WILL CREATE AN ERROR MESSAGE.

*Class Code	Input the Class Code or select from the drop-down box. Note: Class Code must be four digits.
USL&H	Defaults to N.
Class Code Description	Input description, maximum 30 characters.
Estimated Annual Remuneration	Input is dependent upon the Class Code - Payroll (Dollars), Aircraft Seats (number of seats, maximum 10), & Per Capita (number of employees. Numeric, maximum 10 characters.
Class Rate	Pre-filled based on Class Code entered.
Class Premium	Pre-filled based on Class Code entered.

The grid contains a list of all class codes entered for the quote. Highlighting a row will enable the Modify Class and Delete Class action buttons below the grid allowing the user to make changes.

Note: At least one class code must be entered in the grid before the user can proceed to the next screen - Quote Summary.

Add Class

Validates and adds data to the grid and the database.

Modify Class

Changes data in the grid and updates the data on the database.

Delete Class

Removes a class code from the grid and deletes the data from the database.

Reset

Clears the data in the detail fields below the grid and de-selects the row in the grid.

Next

Validates and add data to the database. Note: If successful, the user will proceed to the next screen – Quote Summary.

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· Class Code xxxx not found:

o xxxx = Class Code does not exist on valid class code table.

· Please enter a valid class code to continue:

· At least one class code must be entered and added to the grid to continue.

· Please enter a valid value in the following fields:

· If data has not been entered in a required field, the message will display the fields missing.

· Please click OK to continue and lose changes not saved or Click Cancel to remain on screen and select appropriate button to save changes:

· The system detects there were changes that have not been saved and is reminding the user to save the data before continuing.

· Please click on OK to confirm deleting or click on Cancel to retain the Class Code..

This screen is available to all agents who successfully gained access to the TRM Quick Quote Rating Tool.

Quote Summary Screen

Introduction ♦ Input Fields ♦ Grid ♦ Action Buttons ♦ Processing Notes ♦ Messages ♦ Security

For help, please contact Underwriting @ 1-800-842-9346.

The Quote Summary screen allows the user to view the quote information input and the estimated premium. Key items will be displayed from the Quote Information and Class Codes screens along with the calculated total estimated premium.

Select Installment Type

Defaults to Annual.

Select an optional installment type by clicking the appropriate button. The deposit premium is automatically updated according to the installment option selected.

Installment Fee applies to Missouri.

Note: If the premium does not meet the installment requirements, an installment selection will not be available.

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Previous

Sends the user to the previous input screen – Class Codes.

Print Quote

Presents the Proposal document in Adobe format for printing.

My Quotes

Returns the user to My Quotes main screen.

Once a quote is Rated, the quote information will only be available up to 60 days from the Effective Date of the quote or Current Date, whichever is less.