assurantintermediary.co.uk

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Systems Training

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Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. This screen can capture details of interested parties, which are transferred to the policy schedule if needed. By selecting a party type and completing the details, you can then click Add and save the details, these will then appear on the final policy schedule. Assurant Intermediary For intermediary use only. You can check this on the Financial Services Register at http:/ www.fca.org.uk/.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/asu-system-training/screen-3.htm

Adding and a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. Log in successful. You now have access to all our quote systems. Click on UPOS Short Term Accident, Sickness and Unemployment. Assurant Intermediary For intermediary use only. Assurant Intermediary Limited is authorised and regulated by the Financial Conduct Authority under registration number 311243. You can check this on the Financial Services Register at http:/ www.fca.org.uk/.

trainingonlineuk.co.uk

Systems Training

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Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. You can select from a range of payment methods for each policy, and the payment date for the policy premium. Assurant Intermediary For intermediary use only. Assurant Intermediary Limited is authorised and regulated by the Financial Conduct Authority under registration number 311243. You can check this on the Financial Services Register at http:/ www.fca.org.uk/. Or by calling 0800 111 6768.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/b-and-c-system-training/screen-5.htm

Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. Click here to start a new quote. You can also retrieve a saved quote or retrieve a previously submitted policy. If you have forgotten the policy number or quote reference, don't worry. You can retrieve a policy or saved quote by using several different methods including a date range. By clicking this option you can retrieve a quote from the last saved point and convert into a sale if appropriate.

trainingonlineuk.co.uk

Systems Training

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Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. The screen you are now seeing is only displayed if you click the re-build calculator on the Buildings Coverage page. The re-build calculator is provided by RICS and is an estimate only. If you know the figure of re-build to be different you can free type an amount of your choice. A PDF of this information can be saved or printed, then click either 'Cancel or Next' to proceed with the quotation.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/asu-system-training/screen-2.htm

Adding and a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. Once registered with Assurant Intermediary Ltd you will receive a welcome email. This contains your username and password. Use these details to log into. Assurant Intermediary For intermediary use only. Assurant Intermediary Limited is authorised and regulated by the Financial Conduct Authority under registration number 311243. Or by calling 0800 111 6768.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/asu-system-training/screen-4.htm

Adding and a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. 1 Click here to start a new quote. You can also retrieve a saved quote or retrieve a previously submitted policy. If you have forgotten the policy number or quote reference, don't worry. You can retrieve a policy or saved quote by using several different methods including a date range.’ Put red number 1 next to New Quote, and green dots next to Retrieve Quote, Retrieve Policy and Home.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/b-and-c-system-training/screen-13.htm

Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. Product results displayed on a single screen. Changes can be made to product cover, excesses and add ons. If a voluntary excess was chosen earlier during the quotation it would be displayed here. You also have the option to de-select Accidental Damage cover for Buildings or Contents if previously selected and then refresh quote results. Assurant Intermediary For intermediary use only.

trainingonlineuk.co.uk

Systems Training

http://www.trainingonlineuk.co.uk/b-and-c-system-training/screen-9.htm

Adding a Second Applicant. Adding an Applicant (Employment Details). Adding a Second Applicant. Risk information captures the type of property, security features and when the property is occupied - all the factors that can influence pricing. The risk address will always pre populate from the previous address entered on the Applicants screen. Currently on our panel of insurers we can cover up to 6 bedrooms. Assurant Intermediary For intermediary use only. Or by calling 0800 111 6768.