Does your website use "cookies", and why ?
Our website uses temporary "cookies" to allow system login and for keeping track of who is making the website requests. This "cookie" is temporary, and is not saved on your computer, or used for any other reason.
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How do I endorse a policy?
Online Endorsements
The following endorsements cannot be processed online:
Adding of any policy level discount
Changes to a Non-owner policy
Insured's Request to Cancel
Removal of any driver
FR44's
For these types of endorsements, please print and complete an Endorsement Request form. For all other endorsements, from the Policy Summary screen, click the Endorse button. Select the date the endorsement should be effective and click the Continue button to proceed to the Endorsement Quote Summary Screen.
To make corrections to the insureds address or to change policy coverages, click the Update Policy Info button.
To make changes to existing vehicles, their lienholder or alternate garaging address, click the Update button beside the vehicle you wish to change. To remove a vehicle, click the Remove button beside the vehicle you wish to remove. To add a new vehicle, click the Add a Vehicle button. Please do not change an existing vehicle to a new vehicle by using the Update button. Always Remove the old vehicle and then Add the new vehicle.
To make changes to an existing driver, click the Update button beside the driver you wish to change. To add a new driver, click the Add Included Driver button. If an existing driver needs to be removed, it must be done by filling out an Endorsement Request form. It cannot not be done with the Online Endorsement system.
After all changes are complete, from the Endorsement Quote Summary screen, click the Rate button. From the Endorsement Quote screen you can see the changes in premium incurred by the endorsement, a list of changes made and the minimum down payment required to bind the endorsement. You can print this screen by clicking the Print Endorsement Quote button. To return to the Endorsement Quote Summary screen, click the Return to Quote Summary button. To proceed with the endorsement, click the Proceed to Binding button. If you wish to abort this endorsement, simply click the Exit button. Once an Endorsement Quote has been exited, it cannot be re-opened. If you exit an endorsement, then decide to do the endorsement, simply start again from the Policy Summary screen by clicking the Endorse button.
After clicking Proceed to Binding you will be asked to upload photos if required and to post payment for the endorsement if required. To cancel the binding of the endorsement, click the Cancel button and you will be returned to the Endorsement Quote Summary screen. To bind the endorsement, click the Complete Endorsement Request button. This will bind the endorsement and generate the necessary documents in PDF format. The documents will automatically open at this point. These documents can also be found in View Recent Web Documents under the Mail/Reports tab. Please follow the instructions on the first page of the document to complete the endorsement process.
If you have bound an endorsement in error, please go to the Mail/Reports tab and click on Endorsement Corrections to search by date for a list of your endorsements that have not yet been processed. To void an endorsement, click Void and a PDF will be generated stating that the endorsement has been voided and will not be processed.
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What do I use to view the downloadable forms on this website?
The downloadable forms on this website can
be viewed by using the free Adobe Acrobat Reader which
can be downloaded directly from Adobe at
- http://www.adobe.com/products/acrobat/readstep2.html]
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How do I set up the bridge for Quick Quote?
-Instructions for INSTALLATION of the Quick Quote Rater Bridge-
(QQ Bridge Setup)
For each computer (or on the server for a network install) do the following :
- In QQ, verify the SAVER tab path. Use this drive letter for the bridge directory.
- Be sure the user has a website login (create one if necessary)
- Have user login to the agent website, and be sure the QUOTE tab is active
- Go to the “My Account” tab in the Producer section of the website
- Click on “Get QQ Bridge File”
- Fill out the form – an explanation of the options are as follows:
• Pick NORMAL Install- this is the small program install download.
• Pick the browser used, and check that its path is correct. Defaults to IE.
• Check and change if necessary the Company Directory (directory where the bridge files will be located).
This is the DRIVE LETTER from step 1. For a local install c:\excelga should be ok to use. For a server install, the location might be something like F:\excelga.
• Checking “Enable Automatic login” preloads the user name and password into the bridge files, and allows a bridge without having to login to the website each time. Uncheck this if one computer or server is being utilized by multiple AGENT number logins – which will force the person doing the bridge to authenticate to the website during each bridge.
* note: if a users name or password changes, and they have the automatic login set, you will need to download and install the bridge program again.
- Click the “Download File” button
- Run the file that is downloaded – either from the browser, or by saving it to the hard drive and running it after it is saved. The “excelga_bridge_installer.exe” file (which is a self-extracting zip file) creates an excelga directory, and drops about 10 files into it. Run the program from the root directory of where you want the bridge directory to be (the driver letter from step 1). So for a C:\excelga install, you should run this program from C:\. This program does NOT change the registry or do anything else except create the bridge t directory and extract the program files into it.
- Close the browser
- Test the Bridge with a sample quote using firstname TEST and lastname TEST
- Overview the website with the user
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How do I set up the bridge for ITC?
Instructions for NORMAL INSTALL of the Excel General Agency Comparative Rater Bridge
(ITC Bridge Setup)
For each computer (or on the server for a network install) do the following :
- Be sure the user has a website login (create one if necessary)
- Have user login to the website, and be sure the QUOTE tab is active
- Go to the My Account tab in the Producer section of the website
- Click on Get ITC Bridge File
- Fill out the form an explanation of the options are as follows -
Pick NORMAL Install. This is the small program install download.
Pick the browser used, and check that its path is correct. Defaults to Internet Explorer.
Check and change if necessary the Company Directory (directory where the bridge files are located). For a local install c:\excelga should be ok to use. For a server install, the location might be something like F:\excelga.
Checking Enable Automatic login preloads the user name and password into the bridge files, and allows a bridge without having to login to the website each time. Uncheck this if one computer or server is being utilized by multiple AGENT number logins which will force the person doing the bridge to authenticate to the website during each bridge.
* note: if a users name or password changes, and they have the automatic login set, you will need to download and install the bridge program again.
- Click the Download File button
- Run the file that is downloaded either from the browser, or by saving it to the hard drive and running it after it is saved. The excelga_bridge_installer.exe file (which is a self-extracting zip file) creates an excelga directory, and drops about 10 files into it. Run the program from the root directory of where you want the excelga directory to be. So for a C:\excelga install, you should run this program from C:\. This program does NOT change the registry or do anything else except create the bridge directory and extract the program files into it.
- Close the browser
- In ITC, go to Edit then Companies and in the Excel General Agency program, change the bridge setup to go to C:\excelga\excelga.bat (specify the correct drive letter if it is different than C:)
- Test the Bridge with a sample quote using firstname TEST and lastname TEST
- Overview the website with the user
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