User Guide
How do I?
- Process a Substitution of Vehicle?
- Print Duplicate Documents?
- Process a change of risk address on a household policy?
- Cancel a policy?
- Add Buildings cover to a Contents policy?
- Protect no claims bonus?
- How do I add a note onto a e-services policy?
- Process a credit card payment?
- How do I update my customer's Card details?
- Input/Select vehicle details?
Process a Substitution of Vehicle?
- Search for your Policy
- Enter the date of amendment in the Transaction Date field and click on Select
- On the Policy Activity screen select Amendment as the change type and click on Accept
- On the Policy Summary screen scroll down to the section heading titled Vehicle(s) and click the Change link
- This takes you to Vehicle Summary screen where at the top of this page click on change again on the vehicle details information.
- Enter new vehicle registration number and other new vehicle details (DVLA link can be used to search for the vehicle on registration number only)
- Click on accept at the end of page.
- Quote your amendment for any premium changes and issue if wish to proceed.
Print Duplicate Documents?
- Search for your Policy
- Click on the Transaction History tab.
- Under the section History Information highlight your required document in the History table. i.e New Business/Amendment documents.
- Click on the Duplicate Documents tab
- Select your required print option (Immediate Local Print to print within your office.) click on Request
- Wait for status to change to complete and hyperlinks to appear in blue
- Click on the hyperlink for Duplicate Documents
- When uploaded in Adobe go to file and print.
Process a change of risk address on a household policy?
- Search for your policy
- Enter date of amendment in the Transaction Date field and click on Select
- On the Policy Activity screen select Amendment as the change type and click on Accept
- On the Policy Summary screen go to the section heading Property Summary and click on Move House link or if a minor change the Change link.
- Amend details on your property change
- Click on Accept
- Quote your amendment for any premium changes and issue if wish to proceed.
Cancel a policy?
- Search for your Policy
- Enter date of cancellation in the Transaction Date field and click on Select
- On the Policy Activity screen select Cancellation as the change type and click on Accept
- Select a cancellation reason from the drop down box and click Select
- Check your return premium due and click on the Issue link to confirm the cancellation
- Click Finish
Add Buildings cover to a Contents policy?
- Search for your Policy
- Enter date of amendment in the Transaction Date field and click on Select
- On the Policy Activity screen select Amendment as the change type and click on Accept
- On the Policy Summary screen scroll down to the section heading titled Property Summary and click the Change link
- Under available Main Covers section heading click on Add next to the Buildings option.
- On the Cover Details page add the cover required and click Accept
- Quote your amendment for any premium changes and issue if wish to proceed.
Protect no claims bonus?
- Search for your Policy
- Enter date of amendment in the Transaction Date field and click on Select
- On the Policy Activity screen select Amendment as the change type and click on Accept
- On the Policy Summary screen scroll down to section heading titled Vehicle(s) and click the Change link
- This takes you to Vehicle Summary screen where at the top of this page click on change again on the vehicle details information.
- Scroll to the No Claims Discount section to check the protected box and enter date.
- Quote your amendment for any premium changes and issue if wish to proceed.
How do I add a note onto a e-services policy?
- Search for your Policy
- Click on the transaction History tab
- Click on Notes hyperlink at the end of the page
- Click on Add Notes hyperlink
- Add your note and click Add
- Click on Notes Detail link to view the note or Exit Notes.
- Once you have added a note to a policy you will not be able to amend or delete the note.
Process a credit card payment?
- After converting a policy to new business, on the issue screen select Credit/Debit card as your collection method.
- Click on Issue Policy
- Fill in the card details and click on Confirm
- The card will then be validated and you will be advised if there are problems with the details entered or if the card has been successful.
Card Referrals
- If a card refers you will be given on screen instructions to call the relevant card issuer, where you will be asked some security questions which will need to be confirmed by the customer. The card issuer will either provide you an authorisation code to input or decline the transaction.
- If a card is declined, you have the option to try a new card or to abandon the card transaction.
- You can Abandon Card Payment at any time, however this will only abandon the card transaction, the policy will remain issued, and the debit will appear on your account.
Note: In the event that a connection problem occurs in the credit card system, please contact your usual customer services office who will take the card details over the phone.
How do I update my customer's card details?- Select Policy
- Select Card Details
- Click on Go
- The active card will be highlighted and you will have the option to View/Add/Remove any Card
Input/Select vehicle details?
- In the vehicle type drop down box always select an ABI option, ie Private Car ABI, Bikes ABI, you will then be able to do a DVLA search on the registration number. Once the vehicle has been found, you will need to click on accept.
- If you do not know the registration or it is not recognised, input the Year of Make in the *Year field, once the year has been input you will then get a drop down box on the *Make field, once you have selected a make, click on find models. You will then have a drop down box showing the models for that make, which you can input. You will need to complete the Body Type, Value&Seating fields to complete the details.
- Please note that once proposer/policy and vehicle details have been entered, you will need to click on add driver to select a main driver, even if it is the proposer. Until a main driver has been selected, there will be no option to quote.
