Start Pages

A start page is the first page that displays after an insured logs in to the Self-Service Portal. You can manage what your insureds see in this area, such as common functions or frequently used links. You may choose to create multiple start pages to cater to different clients (such as personal lines and commercial lines clients). You must configure features in Menus to make them available for selection as start page options.

Click Start Pages on the navigation panel in Self-Service Admin.

• Convert an Existing Start Page
• Add a Start Page
• Copy a Start Page
• Edit a Start Page
• Add Users to a Start Page
• Screen Sections

Convert an Existing Start Page

You must convert your Applied CSR24 start pages to the updated version. If you do not migrate your pages to the latest version, insureds receive an error message when they attempt to access them. Start pages that have not been converted to the latest version are denoted with a red Needs Conversion label in the start page list.

1. Select a Start Page.
2. The Start Page Conversion page displays. In the Feature Selection section, select up to three supported features to convert.
3. The Link Containers Converted section displays link containers that will convert to the new version. If necessary, click a link icon to change it.
4. The Features with No Conversion section displays obsolete features that will not convert.
5. Click Convert on the options bar to convert the start page, or click Convert Copy to create a converted copy of the start page.
6. The Start Page Edit screen displays for the converted page or the converted page copy, depending on your selection.
7. If you convert a copy of the start page, users who were associated to the start page do not migrate to the new page automatically. You must add these users manually.
   
   Note: You can also assign a start page to an individual user with the Users feature.
1. Select a Start Page.
2. The Start Page Edit page displays. Click Assign Users on the options bar.
3. The Users list displays. To filter the list in the Search panel, type all or part of the user’s name or login username, or select the group and/or start page on the corresponding dropdown menus, then click Find.
4. Select the checkbox for each user you want to assign to the page, or click Select All on the options bar to select all users.
8. Click Save on the options bar.

Add a Start Page

1. Click Add on the options bar.
2. Enter a Name and Description of the new start page.
3. Select a Start Page Template if you wish to copy the settings on an existing start page, or leave the default selection of Blank Page to start from scratch.
4. Click Save.
5. Edit the remaining features and assign users to the page. See below for instructions.

Copy a Start Page

1. Click the page you wish to copy.
2. Click Add Copy on the options bar.
3. Update the Name and Description of the new start page.
4. Edit the remaining features and assign users to the page. See below for instructions on each section.

Edit a Start Page

To edit a start page, click to open it and then make the desired changes.

Assign Users to a Start Page

Note: You can also assign a start page to an individual user with the Users feature.

1. Click the page you to which you wish to add users.
2. Click Assign Users.
3. To filter the list enter at least on letter in the user's Name or select the appropriate Group or Start Page. Click Find.
4. Select the checkbox for each user you wish to assign to the page, or click Select All on the options bar to assign all users in the list to the page.
5. Click Save.

Screen Sections

The start page is divided into the following sections:

• Navigation Menu
• Quick Links
• Features

Navigation Menu

• Add a Navigation Menu Item
  1. Click Edit in the Layout container.
  2. Click Add Area in the Options bar.
  3. Enter the Name of the new navigation area.
  4. A default icon displays to the left of the item in the list. To change the icon, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu, and click on the desired icon.
  5. The Container Type default is Navigation Category. If you want to set up a Direct Link, continue to step 7.
  6. Click Add on the options bar.
  7. In the Links Details section, enter a Link Description.
  8. Choose the appropriate Link Type:
     • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
     • 1. Select an item from the CSR24 Menu dropdown menu.
       2. Choose from the CSR24 Menu Item dropdown menu.
     • Custom Link: Link to another web page.
     • 1. Choose a Custom Form if applicable, or enter a URL.
          • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
       2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
  9. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
  10. Click Save on the options bar.
  11. To add another link to the navigation menu, repeat steps 4-8.
  12. You can also do the following:
      • Edit a Link
        1. Hover over the link you wish to edit to activate the Edit button and then click Edit.
        2. Optionally edit the Link Description.
        3. To change or add an icon to display to the left of the item in the list, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu and click on the desired icon.
        4. Choose the appropriate Link Type:
           • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
           • 1. Select an item from the CSR24 Menu.
             2. Choose a CSR24 Menu Item.
           • Custom Link: Link to another web page.
           • 1. Choose a Custom Form if applicable, or enter a URL.
                • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
             2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
        5. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
        6. Click Save at the top of the screen.
      • Change the Order in Which the Links Display
        1. Click on the link you wish to move.
        2. Drag and drop to the desired place in the list.
      • Delete a Link
        1. Hover over the link you wish to edit to activate the Delete button and then click Delete.
        2. You are prompted to confirm the deletion. Click Yes.
• Edit a Navigation Menu Item
  1. Hover over the area you wish to edit to activate the Edit button and then click Edit.
  2. Optionally revise the area Name.
  3. To change the icon that displays to the left of the item in the list, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu and click on the desired icon.
     • Add a Link
       1. Click Add on the options bar.
       2. Enter a Link Description.
       3. To add an icon to display to the left of the item in the list, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu and click on the desired icon.
       4. Choose the appropriate Link Type:
          • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
          • 1. Select an item from the CSR24 Menu.
            2. Choose a CSR24 Menu Item.
          • Custom Link: Link to another web page.
          • 1. Choose a Custom Form if applicable, or enter a URL.
               • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
            2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
       5. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
       6. Click Save on the options bar.
     • Edit a Link
       1. Hover over the link you wish to edit to activate the Edit button and then click Edit.
       2. Optionally edit the Link Description.
       3. To change or add an icon to display to the left of the item in the list, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu and click on the desired icon.
       4. Choose the appropriate Link Type:
          • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
          • 1. Select an item from the CSR24 Menu.
            2. Choose a CSR24 Menu Item.
          • Custom Link: Link to another web page.
          • 1. Choose a Custom Form if applicable, or enter a URL.
               • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
            2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
       5. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
       6. Click Save at the top of the screen.
     • Change the Order in Which the Links Display
       1. Click on the link you wish to move.
       2. Drag and drop to the desired place in the list.
     • Delete a Link
       1. Hover over the link you wish to edit to activate the Delete button and then click Delete.
       2. You are prompted to confirm the deletion. Click Yes.
• Delete a Navigation Menu Item
  1. Hover over the area you wish to delete to activate the Edit button and then click Edit.
  2. Click Delete on the options bar.
  3. You are prompted to confirm the deletion. Click Yes.

Quick Links

This section contains four tiles to setup your most frequently accessed pages. You can have a minimum of two and a maximum of four tiles in your Quick Links.

1. Hover over the Quick Links area to activate the Edit button and then click Edit.
2. To change a quick link option, hover over the item you wish to update in the Quick Links list to activate the Edit button and then click Edit.
3. Edit the Link Description.
4. Choose the appropriate Link Type:
   • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
   • 1. Select an item from the CSR24 Menu.
     2. Choose a CSR24 Menu Item.
   • Custom Link: Link to another web page.
   • 1. Choose a Custom Form if applicable, or enter a URL.
     2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
5. To add an icon to display to the left of the item in the list, click Browse. In the pop-up window that displays, make a selection in the Choose a Category dropdown menu and click on the desired icon.
6. Click Save.

Delete a Quick Link

1. Hover over the Quick Links area to activate the Edit button and then click Edit.
2. To delete a quick link option, hover over the item you wish to delete, and then click Edit.
3. Click Delete on the options bar.
4. You are prompted to confirm the deletion. Click Yes.

Contacts Feature

The Contacts Feature allows you to display CSR24 Contacts, Portal User Contacts, or no contacts. You can also add a Group Logo if you have User Groups setup.

1. Hover over the Feature area to activate the Edit button, and then click Edit.
2. Select one of the following, and then click Save.

• None (Empty): If you do not wish to display any contacts, leave the area blank. For example, you may want to display your Group Logo only.
• CSR24 Contacts: Displays the contacts assigned to the insured in the Applied CSR24 system. Enter an introduction to the servicer type in the Name field, like Contact Your Broker or Meet Your Team. Select one or more servicer types: Producer, CSR or Additional Servicer.
• Contacts (Portal Users): Use this option if you wish to select the contacts and/or include pictures of the contacts. Enter an introduction to the contact(s) in the Name field, like Contact Your Broker or Meet Your Team.
• Add a Contact
  1. Click Add.
  2. Click Select User.
  3. In the User Lookup window that displays, click to select appropriate user.
     Note: To narrow the list, enter at least one letter of the desired contact’s Name and press [Enter] or click Find.
  4. Optionally, enter Additional Text to display with the contact information. The additional text entered can include supplemental information like phone numbers or a greeting from the contact.
  5. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
  6. Click Save on the options bar.
  7. To add another contact, repeat these steps.
• Edit a Contact
  1. Hover over the contact whose information you wish to edit to activate the Edit button and then click Edit.
  2. If you want to change the contact, click Select User.
  3. In the User Lookup window that displays, click to select appropriate user.
     Note: To narrow the list, enter at least one letter of the desired contact’s Name and press [Enter] or click Find.
  4. Optionally enter or edit Additional Text to display with the contact information.
  5. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate groups.
  6. Click Save on the options bar.
• Delete a Contact
  1. Hover over the contact you wish to delete to activate the Delete button and then click Delete.
  2. You are prompted to confirm the deletion. Click Yes.

Features

There are two containers available for adding features. You can customize your feature to contain a bulletin board, RSS feed, new Epic documents, MobileInsured information, or content from Applied Marketing Automation. You also have the option to leave a feature empty if you require more white space.

• Add a Feature
  1. Hover over the Feature area to activate the Edit button and then click Edit.
  2. Choose the feature you want in that location:
     • None (Empty): Leave the area blank.
     • Bulletin Board: Use the space for announcements.
     • RSS Feed: Add an area for RSS feeds.
     • New Epic Documents: Provides access to shared attachments from Applied Epic that the insured has not yet accessed. This includes only attachments added to Applied Epic within the past 90 days.
     • MobileInsured Info: Displays a preview of your MobileInsured application, Apple App Store and Google Play Store links, and your selected description.
     • Applied Marketing Automation: Displays previews of the first three pieces of Applied Marketing Automation you have shared with the user, with an option for the user to read more.
  3. Add items to the feature as necessary.
• Edit a Feature
  1. Hover over the area to activate the Edit button and then click Edit.
  2. Update the feature as necessary.
• Change a Feature
  1. Hover over the area you wish to replace to activate the Edit button and then click Edit.
  2. Click Change on the options bar.
  3. Choose the desired Feature Selection and click Save.
  4. A warning displays to let you know the current content will be deleted. If you are sure this is what you want to do, click Yes.

Bulletin Board

Use the space for announcements.

• Add an Announcement
  1. Click Add.
  2. Enter the Link Description. This is the text that displays in the Bulletin Board area.
  3. If there is a specific date that you want to display the item, select the Start date Visible to Insured checkbox and enter a Start Date. If you want the item to stop displaying after a certain date, enter the last day in the End Date field.
  4. Choose the appropriate Link Type:
     • No Link: Add a quick announcement that does not link to a web page.
     • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
     • 1. Select an item from the CSR24 Menu.
       2. Choose a CSR24 Menu Item.
     • Custom Link: Link to a another web page.
     • 1. Choose a Custom Form if applicable, or enter a URL.
          • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
       2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
  5. Select the Open Target in New Window checkbox if you want the web page to open in a new tab or window.
  6. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate group(s).
  7. If you want an image to display above the announcement, click Browse in the Image section.
     1. Locate the desired image and click Open.
     2. Click Upload to add the image.
     3. Optionally add a Description of the image to be read aloud to insureds with impaired vision who use web readers.
  8. Click Save on the options bar.
  9. Repeat these steps for each announcement you wish to add.
• Edit an Announcement
  1. Hover over the announcement you wish to edit to activate the Edit button and then click Edit.
  2. Optionally revise the area Link Description. This is the text that displays in the Bulletin Board area.
  3. If there is a specific date that you want to display the item, select the Start date Visible to Insured checkbox and enter a Start Date. If you want the item to stop displaying after a certain date, enter the last day in the End Date field.
  4. Choose the appropriate Link Type:
     • No Link: Add a quick announcement that does not link to a web page.
     • Menu Link: Link to a document created with Form Designer or to an Applied CSR24 menu item.
     • 1. Select an item from the CSR24 Menu.
       2. Choose a CSR24 Menu Item.
     • Custom Link: Link to another web page.
     • 1. Choose a Custom Form if applicable, or enter a URL.
          • To link to a Portal Admin document, click the Find Document URL link, optionally narrow the list that displays by selecting a Group, and click the desired Document in the list.
       2. Select the Open Target in New Window checkbox if you want the linked item to open in a new tab or web page.
  5. Select the Open Target in New Window checkbox if you want the web page to open in a new tab or window.
  6. Leave the default setting of Apply to All Groups if you want the item to display for users in all groups. Otherwise, select the checkboxes for the appropriate group(s).
  7. If you want an image to display above the announcement, click Browse in the Image section.
     1. Locate the desired image and click Open.
     2. Click Upload to add the image.
     3. Optionally add a Description of the image to be read aloud to insureds with impaired vision who use web readers.
  8. Click Save on the options bar.
• Delete an Announcement
  1. Hover over the announcement you wish to delete to activate the Delete button and then click Delete.
  2. You are prompted to confirm the deletion. Click Yes.

RSS Feeds

1. Enter a Name for the feed.
2. Enter the URL for RSS feed.
3. Select the appropriate Type of feed.

New Epic Documents

This feature displays shared attachments from Applied Epic that the insured has not yet accessed. This includes only attachments added to Applied Epic within the past 90 days. The documents automatically populate with their file name, folder location, and the date and time at which they were uploaded.

MobileInsured Info

This feature displays a preview of your MobileInsured application, Apple App Store and Google Play Store links, and your selected description. Under the Feature Values section, select to include the Full App Description, the Short App Description, or a Custom Description. If you select Custom Description, enter the description in the corresponding field that displays below.

Note: A QR code displays in this feature that allows the insured to be directed to your app on the Apple or Google Play store.

Applied Marketing Automation (AMA)

This feature displays previews of the first three pieces of Applied Marketing Automation content you have shared with the insured. A View All button also displays, which opens a new window that displays all of the Marketing Automation content you have shared with the insured. If you do not currently use Marketing Automation but would like more information about adding it to your solution portfolio, contact your Applied Sales representative.