Assign Applied ITV Evaluation

To assign an Applied ITV Evaluation, begin by locating a client from Desktop Navigation in Applied Rating Services

To locate an existing client, complete one of the following workflows:

Access a client by clicking the Locate button on the options bar, then

Click the dropdown menu to select other search criteria or click the Advanced button to add multiple search criteria.
Enter your search criteria in the Search field
Select the client in the Results list

Access a client by using the Locate option in the Client menu on the menubar.

Click Client > Locate on the menubar.
Click the dropdown arrow to select other search criteria; click the plus sign to add additional search criteria if needed.
Enter your search criteria in the Search field.
Click the Locate button.
In the Results list, select the client and click OK.

To launch PropertyRater do one of the following:

Create a new property quote

Click PropertyRater on the options bar
Click Quote > New Property on the menubar

Re-Quote an existing property quote

Right click on a property quote in the Quote Summary list and select Re-Quote from the dropdown menu
Select a property quote in the Quote Summary list and click Quote > Re-Quote on the menubar
Double click the quote in the Quote Summary list

Copy & Re-Quote an existing property quote

Right click on a property quote in the Quote Summary list and select Copy & Re-Quote from the dropdown menu.
Select a property quote in the Quote Summary list and click Quote > Copy & Re-Quote on the menubar.

The Quote information screen displays. Complete or revise information on this screen as needed. Click OK to continue to the next screen.

The Additional Customer information screen displays only if the insurance carriers that your agency are licensed with use a credit score to help assess risk and determine a premium.

The Property Underwriting screen displays. To assign an Applied ITV evaluation, do one of the following:

Click the Applied ITV button on the General tab and select Assign Evaluation from the dropdown menu.
Click Tools > Applied ITV on the menubar and then select Assign Evaluation from the dropdown menu.

Note: The Assign Evaluation option displays only if there are unassigned Applied ITV evaluations on the selected client.

The Applied ITV Evaluation Assignment screen displays. Select an evaluation from the list and click OK.

Note: Once an evaluation is assigned to a property quote, the evaluation no longer displays in the assignment list or the Quote Summary on the Desktop.

The Applied ITV Software End User License Agreement displays. To have the screen display in French, select the Français radio button. Once you have finished reading the license agreement, click the Accept button to continue to the next screen.

Note: Select the Do not show this message again checkbox to prevent this screen from displaying in the future. This screen will not display if the Do not show this message again checkbox was previously checked.

The Applied ITV with iClarify evaluation screen displays showing information for the selected address.

Once you have finished with the evaluation, click the Save button on the options bar and click File > Exit. Click Yes to save and return to PropertyRater.

Note: If you don’t click Yes, the system will not transfer the evaluation information to the quote.

The Building value and Coverage along with other underwriting information on the property quote are populated based on the information from the assigned Applied ITV evaluation.

Continue with completing the information on the Property underwriting screens.

Click Quote on the options bar or Quote > Process Quote on the menubar to proceed with the quote.

Note: If there is missing or incomplete required information, the Validation tab displays with the needed information. The Validation tab also displays missing information that is recommended for quote accuracy.

The Premium Summary screen displays all company quotes.

The following information displays in the columns on the Premium Summary screen:

The column displays icons that link to a PDF file. This may be used to promote a feature or discount, etc.
The column displays icons that link to a URL. This may link to a website for promotion details, etc.
The column displays icons that represent the type of quote risk with that carrier.
The Carrier column displays the company’s name.
The Form column displays the company form used for this quote.
The Total column displays the total premium for this quote.
The Monthly column displays the monthly premium for this quote.

To see the quote details for that company and form, click on the carrier name next to the appropriate form on the Premium Summary screen. Alternatively, you can click on the form under the appropriate carrier in the list of carriers that display on the left side of the screen.

The details of the quote for the selected carrier and form are displayed.

Note: If there are Policy and/or Risk related messages that pertain to this quote for the selected company, a Message section displays below the Rates section. It is important to review them since they contain important information regarding the quote. For example, a risk may not qualify even though a quote was generated with the company; the messages displayed here will tell you whether or not they qualify.

Click Save or File > Save to save the quote, and then exit the screen.

The Applied ITV Assignment displays. The first dropdown defaults with the carrier you saved the quote with. If the field is blank, select the insurer you intend to place this business with or Unknown from the dropdown list.

Note: If the intended carrier changes, re-launch the quote and choose the appropriate carrier.

Click the second dropdown menu and select either New Business or Renewal Business and click OK.

The Applied ITV is saved with the policy quote, and the quote can found in the Quote Summary list for the selected client.