Geography

Before working in Applied Rating Services, familiarize yourself with the functions of the Desktop Navigation screen. Becoming familiar with this screen enables you to accomplish various program tasks.

Desktop Navigation Menubar

The menubar contains six options: File, Client, Quote, Email, Utilities, and Help. The sub-options for each menu option are listed below.

File

• Print: Launches Document Centre to allow you to print or save any quote related documents
• Details: View the Premiums or Underwriting, or Pre-Qualification of the selected quote
• Change Brokerage: Login to a different brokerage without having to log back into Applied Rating Services.
• Log Off & Exit: Log off of Applied Rating Services and close the program
• Exit: Exit Applied Rating Services and return to Windows

Client

• New: Add a new client
• Modify: Edit the selected client
• Delete: Delete the selected client
• Memos: Access memos for the selected client
• Activity: Access activities for the selected client
• Attachments: Access attachments for the selected client
• Locate: Locate a client using the Advanced Search
• Merge: Merge another client’s information with the selected client

Quote

• New Auto: Launches AutoRater to start a new auto quote
• New Property: Launches PropertyRater to start a new property quote
• Pre-Qual. Questions: Displays the pre-qualification questions assigned to the selected quote.
• New Evaluation: Launches a new ITV or ezITV, view an existing ITV or ezITV, depending on your selection
• Re-Quote: Overwrites the selected quote and launches the corresponding program
• Copy & Re-Quote: Creates another instance of the selected quote and launches the corresponding program for the selected quote
• Company Integration: Upload the selected quote to the carriers which support this feature
• Export to Broker Management System: Upload the selected completed quote to your broker management system. If your Broker Management system is either Applied TAM or Applied Epic, the option displays as Export to Applied TAM or Export to Applied Epic, respectively.
  
  Note: This Quote menu option only displays if your broker management supports integration.
• Delete: Delete the selected quote
• Notes: Access notes for the selected quote
• Activity: Access activities for the selected quote
• Application: Access the CSIO application for the selected completed quote

Email

• Email: Launches the Applied Rating Services Mail window, which enables you to send emails to clients with attached Quote Document(s) from a client and/or Other File(s) from your computer.
• Email History: Launches Document Centre to view emails that have already been sent.
• Define Signature: Define and manage multiple signatures that can be used in the body of an email.

Utilities

• Configure: Allows you to setup and manage your Brokerages, Users, Program Access Groups, Leads Accounts, Workflow Definitions, and User Options in Applied Rating Services.
• Preferences: Set the Date Format, Language and enable/disable Remember effective date, and Show splash screen at startup.
• Unlock Client: Enables you to unlock quotes that are locked
• View Client Locks: Shows a list of quotes that are locked
• Pro Rata / Short Rate: Calculate Pro Rate and Short Rate calculations.
• Internet Leads: View your downloaded leads
• Internet Leads Distribution Rules: Set Up distribution methods for leads
• Pending MVR Report: Access your non-immediate order MVR Report or your reports to launch the quote to re-ordered reports.
• Task Manager: Shows the instances of open screens in Applied Rating Services

Help

This menu provides access to Applied Rating Services online help file. The Help menu includes the following options:

• Applied Rating Services Help: Launches the home page for Applied Rating Services Help documentation.
• Remote Assistance: Launches a WebEx page with an Applied support technician to assist you.
• Request Applied Support: Launches installed web browser and the Applied Community My Cases page opens. From here, you can create a case for your issue/question or use Applied Online Chat to talk to an Applied Support person.
• Online Service Status: Launches installed web browser and Applied Community opens, which shows if available any online service issues.
• About: Program specifications and copyright information.

Desktop Navigation Options Bar

Eight buttons are available on the Desktop Navigation options bar. The function of each button is summarized below. Click the links below to access more detailed information about each item.

Click Locate to search for a client: choose Quick Search or an Advanced search.

Click New Client to create a new client in Applied Rating Services.

Click AutoRater to start a new auto quote. Within AutoRater you have the option to quote Private, Commercial and/or Miscellaneous vehicle(s).

Click PropertyRater to start a new property quote. Within PropertyRater you have the option to quote Homeowners, Condominiums, Tenants, Seasonal, Sec. Homeowners, Rented Dwelling, and/or Rented Condo.

Click ITV to calculate the replacement cost of a house without creating a property quote. There are two ITV options: Applied ezITV and Applied ITV.

Click Communication to add Client Attachments or Send Email to the client selected in Applied Rating Services.

Click Short Rate to calculate the Pro Rate and Short Rate calculations for a stand-alone calculation or for the selected quote displaying in the Quote Summary list.

Click Print to print or save any quote-related documents using the Document Centre.

Client Information

This section displays the Applicant’s and Co-Applicant’s name, Address, contact information, Language, CSR, Client Code and Company information, where applicable.

The information that displays here is based on what was entered in the Add / Modify Client screen.

You can do the following in the Add / Modify Client screen:

• Add a Client. Click the Add button  to add a client.
• Edit the Client Information. Click the Edit button  to edit the client information.
• Delete a Client. Click the Delete button  to delete the client.
• Access Client Memos: Click the Memos button  to access client memos. From the Client Memos screen you can Add, Edit, Delete, and Print memos.
  
  The Memos button displays a visual indication (a blue dot) on the top right if there is at least one client memo on the client account.
  

• Access Client Attachments: Click the Attachments button to access the client attachments. From the Client Attachments screen, you can Add, Edit, Delete, View and Save attachments.
  
  The Attachments button displays a visual indication (a blue dot) on the top right if there is at least one client attachment on the client account.

To learn more, see the Client Information article.

Quote Summary

The Quote Summary section lists all of the quotes that are associated with the selected Client.

To change the columns that display in the list, click the  button on the Quote Summary header bar.

You can do the following using the Quote Summary list buttons:

• Add a New Quote: Click the Add button  to add a new Auto, Property, or Evaluation (Applied ezITV or Applied ITV) quote.
• Re-Quote / Copy and Re-Quote: Click the Edit button  to Re-Quote or Copy and Re-Quote the Auto, Property, or Evaluation (Applied ezITV or Applied ITV) quote.
• Delete a Quote: Select the Delete button to delete the selected quote from the Quote Summary section for that client
• Access Quote Notes: Click the Notes button  to access quote notes. From the Quote Notes screen you can Add, Delete, and Print notes.
  
  The Notes button displays a visual indication (a blue dot) on the top right if there is at least one note on the quote.
  
• Print Documents: Click the Print button  to access Document Centre. From Document Centre, you can print multiple documents for the selected quote.
• Access CSIO Application: Click the Application button  to access the Supplementary Data screen. From this screen you can enter/fill-out the CSIO Auto or Hab application.
  
  Note: The Application button is only active if you are licensed for applications, the quote is completed and there is a carrier name in the Carrier column for the selected quote.
• Export to Broker Management System: Click the Export to Broker Management System button to start the integration workflow of uploading a completed quote to your broker management system.
  
  If your Broker Management system is either Applied TAM or Applied Epic, the button hover text displays as Export to Applied TAM or Export to Applied Epic, respectively.
  
  To learn more, see the Broker Management System Integration article.
  
  Note: The Export to Broker Management button only displays if your broker management supports integration.

To learn more, see the Quote Summary article.