Perform an Applied ITV Evaluation

  1. Start by creating or locating a client from Desktop Navigation in Applied Rating Services
    1. To create a new client, click the New Client button on the options bar, click the Add button in the Client Information section, or click Client > New on the menubar. Then enter the client information and click OK.

      Note: If your brokerage has the Prefill licence, use the Prefill feature located at the bottom to prefill the client information.
    2. To locate an existing client, complete one of the following workflows:
        1. Click Client > Locate on the menubar.
        2. Click the dropdown arrow to select other search criteria; click the plus sign to add additional search criteria if needed.
        3. Enter your search criteria in the Search field.
        4. Click the Locate button.
        5. In the Results list, select the client and click OK.
  2. Do one of the following to launch Applied ITV:

From Desktop Navigation

From within PropertyRater

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

    Note: This screen will not show if the Do not show this message again checkbox was checked before. Select the Do not show this message again checkbox to prevent this screen from displaying in the future.
  2. The Address Lookup screen displays, prompting you to select an address. If a valid address was entered on the client information screen, the address displays in the list. If the address that was entered cannot be found, suggested valid addresses display in the list.

    Note: You can enter a different address if the address you want to evaluate is not in the list.
  3. Select an address in the list to evaluate and click Select Address to continue.
  4. The Applied ITV details screen displays, showing information for the selected address. The screen consists of the following areas:

Address

Dwelling Information tab

The following actions can be performed from here:

Revise the Predicted Construction Data

View the Property

Fire Underwriters Survey

  1. Once you are finished with the evaluation, click the Save button on the options bar and click File > Exit.
  2. The Applied ITV Assignment screen displays.  Click the first dropdown and select the insurer you intend to place this business with or select Unknown if you are not yet certain.

    Note: If the intended carrier changes, re-launch the quote and choose the appropriate carrier.
  3. Click the second dropdown and select New Business or Renewal Business, and then click OK.
  4. Click Yes to save and return to the Desktop or PropertyRater depending on where Applied ITV was launched.

    Note: If you do not click Yes, the system will not save this Applied ITV report.
  5. The Applied ITV is saved and it can found in the Quote Summary list for the selected client if Applied ITV was launched from Desktop Navigation. If launched from within PropertyRater, the Applied ITV button displays a green checkmark indicating an evaluation was completed for this quote.