Retail Training Manuel

1
Retail Training Manuel
2
Overview

• One stop, secure, and easy-to-use web-based tool
  that incorporates rate, quote, and bind
  functions
• Enables agents to submit quote information and
  ACORD applications
• Submission messaging utilizes your existing email
  system
• This tool is accessed from our Agent website

3
Benefits

• Faster approvals for your risks
• Faster and accurate policy issuance
• Improved data integrity

4
New Quote Workflow
5
Accessing Nicquik

• Nicquik is accessed from our agent website,
• www.telamonins.com
• Click on the Nicquik icon.
• The Login screen will be displayed. Type in your
  Account ID, User Name and Password information.
• Click OK buttonWelcome screen will be displayed

6
Welcome Screen
7
Rate Indication Screen
8
Rate Indication Screen
9
Add New Location
10
Rating Summary
11
Quote - Additional Client Information Screen
12
Quote General Information Update Screen
13
Quote - Pre Qualifying Questions Screen
14
Quote - Building Information Update Screen
15
Quote - Building Optional Coverages
16
Rate Risk Screen
17
Quote - Premium Summary
18
Reports
19
Applications
20
Quote Submission

• From the General Information screen click
  Submit/Send tab on the sidebar?The Quote
  Messaging Available options will be displayed

21
Quote Submission and Response
22
Request Type Submit to Bind
23
Request Type Submit to Bind

• In case you do not want to continue with the
  request to bind, click on cancel button on the
  email. The General Information screen will be
  displayed. Click on Submit/Send tab on the
  sidebar, the Quote Messaging Quote Submission
  Options screen will be displayed.

24
FAQs
25
FAQs