Point of Sale How to Guide (113-1317) - The Hanover Insurance ...
Point of Sale How to Guide (113-1317) - The Hanover Insurance ...
Point of Sale How to Guide (113-1317) - The Hanover Insurance ...
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<strong>How</strong> Cus<strong>to</strong>mer Account Benefits You<br />
• View an entire account using easy account-centric navigation<br />
• View account rounding opportunities<br />
• Connect <strong>to</strong> other Web quoting <strong>to</strong>ols (Bond, Marine, Commercial Package, Personal Lines)<br />
• Quickly identify when another agent writes the account you are attempting <strong>to</strong> quote<br />
(via Account Clearing and Broker <strong>of</strong> Record Identification), then continue quoting<br />
• See instant underwriter information and quote status<br />
• Communicate important information <strong>to</strong> your underwriter via comments/notes capability<br />
• Integrate BOP Special and Deluxe Broadening Endorsements in<strong>to</strong> the proposal using<br />
Quote Proposal for Account<br />
• Copy and maintain multiple quotes for the same account with Copy Quote function<br />
• Indicate “progress” when creating new accounts with navigation tabs
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