Summary Tab
- The Summary tab provides a quote for each coverage level based on all the information entered and selections made so far. Assuming all information entered is correct, these quotes are accurate.
- NOTE: Keep in mind that rates could be higher if reports reveal undisclosed driving activities.
- Discuss the differences between the coverage levels with your customer and ensure they have the right level of coverage for their needs.
- Click Compare Coverage Levels to view a comparison chart.
- On the Summary tab, you’ll have the opportunity to cross-sell other Safeco products.
- Click the product icon to start a quote for another line of business.
- All relevant customer information from the auto quote will automatically transfer to the new quote.
- In the Safeco Safety Rewards and Other Discounts section, discounts are indicated that have been applied to this quote.
- Each section has a Quick Help button to learn how customers can qualify.
- Next, the Coverage section details the premium breakdown based on what was selected on the Coverages tab and the selected coverage level.
- If a customer finds their premium too high, show them where they can save by changing coverage.
- After making changes to the Coverages tab, go back to the Summary tab, to display the new quotes for all the Coverage levels.
- Review down payment amount and payment plan options.
- This is a good opportunity to explain how much the customer can save with different payment plans.
- NOTE: Quotes are honored for 60 days from the original quote date listed at the top of the Summary tab. Making changes to your quote will not reset the 60-day window.
- After reviewing the policy with your customer, click Continue.
Ordering Reports
To issue the policy, order both the A-PLUS or CLUE and MVR reports from the Order Reports tab. Order the A-PLUS or CLUE report first. They may reveal driving incidents and claims that haven’t been entered yet.
- After ordering the report, the incident information is automatically transferred to Safeco Quoting Portal and the Accidents Violations tab will change to Driving Record Reconciliation.
- If reconciliation is required, you’ll be directed to the Driving Record Reconciliation screen to review the incident details.
- After comparing and updating the information, return to the Summary tab.
- If you make changes, the policy will automatically be re-rated. Present the updated premium to your customer.
- Once the customer accepts the quote, order the MVR to ensure all driving activity is accurately accounted for before issuing the policy.
- If needed, return to the Driver Record Reconciliation. For each driver, compare the driving activity from the MVR with what you manually entered. Add any missing details.
- Click Continue.
Billing/ Payment
- On the Billing tab, begin by helping the customer choose a billing plan. They can choose between one of the automatic payment options.
- The required down payment amount is displayed on the right of each billing plan option and includes applicable service charges.
- Depending on the plan, installment fees may be charged, or a Billing Plan discount may be applied.
- Click Quick Help for an explanation of the different billing plans.
- Next, ask your customer how they would like to make their down payment and collect their billing account information.
- Ask your customer for a future date of when they'd like their bill to be due.
- Collect any additional information needed based on payment method.
- Then, click Continue.
Issue Tab
- On the Issue tab, verify any required information, if needed.
- Next, confirm the customer’s phone number and email address. Then answer the questions under the Issue Information section.
- Make sure your customer understands how RightTrack (if they signed up for it) and Paperless billing work.
- Don’t forget to register the customer for a Safeco.com account.
- NOTE: This is important because they’ll need an online account to sign their documents and to log in to the Safeco Mobile app.
- The app makes it easy for customers to view their policies, get ID cards, file, and track claims.
- NOTE: This is important because they’ll need an online account to sign their documents and to log in to the Safeco Mobile app.
- Before clicking Issue, you’ll have one more opportunity to cross-sell. Notice any messages above the product icons that can help your customer save.
- Then, when you’re ready, click Issue to issue the policy!
How Customers can Create an Online Account
- Once the policy is issued, an email is sent to the customer to e-sign each policy they purchase using their online account. The email indicates a document is ready for signing with a link to get started.
- If the customer does not have an online account, the email will prompt them to create one at Safeco.com.
- To create an account, the customer needs to create a password providing the date of birth and city of birth of the primary policyholder. The email address should automatically populate.
- Customers who don’t receive an email can go to Safeco.com and create an online account. Customer will be asked to provide:
- Email address
- New password
- Name
- Date of birth
- Policy information
- Policy address
- Security question
5. In rare instances, newly issued policies may not appear in the customer’s Safeco.com account, meaning they won't see notifications to e-sign documents. To correct this, direct the customer to the policy menu on Safeco.com and have them click on Add an Existing Policy in the upper right corner.
6. The customer should then enter the policy number in the Add a Policy to Your Account pop up and click next.
7. In the Add a Policy to Your Account popup, enter the policy number and click Next.
How Customers e-Sign Their Policy
- Once in the online account, customers will land on a page to sign their policies. After the customer clicks into “Sign Policy”, they will be prompted to read and sign their documents.
- NOTE: Customers who have multiple accounts will see multiple prompts. Once complete, customers will see a complete message and be prompted to go to the homepage.
- The yellow box indicates where to sign.
- After e-signing the customer will receive a confirmation message.