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A Producer’s Guide to Chubb’s SMART Application Platform

A Producer’s Guide to Chubb’s SMART Application Platform. Welcome. Slides will advance automatically. However, you can use your left mouse button or press “Enter” to advance the slides manually. (Autorun time approximately 10 minutes.). What is Chubb’s SMART Application?.

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A Producer’s Guide to Chubb’s SMART Application Platform

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  1. A Producer’s Guide to Chubb’s SMART Application Platform

  2. Welcome Slides will advance automatically. However, you can use your left mouse button or press “Enter” to advance the slides manually. (Autorun time approximately 10 minutes.)

  3. What is Chubb’s SMART Application? The Information and Network Technology (INT) E&O SMART Application is a web-based tool that dynamically createscustomizednew and renewal E&O applications based on the client’s nature of operation.

  4. Why Use Chubb’s SMART Application? • Simplifies the application process • Facilitates the ease of doing business with Chubb • Increases the producers’ value-added • Offers “anytime, anywhere” capability • Saves time and cost for the Producer and Client • Streamlines the renewal application process

  5. Benefits of a Customized Application Customized SMART Application Paper-based Application vs. • 164 mandatory questions, whether relevant or not • 89 relevant questions customized to the client • Average “back and forth” more than 3.5 times between all parties • “Back and forth”minimized or eliminated • Application process time equals 78 days • Estimated application process time cut in half! Comparisons derived from actual case study.

  6. Streamlined Renewal Process Data cedes the renewal application with last year’s data. Client/Producer updates the renewal application in the SMART Application Chubb Underwriter reviews submitted application Estimated process time for renewals in the SMART Application = 15 minutes vs. 40 to 60 minutes.

  7. The SMART Application Process Producer creates the application with the SMART Application wizard. Turns over to client. Client adds information and electronically signs the application. Hands off to Producer. Producer reviews application and sends to Chubb underwriter. Chubb underwriter receives and reviews the application. Producer Client Producer Chubb 1 2 3 4 (average time 5 minutes) (average time 30 minutes) (average time 10 minutes)

  8. Producer Next, we’ll review the Producer’s steps in the SMART Application process.

  9. SMART Application Process - Producer The Producer’s steps are very easy. • Producer enters information into the SMART Application Wizard. • Producer generates the application. • SMART Application sends an e-mail to the client with log-in information.

  10. Chubb’s Internet Home Page Select the @chubb link Click on the @ Chubb button at the top of the browser to access the SMART Application system.

  11. The @chubb Agency Portal EnterUser IDandPassword and press “Login.” Use your @ Chubb user ID and password to enter the system. If you have not been issued this ID, contact your Chubb agency representative.

  12. Business / Quote & Modify Select Technology E&O

  13. Business / Quote & Modify Launch App Select “Launch App” to access the SMART Application.

  14. Producer Welcome Page SMART Application global navigation tabs Click to learn more about SMART Application Click on either link to create a new application. This is the Producer Welcome screen. Begin creating a new application here.

  15. Create a New SMART Application Process flow bar indicates progress The Application Wizard opens A yellow circle in the process flow bar indicates your progression of the application. A completed step is indicated by a yellow circle with a check mark. Begin creating a customized application using the Application Wizard.

  16. Send to Applicant You are here. Send to Applicant Now sends e-mail notification to client. Send to Applicant Later allows you to continue to work on the application. This is the “Send to Applicant” page. You can continue to answer the questions and send the info to the applicant later, or you can send the link directly to the applicant now.

  17. Client Next, we’ll look at the Client’s steps in the SMART Application process.

  18. SMART Application Process - Client The Client opens the application after notification e-mail with log-in instructions. • Client receives User ID and Password in 2 separate e-mails. • Client receives log-in instructions and quick reference guide. • Client completes and signs application online, and system sends notification to producer.

  19. Client Log-in Screen EnterUser IDandPassword sent in notification email and press “Login.” This is the Client Log-in Screen. The client enters the @chubb USER ID and PASSWORD.

  20. Client Agrees to Service Agreement Client selects I AGREE. The next screen in the client process is the information services agreement. This is a standard service agreement. The applicant must click “I agree” to move to the next screen.

  21. Client Welcome Screen Quick Reference Guide link Select to Learn About SMART Application. Select to Complete Your SMART Application. The Client Welcome screen offers several options. Download reference material. Learn more about how to use the Smart Application. Or complete the application started by the Producer.

  22. Application History Click “View/Edit Application” to review the application started by the Producer. This is the first screen you see when you enter the SMART Application. On this page, you can: • View/edit the application • Print a copy • Delete the application • Attach documents (i.e., business plan, financial information, sample contracts)

  23. Preview & Confirm Application Press to confirm your application. Review and confirm the information that has been entered in the application Wizard by the Producer. Press the Confirm button when you finish.

  24. Navigating the SMART Application This is the side-bar menu of the application sections. This is an instructional page to guide the Client through the application process.

  25. Navigating the SMART Application The yellow circle shows your location in the process. A yellow circle with a check mark indicates a finished section. Use the yellow circles to track your progress through the system. In this case, we are in the General Information section, and the Subcontractors information is complete.

  26. Complete an Application You are here. Red text indicates mandatory information. Click to add additional information to the application. Finish the application by entering the rest of the information.

  27. Applicant Sign-off Continue to Applicant Sign-off page. When the application is complete, the client must “sign off.”

  28. Applicant Acknowledgement Click to sign off and lock the application. Sign application here. You are here. The Client reviews and acknowledges the terms of the application on this screen. Review the

  29. Producer Review Next, we’ll review the Producer steps after the Client has signed off.

  30. Producer Reviews the Application The Producer opens the application again following e-mail notification that the client has finished. • Producer receives e-mail notifying of completed application. • Producer logs on to @chubb.com and verifies application • Producer submits application to Chubb Underwriter

  31. Producer Welcome Page Producer logs into @chubb.com and navigates to the SMART Application. Producer selects “Producer Inbox” or “Manage Existing SMART Applications” to review the application.

  32. Manage Existing SMART Applications Select Current Applications. Look for Applicant Acknowledgment in Status column. Click here to select. Producer Inbox lists all current and submitted applications. Navigate to Applicant Acknowledgment from this page.

  33. Submit Or submit final application directly to Chubb underwriter. You can review or edit the application. Producer reviews the application and submits to Chubb for underwriting review.

  34. Other Features Chubb’s SMART Application offers many other helpful features and functions.

  35. Locate Applications Click to locate an existing application. Easily locate an application at any time.

  36. Renewals Click to process Renewals One of the key benefits of the SMART Application is the streamlined renewal process which uses information in the system to simplify the next year’s renewal.

  37. “Help” Click on “Help” for contact information. Press “Help” to find contact information for the SMART Application system.

  38. Marketing and Training Materials Click for marketing/ training materials. Access marketing and training materials within the SMART Application.

  39. In Summary Now you see how easy the SMART Application is to use. You can better serve your information and network technology clients by: • Creating customized and shorter applications • Simplifying the application process • Saving time and cost • Streamlining the application renewal process

  40. It’s Fast, Easy, and SMART! Give the SMART Application a try!

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