RPS SmallBusiness.comQuick Start Guide

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• The Policies tab will take you to all of your bound policies.

Welcome to the RPS Small Business Rate, Quote & Bind platformWe understand you’re busy, at RPS eCommerce we want to simplify your work-flow and save you time! That’s why we created a one-stop-shop where you can rate, quote and bind all online in a matter of minutes!

• Save quotes

• Bind business and access your policy documents

• View invoices

• Access a variety of products and carriers

DashboardUpon logging in you’ll land on our dashboard, where you can access helpful learning tools!

• Clicking the link on one of our product tiles will provide you with printable documentation and deliverables.

Exclusive Cyber Product Tool: Not sure how much coverage is sufficient for your client? We can help! Click the Learning Tools tab to access eRiskHub’s calculators!

Have questions? Your RPS expert’s contact info is displayed on the left side of the page for your convenience. Also located there is the ability to choose/change your product expert.

• Ready to start quoting? Click Prepare a Quote to get underway.

• The My Quotes tab will allow you to access quotes you’ve saved.

Let’s get quotingClick Prepare a Quote then select the line of coverage you wish to proceed with:

• Complete a short and simple application engineered to generate quotes without underwriter review. Instantly download quotes from top-rated carriers with multiple limit options and coverage endorsements. It’s as easy as pushing a button!

Rating ProcessOnce you answer a few questions you will instantly be delivered one or multiple quotes. From here you have the option to save the quote(s) or choose to bind.

• Perhaps you want to present the quote(s) to your applicant. Save the quote and access it later via the Quotes tab. If you want to review multiple quotes, be sure to save all of them that apply.

• Ready to go? Select Bind it now! For immediate coverage.

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Binding, that was easy!Once your policy is bound you will notice there is a red action indicator on the right side of the page. This means there are subjectivities that need to be uploaded within the allotted amount of time or your policy is subject to cancellation.

Accessing My PolicyOnce the required subjectivities are uploaded the indicator area will turn to green, meaning you are good to go and now have access to the invoice, policy and related documents!

Knowledge.Relationships.Trust and Confidence.

RISK PLACEMENT SERVICES RPSSmallBusiness.com