TABLE OF CONTENTS - AEGIS Insurance Services, Inc....email notification that the application has been published to the AEGIS website. • Click on the link in the email and follow

AEGISlink.com :: My AEGIS :: Submit An Application

AEGIS Online Applications

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AEGIS Insurance Services, Inc. Revised on 7/26/2013

TABLE OF CONTENTS GETTING STARTED ................................................................................................................................................................... 2

ACCESSING THE APPLICATION ................................................................................................................................................ 2

APPLICATION LISTING ............................................................................................................................................................. 3

STEP 1: INTERVIEW ................................................................................................................................................................. 3

1.2 Placement ................................................................................................................................................................... 4

1.3 Access .......................................................................................................................................................................... 4

1.3.1 Add/Remove Broker or Insurance Consultant .................................................................................................... 5

1.3.2 Access – Team Members .................................................................................................................................... 5

1.3.2 Adding Team Members ....................................................................................................................................... 5

1.4 Navigation .................................................................................................................................................................... 6

1.5 Operations, Exposures, and Coverages ...................................................................................................................... 6

STEP 2: DETAILS ....................................................................................................................................................................... 6

2.1 Collaboration in Details ............................................................................................................................................... 7

2.2 Help Center ................................................................................................................................................................. 8

2.3 Mark Complete ........................................................................................................................................................... 8

2.4 Attachments – per section .......................................................................................................................................... 8

2.5 All Attachments – Listing ............................................................................................................................................ 9

STEP 3. REVIEW ....................................................................................................................................................................... 9

3.1 Review – Broker Placement (1) ................................................................................................................................... 9

3.1.2 Review – Broker Placement (2) ........................................................................................................................ 10

3.1.3 Review – Broker Placement (3) ........................................................................................................................ 10

3.2 Review – Direct Placement (1) .................................................................................................................................. 11

STEP 4. SUBMIT / REQUEST QUOTE ...................................................................................................................................... 11

4.1 Submit – Excess Liability and Workers’ Compensation ............................................................................................ 11

4.2 Request Quote – Directors and Officers ................................................................................................................... 12

Viewing Submitted Applications ...................................................................................................................................... 12

Applications Returned by Underwriter ............................................................................................................................ 13



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GETTING STARTED The new online application is available for Excess Liability, Excess Worker's Compensation, and Directors & Officers policy renewals.

• Risk Managers (and Brokers) will receive an email notification that the application has been published to the AEGIS website.

• Click on the link in the email and follow

instructions to begin working on your application.

Note: The applications are fully supported by Internet Explorer 6 and 7. Do not use the browser back or forward buttons while in the application. Instead, use the application navigation buttons << Back and Next>> or the left side navigation panels.

ACCESSING THE APPLICATION You will be prompted to log into AEGISlink.

• Click Online Application

The application listing will be displayed.



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APPLICATION LISTING You will only see applications you have been granted access for.

• Click the application you will be working on

Note: If an application you are working on does not appear on the list, please contact 1-866-MY-AEGIS.

STEP 1: INTERVIEW Interview questions are general questions designed to describe the applicant and coverage requested.

• ‘Access ’ and ‘Placement ’ are a different color than other sections in the Interview section and can only be modified by the Risk Manager.

• To complete these sections, make your selections and click ‘Next ’ to proceed with the rest of the Interview.

• The Interview section determines questions presented in ‘Step 2. Details’, other users will not be allowed to access the application while someone is working on the ‘Interview’ section.

Note: ‘Access’ and ‘Placement’ are required sections that can only be marked complete by the Risk Manager . Brokers may view these sections as read-only. Brokers are able to edit all other sections of the application.



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1.2 Placement • Placement is reviewed by your Underwriter at

the time of publishing.

• A Risk Manager may change placement on the application. Any change to placement type may require follow-up discussion with AEGIS Underwriting.

• The placement selected affects the workflow in the application process:

a. Broker placement: Once all sections are complete, the Broker marks the application complete and the Risk Manager is notified. The application becomes read-only until the Risk Manager proceeds to submit or returns the application.

b. Direct placement : Once all sections are complete, the Risk Manager may then proceed directly to submit the application.

For D&O, the application process is slightly differ ent .

a. For broker placement: Once all sections are complete, the Broker may request a quote from AEGIS. The application becomes read-only for all users.

b. For direct placement: Once all sections are complete, the Risk Manager may request a quote from AEGIS. The application becomes read-only for all users.

The application is not complete unless and until th e submission of a paper copy is duly executed as required

1.3 Access • Access screen dynamically changes based on

placement.

• If Broker placement , Risk Managers may add Brokers.

- Brokers will be responsible for marking the application complete in ‘Step 3. Review’.

• If Direct placement , Risk Managers may add Insurance Consultants.

- Consultants may only add/update information in ‘Step 2. Details’.



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1.3.1 Add/Remove Broker or Insurance Consultant To add a Broker:

• From Access section, click > Add a Broker

• Enter > Broker’s last name in the search field and click the magnifying glass icon.

• Confirm the Broker you would like to add to your application.

• Click > Add Broker

To remove a Broker:

• Click on the trash can icon on the right of the Broker’s information.

For direct placements using Consultants, follow the same instructions for adding a Broker using ‘Add an Insurance Consultant ’ link.

Note: If you cannot locate the Broker or Consultant, please contact 1-866-MY-AEGIS to request the individual added to AEGIS’ contact system.

1.3.2 Access – Team Members • Risk Managers may grant access to other

individuals as ‘Team Members ’ on the application.

• Team Members do not have an AEGISlink Portal ID.

• The individual will be sent an email with a temporary user name and password. Access is restricted to the specific application(s) granted access on and does not extend to other sections of AEGISlink.com.

• Team Members may participate in updating information but may not mark the application complete, submit the application or request a quote.

1.3.2 Adding Team Members To add a Team Member to the application:

• Click >Add a Team Member

• Enter > all required fields

• Click > Add Team Member

A system-generated email will notify the new Team Member of their access and provide them with a temporary user name and password.



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1.4 Navigation • ‘Back ’ saves the application and moves to the

previous section.

• ‘Next’ saves the application, checks for required fields (provides a warning if necessary – see Section 2.3 Mark Complete), and moves to the next section.

• ‘Save’ allows the user to save the application at any time.

• ‘Complete Later’ saves the application and moves to the next section, but does not check for required fields.

1.5 Operations, Exposures, and Coverages • Select your company’s relevant Operations,

Exposures, and Coverages.

• This will result in only relevant questions for your risks presented in ‘Step 2. Details’.

• You may come back to this section to make further selections prior to submitting.

• This section determines questions presented in ‘Step 2. Details’, other users will not be allowed to access the application while someone is working on this section.

Operations, Exposures and Coverages does not apply to D&O.

STEP 2: DETAILS • This section captures detailed questions about

your company.

• Left navigation shows you where you are in the process.

• Orange areas represent sections with multiple subsections within them.



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2.1 Collaboration in Details • Multiple users may work on the application

concurrently in ‘Step 2. Details’. However, only a single user may modify a section at a time.

• If a user attempts to access a section that is already being worked on by another user, the system will display a message to notify the user the section is 'read-only' and include the name of the user working on it.



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2.2 Help Center • Guided Help is section-specific tips, guidelines

and instructions directly from AEGIS Underwriting.

• Ask a Question allows users to submit a question directly to AEGIS.

• Other help materials are located here as well.

2.3 Mark Complete

• Clicking ‘Next’ saves the application, checks for required fields, and brings you to the next section.

• If you have not completed all required fields, you will receive a warning message.

• You may proceed with any of the following steps:

a. Enter information required and click Next

b. Skip for now and click Complete Later

c. Click Mark Complete . This inserts a check mark on the left navigation and overrides the field requirement.

2.4 Attachments – per section • Attachments may be saved directly to the

AEGIS website on most sections.

• Any number of files – up to 25 MB each – can be attached. Most formats are accepted including doc, xls, ppt, pdf, jpg and zip files. Please, no exe and bat files!

• Attachments submitted with the prior year application are made available on the current year renewal application.

• A consolidated list of attachments is available on the ‘Attachments – All Attachments’ section.



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2.5 All Attachments – Listing • The last section in ‘Step 2. Details’ is

Attachments

• Additional Attachments includes a list supplemental and/or supporting information required by AEGIS

• All Attachments is a consolidated list of all attachments saved throughout the application.

STEP 3. REVIEW You may click ‘Review’ at any time. Only one user may work on the application while it is in Review.

• Click the Review tab and Begin Review . The system will take you to the first section of the application (i.e., Placement) to begin the review process.

• Review each panel and click Next . The check mark on the left navigation indicates the section has been marked complete.

• You may not proceed to mark the application “broker complete”, submit, or request a quote, until all sections are marked complete.

• You may update the application while in Review or go back to Details.

3.1 Review – Broker Placement (1) • For broker placement - Risk Managers and

Team Members may notify the Broker the application has been reviewed using ‘Notify Broker ’. This link becomes available after all sections are marked complete.

a. Click Notify Broker to display comment box.

b. Enter comments to be sent to the Broker

c. Click Notify Broker again to send a system-generated email with your comments.



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3.1.2 Review – Broker Placement (2) • The application may continue to be updated

until the status is changed to ‘Completed by Broker ’.

• The ‘Application complete ’ button is displayed to the Broker once all sections have been marked complete.

• To mark the application complete, the Broker clicks ‘Step 3. Review ’ and ‘Application complete ’. Once the broker marks complete:

a. The application is read-only

b. A notification is sent to the Risk Manager and Broker

c. The status of the application becomes Completed by Broker

This step is not required for D&O. The Broker may proceed to ‘Step 4. Request Quote’.

3.1.3 Review – Broker Placement (3) • Once the application status is Completed by

Broker , the Risk Manager may review the application as read-only and move forward with either:

a. Proceed to Submit – brings risk manager to ‘Step 4. Submit’, OR

b. Return application - unlocks the application for further changes. The Broker will need to mark the application complete again before the Risk Manager may submit. The status of the application becomes ‘Returned by Risk Manager ’.



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3.2 Review – Direct Placement (1)

• Team Members and Consultants may notify the Risk Manager the application has been reviewed using ‘Notify risk manager’ . This link becomes available after all sections are marked complete. (Refer to Step 3.1 above)

• For Excess Liability and Worker’s Compensation, Proceed to Submit is displayed to the Risk Manager once all sections have been marked complete.

• For D&O, Proceed to Request Quote is displayed to the Risk Manager once all sections have been marked complete.

STEP 4. SUBMIT / REQUEST QUOTE 4.1 Submit – Excess Liability and Workers’ Compensation Once ‘Step 3. Review’ is completed, the Risk Manager is taken to the last part of the application process ‘Step 4. Submit’.

• The Risk Manager checks “I adopt the warranty statement above” and the Submit application button is displayed.

• Click Submit application to submit to AEGIS Underwriting

• The status of the application is Submitted Warranty Accepted

• The application becomes read-only for all.

• Clicking Cancel on this screen, takes the Risk Manager back to’ Step 3. Review’.



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4.2 Request Quote – Directors and Officers Once ‘Step 3. Review’ is completed, the user is taken to the last part of the application process ‘Step 4. Request Quote’.

• For Broker Placement: The Request Quote button is displayed only to the Broker.

a. Click Request Quote to submit the application to AEGIS Underwriting

b. The status of the application is Quote Requested by Broker

• For Direct Placement: The Request Quote button is displayed only to the Risk Manager.

a. Click Request Quote to submit the application to AEGIS Underwriting

b. The status of the application is Quote Requested by Risk Manager

• The application becomes read-only for all.

• Clicking Cancel on this screen, takes the individual back to’ Step 3. Review’.

The application is not complete unless and until th e submission of a paper copy is duly executed as required.

Viewing Submitted Applications • Risk Managers, Brokers and Team Members

may view submitted application online.

• The application will be read-only.

• Printing is available at any point throughout the process.

a. Print PDF – Prints the entire application

b. Print Section – Prints individual sections



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Applications Returned by Underwriter • In the rare event that an application is Returned

by the Underwriter , an email will be sent to the Risk Manager and Broker with comments from the Underwriter directly. The application will be need to be resubmitted.

a. The Broker will need to mark the application complete again, and the Risk Manager accepts the warranty statement again and submits to AEGIS.

b. For D&O, the Broker or Risk Manager will need to request the quote again.

Documents

TABLE OF CONTENTS - AEGIS Insurance Services, Inc....email notification that the application has been published to the AEGIS website. • Click on the link in the email and follow