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Commercial online made easy

Whichever way you work, we do tooTrading Aviva commercial products through SSP

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At a Glance

Aviva’s most popular commercial products are now available on SSP

Start trading soon to benefit from:

• Fullintegration-tradedirectlyfromyourSSPbackofficesystemwithoutre-keying

• Comparativerealtimequotes

• Aviva’smostpopularpackageproductsat competitive rates

• Fullcyclecapability-quote&buy,renewandamendin just a few clicks

• Avivainstantonlinedocsthatyoucanemailtoyourcustomers immediately

And remember...Ifyourquoteis‘referred’anAvivaUnderwriterneedstotake a look.

Our dedicated Commercial Online Underwriting Team are on hand for a speedy response on 08000 152578.

AnyotherquestionspleasespeaktoyourAvivabusinessdevelopment manager or email etrading@aviva.co.uk

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Contents

1. Introduction 4

2. The products 5

3. Getting started 7

4. Trading Aviva products 9

5. FrequentlyAskedQuestions 22

6. Contacts 23

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Introduction from Gareth Hemming, Regional Broker Director

Welcometoyourcommercialonlinequick-startguide.Itincludesallyouneedtostarttrading with us through your SSP system.

FastTrade,ourextranet,hasbeenagreatsuccessandwecontinuetoaddnewproductstoit,butmanyofyouhavetoldusthatanintegratedsolution-nodoublekeying,theabilitytoseecomparativequotesinaninstant,andtradingcommercialproducts straight through your software house would make a real difference so…

…we’ve listened, and based on your feedback I’m delighted to announce that we’ve completely revamped our SSP commercial software house offering.

As always, we want to know what you think, and understand what opportunities there are to develop our business together so if you have any comments or thoughts, thenpleasespeaktoyourAvivabusinessdevelopmentmanagerore-mail etrading@aviva.co.uk.

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The productsVery soon, the following products will be available:

-OfficeandSurgery

-ShopandSalon

-PropertyOwners(Residential&Commercial)

-Pub&RestaurantandHotel

-Selfemployed(Tradesman)

More details of the products are below:

Office and SurgeryOverview

Choosefromacompleterangeofcoversandusefuloptionstomeettheneedsofthegrowing professional service industry, as well as surgery based businesses, ensuring yourclientshavetherightprotectioninasectorwithincreasinglegalcomplexity.Fromacupuncturists to accountants and veterinary surgeons to will writers.

For more details click here

Shop and SalonOverview

Our Shop and Salon product provides a comprehensive cover for a range of trades. You’llfindexclusive,specialistoptionsforbarbers,beauticiansandhairdressers,coveringavarietyoftreatmentsandhiredequipment,aswellasprotectionagainstthelossofliquorlicencesforrelevantretailoutlets.

For more details click here

Property Owners (Residential)Overview

Our Residential Property Owners product offers a comprehensive range of core covers andawidechoiceofoptionsforbuy-to-letclientswithonetotenproperties.Itputsmatters right swiftly and smoothly should things go wrong.

It’ssuitableforprivatedwellinghousesthroughtopurpose-builtblocksofflats.

For more details click here

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Property Owners (Commercial)Overview

OurCommercialPropertyOwnersproductoffersacomprehensiverangeofcorecoversandawidechoiceofoptionsforownersofoneto10commercialproperties.Cateringfor locations with a rebuilding sum insured of up to £2m, including office blocks, shops, warehouses and factories.

For more details click here

Pub & Restaurant and HotelOverview

Based on our considerable understanding of the hospitality industry we’ve split our policy into three areas to best meet the specific needs of your clients.

These areas are: Pub and Wine Bar; Hotel and Guesthouse; and Restaurant and Takeaway.Allcomewithextensiveprotectionandoffernumeroususefuloptions.

For more details click here

Self-employed (Tradesman)Overview

OurSelf-employedproductmeetstheneedsofsoletradersandbusinesseswithuptofiveemployees,whoeitherworkfromhomeoratathird-partysite.

Itprovidesawidecoreofferingandtheabilitytotailorthepackagewithtrade-specificcovers. It’s available to a wide trade list, across the construction, leisure, professional services and retail sectors.

For more details click here

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Getting started

How does it all work?To ensure a slick, seamless process, proven imarket technology is used behind the scenes.Afterinitialregistrationthough,alltradingwillbethroughSSP-you’llnotneedto visit the imarket site unless you wish to add insurers to your comparison panel.

How do I get started?You need to ensure your brokerage is fully set up in order to start trading. This is very simple. The action that you need to take depends on what services your brokerage is already registered for.

If your brokerage is not registered with imarket:Step 1: Register with imarket.

• Visitwww.imarket.co.uk,clickonthe‘Register’tabandfollowthesteps.

You’ll need to provide simple information on yourself and your brokerage, which willincludeyourrelevantAvivacommercialagencyreferencenumber(whichwillbegin50,51or97)-ifyoudon’tknowthiscontactyourAvivabusinessdevelopmentmanager(BDM).Ensurethatifyou’renotthebrokerprincipalthey’reawarethatyou’reregistering, and during the set up process you select Aviva as one of the insurers that youwishtoseequotesfrom.Whenthisprocessiscompleteyou’llreceiveawelcomepack through the post.

Step 2: Register with SSP

• ContactSSPon08455049150whowillenableyourcommercialtradingfunctionality by providing you with a registration form. Once completed, you’ll receivenotification(within2-3days)ofwhenyouandanycolleaguescanstarttrading.

If your brokerage is registered with imarket but has never traded commercial products through SSP:Register with SSP

ContactSSPon08455049150who’llprovideyouwitharegistrationformtosetupyour commercial trading functionality.

SSP will ask you for your imarket registration details. If you no longer have these then you’ll need to contact the imarket helpdesk on 020 7265 5765.

You’ll receive notification of when you and any colleagues can start trading.

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I’mregisteredforimarket&SSPcommercialtradingbutAvivadoesn’t appearYour brokerage may be set up to trade commercial lines through SSP, but if Aviva does not appear as a comparative option you need to add us. Amending this is simple and willallowyoutocheckhowournewproductsstackupagainstthoseofyourexistinginsurer choices.

Step 1: Aviva

You need to identify who your imarket administrator is. This person can log in to imarketandaddAvivaunderthe‘Registerwithnewinsurer’optiononthe‘Admin’tab.You’llneedtoinputyourrelevantAvivacommercialagencyreferencenumber(whichwillbegin50,51or97)-ifyoudon’tknowthiscontactyourBDM.Andifyoudon’tknow who your administrator is or need a password reset just contact the imarket helpdesk on 020 7265 5765.

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Trading Aviva products

TheQuoteProcessFindandselectyourcustomerintheusualwayusingCustomerSearch.

ElectraM3screens

ElectraM3screen

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Onceyou’veselectedthedesiredcustomerClickthe“NewQu”buttonfollowedbythe“ComQ”button.You’llthenbepresentedwithalistofavailableproducts.

ElectraM3screen

OnceyouselectaproductandclicktheAcceptbuttonthiswilllaunchthe“CommonTradingPlatform”(CTP)

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SSPPureScreens(Sirius21)FromS21WorkManagerselecttheCTPtaskgroupandthenQuoteManager.

TheQuoteManagerscreendisplays,initiallypresentingalistofclientswhohaveaquoteobtainedthroughCTP.

ClickNew Quotetostartpreparinganewquotation.TheFindClientscreendisplaysallowing you to search for or create a client. You’ll then be presented with the Product Selection screen

Once you select a product from the drop down and click the OK button this will launch the“CommonTradingPlatform”(CTP)

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Insight screensFindandselectyourcustomerintheusualwayusingCustomerSearch.

Onceyou’veselectedthedesiredcustomerclickthe“AddPolicy”button.You’llthenbepresented with the following screen

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Once you select a product from the drop down and click the OK button this will launch the“CommonTradingPlatform”(CTP)

CTPscreens(allusers)

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FillintherelevantRiskData(Mandatoryfieldsaredenotedbyaredasterisk).UponclickingthefinalNextbuttonyou’llbepresentedwiththeAvailableQuotesScreen,showingalistofquotesfromtheavailableinsurers(Inthescreenshotbelowwe’veonlyenabledtheAvivainsurer)

FromthisScreenyoucanEditandRe-QuotetheriskbyclickingtheEditRiskButton, Buy\PlaceonCovertheriskbyclickingtheBuylink,orSavethequotetoyourBackofficesystembyclickingtheSelectLinkfollowedbythe“ReturntoElectra”Button,“ReturntoSirius”buttonor“Close”(Insight)button

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Premium Summary/DocumentationDocumentation

Alldocumentation(excludingcancellationschedules)willbeinstantlyavailablefollowingtheprocessbelow.Cancellationscheduleswillbeavailableviawww.Aviva.co.uk/brokerin our eDocs facility.

OncethequoteisreturnedclicktheViewDetailsLink

ThiswillloadtheSummaryofCoverPage.Ifyouscrolltothebottomofthispageyouwillsee a list of available documents.

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ClicktheDocIcontoviewtherelevantdocument

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Referral ProcessIfyourquoteisinastatusof‘Refer’itrequiresinterventionfromanAvivaUnderwriter.Ifyou’dlikeAvivatoconsiderofferingtermspleasecallourCommercialonlineunderwritingteamon08000152578.Wewillneedeither“UWQuoteref”whichcanbefoundonthesummaryofcoverorthe“QuoteNumber”fromthetopofthe“Quotationschedule”doc.

TheunderwriterwillreviewthequotesubmissionandreturnaquotetotheSSPCTPsystem. You’ll be contacted when this has been done.

Toaccessthequotefromyourbackoffice,selecttherelevantcustomerasdonepreviouslyusingyourCustomersearch,DoubleclicktherelevantQuotefromthelistofQuotes,ClicktheRiskButton,SelectOption1–RiskSummary,thenOption6–AccessRisk.ThiswillLaunchCTPandreturnyoutotheAvailableQuotesScreenaspreviouslydescribed

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GoingOnCoverToacceptasavedquotefromyourbackofficeandplaceoncover,selecttherelevantcustomerasdonepreviouslyusingyourCustomersearch.DoubleclicktherelevantQuote,ClicktheRiskButton,SelectOption1–RiskSummary,thenOption6–AccessRisk.ThiswillLaunchCTPandreturnyoutotheAvailableQuotesScreen

ToPlacetheQuoteonCoverclicktheBuylink.You’llthenbepresentedwithaConfirmationmessage,clickoktoproceedorcanceltoquitthepurchase.

UponClickingOKtheQuotewillbeplacedonCoverandthePolicyDetailsscreenwillbe displayed

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ScrollingdownthispagewilldisplayanyEndorsementsandConditions,withanyPolicydocuments being displayed at the bottom of the Page

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ClickingtheReturntoElectraorReturntoSiriusbuttonwillthensaveallthePolicyDetails back to your Back Office System. On Insight closing the browser window will return you back to Insight.

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CancellationsIfyouneedtocancelapolicypleasecallourCommercialonlineunderwritingteamon 08000152578.We’llneedyourclientspolicynumber.

Once we have cancelled the policy in our system we will ask you to process the cancellation in your own SSP system.

RenewalsForbusinesswritten,we’llhaverenewalcapabilityreadyandinplacebeforethebusinessfalls due for renewal. We’ll update you with the renewals process in due course.

Agency TransfersBecause of the integration between SSP and Aviva and the multiple potential routes to market it’s not possible to perform agency transfers on SSP transacted policies.

Ifyou’vereceivedinstructionfromaclientrequestingatransferfromanotherintermediarythentheexistingpolicywillneedtobecancelledandanewpolicyissued.

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FrequentlyAskedQuestions

Q)DoIneedanewagencyreferencetostarttrading?

A)No.Yourexistingcommercialpackageagencycanbeused.Ifyoudon’tknowwhatthis is contact your Aviva business development manager.

Q)WhatcommissionwillIreceive?

A)ThesamelevelofcommissionyoucurrentlyreceiveforpackagebusinesstradedonFastTradeormanually.

Q)WillIbeabletoaltercommissionforanindividualcase?

A)No.Theagencysetcommissionwillapply.

Q)WillanybusinesswrittencontributetowardsadealIhavewithAviva?

A)Yes,businesswrittenwillbeincludedindeals.

Q)IfIwanttopaybydirectdebitordebitorcreditcard,willIneedtouseeCollections?

A)Yes,eCollectionscanbeusedtomakepaymentandcanbeaccessedvia www.aviva.co.uk/broker.We’llalsoprovidePDFinstructionsonthepayment options available at the point of going on cover.

Q)Isthereapriceand/orcoverdifferencebetweenFastTradeandthroughmy Software House?

A)TherecouldbedifferencesinpriceandcoverduetothedifferentquestionsonSSP/imarket. They’re based on the same product/pricing but won’t be identical.

Q)WhatifIwantAvivatomakeachangeforme?

A)ForintegrationtoworkalltransactionshavetostartwithyouinSSP.We’reunabletomakeanychangetoyourquoteorpolicyunlessitisin“refertoUW”status”.

Q)HowdoIgetfurthercopiesofthisguide?

A)Furthercopiescanbedownloadedfromwww.aviva.co.uk/broker

Q)Arepolicywordingavailabletoorder?

A)Yes,policywordingscanbeorderedfromwww.aviva.co.uk/brokerundertheservicesandstationerysection.ThesewillbethesameastheFastTradepolicywordings.

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Contacts

SSP helpdesk

If you’ve any SSP related issues, please contact your usual SSP helpdesk number

Imarket

020 7265 5765

admin@imarket.co.uk

Aviva Broker Online Support Team

FortechnicalsupportcontacttheAvivaBrokerOnlineSupportteam:08001582224.Wewillneedeitherthe“InsurerQuoteNumber”orpolicynumberdependingonthestatusofyourquoteorpolicy.

Oremailourmailboxavivabroker@aviva.co.uk

AvivaCommercialOnlineUnderwritingTeam

IfyourquoterefersorifyouneedunderwritingassistancepleasecallourdedicatedOnlineUnderwritingTeamon08000152578

We’llneedeitherthe“UWQuoteref”whichcanbefoundonthesummaryofcover;the“QuoteNumber”fromthetopofthe“Quotationschedule”docorpolicynumberdependingonthestatusofyourquoteorpolicy.

Aviva broker

ForourfullrangeofCommercialProductdocuments, please visit www.aviva.co.uk/broker.

Broker Support Team

FortelephonebasedsupportifyourAvivabusinessdevelopmentmanagerisunavailable,pleasecall08001582237

Issued for use by insurance intermediaries only. This information has not been approved for use with customers.

Aviva Insurance UK Limited. RegisteredinEnglandNo99122

RegisteredOffice8SurreyStreetNorwichNR13NGAuthorisedandregulatedbytheFinancialServicesAuthorityBWLPR1532 06.2011

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