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Marketing

After creating a suspect, a marketing quote (or quotes) may need to be requested from one or perhaps several different carriers. Marketing is where these applications are added and completed for submission to these carriers.

Marketing applications can be added in a number of different ways:

If an opportunity was created for the suspect, the opportunity can be sent to marketing.
If an opportunity is not needed, a marketing application can be created through SERVICING.
If a marketing policy does not exist, click MARKETING on the Client menu.

Note: When the marketing submission is created, Nexsure automatically changes the client stage from Suspect to Prospect.

The marketing tab serves as a way to keep track of policies identified with a policy Stage of Marketing. Policies displayed on the marketing tab include both new or renewal policies being re-marketed. After the policy has been renewed or moved to history, it will no longer appear on the marketing tab.

Policies that are restricted are displayed only if the person logged on is assigned to them. All other non-restricted policies are displayed and can be searched for by all staff members. There are several options when working with marketing policies. Notice the options at the top of the marketing tab and the active icons within the tab.

The following options are available when working with marketing policies:

Branch: The Branch list box in the upper left can be used to select a branch, this will narrow the search results. Once a branch is selected, marketing policies tied to the selected branch are displayed.

Note: The Branch list will not be displayed if the marketing tab is accessed from the client level.

Showing Page: The Arrow icons can be used to navigate through pages of search results.
First Page icon.
Previous Page icon.
Next Page icon.
Last Page icon.
Page List: Click the Page List arrow to open a list of all search results pages. Select the desired page number to open that page of search results.
Search Filters: Click [Show] or [Hide] to toggle the Search Filters screen.

The options available on the Search Filters screen are:

Save Filter Settings: Selecting the Save Filter Settings check box on the Search Filters screen and clicking Search will change the default Search Filter setting. The next time the marketing tab is opened, the marketing policies returned will be filtered by the saved setting. Exercise caution when using the Save Filter Settings check box with a date range as returned marketing policies will be restricted to that date range. As a general rule, check the filter settings each time this tab is accessed.
Client Name: Enter the name of a client to return results that include all marketing records for a particular client. Enter at least one character to narrow the search results. Entering some of the Client Name returns a broader result; enter most of the name for more specific results.
Client Type: Select the type of client to search for; the following selections are available:
All
Commercial
Personal

Policy Status: Select a Policy Status from the list. The available options are:

Bill Method: Select the Bill Method that is used for the marketing policy. The available selections are:

All
Agency Bill
Direct Bill
Business Type: Click the Ellipsis button to select a business type for which to search.
Eff. Date (Fr): Click the Calendar icon to select the beginning date in a date range. A date range can be selected to return marketing policies with effective dates in the date range.
Exp. Date (Fr): Click the Calendar icon to select the beginning date in a date range. A date range can be selected to return all marketing policies with term expiration dates in the date range.
Issuing Carrier: An Issuing Carrier is the company that issues the policy. Enter at least one character to narrow the search results. Entering some of the Issuing Carrier name returns a broader result, enter most of the Issuing Carrier name for more specific results.
Updated Date (Fr): Click the Calendar icon to select the beginning date in a date range. A date range can be selected to return all marketing policies with Updated Dates in the date range. The Updated Date is the date the marketing policy was last updated in Nexsure.
Eff. Date (To): Click the Calendar icon to select the ending date in a date range. A date range can be selected to return all marketing policies with effective dates in the date range.
Exp. Date (To): Click the Calendar icon to select the ending date in a date range. A date range can be selected to return all marketing policies with expiration dates in the date range.
LOB: Enter the line of business for the marketing policy. Enter at least one character to narrow the search results. Entering some of the line of business title returns broader results, enter most of the line of business for more specific results.
Updated Date (To): Click the Calendar icon to select the ending date in a date range. A date range can be selected to return all marketing policies with Updated Dates in the date range.
Assignment: Enter the name of the person to whom the marketing policy has been assigned. Enter at least one character to narrow the search results. Entering some of the Assignment name returns a broader result, enter most or full first and last names for more specific results.
Responsibility: Enter the name of the person with primary responsibility for the marketing policy. Enter at least one character to narrow the search results. Entering some of the Responsibility name returns a broader result, enter most or full first and last names for more specific results.
Updated By: Enter the name of the person that last updated the marketing policy. Enter at least one character to narrow the search results. Entering some of the Updated By name returns a broader result, enter most or full first and last names for more specific results.
Retail Agent: Retail agents are outside producers that broker business through another agency because they do not have a market. Enter at least one character to narrow the search results. Entering some of the Retail Agent name returns a broader result, enter most of the Retail Agent name for more specific results.

The options available on the Sort Filters screen are:

Sort Field 1: Select a column heading from the Sort Field 1 list. The search results will be sorted by the column selected in the Sort Field 1 list. The available selections are:

Sort Order 1: Select either Ascending or Descending to set the order of the marketing policies returned. Ascending will set the order from A-Z. Descending will set the order from Z-A. The Sort Field 1 will be the first sort and Sort Field 2 will be the sub sort.
Sort Field 2: Select a column heading from the Sort Field 2 list. The search results will be sorted by the column selected in the Sort Field 2 list. The available selections are:

Sort Order 2: Select either Ascending or Descending to set the order of the marketing policies returned. Ascending will set the order from A-Z. Descending will set the order from Z-A. The Sort Field 1 will be the first sort and Sort Field 2 will be the sub sort.
Clear: Click Clear to remove all entries in the Search Filter and Sort Filters fields.

Important: Clicking Clear does not remove the Save Filter Settings selection.

Search: Click Search. The results of the Search Filter criteria and Sort Filter settings are displayed. A maximum of 2000 records can be returned in the search results.

The following columns are displayed in the marketing search results:

Details: There are two types of Details icons that will each give access to different information:
The blue Client Details icon beside the entity name will display the client profile tab. Right-clicking the Client Details icon will display the following navigation options:
Open: Opens the client card file tab.
Add New Opportunity: Opens the Add New Opportunity dialog box to choose one or more line of business.
Market New Line of Business: Adds a marketing record with the expiration date of the existing policy as the effective date of the marketing submission and brings up the Add Line of Business screen.
The Policy Details icon will display the underwriting tab for that policy. Right-clicking the Policy Details icon will display the following navigation options:
Open: Opens the underwriting tab.
Add New Line of Business: Opens the Add New Line of Business screen for the marketing submission.
Market Existing: Copies the forms and adds to marketing with the expiration date of the submission as the effective date to create a new marketing submission.
Print: Click this link to print the forms associated with the marketing submission.
Retail Agent: If a Retail Agent is associated with the client, the Retail Agent icon will be displayed. Click the Retail Agent icon to open the Retail Agent > card file tab.
Assign: Click the Assign icon to display the Assignment List dialog box with the list of people in the agency assigned to this marketing policy. The Assignment List is populated from the assignment tab.
Action Items: Click the Action Items icon to display the Action Items dialog box. The action can then be modified or updated.

Client Name: If the marketing policy is created for a particular client, the client's name will be displayed as the primary named insured.
Policy Number: If a Policy Number has been assigned to the marketing policy, the number will be displayed.
Policy Type: Nexsure identifies policy types on the underwriting tab. The Policy Type will display as either Monoline or Package. Holding the cursor over the Policy Type will display the information in a larger font for ease of reading. Clicking the item in the summary view will open a display box containing the selected information.
Line of Business: The Line of Business the marketing policy was created for. The line of business is identified on the underwriting tab. Holding the cursor over the Line of Business will display the information in a larger font for ease of reading. Clicking the item in the summary view will open a display box containing the selected information.
Stage: The policy Stage will display as Marketing. The Stage is assigned by Nexsure. Once the marketing policy moves to the Policy Stage, the policy is then displayed on the policies tab.
Status: The Nexsure assigned Status of the policy from the underwriting tab is displayed. All possible policy status types are:
In Force
Received
Future
Expired
Bound
Reinstated
Rewritten
Submitted
Pending-Cancellation
Updated By: Name of the person that last updated the marketing policy.
Updated Date: Date the marketing policy was last updated.
Estimated Premium: The Estimated Premium will be populated from the Premium field on the policy info tab.
Policy Term: Populated from the effective and expiration date fields on the underwriting tab.
Billing Carrier: The Billing Carrier is the company who the agency owes money to or who will pay the agency for direct bill policies. The Billing Carrier is identified on the underwriting tab in the policy header.
Issuing Carrier: An Issuing Carrier is the company that issues the policy. The Issuing Carrier is identified on the underwriting tab in the policy header.