LOSS PREVENTION SERVICE REQUEST - LPSR
Contents
1. 1 To create a new draft select Create New Draft on the Draft Summary Page Service Requests GREATAMERICAN Loss Prevention Drafts Summary Go to the LPSR Summary page to view a list of your LPSR submissions If you wish ta create and save a new draft click the Create New Draft button below To reate and submit a new Loss Prevention Service Request please click the Create New LPSR button Create New Draft Create New LPSR Saved Drafts The Main Form New Draft form displays Note Required fields are noted with a D to the left of the field name Insured Name is the only required field on Drafts Main Form New Draft If you do not see the type of LP service available that you wish to order please contact Nancy Combs ncombs gaic com Required Field for LPSR Submissions D Required Field for Drafts JRequired Format Date Date Survey ordered mm dd yy or needed mm dd yy or 7 Type CHOOSE 7 trmm i d d yy J by mrm d d y y Customer Information Customer Location amp Contact Information Insured Customer D Name Contact Name Policy n Number ARR a a at a HH HD Phone Number Policy D effective ramfdd yy or mm dd yy street Addrass date City Nature of C Business State SIC Code 0000 4 digits Zip Premium currency no cents Survey Location same as above Note Coverage is not a required field for drafts Selecting a coverage will prom2. Center 0633C269 Requestor Phone Number 000 000 0000 Requestor Office Name Street Address a ldkj City State ca ip Request Type Request Type On Site Survey Attachments Report Format Declaration Sheet Loss Data Vehicle Schedule Declaration Sheet Loss Data Vehicle Report Format Schedule Attachments Farm Residental Insurance to Value Ir pleine Flammable Liquids Evaluation Special Instructions 4 To close this window click the X in the top right corner of the window to return to the Drafts Summary page AFG ITServices 2004 Version 2 0 Page 15
3. 0 AFG ITServices 2004 Version 2 0 Generating an LPSR ATTENTION You cannot send attachments within the new LPSR You must email the attachment to Nancy Combs ncombs gaic com when you submit the LPSR She will forward it to the representative 4 To select multiple attachment click on the desired attachments while holding down the Ctrl key on the keyboard Selections will be highlighted To designate a Fee Company select the name of the Fee Company from the Fee Company drop down box If the Fee Company is not listed select Other from the drop down and then provide the Fee Company Name and Email in the Name and Email fields Request Type On Site Survey Consultation Level D DESCRIBE UNDER SPECIAL INSTRUCTIONS THE OPERATIONS NEEDING THE ASSESSMENT Phone Survey Attachments Fee Company if Fee Company is desired please select one isto r choose OTHER and provide details below CHOOSE Name Email Special Instructions Coverages for which Survey is requested General Human Services Inland Marine Ni Ocean Marine Save Draft Cancel DO O 5 After completing the entries on the main form click on Continue LPSR The coverage form corresponding to the coverage selected on the main form opens This form does not contain any required fields AFG ITServices 2004 Page 11 Version 2 0 Generating an LPSR Service Requests GREATAMERICAN Loss Prev
4. Address CReagor gaic com Date Needed By 3 24 04 Survey Type Prospect Customer Information and Customer Contact Information Insured Name Jones the Florist Customer Contact Name Jane Jones Policy Number Prospect Phone Number 000 000 0000 Policy Effective Date 5 24 04 Street Address 123 Main Nature of Business Retail Florist City Sacremento SIC Code 0o00 State Premium 1000 Zip 00000 Survey Location same as above lagency Broker Name Smith Insurance Agency Agency Contact Name Joe Smith Agency Phone Number 000 000 0000 Requestor Information and Office Location Underwriter Name Christine Reagor Profit Center 06330269 Requestor Phone Number 000 000 0000 Requestor Office Name jaldkif Street Address ajldkj City al dkjf State ca Zip 00000 Request Type Request Type On Site Survey Attachments Report Format attachments Declaration Sheet Loss Data Vehicle Report Format Declaration Sheet Loss Data Vehicle Schedule Schedule S Farm Residental Insurance to Value Raport Forms Flammable Liquids Evaluation Special Instructions To view the submitted LPSR click the Print View link The LSPR submission displays and is available for printing 3 On the LPSR Status Successful page click the Drafts Summary Page link to return to the Drafts Summary Page GREATAMERICAN INSURANCE GROUP LPSR Status Successful The L
5. El nle ler leier BEBVOSHOR evan 2 Click the ei icon in the Address field and drag it to the Desktop 3 Release the mouse and the shortcut icon appears on the Desktop You can now access the website by double clicking on the icon Page 2 AFG TServices 2004 Version 2 0 Accessing LPSR Ge M My Documents F Bal File Edit Yiew Favorites Tools Help Back gt A A Asearch Ga Favorites eBristory Zb Gm S M rece on Environment Address i https Ipsr ig afg login jsp P Ei Go Snagit ET amp ai a CLEVER JM Management Service Requests E is My Network ITS e Places Communica GREATAM ERICAN INSURANCE GROUP Recycle Bin Shortcut to Projects al Username Internet Trucker s Password Explorer Submit Microsoft Outlook ccess to this application requires your Enterprise Directory username D and password o change your password please click on the link below H Change Password a Camtasia Studio 2 uw gint assistance nlease contact the Cincinnati Customer Care Center at nd ei Er Internet Citrix Program Neighborhood H Interwise Moderator stet jinbox Microsoft Outlook Aryl Communications Sol E LPSR User Manual vz _ JLPSR ED Login Microso LESSON 2 LOGOUT 1 Click the X in the top right hand corner of the window or click on the Exit button to close out the session Note If a user session i
6. HS 11 1 04 Main Street Racing Team HS 11 1 04 Main Street Racing Team HS 11 1 04 Main Street Racing Team HS 11 1 04 Main Street Eamng Team Hs lt Team HS E m Mainstreet Main Street Page 14 00000 General Migration 00000 Migration 35030 General 00000 Migration 00000 Migration EE 30303 General Rockingham 30303 Human Services Rockingham 30303 Human Services Rockingham 30303 Human Services Rockingham 30303 Human Services Rockingham 30303 Human Services Mee 30303 30303 Human Services numan Services T NA AFG ITServices 2004 Version 2 0 Generating an LPSR 3 The LSPR submission displays and is available for printing Service Requests GREATAMERICAN Loss Prevention Hane TA d Name Christine Reagor Date Ordered 3 24 04 Email Address CReagor gaic com Date Needed By 3 24 04 Survey Type Prospect Customer Information and Customer Contact Information Insured Name Jones the Florist Customer Contact Name Jane Jones i Prospect Phone Number 000 000 0000 Policy Effective Date Street Address 123 Main Nature of Business Retail Florist City Sacremento SIC Code 0000 State CA Premium 1000 Zip 00000 Survey Location same as above Agency Information Agency Broker Name Smith Insurance Agenc Agency Contact Name Joe Smith Agency Phone Number 000 000 0000 Requestor Information and Office Location Underwriter Name Christine Reagor Profit
7. PSR information with the General geferage was success submitted to the database Do not hit the BACK button but please return to t Drafts Summary Page to Ifftiate another action If you would like to print the LPSR information you just suBWeijted please click Daa iew to preview your submission and print AFG ITServices 2004 Version 2 0 Page 13 Generating an LPSR LESSON 3 VIEW A PREVIOUSLY SUBMITTED LPSR LPSR s submitted within the last six months are available for viewing 1 To view a previously submitted LPSR click the LPSR Summary link from the Draft Summary page Service Requests GREATAMERICAN INSURANCE GROUP Loss Prevention Drafts Summary be LPSR seri page to view a list of your LPSR submissions If you wish to create and save one ate New Draft button below To create and submit a new Loss Prevention Service Request please click the Create New LPSR button Create New Draft Create New LPSR Saved Drafts Go tot a new Below is a list of drafts that you have saved If you wish to work on any of these drafts please select one by clicking the box adjacent to it and click on the appropriate Draft Action button INSURED NAME STREET ADDRESS CITY STATE COVERAGE ajlkdjf Human Services Molitor Farm Machinery 123 Main Street Fayetteville sc 35030 Human Services Racing Team Main Street Rockingham 30303 Human Services __ Regulatory Services lt Services M1212 Mai
8. Policy e effective rar dd yy or mm dd yy a date City Nature of Business State SIC Code 0000 4 digits Zip Premium currency no cents Survey Location same as above Note When selecting a profit center the profit center can be typed into the entry field or selected from the drop down menu Choosing from the drop down menu will populate the entry field with the selected profit center number Only the entry contained in the entry field will be used for processing the LPSR Customer Information Customer Location amp Contact Information Customer base Pones Insured Jones the Florist Contact Jane Jones D Name Name First Last Policy a Number Prospect ARKH a HE Phone Number Policy Street Address i23 Mai effective 05 24 04 mm dd yy or mm dd y9 SE date City Sacremento Nature of Retail Sort Business Retail Florist State ca SIC Code 0000 4 digits Zip 0000 Premium 1000 00 currency no cents Survey Location same as above Agency Information Requestor Information chat Smith Insurance Agency Underwriter Christine Reagor ame First Last Phone Number 000 000 0000 000 000 0000 e 000 000 0000 000 000 0000 Agency Contact oe Smith Name 0633 CHOOS First Last Profit Center Office Name 3 To select multiple attachments click on the desired attachments while holding down the Ctrl key on the keyboard Selections will be highlighted Page 1
9. Transportation E Seegen D skonaeb R Fred C Ather Inber 3 To save the entries made in the coverage form and generate the draft click Save Draft at the bottom of the form To cancel the draft click Cancel None of the entries made in the main form or the coverage form will be saved Page 6 AFG ITServices 2004 Version 2 0 Creating a New Draft A status window corresponding to the action requested by the user displays To return to the Draft Summary page click the Draft Summary Page link GREATAMERICAN INSURANCE GROUP Loss Prevention LPSR Status Successful The New Draft information with the Human Services Coya submitted to the database Do not hit the BACK button but please return t ne D Drafts SUR Page toSnitiate another action Note Information saved in draft form will not be forwarded for assigning until the user selects it to be generated as an LPSR There is no limitation to the number of drafts that can be saved LESSON 2 EDIT A DRAFT Once a draft has been created it will appear under Saved Drafts on the Draft Summary page From here the draft can be edited copied deleted or used to generate an LPSR 1 To select a draft click the Select radio button to the left of the Insured Name 2 After selecting the draft click the button corresponding to the action desired Create New Draft Create New LPSR Saved Drafts Below is a list of drafts that you have saved If
10. ention General Coverage New LPSR Required Field JRequired Format Work Comp Amount Gen Liab Building Prod Liab Contents Auto Fleet Bus Int Auto Phys Dam Sprink Leak Gar Liab Other Garagekeepers ITV Rpt Req Other l AlI Risk DIC Only Amount Water Dam Ci Open Stock Burg or Theft i Inside Rob l Collapse C Outside Rob l a GU KE E EL ER HM E After completing the entries on the coverage form click Submit LPSR at the bottom of the form to submit the LPSR Once submitted the LPSR will no longer be accessible to the user for editing To make changes to a submitted request contact Nancy Combs at 513 412 4631 or ncombs gaic com RS Once the submission has been successfully submitted the LPSR Status Successful window displays GREATAMERICAN INSURANCE GROUP Loss Prevention LPSR Status Successful The LPSR information with the General coverage mee D to the database Do not hit the BACK button but please return to the Drafts Sumn amiezii ate another action If you would like to print the LPSR information you just submitted please click Print View to preview your submission and print Page 12 AFG TServices 2004 Version 2 0 Generating an LPSR LESSON 2 VIEW A LPSR l 2 To close this window click the X in the top right corner of the window Service Requests GREAT AMERICAN Loss Prevention Name Christine Reagor Date Ordered 3 24 04 Email
11. n Street Highlands 28741 Inland Marine Tyke s Racing Team s Racing Team Main Street Rockingham Ocean Marine 30303 Draft Action Please ensure that you have selected a draft to work with from the list above before clicking one of the buttons below Generate LPSR Edit Draft Copy Draft Delete Draft 2 Select a submission to view by clicking on the Insured Name Service Requests GREATAMERICAN INSURANCE GROUP Loss Prevention LPSR Summary Go to the Drafts Summary page to work with Drafts or to create and submit LPSRs Submitted LPSRs Below is a list of LPSRs that you have submitted in the past 6 months Click on one to view or print the information that you provided Be advised that you cannot edit data pertaining to a LPSR that you submitted Please contact Nancy Combs if you have any questions or concerns about your submission INSURED NAME DATE ASSIGNED STREET ADDRESS CITY STATE COVERAGE 1 15 04 NA NA NA 00000 Migration GS LEVINE PRESENTATION 1 15 04 NA 00000 Migration meae 3 24 04 123 Main Street Sacremento 00000 General Jones the Florist 3 24 04 123 Main Sacremento NA E FORM DEVELOPMENT FOR lt 00000 g H SHS 1 9 04 NA MEETING WITH SHS 1 9 04 NA Molitor Farm Machinery 3 21 04 123 Main Street OCEAN MARINE PRESENTATION 1 1 04 NA OCEAN MARINE PRESENTATION 1 1 04 NA Racing Team General 11 1 04 Main Street Racing Team HS 11 1 04 Main Street Racing Team
12. nasa contact the Cincinnati Customer Care 1M center at 13641 or boll fee at 000 547 1150 Zu var r i viiri yavr kiiit dugernapng ap d padded dena eg pie AilrgEREL OI uge the aga Dreuprpep Genaues Eater Tarsbaece gp arr eed ores seh tbe sem oe Create a Favorite tal Ce ee me Ier Lee Je Jee EU SE RHO aa To quickly access the LPSR application you can create a Favorite in Internet Explorer 1 Once you are at the LPSR Login screen click Favorites from the Internet Explorer menu 2 Select Add to Favorites Favorites Tools Help Organize Favorites The Add Favorite window opens AFG TServices 2004 Page 1 Version 2 0 Accessing LPSR Add Favorite Internet Cer will add this page to your Favorites list IT Make available offline Lustomtse Cancel l Name LPSR ED Login Create in lt lt Create in Favorites New Folder D AFG Sites Sr Finances d r IT in Insurance websites E Links E Media 9 Projects 3 Click OK The website can now be accessed from the Favorites menu Create a Shortcut to the Desktop You can access the website by placing a shortcut on your Desktop 1 Once you are at the LPSR Login screen minimize the window so you can see the Windows Desktop Loss Prevention Service Request Access to this application requires your Enterprise zj k Done g Internet D s TK Te d v RL cS EK and eGo e
13. nerating an LPSR MODULE 3 GENERATING A LPSR After this module you will be able to Q Generate an LPSR a View an LPSR LESSON 1 GENERATE A LPSR An LPSR is generated from the Drafts Summary page 1 A LPSR can be generated by selecting a draft and clicking the Generate LPSR button or by opening a blank LPSR form by clicking the Create New LPSR button E LPSR Drafts Summary Microsoft Internet Explorer File Edit View Favorites Tools Help de Back gt fe 23 Search yFavorites i Media g BD 4m z Address Lei https Ipsr ig afg secure draftssummary isp Ei Go l Links 7 Create New Draft Create New LPSR Saved Drafts Below is a list of drafts that you have saved If you wish to work on any of these drafts please select one by clicking the box adjacent to it and click on the appropriate Draft Action button _ INSURED NAME STREET ADDRESS CITY STATE _ZIP__ COVERAGE C 1 2 Street Inn 580 Great American Way Highlands sc 33613 General 1 2 Street s Inn 123 Main Street Highland KY 33613 Human Services C Insured Name the 3rdth Street Address City OH 45201 C Racing Team IMain Street Rockingham NC 30303 Inland Marine Regulatory Services M1212 Main Street Highlands sc 28741 Inland Marine Tyke s Racing Team Main Street Rockingham NC 30303 Inland Marine Draft Action Please ensure that you have selected a draft to work
14. papp m GREAT AMERICAN INSURANCE GROUP LOSS PREVENTION SERVICE REQUEST USER MANUAL TABLE OF CONTENTS MODULE 1 ACCESSING LOSS PREVENTION SERVICE REOUESTIES 1 LE SSON EOSIN EE 1 LESSON 2 LOGOUT EE 3 LESSON 3 NAVIGATE IN LPSR ricorrono raanei aanne KEE RREERR EEN 4 LESSON 4 REQUEST HELP EE 4 Module 2 CREATING A NEW DRAFT sccccccssssscecccnscsnsessccnsensseescnsaansesscensenuscesens 5 LESSON T CREATE AINEVW DRAFT WEE 5 LESSON 2 EDITA DRAF WEE 7 Mod l 3 GENERATING ALP EE 9 LESSON ENEE LEE Ee ees 9 LESSON 2 VIEW A LPSR LESSON 3 VIEW A PREVIOUSLY SUBMITTED LR 14 Accessing LPSR MODULE 1 ACCESSING LOSS PREVENTION SERVICE REQUESTS After this module you will be able to Q Logon to the application Q Logoff the application Q Navigate in the application m Request help with the application LESSON 1 LOGIN L Access the Loss Prevention Service Request LPSR application by going to the following site http Ip gaic com E Lii EH Loga Hiinalt Le eeret spkae Fe L vew Favorites Took Hep E mi s QEA Dresch Gre H 3 ke AR Note A user must have an E EE Enterprise Directory ESCH Username and Password Loss Prevention GREATAMERICAN PSU RAA CE GRUP to access the application 2 Type in Username and Password 3 Click Submit Werer to this applicator requires your Uetergense Directory Eh iiis D For asastatep pi
15. pt the application to provide the corresponding coverage form for the user to make additional entries AFG TServices 2004 Page 5 Version 2 0 Creating a New Draft 2 To save the draft or open the selected coverage form click Save Draft To cancel the draft click Cancel None of the entries that were made will be saved Request Type On Site Survey Consultation Level I DESCRIBE UNDER SPECIAL INSTRUCTIONS THE OPERATIONS NEEDING THE ASSESSMENT Phone Survey Attachmen ts Fee Company if Fee Company is desired please select one from the list or choose OTHER and provide details below CHOOSE Application CHOOSE EI Declaration Sheet Loss Data P C vehicle Schedule gt ame Email a Hold the CTRL key for multiple selections Special Instructions Coverages for which Survey is requested C c c General Z Human Services Inland Marine Ocean Marine Save Draft Cancel If a coverage was selected the corresponding coverage form appears There are no required fields in the coverage forms GREATA MERICAN INSURANCE GAMIP Reguead Field Required Format Casualty Property C Cen Uab Ament P Pred Uab m Fuiling E Soc Work Prof P Centents P Ge Care Hure m Bus Int IR Auta o Sprink Lea r Hirsi A Honn Darid r og Ir E fue Eeamtsls E Ir Rpt Beg All Risk A EESTE D Waler Dam C gar Vbeft Mom amp Spe Collagen E
16. s inactive for 60 minutes the session will automatically terminate and any unsaved information will be lost Note Any information not saved prior to exiting will be lost AFG ITServices 2004 Page 3 Version 2 0 Accessing LPSR LESSON 3 NAVIGATE IN LPSR Upon successful login the Draft Summary page displays If a user has not saved any drafts previously the following options will be available e Create New Draft e Create New LPSR 3 LPSR Drafts Summary Microsoft Internet Explorer CREATAMERICAN Loss Prevention Drafts Summary Go to the LPSR Summary page to view a list of your LPSR submissions If you wish to create and save a new draft click the Create New Draft button below To create and submit a new Loss Prevention Service Request please click the Create New LPSR button Create New Draft Create New LPSR j vone Asa ebe Oe Rm Ec m e 26 WD DH BAH 8434M Notes Do not use the Back button to return to previous pages This action will cause errors and records may be lost or saved inaccurately LESSON 4 REQUEST HELP To report problems with the application or to suggest enhancements please contact Nancy Combs at 513 412 4631 or ncombs gaic com Page 4 AFG ITServices 2004 Version 2 0 Creating a New Draft MODULE 2 CREATING A NEW DRAFT After this module you will be able to Q Create a new draft a Edita draft LESSON 1 CREATE A NEW DRAFT
17. with from the list above before clicking one of the buttons below C Generate tPsR_ Edit Draft Copy Draft Delete Draft 4 k Done EN Internet Note A LSPR must be completed in its entirety to be submitted Any information keyed into the LPSR when a session is terminated 1 e the user closes the application or the browser session times out will be lost A partially completed LPSR cannot be saved as a draft 2 To generate a LPSR all required fields must be entered Required fields are indicated by an to the left of the field name The formatting required for an entry is displayed to the right of the entry field If entering a LPSR for a prospect choose Survey Type Prospect and type the word Prospect in the Policy Number field AFG TServices 2004 Page 9 Version 2 0 Generating an LPSR Service Requests GREATAMERICAN Loss Prevention Main Form New LPSR If you do not see the type of LP service available that you wish to order please contact Nancy Combs ncombs gaic com Required Field for LPSR Submissions D Required Field for Drafts Required Format Date Date Proset ordered mm dd yy or j needed mm dd yy or i Prospect M fmm 44 i dd yy by rmm dd yy CHOOSE Initial Visit Prospect Customer Information Custom p Rec Follow Up i Insured Pe D Name amp C ontact Information Regulatory Policy Prospect SM cana Number Prospect RXK HR AHHH
18. you wish to work on any of these drafts please select one by clicking the box adjacent to it and click on the appropriate Draft Action button INSURED NAME STREET ADDRESS CITY STATE COVERAGE 1 2 Street Inn 580 Great American Way Highlands 33613 General 1 2 Street s Inn 123 Main Street Highland 33613 Human Services Insured Name the 3rdth Street Address City 45201 a L Racing Team IMain Street Rockingham 30303 Inland Marine Regulatory Services M1212 Main Street Highlands 28741 Inland Marine Tyke s Racing Team Main Street Rockingham 30303 Inland Marine Draft Action Please ensure that you have selected a draft to work with from the list above before clicking one of the buttons below Generate LPSR Edit Draft Copy Draft Delete Draft Actions e Edit Draft This action will open the draft and allow edits to any of the fields AFG TServices 2004 Page 7 Version 2 0 Creating a New Draft e Copy Draft This action will create a duplicate of the selected draft The duplicate draft will appear in the Saved Draft list e Delete Draft This action will delete the selected draft and remove it from the Saved Draft list e Generate LSPR This action will open the draft as an LPSR and require all the fields to be completed and submitted The selected draft remains in the Saved Draft list until the user deletes it Page 8 AFG ITServices 2004 Version 2 0 Ge
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