introduction and set up manual - travelers 3/overview setup.pdf♦ 3 atlas manual on -line revised:...

Introduction and Set Up Manual

Revised 12/2004 ATLAS3 Introduction & Set Up Manual Content

ATLAS3 Introduction and Set Up Manual

♦ Accessing The ATLAS3 Manual On-line

Section

1 ATLAS3 Introduction

2 Getting Started

3 Logging On

4 Navigation

5 Print/Fax Functions

6 Who To Call For Help

♦ ATLAS3 Manual On-Line

Revised: 12/2004 ATLAS3 Intro-Set Up Manual Page 1

Accessing the ATLAS3 Manual On-Line

From The Tools & Systems tab, select ATLAS3 Auto & Home User Manual



Viewing the ATLAS3 Manual On-Line

To view an entire chapter of the manual, click on the chapter title from the Navigation Panel.

Use the scroll bar to move from page to page.



To view a specific section, click on the section name from the Navigation Panel.

Use the scroll bar to move from page to page.



To hide the Navigation Pane & display the manual pages as full

screens, click the icon on the tool bar.



Printing the ATLAS3 Manual On-Line

To print a chapter, a section or an individual page of the manual, access the chapter, section or page you wish to print.

Click the printer icon on the tool bar. The Windows Print dialog box will appear on the screen.



NOTE: You must specify which page(s) to print or else the entire manual will automatically be queued for print.

To specify which page(s) to print, input the Print Range in the Windows Print dialog box.

In the example above, manual pages 8 through 9 have been selected for print. Pages 8 through 9 are the ATLAS3 Installation Check List section from the Getting Started chapter.



To determine your print range, use the scroll bar to move from the beginning to the end of the manual section you wish to print.

The navigation bar at the bottom of the screen displays the actual manual page number you are viewing.

By using the scroll bar you can easily determine that the ATLAS3 Installation Check List section begins on page 8 of 168 & runs through page 9.



After inputting your print range, click OK to begin the print process.



Accessing ATLAS3 Production & The On-Line Manual Together

You can use the ATLAS3 On-Line Manual at the same time that you are doing input in ATLAS3.

From the Home Page Tab Select ATLAS3 Customer Service Gateway.

Locate your customer and then select either ATLAS3 Auto/Homeowners or ATLAS3 Other Property Lines

Click the “Search – Microsoft Internet” icon displayed on your Windows START bar, then click the Tools & Systems tab.

From the Tools & Systems tab Select ATLAS3 Auto & Home User Manual



To choose a different option, click the “Travelers…” icon on the Windows START bar. This will take you back to the Agent HQ screen leaving your initial selection open but minimized on your START bar. You can have the ATLAS3 Manual & the ATLAS3 program open at the same time.



To toggle back and forth between the ATLAS3 Manual and the ATLAS3 product click the icon on the START bar.

This is the ATLAS3 on-line Manual

This is the ATLAS3 rating product.

This is the Travelers Agent HQ Portal

Section 1 Introduction


The newest Travelers Personal Lines system application. This innovative application quotes and issues home and auto policies in a user friendly graphical user interface.

AATTLLAASS33 Makes It Easy, Intuitive and Efficient - Saving You Time and Money

• Quote and issue personal lines from any personal computer, anywhere, with the ease of the Internet. You’ve got the power of ATLAS3 in your office, your home, or your customer’s living room.

• Move information between your comparative rater software and ATLAS3 with a few clicks of a mouse *

– Saves you time and effort - no re-keying of information you’ve already entered into your rating software

– Helps reduce mistakes from incorrectly entered information

– Let’s you spend more time counseling and selling your customer instead of processing

• Train employees in a few hours instead of days

– Intuitive screens and plain English descriptions allow even a first time user to rate and issue quickly and accurately

– Fewer data entry mistakes means a more accurate rate and a happier customer

– Get new staff up and running fast

* Check with your Travelers representative to find out which comparative rating software vendors are currently supported.



But That’s Not All!

These Additional Features Make ATLAS3 Even More Efficient & Flexible

• Integrated on-line printing of:

– ACORD Applications

– Temporary Auto ID Cards

– Insurance Binders

– Professional Proposals that can be customized to accept your agency letterhead and include personal messages makes quoting and issuing new business a “one and done” process.

– Electronic Funds Authorization forms

– Evidence of Property Insurance

• Integrated Insurance Score, MVR and Claim Report ordering gives you accurate quotes fast and saves the added time and effort of ordering the score using a separate process.

• Entering information is easy and flexible, allowing you to use a simple point and click approach with your mouse or to use the keyboard. ATLAS3 let’s you work your way.

• Coverage options are customized so you only see what is available for the state you’re quoting. No more guessing what options you can or can’t use.



Getting Started in Two Steps

• First check to see if your computer is internet ready. Here’s what you’ll need for each PC that will access ATLAS3:

– CPU Speed • 166MHz - minimum • 300MHz - recommended • 600+ MHz - fast!

– RAM memory • 64 Megs - minimum • 128 Megs - recommended • 256Megs+ - fast

– Software • Microsoft Internet Explorer 6.0 or higher • Adobe Acrobat 5.0 or higher for printing • Windows 98SE, 2000 or XP operating system • ISP connection to the Internet

– Communications • 56kbs modem - minimum • DSL Line or Cable Modem connection - recommended • T1, T3 or ISDN Line

• Now contact your Travelers representative or local Interface Coordinator and get ready to enter the new world of ATLAS3.



Combine ATLAS3 with Personal Lines Download for Even Greater Efficiency and Savings

Quote and issue easily and quickly with ATLAS3 and then…..

• Let Travelers update your agency management system with the new policy data automatically using Personal Lines Download

• Personal Lines Download automatically updates your agency management system the next business day saving your staff time and effort and increasing the efficiency of your agency’s operations.

• While ATLAS3 is currently only for new business, Download capabilities include new business, renewals, endorsements, cancellations and reinstatements.

• The powerful team of ATLAS3 and Download put you on the fast track to increased productivity and profitability.

If you’re not already using Personal Lines Download remember to ask about this valuable feature when speaking with your local Travelers Representative or Interface Coordinator.

Don’t wait. Call today.

Section 2 Getting Started


Table of Contents – Getting Started

Page

ATLAS3 Installation Checklist 2

Attachment A Options to consider when selecting an ISP 3 – 4

Attachment B Certificate Process 5 - 10

Attachment C Accessing ATLAS3 via the Internet 11 - 13

Attachment D Accessing ATLAS II via the Internet 14 - 19

Attachment E Browser Printing Setup 20 - 23

Attachment F Diagnostic File – Wininfo.exe Diskette 24



ATLAS3 Installation Checklist

STEP 1: Do you currently have access to the Internet?

If you do not currently have access to the Internet, we are unable to give you access to the ATLAS3 application. Attachment A discusses different (ISP) Internet Service Provider options you can consider or you can contact Agency Automation for information or assistance.

STEP 2: Does your PC meet the ATLAS3 minimum system requirements?

The performance of ATLAS3 like any Internet application will vary as a result of the equipment and type of Internet connection you have. Our recommended system requirements will provide optimum performance.

Minimum System Requirements

q Pentium IBM compatible PC with 166 MHZ or higher.

q 64 Megs of Memory

q Windows 98 / NT / 2000 / XP

q CD ROM recommended for installation

q 56kb or higher modem (minimum requirement)

q High speed internet connection (recommended)

q Microsoft Internet Explorer version 5.5 w/Service Pak2

q Adobe Acrobat Reader version 4.05 or higher

q Laser quality or ink jet printer for browser printing

STEP 3: Establishing the certificate process for your Agency

This is a requirement for running the ATLAS3 application. Please refer to the enclosed memo for assigned IDs, Passwords and Temporary Personal Identification Number (PIN). Attachment B directs you to our web site for establishing the certification process. Please contact Agency Automation for further information or assistance.



Attachment A

Options to consider when obtaining an ISP

Selection of an Internet Service Provider (ISP) is a business-specific decision. No one ISP will meet the needs of all agencies. Criteria should include:

• LAN. If the agency connects its PCs together via a Local Area Network (LAN), the agency will find cost savings in using a shared connection to the Internet. The agency can link all computers within the agency by making one connection to the Internet through the shared medium.

• Speed. How fast a link does the agency need? The link between the agency and the Internet can be a significant bottleneck in the performance of web applications. The more users that the agency will have online concurrently normally translates into the need for higher and higher speeds. Agencies should consider 128,000 (128kbps) or faster speeds where dedicated connections are possible. Cost effective technologies include Digital Subscriber Line (DSL), digital cable modems, or frame relay. Dial services will generally be less reliable and may cost more than a shared medium like DSL.

• Dial Speeds. If the agency uses a modem on a PC to connect to the Internet, the modem speed should be rated for 56kbps. While the modem may be rated for this high speed, in reality many of the copper wires serving an agency may restrict actual throughput to less than 28kbps. Some phone switches (PBXs) may even limit speeds to less than 19kpbs. Microsoft Windows can display the speed of a connection by clicking on the appropriate desktop icon. The agency should understand the speeds normally achieved before running ATLAS3. If dial speeds are less than 33kbps, then the agency should consider locating an ISP that would provide a higher speed dedicated connection.



Attachment A cont’d

• Security. The agency should protect their own information assets by using a technology that restricts hackers on the Internet from accessing their PCs. Technologies known as “firewalls” allow an agency to get information from public Internet sites while keeping intruders out. Even agencies that are connecting to the Internet via dial-up modems should obtain and install personal firewall software that protects their PC files. Some ISP’s offer firewall protection services either on their network or through their cable modem or DSL equipment. The agency will be best served by running firewalls.

• Performance. ISP’s make money by combining traffic from many users into a shared telecommunications link. If the ISP shares their medium with too many users, all the users on their network receive poor Internet performance. This is called “oversubscription”. Agencies should investigate if current users are satisfied with the performance of the potential ISP. Remember to consider performance during usual business hours.

• Support. A low cost, high performance ISP is useless if the agency can’t get their service to work. The quality of the technical support from both the ISP Help Desk and their advanced technical support should be understood before committing to an ISP.

• Availability / Disaster Recovery. Does the ISP have a disaster recovery plan? What happens when there is a significant network outage? How many hours of down time does the ISP have per month for both their network backbone and for individual users? What is their average time to get a problem fixed (mean time to repair)? Do they offer any backup options in case a construction project digging in the area severs the copper or fiber communications line to the agency? How many links to the Internet does the ISP have? How fast are they? Do they connect to several other Internet Service Providers?

• Cost. Remember that it is difficult for an ISP to make money while providing high performance, great security, and excellent support if they are charging a very low price. Business-grade services usually charge a higher price than a residential service.



Attachment B

Certificate Installation Via Travelers Secure Web Site

1. Launch your browser. In the address line type the following URL and press ENTER. HTTPS://logon.travelers.com

2. The following screen will display.

No certificates areavailable forTravelers, clickOK to proceed.



Attachment B cont’d

3. The following screen will display.

4. The following password screen will be displayed with your initial sign on. Enter your old password, tab to the next field and enter the new password, tab to the next field and re-enter your new password.

5. Click Submit to proceed.

Type in your Web ID and Web Password.

The ID and password are found on the enclosed cover memo.

Click the Logon button to continue.




6. The following page will display.




7. The following page will display. The instructions on this page will guide you through the installation process to install your certificate. Complete Steps 1 through 3.

Select Step #1 to configure the Browser Security Settings. Click “Run the file from this location”.

Select Step #2 to install the Travelers Security Certificate

Once installation is complete, select Yes to “Install to the root store directory”

Note: This process may take a few minutes.

Select Step #3 to Proceed to the Applications.




8. The following page will display.

Congratulations you are now ready to access the Travelers Secure Systems via the Internet.

Refer to page 11 for instruction on accessing ATLAS3.

Refer to page 14 for instruction on accessing ATLAS II.




Setting up the Travelers web site as a Favorite.

1. Open a new session of the browser.

2. On the address line type in the following address https://logon.travelers.com. Hit ENTER.

3. The Client Authentication box will come up and this time the digital certificate for the agency should be displayed. Click OK. (Note: If you are using Internet Explorer version 5.5, the Client Authentication box will not appear.)

4. When the Secured Systems page appears, click on FAVORITES, then ADD TO FAVORITES.

5. Change the name of the site from Secured Systems to “Travelers Applications”. Click OK.



Attachment C

Accessing ATLAS3 via the Internet

1. Launch your Browser.

2. On the address line type in the following URL HTTPS://LOGON.TRAVELERS.COM

3. A Client Authentication box will appear

4. Click once on the certificate for Travelers then click the OK button.



Attachment C cont’d

5. You will be presented with the Travelers Application: Login Screen

6. Enter your User ID and User Password.

7. Click the Logon button.

8. On the first login screen you will be presented with the following screen.

Select PL and click Logon



Attachment C cont’d

9. You may be presented with the above screen, click Yes to proceed.

10. You will be presented with the Personal Lines Agency HQ home page.

Double-click on > ATLAS3 –Customer Service Gateway to access:

Agent Sweep Payment ATLAS3 Auto & Home ATLAS3 PAF, PLUS & Homesaver Billing Policy Information Standalone Report Ordering



Attachment D

Accessing ATLAS II via the Internet




4. Click once on the certificate for Travelers then click the OK button



Attachment D cont’d

5. You will be presented with the Travelers Application: Login Screen

6. Enter your User ID and User Password.

7. Click the Logon button.

8. The first time you log in you will be presented with the following screen.

Select PL and click Logon



9. You may be presented with the above screen, click Yes to proceed.


Double-click on

Host Connection (Atlas II)




11. You may be presented with the following screen. If so, this is a one-time process. Click Continue to proceed.




12. Enter your Travelers ID and Password.

13. In the Action field, input the option number for PC Personal Lines from the menu




14. Select 43 ATLAS II/Excalibur

Congratulations you are connected to the ATLAS II application via the Internet.

If you need additional information or assistance please call our Customer Support Unit at 1-800-243-1334.



Attachment E

Browser Printing Setup and Usage Instructions

In order to view and print ATLAS3 quotes and application documents, you will need to set up your browser and Acrobat Reader. This is a one-time setup and is completed while in the quote.

Setting up Acrobat Reader

The first time you click on Print Preview in the Print Selection page, you will encounter the File Download dialog box.

Click on ‘Open this file from its current location’ and deselect ‘Always ask before opening this type of file.’ Then, Click OK.

When you click OK, Acrobat Reader will open and another dialog box will display with the message that your Weblink has not been set. This means it does not know which browser to use to open the document or where the browser is located.



Attachment E cont’d

Set up Weblink

From the Acrobat Reader Main Menu, click on File menu, select Preferences, then Weblink. See below.

The Weblink Preferences screen will appear (see below) select Internet Explorer in the Connection Type box. Click on Browse. Locate your browser.

It may be in this directory: C:\PROGRAM FILES\INTERNET EXPLORER.

The file name is Iexplore.exe.

NOTE: ATLAS3 is only supported with Internet Explorer.




Setting Default Zoom

Acrobat 4.05

From the Acrobat Main Menu select the File menu, Preferences, General. Set the default zoom to ‘Fit Width’ (see below).

Click the OK button.




Close Acrobat Reader window and you will be back to the Print Selection page in ATLAS3.

Click on Print Preview again.

NOTE: When Acrobat Reader 4.05 is loaded it opens up another browser session with the document inside. Close when done.

Click the Printer icon or select File menu then Print to print the document.

Click the Print Preview button.

Select the item to print from the Print Option drop-down list.



Attachment F

Wininfo.exe Diskette

This file is used to identify the system information to assist you in verifying that your PC meets the minimum system configuration.

1. Insert the disk in Drive A

2. Select Start, Run, in the ‘Open’ field input A:\WININFO.EXE

3. Click on OK

4. You will be presented with a wininfo.txt page.

5. The page will display the Operating system, Version, Free space on drive and the total physical memory.

6. To print the page Select File, Print.

Section 3 Logging On

Revised 12/2004 ATLAS3 Intro-Set Up Manual Page 1

Table of Contents – Logging On

Page

Accessing Travelers Systems via the Internet 2 - 5

Accessing ATLAS II via the Internet 6 - 7

Accessing ATLAS3 via the Internet 8



Accessing Travelers Secure Systems via the Internet




4. Click once on the certificate for Travelers then click on OK.



5. You will be presented with the Travelers Application Login Screen

6. Your User ID can be found on the cover memo enclosed in this package.

7. Your first time time password is: password1 (lower case)

8. You will be prompted to change your password. Your new password must be at least 7 characters, must be alpha numeric, and contain no spaces.

NOTE: We recommend you use the same password you currently use to sign on to Travelers.

9. Enter your User ID and User Password, in lower case

10. Click on Logon

NOTE: You will be prompted to change your password only the first time you logon.



11. Enter your Old Password, tab to the next field. Enter the New Password, tab to the next field and re-enter the new password to Confirm Password.

Click Submit



12. You may be presented with this screen. Click Yes to proceed.




Accessing ATLAS II via the Internet

14. From the PL Agency HQ home page, double-click on Host Connection/Atlas II, you will be presented the following screen, enter your Travelers ID and Password.

15. Select the option for PC Personal Lines



16. From the Personal Lines Customer Main Menu, select 43 ATLAS II/Excalibur

Congratulations you are connected to the ATLAS II application via the Internet.

If you need additional information or assistance please call our Customer Support Unit at 1-800-243-1334.



Accessing ATLAS3 via the Internet


Congratulations, you are connected to the Customer Selection screen of the ATLAS3 Customer Service Gateway via the Internet.

If you need additional information or assistance, please call our Customer Support Unit at 1-800-243-1334.

Double -click on > ATLAS3 –Customer Service Gateway to access:

Agent Sweep Payment ATLAS3 Auto & Home ATLAS3 PAF, PLUS & Homesaver Billing Policy Information Standalone Report Ordering

Section 4 Navigation


Table of Contents - Navigation

Page

Hyperlinks 3

Navigation Tree 5

Navigation Bar 6

Action Area 7

Hot Keys 8

Processing Indicators 10



ATLAS3 uses web browser technology, a new and exciting advancement that introduces these unique features:

Graphical, easy-to-use screens

Intuitive navigation options

“Quick pick” for easy searching

Local printing of industry forms

State and product-specific information

Data entry with keyboard or mouse.

This chapter describes the navigation features that you will use throughout the ATLAS3 application.

ATLAS3 KEY FEATURES



Hyperlinks

A hyperlink is a graphic or text that, when clicked, allows the user to open another page in their browser window. In ATLAS3, any item that is underlined acts as a hyperlink.

In the example, clicking on the Premium Level: hyperlink brings the user to the Basic Policy – Premium Level screen where another premium level may be selected if one is available in the state.

Hyperlink



Screen Layout

The layout of the screen is the same throughout ATLAS3.

Each screen has a Navigation Tree, Navigation Bar and Action Area.

Navigation Bar

Navigation Tree

Action Area



Navigation Tree

Along the left side of each screen, you will see the Navigation Tree. This is one of the options provided to help you move through the quote and issue process.

A plus sign icon indicates a main category such as Operator Information.

A notepad ¥ icon indicates a sub-category of the current main category.

These icons are activated with a single mouse click.

A red arrow 4 indicates where you are in the screen flow.

A red check mark 4 identifies which screens you have completed.

Navigation Tree



Navigation Bar

The Navigation Bar provides additional features to help you work your way through ATLAS3. The buttons are labeled to help you to understand the exact function they perform. The labels on the buttons change to let you know where you are going next -> and where you will return to <- should you move backwards.

Based on where you are in the quote/issue process, the buttons may be enabled (available for use) or disabled (not available). Enabled buttons have black text; disabled buttons have gray text.

Here are some examples of buttons commonly found on the Navigation Bar:

Refresh Repaints the original information to the screen, removing any input made.

ç (Back To) Displays the name of the previous screen in the workflow, selecting this button navigates back to that screen.

è (Forward) Displays the name of the next screen in the workflow, selecting this button navigates forward to that screen,

Save/Exit Saves all information input and navigates back to the Customer Information screen.

menu on/ Hides or displays the Account List grid menu off

Navigation Bar



Action Area

Drop-down Lists - Allow you to select the valid input for a field without needing to know the Travelers-specific code for that option. To select from the drop-down lists you have two options.

♦ Click the arrow & select from the list.

♦ Use the “quick pick” feature by typing in the first letter of the item you wish to select. Example A: N will select “NO”. Y will select “YES”.

Check Boxes – Activating a check box indicates a YES response. When a box is activated, additional fields will display on the screen & should be completed.

To activate a check box, use the mouse to click in the box or tab to the field & press the space bar.

Command Buttons – Clicking a command button initializes a pre-set routine such as modifying and saving vehicle information or navigating the user forward one screen.

List Grids – Display where multiple entries of the same data item may occur. Some examples of list grids are multiple operators, multiple vehicles or multiple losses.

Scroll Bars – When there is additional data to view, a scroll bar will display. Use the mouse to scroll up and down the screen and/or list. If you do not wish to use the mouse, you may also hit the TAB key.

* Asterisks – An asterisk before a field indicates that field is a required entry.

Drop–Down Lists Check

Boxes

List Grids

Scroll Bar

Command Buttons

Command Buttons



Hot Keys

A hot key is actually a keyboard translation of a mouse click.

Holding the mouse pointer directly over a command button will display the Hot Key equivalent.

Example: Hot Key (ALT – X) to Save/Exit.

Example: Pointing to Coverage-> displays the Hot Key (ALT – F).

To use the hot keys rather than your mouse, press the ALT key on the keyboard and the letter at the same time to initiate the command.

Back To Previous Screen (ALT B)

Save/Exit (ALT X)



Hard Edit Soft Edit

Pop Up Messages

If one or more required fields have not been completed, a message box will appear displaying the names of the fields that have been overlooked.

There are two types of pop-up message boxes.

♦ Hard Edits – The hard edit will not allow the user to leave the screen without completing the necessary fields.

♦ Soft Edits - The soft edit will display a message box containing the names of the required fields that have not been completed. The soft edit will give the option to continue



Processing Indicators

e-globe or This icon is found in the top right corner of the screen and e-flag spins or waves when your transaction is processing.

Processing If the application experiences a delay between screens, Banner a large “Processing” message will appear.

Text Located at the lower left side of your screen this text indicates what the system is attempting to do.

Text

Processing Banner

e-globe e-flag

Section 5 Print/Fax Functions


Table of Contents – Print/Fax Functions

Page

General Information 2

Setting Up Acrobat Reader 3

Setting Up Weblink 4

Setting Up Default Zoom (Acrobat 4.0) 5

Print Instruction (Acrobat 4.0) 6

Fax/Email 7 -11

Dec Recreate 12 -14



Browser Printing Setup and Usage Instructions

Software you will need

1. ATLAS3 requires Internet Explorer (IE) 5.0 or higher.

2. Browser printing requires Adobe Acrobat Reader 4.0 or higher.

How to print

Click on Print Selection from the navigation tree.

What you can print

The following items can be viewed and printed:

1. ACORD Application - This is a 3-page document with the first two pages being the ACORD application (Home or Countrywide Auto) and the third being the Quote Results.

2. Agent Proposal - This document (3 pages for Auto and 2 pages for Home) contains the Insurance Quote, Rating Variables, and Billing Information.

3. Auto Insurance ID Cards – Print insurance id cards in states where applicable.

4. EFT Authorization Form – Print a copy of the Electronic Funds Authorization form.

5. Insurance Binder - This one-page document contains the quote information for mortgage companies and other parties. The coverage and premium information are not on the form. You may edit the page to input the data before printing.

6. Quote Proposal No Logo – Allows print of Agent Proposal without Travelers letterhead, providing agent the option of substituting their stationary in printer.

Click on Print Selection from the navigation tree.



In order to view and print ATLAS3 quotes and application documents, you will need to set up your browser and Acrobat Reader. This is a one-time setup.

Setting up Acrobat Reader

The first time you click on Print Preview in the Print Selection page, you will encounter the File Download dialog box.

Click on ‘Open this file from its current location’ and deselect ‘Always ask before opening this type of file.’ Click OK.

When you click OK, Acrobat Reader will open and another dialog box will display with the message that your Weblink has not been set. This means it does not know which browser to use to open the document or where the browser is located.



Setting up Weblink

From the Acrobat Reader Main Menu, click on File menu, select Preferences, then Weblink. See below.

The Weblink Preferences screen will appear (see below) Select Internet Explorer in the Connection Type box. Click on Browse. Locate your browser.

It may be in this directory: C:\PROGRAM FILES\INTERNET EXPLORER.

The file name is Iexplore.exe.

NOTE: ATLAS3 is only supported with Internet Explorer.



Setting Default Zoom

Acrobat 4.0

From the Acrobat Main Menu select the File menu, Preferences, General. Set the default zoom to ‘Fit Width’ (see below).

Close Acrobat Reader and you will be back to the Print Selection page in ATLAS3.

Click on Print Preview.

Select the item to print from the Print Option drop-down list.

Click the Print Preview button.



The document requested for printing will appear

NOTE: When Acrobat Reader is loaded it opens up another browser session with the document inside. Close when done.

Click the Printer icon or select File menu then Print to print the document.

After clicking Print Preview, this message will appear



FAX/E-Mail Policy Document - This option allows the faxing of the Homeowners Declarations page for any issued Homeowners policy. The E-Mail portion of this support will not be made available until some security components have been installed.

From the Tools & Systems tab, select Recreate Policy Document



Fax Request

Input the account, form and sequence numbers of the Homeowners declaration to be faxed.

Declaration Effective Date will default with today’s date. If the declaration you are faxing has an effective date in the future input that effective date.

Click the Fax Request check box.

After inputting the policy number, click the Continue button.

If the policy number entered is invalid, a message will appear:

If the policy number entered is cancelled, a message will appear:



Agent Code, Customer Name & Address information will display.

If the wrong policy information is displayed, click on Policy Number: to hyperlink to the previous screen and input the correct policy number.



The input fields required to send the fax will appear.

Once the required fields are input, the Send Document button is enabled. To send the fax, click the button.



After clicking the Send Document button, a message box will display stating, “Your document will be sent within an hour”.

Click the OK button, to return to the Fax/E-Mail Policy Document screen.

You may input another policy number to fax, or exit if finished.



Dec Recreate - This option provides the capability of electronically requesting a policy declaration be mailed to various recipients, Business Center, Insured, Agent, or First Mortgagee.

Dec Recreate

Input the account, form and sequence numbers of the Homeowners declaration to be recreated.

Declaration Effective Date will default with today’s date. If the declaration you are faxing has an effective date in the future input that effective date.

Click the Dec Recreate check box.

After inputting the policy number, click the Continue button.



Select whom the declarations should be mailed to

Options are: BUSINESS CENTER INSURED AGENT FIRST MORTGAGEE

After selecting recipient, click Send Document



After clicking the Send Document button, a message box will display stating, “Your document will be printed overnight”.

Click the OK button, to return to the Fax/E-Mail Policy Document screen.

Section 6 Who To Call


Call your Business Center

Business Center Phone Number Fall River 1-877-878-2468 Glens Falls 1-800-526-6260 Houston 1-877-878-2468 Knoxville 1-877-878-2468 Syracuse 1-877-878-2468 Marlton 1-877-872-8651

If you need assistance with:

• Underwriting • ATLAS3 Input Questions • ATLAS3 Procedural Questions • Premium Discrepancies

Call Agency Automation Customer Support 1-800-243-1334

If you need assistance with:

• Connecting to The Travelers • Password Resets • ATLAS3 Functions Do Not Appear To Be Working Properly • Printing • Comparative Rater Link • Message Board • Fax/EMAIL Functions

In addition, your Interface Coordinator can assist you with all of the above except password resets. You should also contact them if you need assistance with:

• ATLAS3 Training • Reference Materials

Section 6 Who To Call


Toll-Free Numbers for Interface Coordinators

States Interface Coordinator

Hotline # States Interface Coordinator

Hotline #

Alabama Michelle Rusin 877-449-7491 New Hampshire Nancy Raffile 877-319-8402

Alaska Nicole Murrock 877-497-7442 New Jersey Kim Sheridan 856-797-7126

Arizona Nicole Murrock 877-497-7442 New Jersey Jason Stempien 315-546-5258

Arkansas Amy Setzkorn 866-385-0552 New Mexico Nicole Murrock 877-497-7442

California - Northern Cynthia Manor 866-860-4426 New York (Albany) Nancy Raffile 877-319-8402

California - Southern Ed Bonkoski 800-205-6132 New York (Down State) Kathy Costello 877-319-8441

Colorado Nicole Murrock 877-497-7442 New York (Upstate) Tammy Zarichny 877-319-8428

Connecticut Dianna Galitello 888-272-9485 New York (Down State) Diane Colonna 877-319-8407

Delaware Darla Barcomb 866-356-1015 North Carolina Mary Moxley 800-807-7255

District of Columbia Kristen Grunloh 866-884-9467 North Dakota Rachael Clouse 800-228-9862 X7

Georgia Michelle Rusin 877-449-7491 Ohio Carole Breining 888-806-7791

Hawaii Nicole Murrock 877-497-7442 Oklahoma Diane McMayon 888-271-9488

Idaho Nicole Murrock 877-497-7442 Oklahoma Pete Martinez 888-272-4679

Illinois Julie Seward 800-820-7501 Oregon Nicole Murrock 877-497-7442

Indiana Julie Seward 800-820-7501 Pennsylvania - Eastern Darla Barcomb 866-356-1015

Iowa Rachael Clouse 800-228-9862 X7 Pennsylvania - Western Connie Souza 877-240-8675

Kansas Rachael Clouse 800-228-9862 X7 Rhode Island Dianna Galitello 888-272-9485

Kentucky Carole Breining 888-806-7791 South Carolina Mary Moxley 800-366-5456

Louisiana Diane McMayon 888-271-9488 South Dakota Rachael Clouse 800-228-9862 X7

Louisiana Pete Martinez 888-272-4679 Tennessee Amy Setzkorn 866-385-0552

Louisiana Cheryl Langley 866-294-5393 Texas Diane McMayon 888-271-9488

Maine Nancy Raffile 877-319-8402 Texas Cheryl Langley 866-294-5393

Maryland Kristen Grunloh 866-884-9467 Texas Pete Martinez 888-272-4679

Michigan Carole Breining 888-806-7791 Utah Nicole Murrock 877-497-7442

Minnesota Rachael Clouse 800-228-9862 X7 Vermont Nancy Raffile 877-319-8402

Mississippi Michelle Rusin 877-449-7491 Virginia Kristen Grunloh 866-884-9467

Missouri Rachael Clouse 800-228-9862 X7 Washington Nicole Murrock 877-497-7442

Montana Nicole Murrock 877-497-7442 West Virginia Connie Souza 877-240-8675

Nevada Nicole Murrock 877-497-7442 Wisconsin Julie Seward 800-820-7501

Nebraska Rachael Clouse 800-228-9862 X7 Wyoming Nicole Murrock 877-497-7442

introduction and set up manual - travelers 3/overview setup.pdf♦ 3 atlas manual on -line revised:...

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