Creating a customer

1. Berkeley one agency portal.

2. Locate the access in the button on the left.
3. Once in neo select new customer and quote from the quote policy dropdown
located at the top of the screen.
4. To begin the customer file, choose the appropriate named insured type. For this
example, we will choose individual.
5. Next you will enter and set up the customer information. All fields with an asterisk
are required. Search Name field will automatically populate.
6. Next, enter the residence information. Users will need to verify the address with the
United States Postal Service. To do this, select verify address next to the country
field. In some situations, for example, a rural location, the system may not be able to
verify the address. This will not prevent you from obtaining a quote.
7. Once the address is verified, our system offers a unique option. You can click on
View Map to see a Google map of the location. If the residence address is the same
as the mailing and billing address, you can copy it to both areas by selecting the copy
buttons below each section.
8. The contact information section is extremely important and determines how quickly
one will communicate with the client. The information provided here will be carried
through to the start of each quote for this client, but is not linked to update.
9. Once the quote has begun, if any of this contact information or preferences change,
once the quote is started, you will need to update it manually on each quote. The
preferred contact method will default to email. So if this is not the client's
preference, you can change it to regular mail. It is important to note that the email
address provided in this section will be linked to the customer portal and used to set
up online billing. Berkley one also has a mobile billing assistant, so be sure to supply
the client's mobile n
10. umber. Once you have completed entering the required information, select save at
the top of the screen to finish.
11. Now that the customer file is set up, you can begin quoting the menu bar on the
right hand side of the screen will follow you throughout the system. From here, you
can navigate to the customer summary page, start a new quote for any product line,
make a payment and more.
12. You can also select new quote at the top of the screen. Now you were ready to
begin Berkeley One's three phase process of issuance. The quote, phase application
phase and finally, binding the active policy. In the upcoming videos, we will be
walking you through the quote, phase in each specific line of business.

QUOTE LIKE A PRO AUTO

This video will provide you with the steps to quote an auto policy in our system.
1. To begin, select the new quote button at the top of the screen.
2. As you get started with the new quote, select the effective date and the state of
location. Carrier group will automatically populate to Berkeley Insurance Company.
3. Then select continue. The products available in the state indicate it will populate
below.
4. Select personal auto to begin the quote. Before we begin, let's take a look at some
of the navigation features of the system. The panel on the left provides you with the
ability to move within the quote. The top of the screen shows a summary of the
quote. This is where you will see the premium as you continue through the process.
Use these buttons to navigate back and forth in the system. Do not use the back
button in your browser. It will automatically send you out of Neo and you may lose
progress. Berkeley one offers Multi-policy discounts which will be applied
immediately to this quote. It indicated.
5. Choose the selection for all lines that will be quoted together, but be aware if a
multi-policy discount is applied. But the additional policies are not bound within 30
days, the insured could potentially lose the discount. Your producer code will
automatically populate.
6. To change select the magnifying glass. The named insured and contact information
will prefill from the customer file. Verify all information is correct. Before continuing
to the next page, it is important to confirm that the applicant is aware and consents
to the electronic application process.
7. Then select next page to proceed to the underwriting questions. You can use the
next page button at the bottom or top of the screen. We are now in the
underwriting screen. The named insured questions will all default to No. Review
each question carefully to confirm accuracy.
8. Select the current or most recent carrier from the dropdown menu and complete
the remaining fields.
9. Select next page to continue to view the individual driver details.
10. Select the driver's name on the left hand side. Like many efficiencies in NIO, this
information will prefill from the customer file. Please ensure the fields contain
correct information. This information needs to match the client's state license. If you
see a driver that is not a member of the client's household, it can easily be removed
by selecting delete on the far right hand side. Drivers can also be added quickly by
selecting ADD driver. Any field with an asterisks or a highlighted red. Requires
information prior to moving forward. Driver incidents and information will populate
after the user runs the reports later in the quote.
11. You will need to repeat this process of reviewing driver details for each driver on
the policy.
12. Navigate through each individual driver by selecting their name in the left hand
panel. Once the driver details are complete, you will add all vehicles. If Neo was able
to pre-fill the information from the prior insurance policy, the vehicles will
 automatically populate. But you will still need to review and customize coverage
information for each vehicle before moving forward.
13. To do this, select edit next to each vehicle or click on the vehicle on the left value
basis will default to agreed value. You have the ability to change this detail if
needed. The key vehicle information will automatically populate based on the VIN,
but it is recommended to review and confirm each characteristic to ensure accuracy.
14. The tier number is automatically assigned based on the make model of the vehicle.
The vehicle ownership information should reflect the vehicle registration review for
accuracy. Customize the vehicle usage information to match your client. The garage
information will be based on the residence location. If this is inaccurate, select no on
the dropdown box to manually enter the address. The deductibles will prefill,
although another option may be selected if desired. Berkeley one offers roadside
assistance as an optional endorsement in some states.
15. To add any additional vehicles, select Add vehicle button on the left panel or at the
top of the screen. Now that you've added all driver and vehicles to the policy, you
will need to review and confirm the policy level coverages. Berkeley one offers
numerous split limit and combined single limit liability options. See the agency
portal for a breakdown of limits in each state.
16. Once you are satisfied with your selections, select next page to continue. Next you
will order the Clue Personal Auto Report and the MVR data report.
17. Be sure to save after each request. If the client has a loss, you will need to
acknowledge the loss by clicking into it on the left side of the screen. A loss can be
manually added via the Lost History option.
18. The last step in completing the auto quote is to select a pay plan for consistency.
Select the same payment plan for every line of business being quoted. Once you
have taken all these steps, you will have a completed quote and can move forward
to converting the quote to an application.

Endorse a policy

1. Search for the policy you want to endorse

2. Once in the policy, select ENDORSE to begin
3. A separate window will open. Enter the effective date
4. Then input endorsement details in the additional declaration text that will appear on
the policy documents
5. Then select start to generate the endorsement
6. Each endorsement will be assigned an application number
7. Use the panel on the left to navigate and make changes
8. To review and change the output of the endorsement documents select OUTPUT
 9. The output pending screen will show what documentation is being sent and to
whom
10. Note the DELIVERY METHOD and DESTINATION for each recipient
11. To change these details select change
12. If you do not want correspondence to be sent to this recipient choose LOCAL
PRINTER as the DELIVERY METHOD this will ensure no documents are sent to this
recipient via email or mail
13. Save
14. Repeat steps as needed
15. Navigate back into the endorsement summary by selecting APPLICATION on the left
hand side
16. Then click on FINALIZE
17. Check if changes are needed
18. When you are ready to endorse the policy, you have two options: 1. Pend for release
(will put the endorsement on hold to be issued at a later date) or 2. Endorse policy
(will issue the endorsement immediately as long as no underwriting review is
needed)
19. Once issued the endorsement documents will be stored in the policy file
20. To review expand by selecting the PLUS button on the left
21. Then select the ENDORSEMENT PACKAGE to open the document in a new window

PRINT PROPOSAL
1. Start by opening your client’s application or quote
2. You can select PRINT PROPOSAL in the top right hand panel or navigate to the
CORRESPONDENCE tab on the left hand side
3. Select BERKLEY ONE QUOTE SUMMARY from the drop down menu and then hit ADD
4. Under the NAMED INSURED section highlight the quotes you would like to include in
the proposal and then select PRINT at the tip
5. Then a summary will open with the proposal click with the right and click SAVE
6. If you need to find a copy of the proposal it will be located in the POLICY FILE of the
policy in which you generated the proposal
7. Press the + sign to the left of the document name to expand more details

CLAIMS- AUTO
1. The fastest way to submit a claim and quickly get it into the hands of an adjuster is
by using NEO
2. Start by navigating to the policy affected by the loss
3. Once on the policy navigate to the right-hand side and select REPORT LOSS
 4. The policy number will populate automatically
5. Select REPORT to start the loss notification process
6. To begin choose NEW CLAIM from the LOSS TYPE dropdown menu
7. Next enter the loss date manually or by using the calendar icon to the right then
select SAVE AND CONTINUE to proceed
8. You will now begin inputting the LOSS NOTICE INFORMATION
9. In the REPORTED BY field input the person who reported the claim to the agent’s
office
10. In the REPORTED TO field, enter the agency’s staff name who took the report of the
claim
11. Complete the rest of the LOSS NOTICE INFORMATION
12. Next review the INSURED CONTACT INFORMATION if any changes are needed make
them now
13. Then choose the appropriate option from the dropdown menu in both the VEHICLE
and DRIVER fields
14. If the vehicles and or driver are not on the policy, you will need to enter additional
details pertaining to each
15. Indicate if the vehicle was damaged, and provide details
16. In the VEHICLE LOCATION field, indicate where the vehicle is LOCATED NOW
17. In the LOSS LOCATION field enter where the ACCIDENT OCCURRED
18. Once complete, navigate to the top right-hand corner and select SAVE AND
CONTINUE
19. Once saved review the details once more and then select COMPLETE at the top of
the screen to proceed
20. You will now see a notice at the top of your screen indicating the claim still needs to
be submitted
21. To submit the claim navigate to the top right hand corner and select SUMBIT
22. Once submitted both the agent and the client will receive a CLAIM
AKNOWLEDGMENT LETTER and we will start the claim process to see adjuster notes,
status, and follow the progress of the claim search the assigned CLAIM NUMBER
directly or navigate to the CLAIMS tab on the right hand side of the policy in NEO

QUOTE TO APP EXCESS

1. Start by opening your client´s excess liability quote
2. Once in the quote, navigate to the upper right hand corner and select CREATE
APPLICATION
3. Application has been created but has errors, errors will be listed as ISSUES at the top
of the POLICY tab, if FIX is listed next to the issue, you can click this link to be taken
directly to the error, you can also proceed directly to the issue by navigating to the
error´s specific tab
4. Issues that need to be corrected will be highlighted in red text
5. Then select SAVE or SAVE AND RATE before exiting the page
6. Next, navigate to the LOSS HISTORY tab to add or review the client’s loss history
7. Add property loss history and add vehicle loss history
8. Lastly you will need to review LICENSED OPERATORS tab before moving forward
9. After reviewing and adding or editing as necessary, select FINALIZE
10. Once finalized, you can choose select ISSUE NEW BUSINESS or PEND FOR RELEASE
(when issuing multiple policies for one client, select PEND FOR RELEASE. This will
ensure that all policies are issued during the same transaction)