Workflow Guide / Assured Users
Version 1.6.1
Introduction
Guide
Using the System
Accessing the System
Registration
Logging In Using an Access Email
Normal Login
Resetting a Password
Logging Off
Home Page
Profile
Using Calendar Lookups
Using Grids to Filter and Sort Data
Setting Filters
Sorting Data
Navigating Multiple Pages of Data
Configuring Grids
Printing Documentation
Sending Emails
Viewing the Email History
Policy Submission:
Viewing Saved Submissions and Policies
Creating a New Submission
Incomplete Submissions
Completing the Insurance Form
Submitting the form for a Quote
Underwriting Required Submissions
Additional Information
Options
Quoted Submissions
Additional Information
Options
Referred Submissions
Additional Information
Options
Special Quote Requested Submissions
Additional Information
Options
Bind Requested Submissions
Additional Information
Options
Declined Submissions
Additional Information
Options
Bound Policies
Additional Information
Options
Policy Cancellation:
Cancellation - Incomplete Policies
Additional Information
Options
Cancellation - Quoted Policies
Additional Information
Options
Cancelled Policies
Additional Information
Options
Policy Endorsement:
Endorsement - Incomplete Submissions
Additional Information
Options
Endorsement - Underwriting Required Submissions
Additional Information
Options
Endorsement - Quoted Submissions
Additional Information
Options
Endorsement - Referred Submissions
Additional Information
Options
Endorsement - Special Quote Requested Submissions
Additional Information
Options
Endorsement - Bind Requested Submissions
Additional Information
Options
Endorsement - Declined Submissions
Additional Information
Options
Endorsement - Bound Policies
Additional Information
Options
Other Submission Features:
Viewing Premiums
Viewing Limits
Viewing Deductibles
Viewing Insuring Conditions
Attaching Notes to a Submission or Policy
Attaching Files to a Submission or Policy
Viewing the Policy History
Introduction
Welcome to the Bridge insurance access portal. The system provides a full workflow, from the administration of products and coverage, to the submission and management of individual policies.
Access to all features, options, and data are controlled by the settings in your user account. This guide is for a standard Assured User, covering the basic functions of the system and the process of entering submissions for insurance coverage.
Guide
Click a link to jump to the appropriate section.
Using the System / How to navigate the system and use common features.Policy Submission / Creation and management of submissions and policies.
Policy Cancellation / Cancelling a bound policy.
Policy Endorsement / Making changes to a bound policy.
Other Submission Features / Viewing detailed information within a submission or policy, as well as notes and attached files.
Using the System
This section details the general use and navigation of the system and common features. Click a link to jump to the appropriate section.
Accessing the System / Logging in and out of the system, as well as changing your password and resetting a forgotten password.Home Page / Viewing the Home Page and using the optional features.
Profile / Managing your personal information, company information, and system options.
Using Calendar Lookups / Selecting precise dates from the built-in calendars.
Using Grids to Filter and Sort Data / Managing and sorting large amounts of data using the grid tables.
Printing Documentation / Generating and printing documentation related to submissions and policies.
Sending Emails / Sending preformatted emails through the submission or policy form.
Accessing the System
The Bridge Insurance System uses a secure login page to control access to the system.
Registration
If you do not already have an account, the self-registration process only takes minutes and will allow immediate access to the system.
On the login page, click the Register New User link. The Assured Registration page opens.
Enter your user information and address. This information will be used to identify you as the assured in the insurance policy, so all information must be accurate.
Enter your company name.
Enter your full first and last names. These fields are required.
Enter your phone number.
Enter your email address. Once registration is complete, an access email will be sent to this address, allowing you to create a password to access this account again in the future.
Note: Only one account may be registered to any email address. If you have already registered, you will need to log into the existing account. If you do not remember the password, see the section on Resetting a Password.
Enter your full address.
Next, you will need to read the Terms Of Use. In the Terms of Use menu, select if you accept the terms or do not accept. You will need to accept the terms in order to use the system.
Click Submit to save the account information and access the system, or click Close to return to the login page without saving the account.
If any required information is missing or invalid, an error message will appear detailing what must be provided or changed. Correct the information and click Submit again.
Once registration is successfully completed, you will be brought directly to the submission form to begin entering your first submission. Proceed to the section on Incomplete Submissions.
Note: An access email will be sent to the registered email address with a link to create a password for future access to the system. See the section on Logging In Using an Access Email for instructions.
Logging InUsing an Access Email
If this is your first time logging in, you should have received the URL of the website, as well as an email containing an access link into the system. You will also receive an access email when your password is reset by an administrator, or when you reset your own password through your user profile or the Forgot Your Password feature.
Click the link in the access email to open the Set Password page.
Note: Some email systems may break the link into multiple lines. If you have difficulties using the link, highlight the full link (not including the quotes) then copy and paste it into your web browser's address bar.
Enter your Email address, and choosea New Password, then enter the same password in the Confirm Password field. Please note that passwords are case sensitive, and must be entered exactly the same way in both fields.
Next, you will need to read the Terms Of Use. In the Terms of Use menu, select if you accept the terms or do not accept. You will need to accept the terms in order to use the system.
Click Submit.
If the New Password is not acceptable, an error message will appear detailing what must be changed. Enter a new password into both fields and click Submit again.
Normal Login
Once a password has been defined, you can access the system normally through the login page.
Note: For ease of access, a bookmark to the login page can be made in your favorites. However, the bookmark should be created before logging in. Using a bookmark created after login, or using the history option to return to the site, may try to access a page that no longer exists.
Enter your E-mail address and Password, then click Logon.
Resetting a Password
There are two ways to reset your own password.
- Click Profile in the main menu to view your profile information. Click the Assign Password button to reset your password and send an access email to your registered email address.
- On the login page, click the Forgot Your Password? link. Enter your email address,then click Submit to reset your password and send an access email to your registered email address.
See the instructions above for Logging In Using an Access Email.
Logging Off
When you have completed your work, click Log Off in the main menu to exit the system and close the session.
If you close the window without logging off, your session will remain active until the system times out. To maintain the security of your account, you should Log Off.
Home Page
The Home page will be the first page opened when you log into the system, and can be accessed directly by selecting Home in the main menu.
The content of the home page can be customized in your profile settings, where you can choose which of the available features will be displayed. See the Profile section for more information.
If active, the Welcome Text will be displayed. This may be the default content, or may be a custom message or instructions related to the portal and products.
If active, the Submission/Policy List will display all available submissions and policies.
Click a link in the Term ID / Policy No. column to view an existing submission or policy, or click Create to begin the process of creating a new submission.
If active, the Notes & Follow Ups grid will display any notes that are due for follow up. By default, only notes with scheduled follow ups that are due or past-due will be displayed. Clearing the filters will display all available notes.
Click a link in the Created On column to view a note.
Profile
The Profile page is used to manage your personal information and preferences, as well as resetting your password.
Click Profile in the main menu. The Profile page opens.
First Name/Last Name / The name in the account will be linked to any work done using the account. Both fields are required.Email / The email address is required, and should be kept current. This address will be used to send any notifications, as well as new access links if the password is forgotten.
Phone / The phone number is not required, but is recommended.
Use Browser Settings / If checked, the system will format language, date, and currency values according to the settings in your browser. If unchecked, the system will use the settings chosen in the Cultural Settings field. This allows custom settings to be chosen without affecting other websites.
Cultural Settings / If Use Browser Settings is not checked, you may select a language from the list. The system will format date and currency values to match the standards of the selected language.
Display Welcome Page Content / Selects whether or not the greetings and instructions will be displayed.
Note: The Welcome Page content may have been customized to provide important information or instructions. Please review the content before deactivating it.
Display Submissions/Policies Panel / Selects whether or not to display the grid containing all available submissions and policies.
Display Notes & Follow Ups Panel / Selects whether or not to display the grid containing any notes or follow ups requiring action.
Note: The submission and notes options will only be available to users with the necessary rights to view submissions and notes, respectively.
Click Save to save the current settings, clickClose to return to the home page without saving the changes, or clickSave & Close to save the settings and return to the home page.
Click Assign Password to reset your password and send an access email to your registered email address. See the section on Logging In Using an Access Emailfor details.
If you are a user under an assured company, clicking Company Info will display your company’s profile information. If you are an individual assured, this button will not be available.
Name / Displays the company name.Client Code / Displays a unique identifier code for the company. This is used for integration purposes.
Phone / Displays the company phone number.
Fax / Displays the company Fax number.
Website / Displays the URL of the company's website.
Primary Contact / Displays the primary contact, selected from the available users registered to the company.
The Address panel displays the full address of the company.
The Submission/Policy List displays all available submissions and policies owned by the company.
Click a link in the ID / Policy No. column to view a submission or policy.
Active / Marks the company as active and available for use. If unchecked, the company will remain linked to any existing records, but cannot be used for new accounts or transactions.Created By / Identifies the date and time the company record was created, and the user who created it.
Last Modified By / Identifies the last date and time the company record was changed, and the user who made the changes.
Click Save to save any changes and remain on the page, click Save & Close to save and return to the profile page, or click Close to return to the profile page without saving any changes.
Using Calendar Lookups
The Calendar feature appears throughout the system, marked with the icon. The date may be manually typed in the text box or it may be selected by using the Calendar lookup.
- Click the lookup icon to open the calendar.
- Go forward or back one month at a time using the arrows in the top right and left.
- To select a specific month, click the month and year at the top of the window. The Month Selection opens.
- Go forward or back one year at a time using the arrows in the top right and left, then click the month to select it.
- To select a specific year, click the year at the top of the window. The Year Selection opens.
- Go forward or back ten years at a time using the arrows in the top right and left, then click the year to select it.
- At any time, the Today link at the bottom of the window will return to the current date.
- Click the day in the calendar to close the window and insert that date in the field.
Note: Due to differences in international date formats, entering a date manually in the wrong format could result in an incorrect date. Using the calendar lookup ensures that the correct date is being entered.
Using Grids to Filter and Sort Data
While some sections include simple tables of data that can be sorted by clicking the header, other sections may have multiple pages of complicated information that requires specific control. This is achieved using the advanced filter and sorting options of the grid.
Setting Filters
The filter option can be used to filter the data in a column, displaying entries that match or do not match a specified option or text.
Note: If the filter options are not shown, right click any column header and select Filter Bar from the menu.
- Click the filter icon to open the filter menu. The available options will depend on the type of data in the column.
Greater Than / For dates and numerical values, displays entries that exceed the filter value.
Greater Than or Equal To / For dates and numerical values, displays entries that match or exceed the filter value.
Less Than or Equal To / For dates and numerical values, displays entries that match or are less than the filter value.
Less Than / For dates and numerical values, displays entries that are less than the filter value.
Equals To / Only displays entries that match the filter text exactly.
Does Not Equal To / Only displays entries that do not match the filter text exactly.
Like / Displays all entries that start with the filter text.
Does Not Like / Displays all entries that do not start with the filter text.
Contains / Displays all entries that contain the filter text.
Does Not Contain / Displays all entries that do not contain the filter text.
Is Null / Displays entries that do not include the field being filtered.
Is Not Null / Displays entries that include the field being filtered, even if that field is empty.
Is Empty / Displays entries that include the field being filtered, but the field is empty.
Is Not Empty / Displays entries that contain any value in this column.
Apply All Filters / If the data has been changed, this option will refresh the filters.
Clear This Filter / Clears the filter text and sets the filter type to Not Set.
Clear All Filters / Clears all filter text on the current page and sets all filter types to Not Set.
- Click in the space to the left of the filter icon to enter the filter text. Results will be displayed based on the chosen filter type in relation to this text. If no filter has been selected, a default filter will be applied, suitable to the type of data in the column. If the column is for dates, then a calendar lookup can be opened using the down arrow icon .
- Press Enter when the filter text is in place, and the filter will be applied.
- The filter text and filter type can be modified as needed to locate the required entries.
Note: Columns containing links cannot be filtered.