Member Newsletter
Volume 23
January 2015
Happy New Year! We are thankful to have such great CAP Members and are
excited to have the opportunity to work with all of you throughout the coming year.
As we begin 2015, we are pleased to welcome new CAP Team Members to assist
you in the placement of your business.
Are you discussing the need for Cyber Liability Insurance with your clients?
With the expansion of e-commerce, online data storage, and the utilization of smart
phones, tablets and laptops in businesses of all types and sizes, the risks
associated
with
data
security
have
(and
Are your clients adequately covered for these risks?
are) growing
quickly.
Submissions and Quotes
As a reminder, in order to provide you with accurate quotes that meet the needs of
your clients, we need complete and thorough applications to be submitted within
the CAPNet Connect Portal.
The quotes that are presented back to you are based on the information that you
have provided to CAP. CAP does not attempt to match coverages from previous
policies, previous quotes, or previous applications. As you are the representative
of the Insured, it is incumbent upon you to review the terms of any quotation
provided by CAP carefully with your Insured, and reconcile any differences from
the terms requested in the original submission, the quote provided, or the policy
issued.
IMPORTANT TIPS TO ENHANCE YOUR
CAP MEMBERSHIP EXPERIENCE:
1. When completing a new submission, please remember that the "Effective Date"
is the date in which you would like the policy to be bound, NOT the date of the
submission. CAP does business with carriers that require ten (10) days lead time
from the proposed "Effective Date" in order to provide a quotation. CAP uses the
proposed "Effective Date" to determine which carriers are available based on this
date window. If the proposed "Effective Date" doesn’t provide adequate lead time,
certain carriers may not be approached, so it is very important that the proposed
"Effective Date" be accurate. As always, complete submissions with accurate
information
and
timely
effective
dates
will
maximize
efficiency.
2. When requesting a Certificate, Members must use the required Verification
forms (see image below for location). To avoid delays in the process, please
communicate detailed information with your CAP Team Member about the
Certificate to include the EXACT wording required by your client. Your CAP Team
Member is NOT able to examine/review contracts to extract information in order to
generate Certificates.
It is the Members responsibility to ensure that the
information included in the Verification Request contains the language needed to
address the insureds situation.
3. Please look at your e-mail settings to verify that all communications from CAP
are delivered to your inbox and not categorized as SPAM or JUNK. This has been
an issue for a few of our Members using 'free' e-mail accounts, such as Gmail,
Yahoo!,
or
Hotmail.
4. As a reminder, the CAPNet Connect Portal is fully supported with Internet
Explorer only. If you are using IE11, please follow the steps below to ensure full
functionality.
5. In rare instances, a pop-up blocker on your computer may prevent the CAPNet
Connect Portal from opening in a new browser window. If that occurs, hold down
CTRL as you login to the Portal, as that will override any pop-up blocker.
As a reminder to our Members, the CAPNet Connect
Portal must be accessed through Internet Explorer (not Firefox, Google Chrome,
or other browsers).
IE11 - CAPNet CONNECT PORTAL:
If you are using IE11, you will need to
add "nexsure.com" domain to the
compatibility view settings in order to
ensure full functionality within the
CAPNet Connect Portal. To do this
in IE11, click the gear icon or press
ALT+X on the keyboard to open the
Tools
menu,
and
then
select
"Compatibility View Settings" from the
menu. This will open a popup window
similar to the one on the left. Type
"nexsure.com"
website"
text
in
the
box
"Add
and
this
click
"Add". Then click the "Close" button,
shut down your browser and reopen
the website.
This procedure only
needs to be done once.
Commission Statements Reminder: In an effort to make business easier for you,
we are now attaching commission statements to the CAPNet Connect Portal.
Commission statements will be available to view up to two days prior to the mailing
of checks. Commission checks will continue to be mailed on the 15th and the last
day of every month.
The commission statements can
be found within the "Documents"
tab underneath the "My Agency"
section of the CAPNet Connect
Portal.
WE'VE EXPANDED!
Due to our growing Membership and placement services (thanks to you all!), we
have expanded our operations. As part of our expansion and the addition of new
talented and experienced staff members, CAP has moved our primary placement
office. Our new address is:
Consolidated Agency Partners, Inc.
1865 Plumas Street Suite #4
Reno, NV 89509
Take advantage of your CAP Membership and submit any insurance opportunities to CAP
within the CAPNet Connect Portal!