CTP Agents On-Line

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CTP Agents On-Line
Procedures Manual
February 2006
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A Member of the QBE Insurance Group
Contents
1. Welcome to “CTP ON-LINE”
2. How to use ‘CTP ON-LINE’?
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OKO
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OKT
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3. Appendices
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© QBE CTP Insurance (February 2006)
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© QBE CTP Insurance (February 2006)
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1.
Welcome to “CTP ON-LINE”
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© QBE CTP Insurance (February 2006)
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2.
How to use ‘CTP ON-LINE’?
2.1 Logging on
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Step 1
fåíÉêåÉí=ÄêçïëÉêW=
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Step 2
Login Screen
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Step 3
Main Menu:
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© QBE CTP Insurance (February 2006)
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2.2
Create a Quote
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Step 1
Main Menu Screen
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Step 2
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• Policy Inception:=qÜÉ=Ç~íÉ=íÜÉ=êÉÖáëíê~íáçå=ÄÉÖáåëK=
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• Registration Number:= fÑ= ~= éä~íÉ= åìãÄÉê= áë= åçí= ~î~áä~ÄäÉI= ÉåíÉê= ëáñ=
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• Manufacture Year:=qÜÉ=óÉ~ê=ãçÇÉä=çÑ=íÜÉ=îÉÜáÅäÉK=
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• Shape:=fÑ=íÜÉ=îÉÜáÅäÉ=ëÜ~éÉ=áë=åçí=âåçïåI=ëÉäÉÅí=íÜÉ=ÚçíÜÉêÛ=çéíáçå=~åÇ=
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• Usage:=fÑ=íÜÉ=ëÉäÉÅíÉÇ=ìë~ÖÉ=áë=åçí=ëÜçïåI=ëÉäÉÅí=íÜÉ=ÚçíÜÉêÛ=çéíáçå=~åÇ=
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© QBE CTP Insurance (February 2006)
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Input Tax Credit:= ^ëâ= íÜÉ= ÅìëíçãÉê= “fë= ~åóçåÉ= ÉåíáíäÉÇ= íç= Åä~áã= íÜÉ=
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Vehicle Owner Type:= `çåÑáêã= ïáíÜ= íÜÉ= ÅìëíçãÉê= ~åÇ= ÉåíÉê= íÜÉ=
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Abbreviated Name:=båíÉê=áå=íÜÉ=ëìêå~ãÉ=çÑ=íÜÉ=ÅìëíçãÉê=çê=å~ãÉ=çÑ=
íÜÉ=Åçãé~åóK=EkçíÉW=íÜáë=ÅÉää=çåäó=Åçåí~áåë=ëé~ÅÉ=Ñçê=S=ÅÜ~ê~ÅíÉêëFK=
Owner DOB:=båíÉê=íÜÉ=Ç~íÉ=çÑ=ÄáêíÜ=çÑ=íÜÉ=çïåÉêK=
Younger than 25 Drivers?:= ^ëâ= íÜÉ= ÅìëíçãÉê= “^êÉ= íÜÉêÉ= ~åó= ÇêáîÉêë=
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© QBE CTP Insurance (February 2006)
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Step 3
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© QBE CTP Insurance (February 2006)
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Step 4
kçï=óçì=~êÉ=áå=íÜÉ=oq^=ïÉÄJëáíÉI=ëÉäÉÅí=íÜÉ=Continue=äáåâ=äçÅ~íÉÇ=~í=íÜÉ=
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Step 5
pÉäÉÅí=íÜÉ=Accept=äáåâ=íç=ÅçåÑáêã=~ÅÅÉéí~åÅÉ=çÑ=íÜÉ=mêáî~Åó=pí~íÉãÉåíK===
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© QBE CTP Insurance (February 2006)
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Step 6
•
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båíÉê=íÜÉ=ÅìëíçãÉêë=ëìêå~ãÉ=
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pÉäÉÅí=íÜÉ=Submit=áÅçå=
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Step 7
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© QBE CTP Insurance (February 2006)
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Step 8
qÜÉ= ëÅêÉÉå= ÄÉäçï= ëÜçïë= íÜÉ= åìãÄÉê= çÑ= ÇÉãÉêáí= éçáåíë= çå= íÜÉ= ÅìëíçãÉêë=
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Step 9
kçï=íÜ~í=óçì=Ü~îÉ=Éëí~ÄäáëÜÉÇ=ïÜÉíÜÉê=çê=åçí=íÜÉ=ÅìëíçãÉê=áë=ÉåíáíäÉÇ=íç=
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ÑçääçïáåÖ=çéíáçåë=íç=ëÉäÉÅí=ÑêçãW=
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• Main Menu:= qÜáë= ïáää= ÉåÇ= íÜÉ= èìçíÉ= ~åÇ= í~âÉ= óçì= Ä~Åâ= íç= íÜÉ=
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• Reset:= qÜáë= ïáää= ÅäÉ~ê= íÜÉ= áåÑçêã~íáçå= ~Äçìí= íÜÉ= èìçíÉ= ~åÇ= ~ääçï=
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dêÉÉå= ëäáé= Ä~ëÉÇ= çå= íÜÉ= èìçíÉI= óçì= Å~å= éêçÅÉÉÇ= íç= Ñçêã~äáëÉ= íÜÉ=
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© QBE CTP Insurance (February 2006)
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2.2.1 Converting the Quote to New Business
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Step 1
pÉäÉÅí=íÜÉ=Convert=äáåâ=äçÅ~íÉÇ=~í=íÜÉ=Äçííçã=çÑ=íÜÉ=ëÅêÉÉåK=
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Step 2
• Insured Details:=^ÇÇáíáçå~ä=ÇÉí~áäë=~Äçìí=íÜÉ=ÅìëíçãÉêK=
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• Registration Details:=qÜêÉÉ=çéíáçåë=~êÉ=~î~áä~ÄäÉ=WJ=
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Currently registered in NSW (Registration Renewal)= J= íÜÉ=
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First time registration in NSW= J= íÜÉ= îÉÜáÅäÉ= Ü~ë= ÅçãÉ= Ñêçã=
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Registration Lapsed= = J= íÜÉ= îÉÜáÅäÉ= Ü~ë= åçí= ÄÉÉå= êÉÖáëíÉêÉÇ= Ñçê=
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Make:=qÜÉ=ã~âÉ=çÑ=íÜÉ=îÉÜáÅäÉK=fÑ=ìåëìêÉI=êÉÑÉê=íç=^ééÉåÇáÅÉë=PKPK=
Vin/Chassis Number:= båíÉê= íÜÉ= sáåL`Ü~ëëáë= åìãÄÉê= ~ë= áí= ~ééÉ~êë=
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© QBE CTP Insurance (February 2006)
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2.3
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Step 1
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Step 2
Retrieve a Quote
Main Menu Screen
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pÉäÉÅí=Retrieve=Ñêçã=íÜÉ=j~áå=jÉåìK=
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få=çêÇÉê=íç=êÉíêáÉîÉ=~=éêÉîáçìë=èìçíÉI=ÉåíÉê=çåÉ=çÑ=íÜÉ=ÑçääçïáåÖW=
=
• Quote Number:= båíÉêáåÖ= íÜÉ= éêÉîáçìë= èìçíÉ= åìãÄÉê= ïáää= í~âÉ= óçì=
ÇáêÉÅíäó=íç=íÜÉ=éêÉîáçìë=èìçíÉK=
=
• Registration Number:= fÑ= ~= êÉÖáëíê~íáçå= éä~íÉ= ï~ë= ÉåíÉêÉÇ= ÇìêáåÖ= íÜÉ=
éêÉîáçìë= èìçíÉI= óçì= Å~å= ëÉ~êÅÜ= Ñçê= íÜ~í= èìçíÉ= ìëáåÖ= íÜÉ= êÉÖáëíê~íáçå=
åìãÄÉêK=
=
• Insured Abbreviated Name:=fÑ=~=å~ãÉ=ï~ë=ÉåíÉêÉÇ=Ñçê=íÜÉ=éêÉîáçìë=
èìçíÉI= óçì= ã~ó= ëÉ~êÅÜ= Ñçê= íÜ~í= èìçíÉ= ìëáåÖ= íÜÉ= çïåÉêë= ~ÄÄêÉîá~íÉÇ=
å~ãÉK=
==
=
=
=
=
=
=
=
=
=
© QBE CTP Insurance (February 2006)
=
NP
=
2.4 Create a Green slip
=
Step 1
=
Step 2
Select Create from the Main Menu
=
qç= éêçÅÉëë= ~= åÉï= dêÉÉå= ëäáéI= óçì= åÉÉÇ= íç= ~ëâ= íÜÉ= ÅìëíçãÉê= íç= éêçîáÇÉ= ~=
Åçéó=çÑ=íÜÉ=îÉÜáÅäÉ=êÉÖáëíê~íáçå=é~éÉêë=Eïáää=ÉåëìêÉ=~ÅÅìê~Åó=çÑ=áåÑçêã~íáçåFK=
^=dêÉÉå=ëäáé=Å~å=ëíáää=ÄÉ=éêçÅÉëëÉÇ=ïáíÜçìí=íÜÉ=êÉÖáëíê~íáçå=é~éÉêë=~ë=äçåÖ=
~ë=íÜÉ=ÅìëíçãÉêë=áë=~ÄäÉ=íç=éêçîáÇÉ=~ää=êÉäÉî~åí=áåÑçêã~íáçåK=
=
New Business Screen
=
• Vehicle owner type:= mêáî~íÉLáåÇáîáÇì~äI= ìëÉÇ= Å~ê= ÇÉ~äÉêI= ÄìëáåÉëë=
EÅçãé~åóLmíó=iíÇF=~åÇ=ÄìëáåÉëë=çíÜÉê=EpçäÉ=íê~ÇÉêë=çê=m~êíåÉêëÜáéëFK==
=
• Insured Details:=fåëìêÉÇ=å~ãÉI=~ÇÇêÉëë=~åÇ=Ç~íÉ=çÑ=ÄáêíÜK==
=
• Registration Details:= oÉÖáëíê~íáçå= ëí~êí= ~åÇ= ÑáåáëÜ= Ç~íÉI= íÉêã= çÑ= íÜÉ=
éçäáÅó= áë= ^Z= ~ååì~äI= eZ= Ü~äÑJóÉ~êäóI= n= Z= èì~êíÉêäó= ~åÇ= c= Z= ÑäÉÉíK===
Ec=áë=Ñçê=îÉÜáÅäÉë=íÜ~í=~êÉ=ÄÉáåÖ=éä~ÅÉÇ=çå=~=Åçããçå=ÉñéáêóFK==
=
• Input Tax Credit Entitlement:= fÑ= íÜÉ= çïåÉê= áë= êÉÖáëíÉêÉÇ= íç= Åä~áã=
dpq=Ñçê=ÄìëáåÉëë=éìêéçëÉëK==
======
• Plate Number:=fÑ=åç=éä~íÉ=åìãÄÉê=~î~áä~ÄäÉI=ÉåíÉê=ëáñ=òÉêçë=EMMMMMMFK==
=
• Make:=fÑ=íÜÉ=îÉÜáÅäÉ=ã~âÉ=áë=åçí=ëÜçïåI=ëÉäÉÅí=íÜÉ=ÚçíÜÉêÛ=çéíáçå=~åÇ=
êÉÑÉê=íç=^ééÉåÇáÅÉë=PKPK=
=
• Shape:=fÑ=íÜÉ=îÉÜáÅäÉ=ëÜ~éÉ=áë=åçí=ëÜçïå=ëÉäÉÅí=íÜÉ=ÚçíÜÉêÛ=çéíáçå=~åÇ=
êÉÑÉê=íç=^ééÉåÇáÅÉë=PKQK=
=
• Usage:=fÑ=íÜÉ=ëÉäÉÅíÉÇ=ìë~ÖÉ=áë=åçí=ëÜçïå=ëÉäÉÅí=íÜÉ=ÚçíÜÉêÛ=çéíáçå=~åÇ=
êÉÑÉê=íç=^ééÉåÇáÅÉë=PKRK=
=
=
qÜáë=áë=íÜÉ=îÉÜáÅäÉë=sfk=L=ÅÜ~ëëáë=åìãÄÉêK=
sfkL`Ü~ëëáë=
åìãÄÉê=
båÖáåÉ=Å~é~Åáíó= låäó=êÉäÉî~åí=Ñçê=ãçíçê=ÅóÅäÉëK=
=
dêçëë=îÉÜáÅäÉ=ã~ëëK=låäó=êÉäÉî~åí=Ñçê=ÖççÇë=Å~êêóáåÖ=
dsj=
îÉÜáÅäÉë=áKÉK=ríÉÛë=C=qêìÅâë=ÉíÅK=
låäó=êÉäÉî~åí=Ñçê=ÄìëÉëK=
pÉ~íë=
© QBE CTP Insurance (February 2006)
NQ
Sample Registration Paper
=
=
=
=
=
=
=
=
=
=
=qÜÉ=êÉÖáëíÉêÉÇ=
=çïåÉêÛë=ÇÉí~áäë==
=
=
=
=
=
=
=
qÜÉ=êÉÖáëíê~íáçå=
=éä~íÉ=åìãÄÉê=
=
=
=
=
=qÜÉ=ìë~ÖÉ=çÑ=íÜÉ=
=îÉÜáÅäÉ=
=
=j~âÉ=çÑ=îÉÜáÅäÉ=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
`ìëíçãÉêë=å~ãÉ
`ìëíçãÉêë=~ÇÇêÉëë
`ìëíçãÉêë=å~ãÉ
`ìëíçãÉêë=~ÇÇêÉëë=
dsj=çÑ=íÜÉ=
îÉÜáÅäÉ==
pÜ~éÉ=çÑ=íÜÉ=
îÉÜáÅäÉ==
båÖáåÉ=
Å~é~Åáíó=çÑ=
íÜÉ=îÉÜáÅäÉ=
sfkL`Ü~ëëáë=
åìãÄÉê=çÑ=
íÜÉ=îÉÜáÅäÉK
=
© QBE CTP Insurance (February 2006)
NR
Term of Policy:
A – Annual
H – Half Yearly
Q – Quarterly
The registration status of the
vehicle.
If the owner is registered to
claim GST select YES.
GVM: Will be required if the
vehicle is a goods carrying
vehicle.
I.E: Shape = PVN or UTE.
Engine Capacity: Will be
required if the vehicle is a
motor cycle.
I.E: Shape = CYC
Seats: Will be required if the
vehicle is a bus.
I.E: Shape = BUS or SBS
=
=
=
© QBE CTP Insurance (February 2006)
=
NS
=
Step 3
=
=
New Business Payment Details Screen
=
qÜÉ=éêÉãáìã=é~ó~ÄäÉ=ïáää=åçï=ÄÉ=Çáëéä~óÉÇI=~äçåÖ=ïáíÜ=íÜÉ=ÑçääçïáåÖ=
é~óãÉåí=çéíáçåëW=
=
• `êÉÇáí=Å~êÇ=
=
• `~ëÜ=
=
• `ÜÉèìÉ=
=
=
=
=
Customer paying by credit card
=
fÑ=íÜÉ=ÅìëíçãÉê=áë=é~óáåÖ=Äó=ÅêÉÇáí=Å~êÇI=ÅäáÅâ=çå=íÜÉ=Credit Card=çéíáçåK=
=
båíÉê=íÜÉ=Å~êÇ=íóéÉI=Å~êÇ=åìãÄÉê=~åÇ=íÜÉ=Éñéáêó=Ç~íÉK=
=
`äáÅâ=çå=íÜÉ=Submit=ÄìííçåK=
=
^å=çåJäáåÉ=ÅÜÉÅâ=çÑ=íÜÉ=ÅêÉÇáí=Å~êÇ=ïáää=çÅÅìê=~åÇ=óçì=ïáää=ÄÉ=ÖáîÉå=~å=çåJ
äáåÉ=ãÉëë~ÖÉ=íç=áåÇáÅ~íÉ=ïÜÉíÜÉê=çê=åçí=íÜÉ=é~óãÉåí=Ü~ë=ÄÉÉå=~ÅÅÉéíÉÇK=
=
k_W=qÜÉ=é~óãÉåí=ïáää=ÄÉ=~ìíçã~íáÅ~ääó=ëÉåí=íç=n_bK=
=
=
Paying by cash or cheque
=
fÑ= íÜÉ= ÅìëíçãÉê= áë= é~óáåÖ= Äó= cash or chequeI= ÅäáÅâ= çå= íÜÉ=
~ééêçéêá~íÉ=áÅçåK=
=
•
cçê=ÅÜÉèìÉ=é~óãÉåíë=éäÉ~ëÉ=ÉåëìêÉ=óçì=ïêáíÉ=íÜÉ=ÅìëíçãÉêÛë=ÅÉêíáÑáÅ~íÉ=
åìãÄÉê=çå=íÜÉ=Ä~Åâ=çÑ=íÜÉ=ÅìëíçãÉêÛë=ÅÜÉèìÉK=
=
•
`~ëÜ= é~óãÉåíë= ïáää= ÄÉ= é~áÇ= áåíç= óçìê= ~ÅÅçìåí= Ñçê= êÉãáíí~åÅÉ= íç=n_b=
`qm=ïáíÜáå=7 Days.
=
^ÑíÉê=ÉåíÉêáåÖ=íÜÉ=~ãçìåíI=ÅäáÅâ=çå=íÜÉ=Submit=ÄìííçåK==
=
© QBE CTP Insurance (February 2006)
NT
Please check the
insured’s details are
correct before
proceeding.
Please select the
appropriate payment
option.
Credit card type:
Visa
Mastercard
Bankcard
You can print, email or
both print and email a
copy of the Green slipK==
When completed
please click SUBMIT.
=
© QBE CTP Insurance (February 2006)
NU
=
=
=
=
Printing the Green slip
=
qÜÉ=ëóëíÉã=ïáää=éêáåí=~å=oq^=`çéó=~åÇ=~=`ìëíçãÉê=oÉÅÉáéí=çê=q~ñ=fåîçáÅÉ=
EÇÉéÉåÇáåÖ= çå= íÜÉ= dpq= ëí~íìëFI= ÄçíÜ= ÅçéáÉë= ëÜçìäÇ= ÄÉ= ÖáîÉå= íç= íÜÉ=
ÅìëíçãÉêK=
=
Emailing the Green slip
=
tÜÉå= íÜÉ= Email= çéíáçå= áë= ëÉäÉÅíÉÇ= óçì= ~êÉ= êÉèìáêÉÇ= íç= ÉåíÉê= íÜÉ= Éã~áä=
~ÇÇêÉëë= óçì= ~êÉ= ëÉåÇáåÖ= íÜÉ= dêÉÉå= ëäáé= íçI= óçìê= çïå= Éã~áä= ~ÇÇêÉëë= ~åÇ= ~=
ãÉëë~ÖÉK=tÜÉå=óçì=ëÉåÇ=íÜÉ=Éã~áäI=éäÉ~ëÉ=åçíÉ=íÜ~í=áí=áë=ëÉåí=Ñêçã=íÜÉ=n_b=
ëÉêîÉê=åçí=óçìê=çïå=Éã~áä=Ñ~ÅáäáíóLáåÄçñK=
=
=
=
=
=
© QBE CTP Insurance (February 2006)
=
NV
=
RTA Copy
=
qÜáë=åÉÉÇë=íç=ÄÉ=ÖáîÉå=íç=íÜÉ=jçíçê=oÉÖáëíêóK=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
Green slip Receipt
==
=
=
© QBE CTP Insurance (February 2006)
OM
2.5 How to Renew a Green slip
=
Step 1
Main Menu Screen
=
=
^í=íÜÉ=ã~áå=ãÉåì=ëÅêÉÉåI=ëÉäÉÅí=RenewK=
=
Step 2
CTP Green slip Renewal Screen
=
båíÉê= íÜÉ= ÅÉêíáÑáÅ~íÉ= åìãÄÉêI= ïÜáÅÜ= Å~å= ÄÉ= ÑçìåÇ= çå= íÜÉ= ÅìëíçãÉêÛë=
êÉåÉï~ä=åçíáÅÉK=
=
^ëâ=íÜÉ=ÅìëíçãÉê=áÑ=íÜÉêÉ=ïáää=ÄÉ=~åó=ÇêáîÉêë=ìåÇÉê=íÜÉ=~ÖÉ=çÑ=OR\=
qÜáë=~åëïÉê=ãìëí=ÄÉ=ÉáíÜÉê=vÉë=çê=kçK=
=
`ìëíçãÉêë=ïÜç=~êÉ=dpq= êÉÖáëíÉêÉÇ=ïáíÜ=íÜÉ=^ìëíê~äá~å=q~ñ=lÑÑáÅÉ=E^qlF=
ïáää= ÄÉ= ~ÄäÉ= íç= Åä~áã= fåéìí= q~ñ= `êÉÇáíë= Efq`F= çå= íÜÉáê= `qm= dêÉÉå= ëäáé=
éêÉãáìãK==
=
^ëâ=íÜÉ=ÅìëíçãÉê=áÑ=íÜÉ=çïåÉê=áë=ÉåíáíäÉÇ=íç=Åä~áã=~å=fåéìí=q~ñ=`êÉÇáí\=
qÜáë=~åëïÉê=ãìëí=ÄÉ=ÉáíÜÉê=vÉë=çê=kçK=
=
=
=
=
=
=
=
^ää=ëÅêÉÉåë=Ñêçã=ÜÉêÉ=~êÉ=áÇÉåíáÅ~ä=íç=pÉÅíáçå=OKQ=“`êÉ~íÉ=~=dêÉÉå=
ëäáéÒK=
=
=
=
=
© QBE CTP Insurance (February 2006)
ON
2.6
Modifying a Green slip
=
Step 1
Main Menu Screen
=
^í=íÜÉ=ã~áå=ãÉåì=ëÅêÉÉåI=ëÉäÉÅí=ModifyK=
=
Step 2
CTP Policy Details Screen
båíÉê= íÜÉ= ÅÉêíáÑáÅ~íÉ= åìãÄÉê= ENN= åìãÄÉêëFI= ïÜáÅÜ= Å~å= ÄÉ= ÑçìåÇ= çå= íÜÉ=
oq^= `çéó= çê= `ìëíçãÉê= oÉÅÉáéíLq~ñ= fåîçáÅÉK= fí= áãéçêí~åí= íç= ÉåëìêÉ= óçì=
~äëç=ÉåíÉê=íÜÉ=ÅÜÉÅâ=ÇáÖáíK=pÉäÉÅí=NextK=
=
=
Step 3
=
=
^ãÉåÇ=íÜÉ=êÉäÉî~åí=ÇÉí~áäë=~åÇ=ëÉäÉÅí=ModifyK=
=
=
© QBE CTP Insurance (February 2006)
OO
2.7
=
=
Step 1
Searching a Green slip
Main Menu Screen
=
^í=íÜÉ=j~áå=jÉåì=ëÅêÉÉåI=ëÉäÉÅí=SearchK==
=
pÉ~êÅÜáåÖ=Ñçê=~=éçäáÅó=ÖáîÉë=óçì=íÜÉ=çééçêíìåáíó=íç=ÑáåÇ=~=éçäáÅó=áÑ=óçì=Çç=
åçí=Ü~îÉ=íÜÉ=ÅÉêíáÑáÅ~íÉ=åìãÄÉê=ÇÉí~áäëK=
=
låÅÉ=íÜÉ=éçäáÅó=Ü~ë=ÄÉÉå=äçÅ~íÉÇI=íÜÉêÉ=~êÉ=ëÉîÉê~ä=çéíáçåë=~î~áä~ÄäÉI=ïÜáÅÜ=
áåÅäìÇÉ= ãçÇáÑóáåÖI= êÉJéêáåíáåÖI= êÉJÉã~áäáåÖ= çê= áÑ= íÜÉ= éçäáÅó= áë= ÇìÉ= Ñçê=
êÉåÉï~äI=áí=Å~å=ÄÉ=êÉåÉïÉÇK=
=
=
Step 2
CTP Policy Details Screen
=
båíÉê=áå=íÜÉ=ÇÉí~áäë=Ñçê=íÜÉ=éçäáÅó=íÜ~í=óçì=~êÉ=ëÉ~êÅÜáåÖ=ÑçêK=vçì=çåäó=åÉÉÇ=
íç= ÉåíÉê= áåÑçêã~íáçå= áåíç=çåÉ= çÑ= íÜÉ= ÄçñÉëI= åçí= ~ää= çÑ= íÜÉãK= fí= Å~å= ÄÉ= íÜÉ=
å~ãÉ= çÑ= íÜÉ= áåëìêÉÇ= çê= êÉÖáëíê~íáçå= åìãÄÉêK= låÅÉ= óçì= Ü~îÉ= ÉåíÉêÉÇ= íÜÉ=
áåÑçêã~íáçåI=ëÉäÉÅí=SearchK=
=
=
© QBE CTP Insurance (February 2006)
OP
=
Step 3
vçì= ïáää= íÜÉå= ÄÉ= éêÉëÉåíÉÇ= ïáíÜ= ~= äáëí= çÑ= éçäáÅáÉë= íÜ~í= ã~íÅÜ= óçìê= ëÉ~êÅÜ=
ÅêáíÉêá~K=låÅÉ=äçÅ~íÉÇI=ÅäáÅâ=çå=íÜÉ=êÉäÉî~åí=`qm=åìãÄÉê=~åÇ==óçì=ïáää=ÄÉ=
éêÉëÉåíÉÇ=ïáíÜ=íÜÉ=ÑçääçïáåÖ=çéíáçåëW=
=
•
=
•
=
•
=
•
Cancel:=táää=êÉíìêå=óçì=íç=íÜÉ=äáëí=çÑ=éçäáÅáÉëK==
Print:=táää=éêáåí=óçì=~=Åçéó=çÑ=íÜÉ=dêÉÉå=ëäáéK=
Email:=bå~ÄäÉë=óçì=íç=Éã~áä=íÜÉ=dêÉÉå=ëäáéK=
Modify:= ^ääçïë= óçì= íç= ãçÇáÑó= íÜÉ= ëìêå~ãÉLÅçãé~åóI= éä~íÉ= åìãÄÉêI=
ã~âÉ=çÑ=íÜÉ=îÉÜáÅäÉ=çê=íÜÉ=sfkL`Ü~ëëáë=åìãÄÉêK=
=
=
=
=
=
=
=
=
=
=
=
=
=
=
© QBE CTP Insurance (February 2006)
=
OQ
2.8
Changing your Password
=
Step 1
Main Menu Screen
=
^í=íÜÉ=ã~áå=ãÉåì=ëÅêÉÉåI=ëÉäÉÅí=PasswordK=
=
Step 2
=
=
=
=
Password Verification Screen
=
båíÉê= óçìê= ÅìêêÉåí= é~ëëïçêÇI= åÉï= é~ëëïçêÇ= ~åÇ= íÜÉå= êÉJíóéÉ= íÜÉ= åÉï=
é~ëëïçêÇK=tÜÉå=óçìê=é~ëëïçêÇ=Ü~ë=ÄÉÉå=ÅÜ~åÖÉÇ=óçì=ïáää=ÄÉ=êÉíìêåÉÇ=íç=
íÜÉ=j~áå=jÉåìK=
=
=
© QBE CTP Insurance (February 2006)
OR
2.9
=
=
=
=
Step 1
=
=
=
Step 2
Control Sheets & Remittance Procedures
^ää= Å~ëÜ= ~åÇ= ÅÜÉèìÉ= é~óãÉåíë= ãìëí= ÄÉ= Ñçêï~êÇÉÇ= íç= n_b= `qm= ïáíÜáå=
ëÉîÉå=Ç~óëK=tÉ=êÉÅçããÉåÇ=íÜ~í=óçì=ÉáíÜÉê=éêáåí=çê=Ççïåäç~Ç=~=Åçéó=çÑ=íÜÉ=
`çåíêçä=pÜÉÉíK==
=
=
Main Menu Screen
=
^í=íÜÉ=j~áå=jÉåì=ëÅêÉÉåI=ëÉäÉÅí=ViewK=
=
Current Payment Cash Control Sheet Screen
lå=íÜáë=ëÅêÉÉåI=óçì=Ü~îÉ=íÜÉ=ÑçääçïáåÖ=çéíáçåëW=
=
• Main Menu:=qÜáë=ïáää=í~âÉ=óçì=Ä~Åâ=íç=íÜÉ=j~áå=jÉåìK=
=
• Previous:=hÉÉéë=êÉÅçêÇë=çÑ=óçìê=ä~ëí=éêáåíÉÇ=`çåíêçä=pÜÉÉíK==
=
• Download:= qÜáë= ïáää= Éå~ÄäÉ= óçì= íç= Ççïåäç~Ç= íÜÉ= `çåíêçä= pÜÉÉí=
~åÇ=ë~îÉ=áí=íç=~å=bñÅÉä=ÑáäÉK=
=
• Print:=qÜáë=çéíáçå=Éå~ÄäÉë=óçì=íç=mêáåí=~=Åçéó=çÑ=íÜÉ=`çåíêçä=pÜÉÉí=
~åÇ= ëíçêÉ= áí= Ñçê= óçìê= êÉÅçêÇëK= låÅÉ= óçì= Ü~îÉ= éêáåíÉÇ= íÜÉ= `çåíêçä=
pÜÉÉí=óçì=ïáää=ÄÉ=êÉíìêåÉÇ=íç=íÜÉ=j~áå=jÉåìK=
=
=
=
=
=
=
=
=
© QBE CTP Insurance (February 2006)
=
OS
3.
Appendices
3.1
•
=
How to rate CTP Insurance?
qÜÉ=éêÉãáìã=Ñçê=`qm=fåëìê~åÅÉ=áë=ÇÉíÉêãáåÉÇ=ÄóW=
−
`ä~ëë=çÑ=îÉÜáÅäÉ=
=
−
içÅ~íáçå=EéçëíÅçÇÉF=ïÜÉêÉ=îÉÜáÅäÉ=áë=åçêã~ääó=Ö~ê~ÖÉÇ=EìëÉ=í~ÄäÉ=íç=ÅçåÑáêã=ÅçêêÉÅí=
òçåÉF=
−
^ÖÉ=çÑ=íÜÉ=îÉÜáÅäÉ=
−
^ÖÉ=çÑ=íÜÉ=êÉÖáëíÉêÉÇ=çïåÉê=çÑ=íÜÉ=îÉÜáÅäÉ=
−
^ÖÉ=çÑ=íÜÉ=óçìåÖÉëí=ÇêáîÉê=çÑ=íÜÉ=îÉÜáÅäÉ=
−
mÉêáçÇ=çÑ=fåëìê~åÅÉ=ÅçîÉê=êÉèìáêÉÇ=EPI=S=çê=NO=ãçåíÜëF=
−
aÉãÉêáí=mçáåíë=çÑ=íÜÉ=lïåÉê=
=
=
=
=
=
=
•
=
•
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© QBE CTP Insurance (February 2006)
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