ACRQ_ts_storyboard_template2006-12-19

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Self-Study Module
Tips
Topics
Knowledge Items (KI)
Glossary
Final Instructions &
Quiz
Evaluation
Enterprise Apps – ACRQEnterprise Apps – ACRQ (Storyboards)(Storyboards)
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State Farm Confidential Information
Welcome to the Auto Commercial Rate Quote
(ACRQ)
Technical Training
(Course Code - 3ISC1028)
Tips on how to use self-study modules
Start Module

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Self-Study Module
Tips
Topics
Glossary
Quiz
Evaluation
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Self Study Module Tips
NOTE: THIS MODULE IS BEST VIEWED WITH A 1024 X 768 SCREEN RESOLUTION
SETTING AND WITHOUT THE FAVORITES BAR OPEN ON THE LEFT SIDE OF THE SCREEN.
How to use this module:
To proceed through the module page by page, use the Previous and Next Page links.
To access a particular topic, use the navigation bar on the left side. The Topics link (if
available) produces a drop-down list from which you can access the main module topics.
This way, you can "jump" to a particular place in the module without progressing in a
linear fashion.
Use the navigation bar at the top of the page to access different State Farm Systems
websites or to return to the self-study modules page.
*NOTE: Some links within the module will open another browser window on top of
the module window. To return to the module, close (or minimize) the new window
that opened.
Evaluations:
When finished with this module, please complete the online Evaluation form. It can be
accessed by choosing Evaluation from the navigation bar, or from the Final Quiz page.
If you work in an ISC: See your ISC Training Coordinator for details on receiving credit
for completing this module.
If you work in any other location: The evaluation must be completed to receive
course completion credit for training in your HR E&D transcripts (TSOnline).
Self Study Module Tips - Page 1 of 1

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Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
Changing Vehicle Year
Select Deleted Quote
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation
Software Overview
This module provides an overview of the ACRQ Application and its components. The ACRQ
Page Overview is broken into three sections:
•Toolbar Buttons - This page describes and displays the function of each toolbar
button.
•Navigation - This page describes the two basic ways of navigating through the
Application.
•Content Frame - This page describes where the data will be entered and the use
of scrolling to access all information on a page.
Software Overview - Page 1 of 8

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ACRQ Page Overview
This is an example of an Auto Commercial Rate Quote page. The page is divided into
three sections.
•Navigation
•Content Frame
•Toolbar Buttons
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

5
Toolbar Buttons
The buttons at the bottom of the page perform various functions while completing the
Rate Quote.
Click on each of the toolbar buttons above to
learn about its function.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

6
Toolbar Buttons
Rate Quote.
Calculate: The Calculate button is used to calculate a Commercial Auto Rate
Quote after entering the necessary information.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

7
Toolbar Buttons
Rate Quote.
Print: The Print button displays a print window where the Quote Results or
Quote Summary can be selected for printing.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Toolbar Buttons
Rate Quote.
Save: The Save button saves the rate quote currently open.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

9
Toolbar Buttons
Rate Quote.
Add Reminder: The Add Reminder link allows a follow-up to be added to the
NECHO system.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

10
Toolbar Buttons
Rate Quote.
Close: The Close button closes the rate quote currently open. A prompt will
appear asking if any changes should be saved.
Closing the quote using the " " in the upper right corner of the
page does not display the option to save changes before closing.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

11
Navigation
The Auto Commercial Rate Quote system is divided into multiple sections and pages.
There are two ways to navigate through the quote—directly to a specific page or
sequentially.
Directly - To
navigate to a
specific page,
click the desired
hyperlink in the
left navigation
pane.
Sequentially -
To navigate
sequentially,
click the
Previous and
Next links in
the bottom right
corner of each
page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

12
Content Frame
All data entry takes place in the content frame shown below in the blue box. Some of
these pages require scrolling to access all of the information.
Note: The content frame in
the application is scrollable.
The Previous and Next
links always appear at the
bottom of the page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

13
Shortcut Keys for ABS Offices
Shortcut keys enable ABS (Agents Business System) users with disabilities to move from
section to section of a page quickly. For example, there might be a group of shortcut
keys that allows a user to skip directly to the navigational links, to the page content, or
to a group of buttons.
Control Key Combination Functionality
Alt + 0
Puts focus on the active client link in the customer
bar
Alt + 1 Puts focus on the first link in the left hand navigation
Alt + 2
Puts focus on the first selectable or enterable field
on the page
Alt + 3 Puts focus on the first help link on the page
Alt + 4 Puts focus on the first button in the button bar
Alt + 5 Puts focus on the first error link in the error section
Alt + 6 Puts focus on the menu bar
Alt + 7 Puts focus on the previous/next page link group
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Software Overview - Quiz
After completing this module, you should be able to correctly answer the
following questions.
Click the Submit button after answering the questions:
Results:
1. Could accessing all information in the content frame possibly involve scrolling?
Yes
No
2. In order to navigate through the Auto Commercial Rate Quote sequentially the
agent must:
a. Click on the name of the page in the left hand navigation bar
b. Use the buttons on the toolbar
c. Click on the "Previous" and "Next" hyperlinks
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

15
Software Overview - Summary
1. The items at the bottom of each page in the toolbar perform various functions
while completing the Rate Quote:
• Calculate: The Calculate button is used to calculate an Auto Commercial
Rate Quote after entering the necessary information.
• Print: The Print button displays a print window where the Quote Results or
Quote Summary can be selected for printing.
• Save: The Save button saves the rate quote currently open.
• Add Reminder: The Add Reminder link allows a follow-up to be added to
the NECHO system.
• Close: The Close button closes the rate quote currently open.
2. There are two basic ways to navigate through the app: directly by using the left
hand navigation pane or to a specific page or sequentially using the Next and
Previous hyperlinks at the bottom of the page.
3. The content frame is the section of the page where all the questions are asked
and where the agent enters various types of information. To view all information
in the content frame scrolling may be necessary.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Launch App: ABS Offices - Introduction
The process of launching a new quote
from the ABS Homepage is illustrated as
follows:
Launch App: - Page 1 of 11
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

17
ABS Homepage Search for Customer
The agent or team member can begin the launch process from the ABS Homepage. A
Quote can be initiated by searching for an existing client or without selecting a client at all.
To launch a new
application:
1. Enter the
customer's name in
the Customer
Search field on the
ABS Homepage.
2. Click Additional
search options to
search by enhanced
address
information,
telephone number,
or policy/account
number.
3. Click Search to
start searching
within the existing
book of business.
To avoid the possible
duplication of client
information in the agent's
book of business, the
agent should search for
the client in the book of
business first.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Select Customer from Search Results
Customer information is
pulled from the
Enterprise Client
database.
4. Locate the
customer name in
Search Results
and click the name
to access the
Customer
Household page.
Note: If the search
yields a single
customer, that
customer's Household
page will automatically
appear. No selection
needs to be made.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Select Auto from Quotes and Applications in
Menu Bar
From the Customer
Household page:
5. Click Quotes and
Applications in
the ABS menu bar
to display the Line
of Business menu.
6. Select the
appropriate Line of
Business.
This will launch into
Product Selection.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

20
Select the Product
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation
Note: Based on the effective date
entered, a different version of the
application may appear.
The quote will be generated using
the version of the application
available on the date the policy is
effective.
1. Identify the following on the product selection page:
▪ State
▪ Product line
▪ Effective date
2. Click Search.
3. Select Product Types.
4. Click Next.

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Effective Date
The effective date
entered during the
product selection
process may display
different versions of
the application.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

22
Complete Product Determination - Vehicle Questions
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation
Note: Vehicle Model Year may not be
modified once the quote has been
started (after the Customers page
appears).
The next page requires basic information regarding the vehicle and its general use:
1. Select the Body type.
2. Enter the correct model year.
3. Select the appropriate information for each
Vehicle Question.
Note: Additional Vehicle Questions may appear based on previous answers.
4. Click Next.

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Complete Product Determination - Vehicle Uses
1. Select the
appropriate
general use
category for the
vehicle. After a
general use
category is
selected, a
specific use list
appears.
2. Select a specific
vehicle use.
3. Click Next.
Once the Vehicle
Use page is
complete,
clicking the
‘Next’ link will
bring the agent
or team member
into the ACRQ
tool.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation
Note: If Mutual Company is indicated, it
may be changed to Standard.
If Standard is indicated, however, it
may not be changed to Mutual.

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Quote Begins on Customers Page
The customer’s name and
mailing address is brought
forward from the ABS
Household page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

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Quiz
After completing this module, you should be able to correctly answer
the following questions:
Results:
1. What is the first step taken on the Product Determination-Vehicle Uses page?
A. Click Next to launch into the Customers page.
B. Select the general use category for the vehicle being quoted.
C. Select the specific use category for the vehicle being quoted.
2. The link to the Quote and Applications selection is located on the ABS menu bar.
True
False
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

26
Summary
The agent or team member can launch a new Auto Commercial Rate Quote from the
ABS Homepage by following these steps:
1. Enter the customer name and click Search from the ABS Homepage.
2. If no matches are found, click Quotes and Applications in the ABS menu bar to
create a new auto commercial rate quote for a customer, then select Auto. On the
Product Selection page enter an effective date and click Search. Choose
Commercial as the product type and click Next. Complete the Product
Determination-Vehicle Questions and Product Determination–Vehicle Uses screens.
Clicking Next on the Product Determination–Vehicle Uses page will launch the first
page of the ACRQ.
3. If matches are returned, select the correct customer from the results box by
clicking on the checkbox. The ABS Household page for that customer opens. Click
on Quotes and Applications in the ABS menu bar, then select Auto. On the
Product Selection page enter an effective date and click on the Search button.
Choose Commercial as the product type and click Next. Complete the Product
Determination-Vehicle Questions and Product Determination-Vehicle Uses screens.
Clicking Next on the Product Determination–Vehicle Uses page will launch the first
page of the ACRQ.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

27
Create Quote - Introduction
Illustrated below is process for creating and completing an Auto Commercial Rate Quote:
Create Quote - Page 1 of 14
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

28
Launch Quote
This section outlines how to complete and modify an electronic Auto Commercial Rate
Quote:
•Every quote should begin with a Customer Search in ABS.
•After completing a quote, use the toolbar Close button to close the quote currently
open (a prompt appears asking if any changes should be saved). Closing the quote
using the in the upper right hand corner does not display the save option before
closing.
•Modify the Quote Description to a meaningful description of the quote for ease in
navigating back to the desired quote.
•Print the Operations Center Summary form and attach and mail, with the paper
Commercial Application, to the Operations Center if the quote results in an application
being taken.
•To save a quote, the customer name and mailing address must be entered.
•An existing quote for the customer may be retrieved through Production Manager.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

29
Complete Customers Page
When a customer is selected from Client, that customer and his or her household
members automatically appear in the Household member list. The customer selected
in Client also appears as the Customer named on quote. Click Next to continue
completing the quote, OR to add more customers to the quote, following the steps
below.
1. If the Household member
does not appear in the
selection list, enter the name
of the member OR click
Customer Search to search
for a customer in another
Household.
2. Click Add.
3. Repeat Steps 1 and 2 for
additional Household
members added to the
quote.
Click Move Up or Move
down to change the role of
the selected customer, or
Remove to remove a
customer's name from the
quote.
4. Click Next to continue.
Scroll here
to view the
entire
section.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

30
Scroll here
to view the
entire
section.
Complete Customer Information Page
Complete the Customer Information for each customer listed on the quote. Required
information fields are denoted by red chevrons.
Red Chevron
information must be
completed in order to
calculate/complete a
quote.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

31
Scroll here
to view the
entire
section.
Complete Addresses Page
When a customer is selected from Client, much of the information on this page is
populated from the Client Database.
Options are provided for listing a
foreign and/or military address.
The Garage Location
section WILL NOT
automatically populate
with data.
Check the box to
confirm the location is
the same as mailing
address OR enter the
appropriate address.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

32
Scroll here
to view the
entire
section.
Complete Rating Page
All data entry takes place in the content frame shown below. The page may require
scrolling to access all of the information
1. Answer the
questions.
2. Click Next.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

33
Scroll here
to view the
entire
section.
Complete Vehicle Page (1 of 2)
If the vehicle model year is 1981 or newer, follow these steps:
1. Enter the VIN, if known.
2. Click Retrieve Vehicle
Information. The system
generates the vehicle
Make, Model, Gross
vehicle weight, and
Base MSRP.
If the VIN is unknown,
click Choose make and
model and select the
appropriate make, model,
and vehicle description.
3. Answer the Additional
body and Special
equipment questions,
and select any appropriate
information for those
fields.
4. Click Next.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

34
Scroll here
to view the
entire
section.
Complete Vehicle Page (2 of 2)
If the vehicle model year is prior to 1981, follow these steps:
1. Enter VIN, if known.
2. Enter Make, Model,
Gross vehicle
weight (GVW), and
Base MSRP.
3. Answer the
Additional body
and Special
equipment
questions and select
any appropriate
information for those
fields.
4. Click Next.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

35
Scroll here
to view the
entire
section.
Complete Trailers Page
1. Answer the Trailer
questions and enter the
corresponding
information where
necessary.
If information for each
Owned Trailer is
entered, click Add to
add the information to
the quote. Once added,
it will appear in the list
box. To update or
remove a trailer from
the list box, select the
trailer and click Update
or Remove.
2. Click Next.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

36
Select Coverages
1. Select the
desired
Coverages
and
amounts.
2. Click
Calculate
in the
content
frame or on
the toolbar.
Scroll here
to view the
entire
section.
Note: All coverages may not be available for all vehicles. An
error message is generated after clicking Calculate if an
unavailable coverage is selected. Change those coverage
selections before a quote is calculated.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

37
Calculate and Get Quote Results
The quote is displayed on the
Results page. If this quote
results in an application
being taken, print the
Operations Center Summary
form and mail it to the
Operations Center with the
paper application. An option
appears if two or more
quotes are calculated. Click
Side by Side to compare two
quotes.
Note: To print results for customer or copy for Operations
Center, click Print in the toolbar.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

38
Locate Errors
Any errors found in the quote appear in an Error List box at the top of the page. Locate
the items by clicking the link in the error list. This opens the applicable section where the
update is needed and denotes the specific item with this symbol.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

39
Quiz
After completing this module, you should be able to correctly
answer the following questions:
1. What information is required to save an auto commercial rate
quote?
A. Make, model, and body style of the vehicle
B. All necessary coverages must be selected
C. Customer name and mailing address
D. Calculated quote
2. If the customer is interested in the quote and wants to pursue an
application, the agent, or team member must print the Operations
Center Summary form and attach it to the paper Commercial
Application and mail it into the Operations Center.
True
False
Results:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

40
Summary
The agent or team member may create an auto commercial rate quote by following these
steps:
1. Launch the quote – A quote can be launched from ABS Household Page or it can be launched from
the ABS Homepage.
2. Complete Customers Page – Customers may be added or removed from the quote, and their roles
may be changed.
3. Complete Customer Information Page - A first and last name and a mailing address are required
to save a quote.
4. Complete Address Page - A mailing address is required to save a quote.
5. Complete Rating Page – All questions on this page must be answered to calculate a quote.
6. Complete Vehicle Page – If the customer has a VIN for a vehicle model year 1981 or newer, the
system can provide specific information regarding that vehicle. If the customer does not have a VIN
for a vehicle model year 1981 or newer the agent or team member may be able to locate the vehicle
information clicking Retrieve Vehicle Information. And finally if the vehicle model year is 1980 or
older, the agent or team member will have to manually enter the information as collected from the
customer.
7. Complete Trailers Page - Add information to the quote about owned trailers.
8. Complete Coverages Page and Calculate– Not all coverages are required to calculate a quote.
Some are also not eligible for selection based on the type and use of the vehicle being quoted. Once
the agent or team member calculates the quote, results are returned to the agent or staff member
and may be printed or modified.
9. Correct any Errors , if necessary – If errors occur during the calculate process, the errors will
appear in the Error List Box at the top of the page. These errors must be resolved before a quote
can be calculated.
10. Recalculate the quote if errors existed – Once all errors are resolved, clicking Calculate will
provide the agent or team member with the quote results they are looking for.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

41
Recall Quote From Production Manager- Introduction
A high level overview of the process to recall a saved auto commercial rate quote using
Production Manager is as follows:
Recall Quote From Production Manager - Page 1 of 7
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

42
Launch from ABS (1 of 2)
To recall an existing quote:
1. Enter the customer's
name in the
Customer Search
field on the ABS
Homepage.
2. Click Search.
3. Locate the customer
name in the Search
Results and click the
name to access the
Household Page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

43
Launch from ABS (2 of 2)
From the Customer
Household Page:
4. Select
Production
Manager from
the Quotes
and
Applications
drop-down
menu. This
opens
Production
Manager for
the Book of
Business.
Note: The Current Activities box
also opens Production Manager,
but results display the current
household only.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

44
Search for Quote to be Viewed
Agents and team
members can
search for a quote
using various
criteria. Criteria
such as creation
date, line of
business and by
whom the quote
was entered.
Select the quote
to be viewed, then
click the View
button to launch
the quote.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

45
Customers Page Opens
The saved auto commercial
quote will launch and open
to the Customers page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

46
Quiz
following questions:
1. Which is not a criterion that can be used to search in Production Manager?
A. Creation Date
B. Line of Business
C. Person who created quote
D. None of the above
Results:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

47
Summary
The agent or team member may recall an auto commercial rate quote using Production
Manager by following these steps:
1. Launch Production Manager
2. Search and Select Quote to be Viewed – The search for a quote can be done
using various search criteria. The line of business, creation date and the person
who created the quote are some of the most significant.
3. Customers Page Opens – Once the agent or team member selects the View
button, the ACRQ opens to the Customers page for that quote.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

48
Changing Vehicle Year - Introduction
This section will describe how to correct the vehicle year. The agent or team member may
have entered an incorrect vehicle model year on the Product Determination - Vehicle
Questions page and does not have the Vehicle Identification Number (VIN) to correct it on
the Vehicle page.
Knowledge Item 70441.
Changing Vehicle Year - Page 1 of 6
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

49
Wrong Vehicle Year on Product Determination – Vehicle Questions
Page (1 of 3)
If the incorrect vehicle year
has been entered and the
agent or team member has
not yet reached the
Customers page follow these
steps:
1. The agent or team
member can click the
Previous link on the
Product Determination –
Vehicle Uses page to
navigate back to the
Product Determination –
Vehicle Questions page.
2. The answers previously
entered by the agent or
team member will
appear. Navigate to the
Year text box and enter
the correct vehicle model
year.
If the agent or team member has reached the
Customers page, click the Next Page link
below for further instructions.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

50
Page (2 of 3)
If the incorrect vehicle year has been
entered and both of the following are
true:
•The vehicle year entered is 1980 or
prior, and;
•The agent or team member has
progressed into the quote and has
reached the Customer page.
Follow these steps:
1. The agent or team member will
need to exit the quote by clicking
the Close button or close the
browser by clicking the X in the
upper right hand corner.
2. A new quote must be launched and
the correct vehicle year must be
entered on the Product
Determination – Vehicle Questions
page.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

51
Page (3 of 3)
If the incorrect vehicle year has been entered and all of the following are true:
•Vehicle year entered is 1981 or newer, and;
•The agent or team member has progressed into the quote and has
reached the Customer page, and;
•The Vehicle Identification Number (VIN) is accurate and available for
entry. Follow these steps:
1. Navigate to the Vehicle page.
2. Enter the VIN in the appropriate field.
3. Click the Retrieve Vehicle Information
button.
4. If the VIN is in a valid format, the agent or
team member will be prompted by an alert
asking if the vehicle year should be changed
to match the year identified in the 10th
position of the VIN.
5. Select the alert's OK button and the vehicle
year will change.
If the VIN is not in a valid format, the
change of year may not be possible. If this
is the case, the steps on the previous page
(3 of 6) should be followed.
Note:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

52
Changing Vehicle Year - Quiz
following question.
Click the Submit button after answering the question:
1. True/False?: The vehicle year can be modified without starting a new quote once
the agent or team member has reached the Customers page if the vehicle year is
1980 or older?
True
False
Results:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

53
Summary
If the incorrect vehicle year is entered in the quote process, the agent or team member
has the following options:
1. If the agent or team member has not yet reached the Customers page they may
navigate to the Product Determination – Vehicle Questions page and re-enter the
vehicle year.
2. If the agent or team member has reached the Customers page and the vehicle
year entered is 1980 or older, they must exit the quote and begin a new one.
3. If the agent or team member has reached the Customers page and the vehicle
year entered is 1981 or newer, and a valid VIN is available for entry, they can
enter the VIN and the system will adjust the vehicle year to match the VIN.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

54
Selecting a Deleted Quote - Introduction
Scenario: The agent or team member has retrieved a previously saved auto commercial
rate quote through the Production Manager page. The agent or team member
navigates to the Quote List page and decides to remove all of the quotes in the request
by clicking the Remove button. The auto commercial rate quote closes and the agent or
team member is redirected back to the ABS Household Page for the customer. The
agent or team member then pulls up the Production Manager page which never closed
and has not been refreshed. The agent or team member attempts to review the auto
commercial rate quote just deleted and receives a technical error.
Select Deleted Quote - Page 1 of 6
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

55
Retrieve Deleted Quote
When the agent or team
member attempts to
retrieve a deleted quote
they will see an error
similar to this one.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

56
Navigate Back
The agent or team member should navigate to the window with the Production Manager
page open inside of it. The quote they deleted will still be visible. The reason this still
displays is that the page has not been refreshed.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

57
Production Manager
Once back at the
Production Manager
page, they should click
the Refresh List
button. The deleted
quote should no longer
be visible for selection.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

58
Select Deleted Quote- Quiz
following question.
1. True/False?: The reason that a deleted quote appears on the Production Manager
page is that the page was previously open and the data has not been
refreshed.
True
False
Results:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

59
Selecting a Deleted Quote - Summary
If the agent or team member attempts to retrieve a deleted quote, they will receive a
technical error. The reason this quote is still available for selection on the Production
Manager page is because the initial search was done prior to the deletion of the quote. If
the agent refreshes the page the quote will not appear.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

60
No Access to Quote - Introduction
This section will explain why access is denied when an agent is trying to create a quote
within ACRQ.
Scenario: The agent or team member is in a state that has the Auto
Commercial Rate Quote installed, but when the agent tries to create a quote,
an error message displays and a quote cannot be created.
This error message will appear when trying to launch into the Customers page.
No Access to Quote - Page 1 of 4
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

61
Security Authorization
The agent may be unable to get into the application for one of the following reasons:
•The ACRQ application has been in this state for a while but is a newly licensed agent.
•The ACRQ application has just been rolled out to the agent's state. This specific agent
does not have access but other agents do have access (are authorized) to the quote
application.
•The ACRQ application has not been activated in that state.
The agent needs to get security authorization to Auto Commercial Rate Quote For
Updates.
When a new agent is activated in the directory, they will already be associated with a
state. Due to this fact, the security accesses will be programmatically updated. If the
agent doesn't have access to the application in an active state, despite being able to
login, there may be an error with their directory record.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

62
No Access to Quote - Quiz
following question.
1. Which one of the reasons below is not a valid reason that the agent or team
member may not have access to the Auto Commercial Rate Quote?
a. The Auto Commercial Rate Quote is not yet available in the agent or team
member's state.
b. The agent may be newly licensed in that state.
c. Possible an error in the directory record.
d. All of the above are valid reasons.
Results:
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

63
No Access to Quote - Summary
The agent or team member is in a state that has the Auto Commercial Rate Quote
application installed, but when the agent tries to create a quote, an error message
displays and a quote cannot be created. The agent needs to get security authorization to
Auto Commercial Rate Quote For Updates.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

64
Unable to Print - Introduction
Scenario: The agent or team member has clicked Print on the toolbar. The Print dialog
page appears, but the Print button is disabled.
Unable to Print - Page 1 of 5
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

65
Quote Not Yet Calculated
If the agent or team member encounters this problem the quote may not be in an OK
status. The quote must be in an OK status for the print option to be available. If the
quote has not been calculated yet, the print option will not be available. The agent or
team member should navigate to the Quote Results page.
If the page looks similar to the
sample page, the agent or team
member needs to:
1. Ensure that required data
throughout the request
process has been entered,
then click Calculate.
2. Correct any information flagged
by error messages, then click
Calculate again.
3. Follow this process until the
Status on the Quote Results
page is in an OK status.
At that point, the Print button
will be activated.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

66
Quote Needs to be Recalculated
If the agent or team member encounters this problem the quote may not be in an
OK status because some modifications were made after initially calculating the
quote. If a change is made that may affect the
quote result, the status is set to
Needs to be Recalculated. The
quote must be in OK status for the
print options to be available. The
agent or team member should
navigate to the Quote Results page.
If the page looks similar to the
sample page, the agent or team
member needs to:
1. Select the Calculate button.
2. Correct any information flagged
by error messages, then select
the Calculate button again.
3. Follow this process until the
Status on the Quote Results
page is in an OK status.
4. Then select Print button and
the agent or staff member will
have the capability to print.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

67
Unable to Print - Quiz
following question.
Results:
1. What status does the quote need to be in for the print functionality to be activated?
a. Needs to be Recalculated.
b. OK.
c. Not Yet Calculated.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

68
Unable to Print - Summary
If the agent or team member is having difficulty printing because the page functions are
not active, the following may be the reason:
•The quote has not been calculated yet.
•A change has been made to information since the last time the quote was
calculated. That may affect the quote result so the status is set to Needs to be
Recalculated.
The quote must be in an OK status for the print options to be available.
Self-Study Module
Tips
Topics
Workflows
Software Overview
Launch App
Create Quote
Recall Quote
Common Problems
No Access to Quote
Unable to Print
Glossary
Quiz
Evaluation

69
Self-Study Module
Tips
Topics
Glossary
Quiz
Evaluation
Knowledge Items
84068
AUTO: Change the effective date of an Auto Commercial Rate Quote
(ACRQ).
70441 AUTO: How do I change the vehicle year?
70854 AUTO: REQUEST NOT FOUND: REQUEST ID=
84736
AUTO: Auto Commercial Rate Quote ACRQ – Print Error, "'document.body'
is null or not an object"
70853
AUTO: The print options page displays the message: "Quote has not been
calculated."
83193
AUTO: Auto Commercial Rate Quote (ACRQ) Modify Quote Other Than
Coverages.
70821 AUTO: Access Auto Commercial Rate Quote from Operations Center.
82224
AUTO: When do Auto Commercial Quotes fall off of or get removed from
Production Manager?
Knowledge Items - Page 1 of 1

70
Self-Study Module
Tips
Topics
Glossary
Quiz
Evaluation
You have completed your study of the Auto Commercial Rate Quote course. You may
use the navigation bar on the left to review course material at any time.
Please click the appropriate links below to finish your work on this course:
1. Complete the final quiz.
For ISC Personnel
For Non-ISC
Personnel
Final Instructions - Page 1 of 1

ACRQ_ts_storyboard_template2006-12-19

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