How Do I Register / Login for ezumbrella.com
How do I register for ezumbrella.com
Log on to www.ezumbrella.com , go to the right hand side of the screen Click on "Register" link under the Producer Registration section Click on "Register Online" link Create password and complete online registration If registration is referred please e-mail sales@ezumbrella.com If Registration is successful record your user id Download completed registration and producer agreement by clicking on PDF Have authorized individual read and sign agreement Send agreement and additional requested documents to sales@ezumbrella.com or fax to 646-218-3200
How do I know if my agency already has access to ezumbrella.com
Contact your marketing or office manager to determine if access to ezumbrella.com is currently available. E-mail sales@ezumbrella.com to request office access status
How do I change my password
Access www.ezumbrella.com Click on "Change your password" in the "Registration and Login" box on the right side of the website Enter user id and secret question answer New password will appear on screen If you forgot question please e-mail webmaster@ezumbrella.com
How do I obtain a lost user id
How Do I Search for an Insured
How do I best search for an insured’s account
Log on to www.ezumbrella.com click on the top navigation button: Access My Accounts Click on "Search For" drop down arrow Choose "Producer id" from drop down list The system knows your id when you are logged in. All accounts will appear in alpha order Choose appropriate account by clicking on "submission id"
How do I search for an insured’s document
Log on to www.ezumbrella.com click on the top navigation button: Access My Accounts Click on "Search For" drop down arrow Choose "Producer id" from drop down list The system know your id when you are logged in. All accounts will appear in alpha order Choose appropriate account by clicking on "submission id" Choose document from list by clicking on "Document Name" link
How do I search using "named insured"
Enter just the first three letters of the insured’s name Please do not use spaces E-mail webmaster@ezumbrella.com if error message appears.
How Do I Enter an application in ezumbrella.com
How do I enter an application
Log on to www.ezumbrella.com Click on "Create Application" link Enter insured’s data in "Clearance Section" Always choose "Full App" if you are a Full Registered Producer Choose "ezapp" if you are a Temporary Producer For Full App — Choose insured’s name from Dun & Bradstreet section If correct name & address is not listed scroll to bottom of list and choose "no matches found" Click on "Proceed" link Application will appear beginning with first section. Complete each section until a green dot appears next to each section heading at top of the page. Submit application.
How do I submit an application
If currently on an active application — click "Submit" at bottom of application page If entering a Saved application — Click "edit" at bottom of application page When application re-loads, scroll to bottom and click "submit" If application says to "complete all sections," check all sections with a red dot next to section heading at top of the page. Complete sections with a red dot and click "submit" If application still will not submit e-mail webmaster@ezumbrella.com for assistance.
How do I re-submit an application after I have received a referral or a declination
If an application is referred or declined you must contact underwriting@ezumbrella.com to ascertain status of submission If application has then been approved for editing or submitting please access application through "insured history" Click "edit" at bottom of application to change or submit application
How do I bind a quote
If accessing directly from submitting an application — Choose desired umbrella limit, 5, 10 or 25 million. Scroll down toward bottom of quote and click "Bind" Answer three pop up boxes to confirm insured’s information Binder will appear Print and proceed to policy issuance
How do I submit an application for renewal
Log on to www.ezumbrella.com click on the top navigation button: Access My Accounts Search for named insured Click on most recent submission id ending in -01, -02, -03 or next highest available suffix. Status should be listed as FASVD standing for Full Application Saved. Click on "Full App" link When application loads click on "Edit" link Complete sections with a red dot next to section heading at top of page. Typically 7 of 11 sections have been completed with previous years data. Please check all section to make sure data is correct for renewal term
How Do I Print
How do I print an invoice
Log on to www.ezumbrella.com , click on the top navigation button: Access My Accounts
Search for insured
Click on "submission id" link
Click on document "Binder"
Invoice is the second of two documents contained in "Binder"
Click "Print" towards bottom of binder
How do I print a policy
Log on to www.ezumbrella.com , click on the top navigation button: Access My Accounts Click on "Insured History " Click on box titled "search for" From the drop down list choose "producer id" Click "search " A complete list of your agency accounts will appear in alpha order. Click on the "sub id " for the account you wish to print a policy. Click on the document "Binder " Scroll down and click (once ) on the link "Issue and Print Policy Documents" On the certificate page please enter all policy numbers in the appropriate boxes . You may not proceed without these. Click on "Policy Issuance ".
You are now in the Policy Print Center — Click "Print all forms " You should receive a pop-up with directions — if you have a pop-up blocker you may not see this. The pop-up tells you to look for a box on the "Print Dialog " screen that says –print all linked documents - this is usually found in the options tab on the print dialog screen. Click to check the box "print all linked documents " Click OK to print. This will print all documents except the master policy Locate document list and scroll down to "Master Policy Form" Click on "Master Policy Form" - a PDF document will appear. Click on the printer icon located on the PDF Master Policy Form. Assemble all printed document to create complete policy package.
How Do I Request loss runs
How do I request loss runs
Send a loss run e-mail request to service@ezumbrella.com Enter the insured’s name plus "loss run request" in the subject line of the e-mail Include the policy number and term in the body of the e-mail message Confirmation will be returned in most cases within 24 hours or less