Note: In order to use this functionality, some implementation planning is required. Additionally, you will need to set the "SAQ" system setting in the Choice Point / Report Type folder (System Settings) to "0." This indicates that your company is "Ordering Solutions at Quote Without the Current Carrier."
Additional Note: With Diamond Version 515, implementations now have the option of using either SAQ OR Auto Data Pre-fill. Auto Data Pre-Fill functions much the same way that SAQ functions except more information is presented when the import is done. This is controlled by a system setting in the Choice Point folder, "Display Auto Data Pre-fill." If this is set to "True," then the option for using Auto Data Pre-fill is displayed on the Policy Detail Screen - Personal Auto.
Choice Point's SAQ (Solutions at Quote) is designed to return driver and vehicle information based on name and address information passed in a request. This information is then used to pre-fill driver and vehicle data on Diamond’s Personal Auto Policy Detail grids. It is designed to reduce the amount of data entered for new business and quotes while improving accuracy / completeness of information for rating & underwriting.
A "No Hit" is described as no information is found on the driver or vehicle.
Submit a Personal Auto new business policy or quote.
On the Policy Control screen, enter the required address and billing information.
Select the Detail tab, and click Order / View SAQ on the Policy Detail toolbar. Diamond checks to see if there is a current SAQ order already in the system for this driver / vehicle combination.
If none is found, the system asks: "SAQ not currently ordered. Would you like to order Solutions at Quote now?" Answer Yes to the question. At this point, the order is placed and Diamond returns the SAQ Order screen.
The Reported Drivers section of the screen displays the driver's name, birth date, driver's license number, etc. that was entered at the time of submission. The Reported Vehicles section is blank. The Order Processing Status reads; "A.D.D.- <Name of Driver> - Processing Complete, No Additional Drivers Discovered. VIN Services - <Name of Driver> Processing completed - Order resulted in a no - hit. No vehicles discovered."
Click Import Selected. The system returns a validation message: "Cannot import or order Solutions at Quote once drivers are imported. The following driver will be added upon exiting Solutions at Quote Order - <Name of Driver>. Do you wish to continue?" Answer Yes.
The Policy Detail screen displays. The driver's information (e.g., name, birth date, SSN, etc.) is automatically filled in the Driver's Information grid. If you need to add any additional information on the driver, highlight the driver, click Edit, make your changes and click Save.
Because no vehicle was found, you need to add all vehicle information as well as the coverages.
When you are finished, rate / issue the policy.
A "Hit" is described as information is found on the driver / vehicle.
Submit a Personal Auto new business policy or quote.
On the Policy Control screen, enter the required address and billing information.
Select the Detail tab, and click Order / View SAQ on the Policy Detail toolbar. Again, Diamond checks to see if there is a current SAQ order already in the system for this driver / vehicle combination.
If none is found, the system asks: "SAQ not currently ordered. Would you like to order Solutions at Quote now?" Answer Yes to the question. At this point, the order is placed and Diamond returns the SAQ Order screen.
The Reported Drivers section of the screen displays the driver's name, birth date, driver's license number, etc. that was entered at the time of submission. The Reported Vehicles section is pre-filled with any vehicles associated with the driver. It also can contain the year, make, model, VIN number, etc. for each of the vehicles. The Order Processing Status reads; "A.D.D.- <Name of Driver> - Processing Complete, No Additional Drivers Discovered. VIN Services - <Name of Driver> Processing completed - Order resulted in a hit. Vehicles discovered."
Click Import Selected. The system returns a validation message: "Cannot import or order Solutions at Quote once drivers / vehicles are imported. The following driver will be added upon exiting Solutions at Quote Order - <Name of Driver>. The following vehicle (s) will be added upon exiting Solutions at Quote - <Year, Make, VIN number of each vehicle> Do you wish to continue?" Answer Yes.
The Policy Detail screen displays. The driver's information (e.g., name, birth date, SSN, etc.) is automatically filled in the Driver's Information grid. All vehicle information is transferred to the Vehicle Information grid. If you need to add or change any additional information for the driver or the vehicle (s), click the Edit button; make additions, changes as necessary.
Click Save to retain your information.
Add all coverage information.
When you are finished, rate / issue the policy.
Let's say, you want to process a SAQ order having one driver with multiple vehicles. You want to leave one of the vehicles off the import. Here's what happens.
First, follow steps 1 -4. When the SAQ Order screen returns:
The Reported Drivers section of the screen displays the driver's name, birth date, driver's license number, etc. that was entered at the time of submission. The Reported Vehicles section is pre-filled with any vehicles associated with the driver. It also can contain the year, make, model, VIN number, etc. for each of the vehicles. The Order Processing Status reads; "A.D.D.- <Name of Driver> - Processing Complete, No Additional Drivers Discovered. VIN Services - <Name of Driver> Processing completed - Order resulted in a hit. Vehicles discovered."
In the Reported Vehicle section of the screen, remove the check mark in the "Reported" vehicle opposite the vehicle you do not want to import.
Click Import Selected. The system returns a validation screen: "Please enter explanation for not importing <Year> <Name of Vehicle> <VIN Number>." Click OK. (Note: Nothing has been imported at this point.)
This returns the SAQ Order screen. The vehicle you do not want to import is highlighted in a different color. Double click in the Remarks field and enter an explanation in the Remarks field.
Click Import Selected. Again, the system returns a validation message: "Cannot import or order Solutions at Quote once drivers / vehicles are imported. The following driver will be added upon exiting Solutions at Quote Order - <Name of Driver>. The following vehicle (s) will be added upon exiting Solutions at Quote - <Year, Make, VIN number of each vehicle> Do you wish to continue?" Answer Yes.
The Policy Detail screen displays. The driver's information (e.g., name, birth date, SSN, etc.) is automatically filled in the Driver's Information grid. All vehicle information is transferred to the Vehicle Information grid. The vehicle you did not wish to import information for is not transferred to the Vehicle Information grid.
Again, you may have to add, or edit some of the driver and / or vehicle information. Highlight the line you wish to change, click the Edit button to add / change that information. Make sure you click Save after adding the information.
Add all coverage information.
When you are finished, rate / issue the policy.
Once you press the Order / View SAQ button and the system returns the message: "SAQ not currently ordered. Would you like to order Solutions at Quote now?" Answering "Yes" to the question places the order and Diamond returns the SAQ Order screen. This means that the transmission has been saved to the table and records have been saved to the SAQ Imported Drivers and SAQ Imported Vehicle Tables. If you exit the screen (prior to the import), and you re-enter the SAQ Order screen, you will not see the prompt a second time.
Reorder SAQ Button. This is used when the following happens. Let's say when you originally submitted the application, you forgot to enter the driver's social security number or birth date. After closing out of the SAQ Order screen (prior to import), you can go back to the Policy Control screen, enter the information, click the Order / View SAQ button, then click Reorder SAQ to have the amended information display.
Once you have imported driver / vehicle information for a driver, you cannot go back and order again.