Helpful Hints
To help you get the most out of ceqonline we have put together a series of helpful hints.
Having problems locating risks?
Enter the Risk Search screen by clicking “Risks” on the red bar at the top of the page. You now have 4 options to search.
The risk number is the unique quote reference generated by all risks. Insured is the name that was entered for Insured name. Note that if you quoted for “Mr J Smith” searching for “Smith” will not find the risk.
You can use postcodes to find risks and correspondence . Schedule number is the certificate/policy number always starting CEQ. When searching by risk or schedule number do not include the prefix. For example if searching for CEQ500000, just enter 500000.
Reports
As a user of the online system you have access to reports that you may find useful.
- Quote Activity - This report shows all quotes done by your agency in any selected time period including the name of the proposer, quote reference and premium quoted.
- Hit Ratio – This allows you to assess the success rate of quotes done using ceqonline.co.uk down to individual trades or tenant types in any given period.
Referrals
When a referral has been sent back to you from Commercial Express, you do not need to edit the quote to view the quotation document. Instead go to the documents section of the risk in question. If you do edit the quote you will have to re-refer for the same reason as before. See below instructions of how to retrieve the quote document.
- To retrieve a previous quotation click on the “Risks” button at the top of the screen on the red bar.
- All previous quotations done by your agency will then be displayed on the “Risk Search” screen. You can search for the quotation using risk number (quotation reference), Insured or postcode. Schedule number only applies if the risk has been held on cover.
- Placing your cursor over the desired risk and clicking once will take you to the “Risk Summary” screen. If further information is required then highlighting the quotation again and clicking once will take you to the “Risk Details” screen from where you can print the quotation.
- To print the quotation and summary of cover click Documents. Once on the Document Summary page click on the view Icon
- When prompted, select to “open” the document. NB to access documents you will need Adobe Acrobat Reader. If you do not currently have this application please click on “Info” at the top of the screen where you will find a link to download this for free.
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