Executive Lines OnLine-PL Documents

Executive Lines OnLine-PL Documents

This section is arranged as an interactive table of contents style for our full compliment of executive lines documents. The documents are listed in the order of usage, and are designed to help users log into the system, generate indications, process and complete indications, bind and pay by check or credit, and understand confirmation and policy document emails.

Simply click on the one-page quick starts, more detailed tutorials or PowerPoint Guides as needed.

–> View Executive Lines OnLine-PL TABLE OF CONTENTS pdf


PART 1: Log On To OnLine-PL Through 2X Client

This section includes instructions on logging into OnLine-PL through the 2X client. It only applies to those using the OnLine-PL system, and does not pertain to the web version of the executive lines application.

Log On to OnLine-PL Through 2X Client
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PART 2: Individual OnLine-PL Executive Lines Application Documents

This section pertains to the executive lines application process. The documents are listed in the order that they naturally occur for those looking to process an application from start to finish. 

Generate Executive Lines Indication In OnLine-PL
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Generate Quote Letter In OnLine-PL
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Bind Coverage and Issue Policy In OnLine-PL
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Confirmation & Policy Document Emails
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PART 3: Search
This section contains a detailed tutorial and one-page quick start document that serve as standard operating procedures for the insurance agent using the search feature in OnLine-PL.

Using the Search Feature In OnLine-PL
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PART 4: User Management Documents
This section contains detailed tutorials and one-page quick starts document that serve as standard operating procedures to help wholesale administrator users set up agencies with accounts in the OnLine-PL system; view and edit agencies; set up agency administrator users; view and edit agency users; set up agency locations; and view and edit agency locations.

Individual Wholesaler User Management Documents

Wholesale Administrator | Set Up Agency
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Wholesale Administrator | View and Edit Agency
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Wholesale Administrator | Set Up Agency Administrator Users
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Wholesale Administrator | View & Edit Agency Admin Users
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Wholesale Administrator | Set Up Agency Locations
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Wholesale Administrator | View & Edit Agency Locations
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