TITAN CL General Navigation

Liquid error: undefined method `name' for nil:NilClass

When logging into TITAN, the view defaults to the Homepage. Accessing the different areas of TITAN is done by selecting one of the icons in the upper right corner of the screen.

The Account Search, Homepage (including Active Accounts and Favorite Accounts), Search and Maintenance, Enterprise Reporting, Agency CRM, Binding Requirements, and Guides icons are explained below.

Account Search

The magnifying glass icon is a direct link to the Account Search tab. Click the blue triangle next to Additional criteria for a more advanced search.

Enter the search criteria and click Search. The more additional criteria fields used, the narrower the results will be. Conversely, the fewer additional criteria fields used, the broader the results will be.

Available options under this tab are explained below.

1. +Active: Select an account and click +Active to add an account to the Active Accounts list.

2. +Favorite: Select an account and click the +Favorite button to add an account to the Favorite Accounts list.

3. Clear New Application: Click to enter new business. Refer to the Entering New Business guide on SharePoint.

4. Export: Click to export all selected Active Accounts to Excel.

5. Active for team member: Click to add the selected policy to a team member’s Active Accounts list.

Homepage

The homepage can be accessed from any screen by clicking on house icon. All tabs on the homepage have a Clear New Application button. Review the Entering New Business guide for further details.

Active Accounts

Active Accounts is a listing of all recently cleared accounts where you are listed as the Acct Exec, as well as any renewal accounts launched to your name. Any account can be added; however, the account can only be on one user’s Active Accounts list. If an account currently listed under your Active Accounts is added to another user’s Active Accounts, it will disappear from your list without notification.

Unless set up in Preferences, accounts will appear on this list until they are manually removed. The list can be sorted by clicking on any of the column headers.

Available options under this tab are explained below.

1. –Active: Select an account and click –Active to remove it from this list.

2. +Favorites: Select an account and click the +Favorite button to add an account to the Favorite Accounts list.

3. View User’s Accounts: Click to see the active list of a team members.

a. Select the team member from the dropdown and click Submit.

b. A yellow bar will appear indicating whose Active Accounts are being viewed. Click the return to your list
link to go back to the default view.

4. Clear New Application: Click to enter new business. Refer to the Entering New Business for detailed instructions.

5. Export: Click to export all selected Active Accounts to Excel.

6. Active for team member: Click to add the selected policy to a team member’s Active list.

Favorite Accounts

Favorite Accounts is a listing of user-selected accounts. Unless manually removed, accounts listed here will remain through the life cycle of the policy. Any number of users can have the same account listed as a favorite. The list can be sorted by clicking on any of the column headers.

Available options under this tab are explained below.

1. +Active: Select an account and click +Active to add an account to the Active Accounts list.

2. –Favorite: Select an account and click the –Favorite button to remove an account from the Favorite Accounts list.

3. Clear New Application: Click to enter new business. Refer to the Entering New Business guide on SharePoint.

4. Export: Click to export all selected Active Accounts to Excel.

5. Active for team member: Click to add the selected policy to a team member’s Active Accounts list.

Account Search

View the Account Search section for details.

Recent Searches

To view a list of recently viewed searched accounts, click the Recent Searches tab. The list can be sorted by clicking on any of the column headers.

Available options under this tab are explained below.

1. +Active: Select an account and click +Active to add an account to the Active Accounts list.

2. +Favorite: Select an account and click the +Favorite button to add an account to the Favorite Accounts list.

3. Clear New Application: Click to enter new business. Refer to the Entering New Business guide on SharePoint.

4. Export: Click to export all selected Active Accounts to Excel.

Search and Maintenance

View the Search and Maintenance Guide on SharePoint.

Enterprise Reporting

Click the pie chart to open the Enterprise Reporting Platform in a new tab.

In the RT Specialty Sales folder, find the Booked Business Report, Policy Expiration report, Policy Inforce Report, and Submission Activity. In the Operations folder, click on Reference. The Cancellation-Endorsement Factor aka Pro Rata aka Short Rate Calculator is found here.