MyGard Phase 2A New features. Salesforce impact

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

MyGard functionality

2

Brokers can view:

• Clients’ covers

• Clients’ insured objects

• Clients’ claims

• Clients’ portfolio reports

• Clients’ respective Gard teams

Both:

• Last 7 years information

• See P&I and Marine covers

• Information is Updated every 24hrs from our production systems to MyGard

• Request changes in portfolio information

• Report new claims and manage existing claims

• Retrieve relevant forms

• Manage their contact information and subscriptions to Gard publications

Members and Clients can view:

• covers

• insured objects

• claims

• portfolio reports

• dedicated Gard team

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release?

3

• Multiple company log-in

• New home page

• Global filter for brokers

• Request changes in policies

• Online forms

• Manage and Comment claims

• Print-out of the address book (Gard team)

• Log Customer feedback

• Acknowledge emails to extranet users

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Multiple company log-in

4

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? New home page

5

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Global filter for brokers

6

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Request changes in policies

7

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Online forms

8

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Manage and comment claims

9

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is new in this release? Print-out of the address book (Gard team)

10

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

What is the impact in our work?

Email notifications are sent to the relevant Gard employees

11

Feature Who

Provide Support to MyGard users /

Contact me

All Gard employees

New Claims and

manage/comment existing claims

Claims

Changes to porfolio

information/online forms/ new

upsell opportunities

UWR

Customer feedback Salesforce Company owners

Contact no longer employed Salesforce Contact owners

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

Salesforce impact

12

• To see who has access to MyGard:

o Company. MyGard Company-Contact relationships related list

o Contact. MyGard Company-Contact relationships related list

• Upsell opportunities

o Covers for new objects

o Additional covers to existing objects

• Task in Salesforce: manage Customer feedback logged

in MyGard

• Task in Salesforce: set a contact as no longer employed

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

Salesforce impact

13

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

Salesforce impact

14

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

Roll-out The process of giving MyGard access

15

Create support

user

Member receives

log-in credentials

Company owner’s tasks:

Data

validation of

claim

handlers

Data

validation

How to

present

MyGard?

Send welcome

e-mail

Appoint

admin user

Identify

correct SF id

Roll out team:

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

16

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

Super users

17

Arendal:

Gudrun Aaserud (Claims)

Torgrim Andersen (Claims)

Ingebjørg Eliassen (UWR P&I)

Ingrid Vinje S (UWR Marine)

Tove Hjeltnes (Accounting)

Oslo:

Anette Stinessen, (Claims)

Olga Tomé (UWR)

Bergen:

Heidi Floen (Claims Marine)

May Lillebø (UWR)

New York

Claudia Botero-Gotz

Ann-Marie Roach

London:

Ernest Miller (Claims/UWR)

Samira Hmam (UWR)

Adrian Hodgson (Claims)

Piraeus:

Dimitris Giginis

Helsinki:

Taru Natri

Japan offices:

Fernando Shuhei Iida

Hong Kong:

Julia Zhu

Thorbjörn Emanuelsson

Singapore:

Wan Jing Tan

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

MyGard can only improve by feedback How to proceed over the next weeks to ensure a successful extranet?

• Post new ideas in Salesforce (select category “extranet”)

• CAB, and releases together with Salesforce

• Current, known, issues reported by Underwriters:

o P&I Loss Records: For brokers, there will be a change in MyGard in due course; when there is a change of broker within the seven years period, the new broker will inherit the Loss Record, and hence get access to the full loss record for a member

o Brokers that have been acquired by other broker entities: work in

progress

o Producing vs placing broker: reported earlier, no further updates at this stage

18

MyGard Phase 2A

MyGard

functionality

What is new in

this release?

What is the

impact in our

work?

MyGard internal

support

organization

References

19

• SF MyGard Chatter group

• MyGard dashboard

• MyGard user manual

• MyGard Standard presentation (for externals)

• Most frequently asked questions during the MyGard roll out

• HOW TO Claim updates from MyGard

• HOW TO Adminitrate MyGard reported claims