How To Use This Site

How Do I Register / Login for ezumbrella.com

How do I register for ezumbrella.com

  • Log on to www.ezumbrella.com, go to the right hand side of the screen
  • Click on "Register" link under the Producer Registration section
  • Click on "Register Online" link
  • Create password and complete online registration
  • If registration is referred please e-mail sales@ezumbrella.com
  • If Registration is successful record your user id
  • Download completed registration and producer agreement by clicking on PDF
  • Have authorized individual read and sign agreement
  • Send agreement and additional requested documents to sales@ezumbrella.com or fax to 646-218-3200

How do I know if my agency already has access to ezumbrella.com

  • Contact your marketing or office manager to determine if access to ezumbrella.com is currently available.
  • E-mail sales@ezumbrella.com to request office access status

How do I change my password

  • Access www.ezumbrella.com
  • Click on "Change your password" in the "Registration and Login" box on the right side of the website
  • Enter user id and secret question answer
  • New password will appear on screen
  • If you forgot question please e-mail webmaster@ezumbrella.com

How do I obtain a lost user id

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How Do I Enter an application in ezumbrella.com

How do I enter an application

  • Log on to www.ezumbrella.com
  • Click on "Create Application" link
  • Enter insured’s data in "Clearance Section"
  • Always choose "Full App" if you are a Full Registered Producer
  • Choose "ezapp" if you are a Temporary Producer
  • For Full App — Choose insured’s name from Dun & Bradstreet section
  • If correct name & address is not listed scroll to bottom of list and choose "no matches found"
  • Click on "Proceed" link
  • Application will appear beginning with first section.
  • Complete each section until a green dot appears next to each section heading at top of the page.
  • Submit application.

How do I submit an application

  • If currently on an active application — click "Submit" at bottom of application page
  • If entering a Saved application — Click "edit" at bottom of application page
  • When application re-loads, scroll to bottom and click "submit"
  • If application says to "complete all sections," check all sections with a red dot next to section heading at top of the page.
  • Complete sections with a red dot and click "submit"
  • If application still will not submit e-mail webmaster@ezumbrella.com for assistance.

How do I re-submit an application after I have received a referral or a declination

  • If an application is referred or declined you must contact underwriting@ezumbrella.com to ascertain status of submission
  • If application has then been approved for editing or submitting please access application through "insured history"
  • Click "edit" at bottom of application to change or submit application

How do I bind a quote

  • If accessing directly from submitting an application — Choose desired umbrella limit, 5, 10 or 25 million.
  • Scroll down toward bottom of quote and click "Bind"
  • Answer three pop up boxes to confirm insured’s information
  • Binder will appear
  • Print and proceed to policy issuance

How do I submit an application for renewal

  • Log on to www.ezumbrella.com click on the top navigation button: Access My Accounts
  • Search for named insured
  • Click on most recent submission id ending in -01, -02, -03 or next highest available suffix.
  • Status should be listed as FASVD standing for Full Application Saved.
  • Click on "Full App" link
  • When application loads click on "Edit" link
  • Complete sections with a red dot next to section heading at top of page.
  • Typically 7 of 11 sections have been completed with previous years data.
  • Please check all section to make sure data is correct for renewal term
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How Do I Print

How do I print an invoice

  • Log on to www.ezumbrella.com, click on the top navigation button: Access My Accounts
  • Search for insured
  • Click on "submission id" link
  • Click on document "Binder"
  • Invoice is the second of two documents contained in "Binder"
  • Click "Print" towards bottom of binder

How do I print a policy

  • Log on to www.ezumbrella.com, click on the top navigation button: Access My Accounts
  • Click on "Insured History"
  • Click on box titled "search for"
  • From the drop down list choose "producer id"
  • Click "search" A complete list of your agency accounts will appear in alpha order.
  • Click on the "sub id" for the account you wish to print a policy.
  • Click on the document "Binder"
  • Scroll down and click (once) on the link "Issue and Print Policy Documents"
  • On the certificate page please enter all policy numbers in the appropriate boxes . You may not proceed without these.
  • Click on "Policy Issuance".
  • You are now in the Policy Print Center — Click "Print all forms"
  • You should receive a pop-up with directions — if you have a pop-up blocker you may not see this. The pop-up tells you to look for a box on the "Print Dialog" screen that says –print all linked documents- this is usually found in the options tab on the print dialog screen.
  • Click to check the box "print all linked documents"
  • Click OK to print. This will print all documents except the master policy
  • Locate document list and scroll down to "Master Policy Form"
  • Click on "Master Policy Form" - a PDF document will appear.
  • Click on the printer icon located on the PDF Master Policy Form.
  • Assemble all printed document to create complete policy package.
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How Do I Request loss runs

How do I request loss runs

  • Send a loss run e-mail request to service@ezumbrella.com
  • Enter the insured’s name plus "loss run request" in the subject line of the e-mail
  • Include the policy number and term in the body of the e-mail message
  • Confirmation will be returned in most cases within 24 hours or less
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