How To Manually Issue - CHUBB

1.  Log Into Venus - You must log in under "New Business".  This means that at the end of your user name, you will see the letters "NB" See Below.


2.Once logged in, you will see (4) options, choose "Contract Administration" and then "New Business" 

3.  Normally, you will have a spreadsheet with VC #'s on it.  These VC #'s are policies that need to be manually issued.  Copy and paste the VC #'s into the "Contract" area of venus.  Once they appear on the bottom, look to see if they say "Submitted" under the status.  If so, this means that they have not been issued.  



4.  Click on any of the VC #'s under Contract #.  A screen will open with the customers information on it.  At the top of the screen to the left, you will see a button that says "Change" Hit this button.  on the upper right corner, you will now be able to click on Issue/Decl.  Click this button and the below screen will appear.


5.  Put the "NEW" effective date into the issue date box.  If the effective date that needs to be entered into this box is in the past, enter it.  If the date is a FUTURE DATE, Use the current days date.  "Hit Enter"


6.  Once you hit "Enter", the below box should appear.   If anything other than the below box appears, write it down and see a supervisor / tenured person.


7.  At the top of the spreadsheet, you will see a "Search" button, click this button and you will be ready to enter a new VC #.  Repeat steps as needed.

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