V² Playbook

Frequently Asked Questions

1. Does V 2 give me the same policy I’ve always received from Victor? Yes. You get the same A rated, admitted insurance policy when you use V 2 .

2. Can I do renewals in V 2 ? No. At this time V 2 is a new business portal. However, we are already working to include renewals in future enhancements of V 2 . 3. How do I upload a document? To upload documents, go to specific account and use the Upload a Document feature located on the right side of the page. 4. I have to update some information I entered for a client. How do I do that? You can make edits in the General Information secion, or use the Submit Comments & Questions feature to provide the new information. 5. How do I save and exit when I’m working with V 2 ? V 2 automatically saves your work as you go. You can also use the Save and Exit function at the bottom of each page under the More Options drop down. 6. The filter function in My Work is not returning the desired results. How do I fix this? When using filters, make sure you delete previous filters before moving on to another filter type. 7. Does access to V 2 also give me access to quote builders risk? Builders Risk will be available on V 2 very soon! In the meantime, please send your Builders Risk applications to buildersrisk.us@victorinsurance.com.

8 • V 2 Playbook

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