FINDING YOUR BOND

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The New Bond screen appears.

4)

The Risk State, Category and SubCategory drop down lists are defaulted.

a)

If necessary, select the SubCategory drop down to display all SubCategories and select the appropriate option.

b)

Select the button to display all bond forms matching the search criteria.

c)

Select the button to search all Categories and SubCategories.

d)

Select the button to remove all search criteria.

e)

Search results appear in the Bond Types section at the bottom of the screen.

5)

Double-click on the bond you wish to issue.

or

Select the bond you wish to issue and then select the button.

ISSUING YOUR BOND

1)

The Bond Amount screen appears.

2)

The Effective and Expiration Dates may be changed, and the Bond Amount may be entered (if applicable) on this screen.

3)

Select the button.

4)

The Bond Info screen appears.

5)

Field labels marked in red are required to be completed before the bond can be executed.

6)

Complete the Principal section by entering the necessary information into the Principal Name and Address fields.  

7)

Type the zip code in the Zip field.  Then hit the Tab key on your keyboard to exit the field.  This will automatically bring back the appropriate City, County and State for that zip code.

8)

The Obligee section either will default the Obligee or will provide a search function.

a)

Type in part of the Obligee Name in the Search for box.

b)

Select the button to display all Obligees matching the search criteria.  

c)

Select the appropriate Obligee in the Choose drop down list.

9)

Complete the Additional Information section by entering the necessary information into the fields.

10)

Select the button to preview the bond prior to execution.

11)

Select the option on the left side of the Bond Info screen to view the rate for the bond.

12)

Once all information is completed, select the button at the bottom of the screen to complete the bond issuance process.

PRINTING YOUR BOND

1)

The Documents screen appears.  Once executed, the bond documents will show on this screen.

2)

Select the (View Document) icon next to the Bond Documents - Executed option in the document list to view the completed bond in PDF format.

3)

The bond opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the bond, select the print button at the top of the screen.

FINDING YOUR BOND

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The New Bond screen appears.

4)

The Risk State, Category and SubCategory drop down lists are defaulted.

a)

If necessary, select the SubCategory drop down to display all SubCategories and select the appropriate option.

b)

Select the button to display all bond forms matching the selection criteria.  

c)

Select to search all Categories and SubCategories.

d)

Select the button to remove all search criteria.

e)

Search results appear in the Bond Types section at the bottom of the screen.

5)

Double-click on the bond you wish to issue.

or

Select the bond you wish to issue and then select the button.

COMPLETING THE INFORMATION

1)

The Bond Amount screen appears.

2)

The Effective and Expiration Dates may be changed, and the Bond Amount may be entered (if applicable) on this screen.

3)

Select the button.

4)

The Bond Info screen appears.

5)

Field labels marked in red are required to be completed before the bond can be executed.

6)

Complete the Principal section by entering the necessary information into the Principal Name and Address fields.  

7)

Type the zip code in the Zip field.  Then hit the Tab key on your keyboard to exit the field.  This will automatically bring back the appropriate City, County and State for that zip code.

8)

The Obligee section either will default the Obligee or will provide a search function.

a)

Type in part of the Obligee Name in the Search for box.

b)

Select the button to display all Obligees matching the selection criteria.  

c)

Select the appropriate Obligee in the Choose drop down list.

9)

Complete the Additional Information section by entering the necessary information into the fields.

10)

Select the option on the left side of the Bond Info screen, if it is enabled.

11)

Complete the Applicant section by entering the necessary information into the Applicant Name and Address fields.

a)

To add an applicant's spouse select the link.

b)

Complete the Applicant - Spouse section by entering the necessary information into the Spouse Name and Address fields.

c)

To add another applicant select the link.

d)

Complete the Applicant section by entering the necessary information into the Applicant Name and Address fields.

12)

Complete the Additional Application Information section by entering the necessary information into the fields.

13)

Select the button at the bottom of the screen.

14)

The application opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the application, select the print button at the top of the screen.

15)

Select the option on the left side of the screen to view the rate for the bond.

16)

Once all information is completed, select the button at the bottom of the screen to submit the transaction to RLI Surety for review.

EXECUTING YOUR APPROVED TRANSACTION

1)

Select the menu label at the top of the screen.

or

Hover over the menu label at the top of the screen and select in the list of available options.

2)

The Home or Bond List.Submitted screen appears.

3)

All submitted transactions are displayed.

a)

If necessary, type the Principal Name in the Principal: search box.

b)

Select the button to display all submitted transactions matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

4)

The column for your transaction will read .

5)

Double-click on the transaction.

or

Select the transaction and then select the button.

6)

Review information on the screen to ensure that it is correct.  

a)

If applicable, update fields with correct information.

7)

Select the button at the bottom of the screen to complete the bond issuance process.

PRINTING YOUR BOND

1)

The Documents screen appears.  Once executed, the bond documents will be stored on this screen.

2)

Select the (View Document) icon next to the Bond Documents - Executed option in the document list to view the completed bond in PDF format.

3)

The bond opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the bond, select the print button at the top of the screen.

VIEWING YOUR DECLINED TRANSACTION

1)

Select the menu label at the top of the screen.

or

Hover over the menu label at the top of the screen and select in the list of available options.

2)

The Home or Bond List.Submitted screen appears.

3)

All submitted transactions are displayed.

a)

If necessary, type the Principal Name in the Principal: search box.

b)

Select the button to display all submitted transactions matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

4)

The column for your transaction will read.

5)

Double-click on the transaction to view.

or

Select the transaction and then select the button

1)

Complete all required fields on the and screens (Field labels marked in red are required).  

2)

Select the button at the bottom of the screen.

3)

The bond is automatically submitted to RLI Surety for review.

1)

Select the menu label at the top of the screen.

or

Hover over the menu label at the top of the screen and select in the list of available options.

2)

The Home or Bond List.Submitted screen appears.

3)

All submitted transactions are displayed.

a)

If necessary, type the Principal Name in the Principal: search box.

b)

Select the button to display all submitted transactions matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

4)

The column for your transaction will list the underwriter who is reviewing your submission.

1)

Select the menu label at the top of the screen.

or

Hover over the menu label at the top of the screen and select in the list of available options.

2)

The Home or Bond List.Submitted screen appears.

3)

All submitted transactions are displayed.

a)

If necessary, type the Principal Name in the Principal: search box.

b)

Select the button to display all submitted transactions matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

4)

The column will list the status of the submission.

a)

Status is Pending:  Submission has not been assigned to an underwriter.

b)

Status is Assigned:  Submission has been assigned to an underwriter.  A decision has not been made.

c)

Status is Reviewed:  Underwriter has reviewed the submission and has either accepted or declined.  

The column will display the underwriter decision of 'Accepted' or 'Declined'.

1)

While in your bond, select the option on the left side of the screen.  

2)

The Documents screen appears.  Once executed, the bond documents will show on this screen.

3)

Select the (View Document) icon next to the Bond Documents - Executed option in the document list to view the completed bond in PDF format.

4)

The bond opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in.  To print the bond, select the print button at the top of the screen.

FINDING YOUR BOND

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The Bond List.Executed screen appears.

4)

All executed bonds display.

a)

If necessary, type in the Bond Number in the Bond #: search box.

b)

Select the button to display all executed bonds matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

5)

Double-click on the bond you wish to reprint.

or

Select the bond and then select the button.

PRINTING YOUR BOND

1)

The Bond Info screen appears.

2)

Select the option on the left side of the Bond Info screen.

3)

The Documents screen appears.  

4)

Select the (View Document) icon next to the Bond Documents - Executed option in the document list to view the completed bond in PDF format.

5)

The bond opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the bond, select the print button at the top of the screen.

FINDING YOUR TRANSACTION

1)

Hover over the menu label at the top of the screen.

a) If the bond has been executed select in the list of available options.

b) If the bond has not been executed select  in the list of available options.

2)

The Bond List.Executed or Bond List. Submitted screen appears.

3)

All executed bonds or submitted transactions display.

a)

If necessary, type in the Bond Number in the Bond #: search box or the Principal Name in the Principal: search box.

b)

Select the button to display all transactions matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

4)

Double-click on the appropriate transaction.

or

Select the transaction and then select the button.

PRINTING YOUR APPLICATION

1)

The Bond Info screen appears.

2)

Select the option on the left side of the Bond Info screen.

3)

The Documents screen appears.  

4)

Select the (View Document) icon next to the Application Documents option in the document list to view the application in PDF format.

5)

The application opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the application, select the print button at the top of the screen.

TO INSTALL THE UPDATE

1)

Open Adobe Reader.

2)

At the top of the screen, select the 'Help' menu option.

3)

Select 'Check for updates now'.

4)

Install the Adobe Reader 7.0.9 Professional Update.

5)

Upon installation, attempt to preview your document.  Your document should now appear in a new window.

1)

2)

The Rating screen appears.

3)

The premium and commission amounts are displayed.

ATTACH THE INVOICE/SUMMARY

1)

Execute your bond.

2)

Select the button at the bottom of the Documents screen.

3)

The Document Templates screen appears.

4)

Double click Invoice/Summary, M0021 option.

or

Select the Invoice/Summary, M0021 option and then select the button

5)

Enter comments to appear at the bottom of the invoice/summary by typing in the 'Comments' field, if necessary.

6)

Select the button.

PRINTING THE INVOICE/SUMMARY

1)

The Documents screen appears.  The invoice/summary will show on this screen.

2)

Select the (View Document) icon next to the invoice/summary option in the document list to view the invoice in PDF format.

3)

The invoice opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the invoice/summary, select the print button at the top of the screen.

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The Bond List.Saved screen appears.

4)

All saved bonds are displayed.

a)

If necessary, type in the Principal Name in the Principal: search box.

b)

Select the button to display all saved bonds matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

5)

Double-click on the transaction.

or

Select the transaction and then select the button.

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The Bond List.Saved screen appears.

4)

All saved bonds are displayed.

a)

If necessary, type in the Principal Name in the Principal: search box.

b)

Select the button to display all saved bonds matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

5)

Double-click on the submission.

or

Select the transaction and then select the button.

6)

Select the button at the bottom of the screen.

7)

The transaction is removed from the Bond List.Saved screen.

The Obligee section on the screen will either default the Obligee or will provide a search function.

a)

Type in part of the Obligee Name in the Search for box.

b)

Select the button to display all Obligees matching the selection criteria.  

c)

Select the appropriate Obligee in the Choose drop down list.

SEND REQUEST

1)

The Obligee section on the screen will either default the Obligee or will provide a search function.

2)

If the Obligee Name or Address is incorrect select the link.

3)

The Service Request screen appears.

4)

In the Body field enter the updated Obligee information.

5)

Select the button at the bottom of the screen.

6)

The request is automatically submitted to RLI Surety for review.

VIEW STATUS OF REQUEST

1)

Select the menu label at the top of the screen.

2)

The Home screen appears.

3)

Select the option on the left side of the screen.

4)

The My Requests screen appears.

5)

All requests submitted to RLI appear on this screen.  When the column reads the request is done.

1)

Select the link.

2)

Complete the Obligee section by entering the necessary information into the Obligee Name and Address fields.

3)

Type the zip code in the Zip field.  Then hit the Tab key on your keyboard to exit the field.  This will automatically bring back the appropriate City, County and State for that zip code.

  1)

Select the menu label at the top of the screen.

  2)

The Users screen appears.

  3)

Select the button at the bottom of the screen.

  4)

The User.Info screen appears.

  5)

Field labels marked in red are required to be completed before the user can be saved.

  6)

Complete the User Information section by entering the user name.

  7)

Change the Status drop down to 'Active'.

a)

Once a user's status is changed to 'Active', they are added to RLink2.  

  8)

Complete the Phone Numbers section by entering the phone number and, if necessary, the extension of the user.

a)

To add another number for the user select the link.

b)

Change the 'Type' drop down to designate the type of number.

  9)

Complete the Email Addresses section by entering the email of the user.

10)

Select the button at the bottom of the screen

11)

Select the button to return to the list of users.

  1)

Select the menu label at the top of the screen.

  2)

The Users screen appears.

  3)

Double click on the user you want to Edit.

or

Select the user and then select the button.

  4)

The User.Info screen appears.

  5)

Edit or add information, as necessary.

a)

To remove a user from the system, change status to 'Inactive'.  

b)

To add another number for the user select the link.

  6)

Select the button at the bottom of the screen

  7)

Select the button to return to the list of users.

ZIP CODE IS KNOWN

1)

Type the zip code in the Zip field on the Bond Info screen.

2)

Hit the Tab key on your keyboard to exit the field.

3)

The City, County and State are automatically entered for that Zip Code.

ZIP CODE IS UNKNOWN

1)

Select the button next to the Zip field on the Bond Info page.

2)

The Zip Code Lookup screen appears.

3)

Enter information into 'City', 'County' and/or 'State' fields to narrow down the search.

4)

Select the button to display all Zip Codes matching the search criteria.

5)

Search results appear in the Zip Codes section at the bottom of the screen.

6)

Select the appropriate option in the list.

7)

The Bond Info screen appears.  The City, County, State and Zip fields now contain the selected information.

VIEW MY REQUESTS

1)

Select the menu label at the top of the screen.

2)

The Home screen appears.

3)

Select the option on the left side of the screen.

4)

The My Requests screen appears.

5)

All requests submitted to RLI appear on this screen.

VIEW MY NOTES

1)

Select the menu label at the top of the screen.

2)

The Home screen appears.

3)

Select the option on the left side of the screen.

4)

The My Notes screen appears.

5)

All producer notes added in RLink2 appear on this screen.

FINDING YOUR BOND

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The Bond List.Executed screen appears.

4)

All executed bonds display.

a)

If necessary, type in the Bond Number in the Bond #: search box.

b)

Select the button to display all executed bonds matching the selection criteria.  

c)

Search results appear in the Bonds section at the bottom of the screen.

5)

Double-click on the bond you wish to view.

or

Select the bond and then select the button.

FINDING AN EXECUTED, SUBMITTED, SAVED OR ABANDONED TRANSACTION

1)

Hover over the menu label at the top of the screen.

2)

Select , , , or in the list of available options to view all transactions in that category.

2)

In the Search Bonds section at the top of the screen, enter information into the fields to narrow down the search.

3)

Select the button to display all transactions matching the search criteria.

a)

Select the button to remove information in fields and return to the full list of transactions.

4)

Search results appear in the Bonds section at the bottom of the screen.

5)

Double click on the appropriate transaction.

or

Select the bond and then select the or button.

FINDING THE BOND YOU WANT TO ISSUE

1)

Hover over the menu label at the top of the screen.

2)

Select in the list of available options.

3)

The New Bond screen appears.

4)

The Risk State, Category and SubCategory drop down lists are defaulted.

a)

If necessary, select the SubCategory drop down to display all SubCategories and select the appropriate option.

b)

Select the button to display all bond types matching the search criteria.  

c)

Select to display all bonds types available for a specific state.

d)

Select the button to remove all search criteria.

e)

Search results appear in the Bond Types section at the bottom of the screen.

5)

Double-click on the bond you wish to issue.

or

Select the bond you wish to issue and then select the button.

ATTACH THE RIDER

1)

Execute your bond.

2)

Select the button at the bottom of the Documents screen.

3)

The Document Templates screen appears.

4)

Double click the appropriate Rider option.

or

Select the appropriate Rider option and then select the button.

5)

Fill in all required fields on the screen.

6)

Select the button to preview the rider prior to execution.

7)

Select the button.

PRINTING THE RIDER

1)

The Documents screen appears.  The Rider will show on this screen.

2)

Select the (View Document) icon next to the Rider option in the document list to view the Rider in PDF format.

3)

The Rider opens in Adobe Reader (or Internet Explorer Adobe Reader plug-in).  To print the Rider, select the print button at the top of the screen.