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SNAP QUICK TIPS

We hope you find these tips helpful when using Snap!

Passwords

Reset a forgotten password

  1. At login screen, click Forgot Password.
  2. Enter your Username.
  3. Enter your Email Address (this must match the one on your Snap record).
  4. Click Forgot Password again.
  5. You’ll receive an immediate email with a link to reset your password.

Password advice & rules

  • Passwords must not contain your first, last or full name or your Snap user name.
  • They must be at least 6 characters long and are case-sensitive.
  • Don’t use non-printing characters, such as spaces, tabs or carriage returns.
  • Use a sentence that’s easy to remember and eliminate the spaces. Example, Mydogiscute!
  • Use the name of a foreign river or town and mix in numbers. Example, Paris2019.
  • We recommended that you change your password frequently!

Using display filters

Creating custom filters (for one time use)

  1. Click the magnifying glass icon on the Home page.
  2. Set your filter as needed. You can include:
    • A specific insured name,
    • Policy number,
    • And/or revise the existing filter settings
    • You can also use the ‘Additional Criteria‘ drop-down to select additional filter options.
  3. The filter is applied automatically with each change you make.

Saving and naming custom filters to use again and again

  1. After adding your search criteria, click Save Filter As.
  2. Enter a short description to name your new filter.
  3. Click Save.
  4. The filter is automatically applied to the submission list.
  5. Your new custom filter name will now appear as a new option when filtering the submission list.

Uploading from your agency system

Using Snap AppReader to upload your ACORD application

  1. Save the ACORD PDF to your desktop.
  2. In Snap, click New Submission.
  3. Check Upload from an ACORD application.
  4. Click Select File to Upload and locate the ACORD PDF on your desktop.
  5. Select the file and click Open.
  6. As an option, you can enter the Needed By Date.
  7. Click Create Application.
  8. Once complete, the message will notify you.
    • Click Yes to open or No to open later.
    • Your ACORD PDF will be attached to the submission record.
  9. Finish the application by clicking through the Application sub-links.
  10. Once complete and loss runs attached, click Submit.

For agency systems Vertafore, TransactNOW, Applied/TAM Systems Transformation Station, Appulate, and more

Getting Snap help

To get help online in Snap

  1. Click the Help question mark icon in the top navigation bar.
  2. Select Online Help to view topics from the list or to search for a particular item within Help or view a Help tutorial.

Instant help with entry items and errors.

  1. Hover over the entry.
  2. The Pop-up help will appear.

Need Snap support?

  1. We’re happy to help! Contact us at Snap Support 866.975.7627, snapsupport@icwgroup.com