TWFG Branch Meeting – 1 st Quarter

2 Logging In AMP was designed for use with Chrome. While some features may work in Internet Explorer, we recommend Google Chrome which is a free download.

TWFG Branch Meeting – 1 st Quarter Diary Master

TWFG Branch Meeting – 1 st Quarter Diary Master Search Functions

TWFG Branch Meeting – 1 st Quarter Client Search

TWFG Branch Meeting – 1 st Quarter Client Search

TWFG Branch Meeting – 1 st Quarter Client Screen

TWFG Branch Meeting – 1 st Quarter Client Screen

TWFG Branch Meeting – 1 st Quarter Client Screen

TWFG Branch Meeting – 1 st Quarter Policies

TWFG Branch Meeting – 1 st Quarter Renewal Policies

TWFG Branch Meeting – 1 st Quarter New Policy Screen PLEASE NOTE: When entering a NEW policy, the Billing Method will now default to DIRECT

TWFG Branch Meeting – 1 st Quarter Diary Attachments Now, you may add multiple attachments to your diary!

TWFG Branch Meeting – 1 st Quarter ing From Diaries Choose the attachment your want to include in the

TWFG Branch Meeting – 1 st Quarter ing From Diaries The “To” field is populated with the first address listed on the Client Screen You may add additional recipients by clicking the “To” button and choose from the Client Screen or simply type in an address AMP is not linked with Outlook or Web Mail. You will need to Cc or Bcc yourself if you want a copy sent to your inbox

TWFG Branch Meeting – 1 st Quarter ing From Diaries Type the body of your here

TWFG Branch Meeting – 1 st Quarter Diaries The has now been sent and is a permanent record in the diary The contents in this beige box cannot be edited or deleted even though the Diary is Open

TWFG Branch Meeting – 1 st Quarter Diaries With the status of the diary being Open, you can enter additional notes as needed by clicking Edit. Remember to Save your changes.

TWFG Branch Meeting – 1 st Quarter Diaries When you click Save it is added above the previous entry. This has now become a permanent part of the record. Note the time & date stamp! Once the diary is closed you will no longer have the ability to add additional notes.

TWFG Branch Meeting – 1 st Quarter ACORD Forms

TWFG Branch Meeting – 1 st Quarter ACORD Forms Choose New or Load From A Previously Saved Form

TWFG Branch Meeting – 1 st Quarter Selecting Your Forms Search by form number Search by State Search by keyword (i.e. Certificate)

TWFG Branch Meeting – 1 st Quarter Sample ACORD Form The ACORD form is now “fillable”. Note some fields are populated with the client’s information This is your “menu” or “task” bar. Note: once you “Save” a form, it cannot be altered. If you “Copy” a form, you can make changes to the copy..

TWFG Branch Meeting – 1 st Quarter ACORD Form Menu Items This will allow you to perform a “Save As”. You can name the form and retrieve it for use later. Once you save a form you will not be able to edit that form. This will allow you to copy a saved form. The new form will bring over all of the information from the form you copied and allow you make any necessary changes. The PDF icon will allow you to convert the form to a PDF. If the form has been signed you will see the actual signatures on the PDF. The Print icon will print the form. Again if the form has been signed you will see the signatures. By clicking the mail icon you can send the form to your clients. This will also create a diary within AMP. This is will send an to your clients requesting that they electronically sign the forms included. The will include links for each form needing signatures.

TWFG Branch Meeting – 1 st Quarter ACORD Form Signatures In order to utilize the signature functionality, you must first SAVE the document.

TWFG Branch Meeting – 1 st Quarter ACORD Form Signatures Signatures can be made by using a mouse, a stylus or a finger if the user has a touch screen

TWFG Branch Meeting – 1 st Quarter Viewing Signatures Once you have signed the ACORD form, you will notice the box turns green. You may now VIEW your signature

TWFG Branch Meeting – 1 st Quarter Requesting Signatures Once you have the ACORD form prepared, you may click the Request Signature icon in the menu bar to to your client and request his/her signature. Note the “To” field populates with the first address listed on the client screen.

TWFG Branch Meeting – 1 st Quarter Request Signatures

TWFG Branch Meeting – 1 st Quarter Signature Dates

TWFG Branch Meeting – 1 st Quarter Loading Saved ACORD Forms

TWFG Branch Meeting – 1 st Quarter Batching ACORD Forms You may review, print and copy any form. You may also choose multiple forms for printing, ing or request signatures.

TWFG Branch Meeting – 1 st Quarter Accounting Accounting details have not changed. You may view the Commission and Payments & Credits tabs to verify payment

TWFG Branch Meeting – 1 st Quarter Q&A Q: Is the system supported in all browsers? A: No. AMP has been developed using Chrome. Certain areas of the system may function properly in other browsers, however, we recommend using Google Chrome. Q: How many attachments can be placed in one diary? A: There is no limit. Q: How many attachments can be placed in one ? A: There is no limit to the number of attachments, however, the maximum capacity is 15MB.

TWFG Branch Meeting – 1 st Quarter Q&A Q: How will I know if my attachments exceed the limit? A: The system will notify you. Create a new to include any additional attachments. Q: Will s sent from AMP appear in my Sent Items in Outlook? A: No. You will need to Cc or Bcc yourself. Q: Will I be able to see client information in the old system? A: Yes. You will be able to access all your old records in eVo including attachments.

TWFG Branch Meeting – 1 st Quarter Q&A Q: Will I still have access to old eVo? A: Yes. You will be using eVo and AMP. The old system will be eventually phased out. Q: Will additional functionality be added to AMP? A: Yes. We will rollout several enhancements in the upcoming months. Some examples: Reports, Accounting, tables for Certificate Holders, EZLynx integration and download functionality. We have several recommendations from our branches and those are being considered. Q: Who do I contact if the system is not working properly? A: You will send an to Please provide specific details on the issue encountered.

TWFG Branch Meeting – 1 st Quarter AMP Live Demo