© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Real Time Commercial Lines Rating through Transformation Station Dave Willey Carrier Relationship Manager

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Objectives for this session Checking Reference guides from within TAM. Cover Real Time Interface Screen layout. Local Security Products maintenance. How to re-market existing customers by using Future apps to eliminate errors. Package to BOP conversion for Package rewrites. Creating pre-fill templates for each line to quote from Prospect. BOP to Package conversion after Prospect is quoted and sold. How to quote one carrier or multiple carriers. Real Time Summary Screen layout & purpose. How to work with returned info and attachments. Covering Activities generated from each transaction. Using Move Policy Utility to re-align polices.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY  Applied Systems Epic  The Agency Manager  The Agency Manager – Vision  DORIS Online Insurance Management Solutions Applied Systems Insurance Solutions are used by 11,000+ Agencies and over 130,000 Agency Personnel

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Requirements? Applied Systems, in partnership with IVANS, has automatically set up its entire agency force with Transformation Station accounts. First enabled on Tam v6.3 Patch 58 & Vision v2.3 The agency must be on FIBM support.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY How Much Does It Cost? It’s FREE !!!! Is My Data Secure and is my System, safe? Because IVANS delivers the transaction to the Carrier, It’s protected from Hackers & Agent’s system is protected from viruses. Additional Cost=0 Security: Guaranteed

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Benefits to Agency  Immediate Access to Carrier Data and Processing  Immediate Customer Service  No Manually Accessing Carrier Websites  No Constant Carrier “Login”  Audit Trail Benefits to Carrier  Accurate Responses to Agency and Customer  No Redundant Employee Intervention  Added-value to Carrier Transaction The Benefits of Real-Time Interface

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Commercial Lines Rating, Bridges and Submissions  BOP  Workers’ Compensation  Commercial Auto  General Liability  Property  Insured & Location Schedule Submit  Vehicle Schedule Submit Transformation Station Capabilities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY More than Just Premiums  Report Ordering  MVR, Credit, etc.  Carrier Proposal  Rating Worksheets  Underwriting Documentation  Carrier Specific Documents  Additional Signature Forms  Policy Submission  Direct Issuance Request  Send Attachments  Launch Carrier Issuance Website Transformation Station Capabilities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Learn the Seven Steps of TS 1)Enter agency code. 2) Run Account Update Wizard. 3) Enter User Security. 4) All existing business, create a FUTURE app to use for TS quoting. 5) All NEW Prospects, start the quoting Process on Prospect-Side using a “pre- filled” template. 6)Receiving & working with the rating results. 7) Complete the Activity

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Company Screens-Agency Codes

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Layout of Real Time Interface Screen

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Transformation Station User Interface.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Account Update Wizard. Select the Real-Time Butterfly Click HOUSE or click FILE then click Account Update Wizard Sets up new carriers’ transactions that are available. Assign ICO code to map to where agency code is stored. If not run, reminders at 30, 60 and at 90 days you are turned off until you run it.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Account Update Wizard Enter ICO Code that points to Agency Codes

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Local Security Products User IDs and Passwords. Select the Real-Time Butterfly Click HOUSE or click File then select Local Security Products. Users can re-set and maintain their own IDs and Passwords. Select Carrier Product then click EDIT Enter ID & Password Finish

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Local Security Products Each user enters userID & password

Resources

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Transformation Station Installation Guide Here's the direct link to our portal to retrieve guides. (updated monthly around the 10 th ) sTransactions.aspx Requests to turn on Real-Time for a carrier can be sent to: If you want more carriers to come on board, TELL YOUR CARRIER REPRESENTATIVE

Contact During the setup, maintenance, transaction and inquiry processes, anytime you experience an error or an issue, please contact Applied Systems Support: Applied Systems (Mon-Fri) 7:30amCST to 7:00pmCST— System will verify agency phone number, then prompt agent for the following: Press 5 for FORMS support. (Use this for Acord forms, BOP/Pckg Conversion and setting up “pre-fills”) Press 4 for Communication/Interface support (All other questions for sending apps. & inquiries, setup. Etc.)

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Thank You!