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Anthony Testani Preferred Mutual Insurance Company One Preferred Way, New Berlin, NY 13411

Anthony Testani Preferred Mutual Insurance Company One Preferred Way, New Berlin, NY 13411 1-800-333-7642 ext. 1254 Anthony.testani@pminsco.com. A (Excellent) A.M. Best’s Rating 4 States: MA, NH, NJ, NY 2003 Written Premium $156 Million Personal Lines 73% 54% Property 46% Personal Auto

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Anthony Testani Preferred Mutual Insurance Company One Preferred Way, New Berlin, NY 13411

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  1. Anthony Testani Preferred Mutual Insurance Company One Preferred Way, New Berlin, NY 13411 1-800-333-7642 ext. 1254 Anthony.testani@pminsco.com

  2. A (Excellent) A.M. Best’s Rating • 4 States: MA, NH, NJ, NY • 2003 Written Premium $156 Million • Personal Lines 73% • 54% Property • 46% Personal Auto • Commercial Lines 27% • 250 Employees

  3. Upload Capabilities • April, 2003 • 396 Agency Base • 289 with upload capability of which only 150 (38%) were utilizing their systems • September 2004 • 452 Agency Base • 358 Agents with upload capability, 333 (74%) currently utilizing their systems How did Preferred increase number of Agents uploading?

  4. IVANS WebSEMCI • May 2003 released to NY agents that write Personal Auto • March 2004 released Homeowners to all states • Currently have 210 agents uploading new business applications thru WebSEMCI • YTD 2004 9% of Homeowners and 24% of Personal Auto new business applications have been uploaded through WebSEMCI

  5. Features of WebSEMCI • Supports All ACORD Forms • Forms can be uploaded, edited, imported and printed • Supports XML or AL3 data formats • Supports Batch or Real-time transactions • Accessible through a web browser

  6. Benefits of WebSEMCI • Increased efficiencies • Reduced time to submit and receive application • Increased productivity • Provides an upload solution for agencies with or without an agency management system • Uses standard ACORD forms

  7. Agency Management Systems • Support 7 different Agency Management Systems • 118 AMS Agents • 151 Applied Agents • 34 Doris Agents • 55 Agents with Miscellaneous systems • 94 Agents without an Agency Management System • YTD 2004 35% of Homeowners and 47% of Personal Auto new business applications have been uploaded

  8. Next Steps • Continue working with those agents without an agency management system • Implementation of Transformation Station • Support Billing, Policy and Claims inquiries and endorsements through agency management system • Continue with development of Agency Portal • Marketing and Claims information to be included Questions

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