Cisco Connected Insurance Solution for AMS360

1. Cisco Connected Insurance Solution for AMS360 Improve the efficiency and profitability of your insurance agency with unified communications

2. Demands on Today’s Insurance Agencies • Grow, even though there is strain on local agents and their customers due to economic downturn (rising unemployment, foreclosures, dropping property values, slow car sales) • Increase referral rate through greater client satisfaction • Improve client service with fewer staff • Increase competitive edge through cross selling investments • Optimize personal communications because this is a very people-centric business Source: First Research, Inc.

3. Unified Communications Can Help The benefits of bringing together communications (office phones, voice mail, unified messaging) and applications for insurance agencies: • Collaborate with customers and staff more effectively • Problem solve more quickly with customers and carriers • Ready access to information in Real-Time • Lower communications expenses • Lower operational costs

4. Unified Communications Can Help (Cont.) The benefits of bringing together communications (office phones, voice mail, unified messaging) and applications for insurance agencies: • Speeds access to information for better customer service • Enhances staff productivity • Enhances service and expand ability to upsell and cross-sell policies • Allows staff to offer more proactive service • Keeps staff abreast of critical industry issues • Enhances agent’s ability to assess policy risks

5. Cisco Smart Business Communications System (SBCS) Brings It Together on One Communications Network E-mail Infrastructure Security Collaboration Telephoneservices Calendar Audio conferencing Communications network Instant messaging Voicemessaging Mobility Video conferencing Web application

6. 101 110 011 $ Cisco SBCS Benefits for Insurance Agencies Better Customer Service Secure Integrated security to protect business data Auto Attendant ensures fewer missed calls Simple Reduced Costs Automated map with customer location Zero % Financing option lowers upfront costs Automated display of key customer information when customer calls the agency Voice Data Integrated voice and data solution reduces costs Greater Mobility Mobility Video Ability to run operations from a remote location via a secure VPN Connection Increased Productivity Presence indicates availability of colleagues, i.e. adjustors, claims reps Speak to customers from anywhere in the agency on secureCisco wireless phones Consolidated display of key client information streamlines workflows and maximizes agent efficiency Convenient access to customer information from anywhere in the agency via integrated wireless capabilities

7. Cisco Connected Insurance Solution for AMS 360 E-mail Infrastructure Security Collaboration + Telephoneservices Calendar Audio conferencing Communications network Instant messaging Voicemessaging Mobility Integrated and Ready to Improve Sales & Service and Beat the Competition Video conferencing Web application

8. Increased operational efficiency • Increased customer satisfaction • Customer retention • Quick risk assessment • Upsell opportunity • Increased operational efficiency • Increased customer satisfaction • Greater operational efficiency • Greater operational efficiency • Increased awareness of key industry issues Key Features of Cisco Connected Insurance Solution for AMS 360 1 2 Easy to use dial pad and name search screen make outbound calls and look-ups simple. 1 Customer specific information to clearly identify / address caller 2 Policy information to determine the types of policies and their current status. Individual policies can be clicked and viewed in detail 6 3 3 Displays recent claims and current status of claim 4 4 RSS News Feeds provide agency current industry news / information 5 7 5 Microsoft map displays customer location; quick view of potential risk 6 Launch pad opens key applications and URLs with a single click 7

9. 1 Customer places call Feature: Automated Display of Customer Information 2 3 Solution matches customer’s phone number to agency’s AMS 360policy database Key customer information from AMS360 is displayed on the agency officecomputer 555-526-1234 Benefits: Saves time and enhances customer service

10. Feature: Click to Dial 1 2 3 Staff locates customer record in consolidated view in AMS 360 Click on the customer’s phone number within the record System automatically dials out to customer Benefits: Streamlines workflow and makes staff more productive

11. Feature:Presence and Conferencing 1 2 3 Agency locates claims adjustor via Presence indication Customer calls agency officeto address policy questions Agent conferences in client and adjustor Benefits: Streamlines operations and provides greater customer responsiveness. No more, “can you hold while I locate the adjustor.”

12. Why Cisco Unified Communications? Experience • As the leader in networking and communications, Cisco delivers the only end-to-end unified communications solution. • Unified communications is purpose-built for small business in the form of the Smart Business Communications System. Solutions • Smart Business Communication System (SBCS) with integrated voice, messaging, data and video With options to integrate with • Vertafore’s industry-leading AMS360 application for independent insurance agents Results • Over 23 million IP Phones shipped • Over 100,000 Unified Communications Customers • More than 85% of the Fortune 500 use Cisco Unified Communications • P&C insurance carriers voted Cisco #1 in Customer Care in the Insurer’s Choice Technology Ranking 2009

13. Why Vertafore? Experience • For 30 years, Vertafore’s respected products and services have enhanced the efficiency and competitive advantage of our customers in three key markets –Agencies, Carriers and MGAs and Compliance & Licensing Solutions • A leading provider of Insurance industry productivity applications • Agency management solutions • Client policy management solutions Results • A solid customer base of 15,000 agencies, 1,000 carriers, and 200,000 end users