8927 J. M. Keynes Drive, Suite 370 Charlotte, NC 28262 Ph: 704-549-0770 Fax: 704-503-3890 E-mail: info@datatracplus.c

1. Risk Management for Home Builders 8927 J. M. Keynes Drive, Suite 370 Charlotte, NC 28262 Ph: 704-549-0770 Fax: 704-503-3890 E-mail: info@datatracplus.com Web: www.datatracplus.com

2. Main Menu • The Main Menu provides categories for incoming certificates. Each category contains available menu items for operating the program.

3. Set up • This screen holds menu items important to the initial setup and routine maintenance of the program.

4. Maintain Users Users already added can be selected here. • From this screen, you can easily add, edit, and/or delete the names of all your licensed users. Passwords are available but not required.

5. Maintain Producers Producers already added can be selected here. • From this screen you can quickly add, edit, and/or delete Producer information. • You will start to notice that the buttons at the bottom of most of the screens are consistent and easy to use. Click this button to add a new producer.

6. Maintain Insurance Companies • From this screen you can add, edit and/or delete insurance company information. Company names can then be associated with a certificate from a drop list in the certificate entry screens, which you will see later.

7. Maintain Risk Profiles Limits Button • On this screen you can easily add, edit, and/or delete Risk Profiles. A Risk Profile allows you to require different limits for different groups of subcontractors. • After you have named the Risk Profile and given it an ID number you want to set up the actual limits. Click on the limits button.

8. Maintain Risk Profiles • Here you have the opportunity to key in your required limits for a risk profile. • As you can see the program is set up to track General Liability, Automobile, Excess, WC/Employer, Professional, and Environment. The program is set up with some of the more frequent dollar amounts in a drop list for your convenience.

9. Maintain Job Sites • This screen allows the adding, editing, and deleting of Job Sites that can be associated with a subcontractor’s certificate. Job Sites can then be associated with a certificate from a drop list in the certificate entry screens.

10. Maintain Additional Insured • From this screen you can add, edit and/or delete Additional Insured Information. This button will take you back to the main menu.

11. Certificate Tracking • Once you have everything set up in the program you can start to enter and track your certificates with a few clicks of your mouse.

12. Insured Entry • This is where all the information from the subcontractor’s certificate is displayed. You can add, edit, or delete subcontractors from this screen. • There are fields for contact information as well as fields for the recording of dates for master agreements and safety agreements. • Use the Type Letter button to send a custom letter to the selected subcontractor. This letter can be saved and viewed from the Letter History screen. Click this button and you can type a letter to the subcontractor that is selected.

13. Producers and Insurance Companies • This screen is where the entering of the certificate begins. There are fields for the certificate issue date, the producer, and the insurance companies. • All the producers and insurance companies that you set up in the Maintain Producer and Maintain Insurance Companies can be accessed through the drop lists.

14. Limits and Coverage • This is where insurance information on the certificate is entered. • The copy dates feature automatically transfers the dates from the General Liability screen to other coverages. • The Replace button will automatically advance the dates one year when you enter a renewal certificate. • Check the Keep Dates box to replace a certificate without renewing it. • Also notice that some of the more frequent dollar amounts are in drop lists. Copy Dates checkbox ReplaceButton Keep dates checkbox

15. Compliance • This screen allows you to note any basic compliance issues on the certificate.

16. Risk Profile • This is where you assign a risk profile to a subcontractor from the risk profiles that you set up in the Maintain Risk Profile screen. You can assign more than one if need be. • Enter any notes about the contract here. Risk Profiles are found here

17. Risk Profile • Click on the Add. Ins button to assign an Additional Insured requirement to that particular Risk Profile.

18. Risk Profile • You can also review the limits that were previously set up in the Maintain Risk Profile by clicking the View Limits button on the assign Risk Profile tab. These can not be altered from this screen.

19. Additional Insured • This screen allows you to assign what Additional Insured(s) were provided on the certificate.

20. Job Site • Here, you can assign any job sites where the subcontractor is working.

21. Certificate Overview • On this screen you are able to see all the information about the certificate that was entered. Items that show up red are deficient, black are compliant. • Use the overrides check boxes to excuse any given subcontractor from a requirement. Eyeglass button

22. Certificate History • automatically creates a Certificate History for all the certificates that are in the program and that have been renewed or replaced. All information from the replaced certificate is automatically entered into Certificate History when you press the Replace button in the Limits & Coverage Tab.

23. Safety • This screen allows you access to the special meeting section of the program.

24. Safety Meetings • Here, you can easily keep records of the safety meetings with your subcontractors, record topics discussed and action items. • You can also keep track of who attended by clicking on the attendees button. Attendees button

25. OSHA Meetings • Record OSHA meetings with topics discussed and action items. • You can also keep track of who attended by clicking on the attendees button. Attendees Button

26. Communication • This is the main screen where you create and generate standard letters to your subcontractors. • The program is set up to automatically generate Renewal and Deficiency Letters.

27. Letter Design • You can customize almost any part of the text in the Deficiency Letters and the Renewal Letter. • Text that can be customized includes the introductory paragraphs and all endorsement and compliance problems.

28. Send Letters • Once you have entered all your certificates and designed your letters, you are only a click away from generating renewal and deficiency letters. • The program will automatically insert the appropriate paragraph for each deficiency it finds on any given subcontractor’s certificate.

29. Unmark Sent Letters • When a letter is sent, it is automatically added to the list of marked letters. This starts the clock so that the next level of letter is sent in 21 days if the deficiencies have not been corrected. • You can unmark letters any or all letters sent if you want to resend them for any reason.

30. Letter History • After you have sent letters, they are automatically entered into the subcontractor’s Letter History screen. There is always a record of letters sent to your subcontractors.

31. Reports • Reports allow you to check the status of your certificates of insurance. At any time, you may generate a report that reflects the status of your subcontractors.

32. Reports • Many reports list all subcontractors sorted by deficiency type. As you can see there are many different reports available.

33. For more information, please contact Emily Brown at 800-379-9055 or E-Mail us. 8927 J. M. Keynes Drive, Suite 370 Charlotte, NC 28262 Ph: 704-549-0770 Fax: 704-503-3890 E-mail: info@datatracplus.com Web: www.datatracplus.com