Tablet Technology How to Maximize Your Time Out of the Office Presented by:

1. Tablet Technology How to Maximize Your Time Out of the Office Presented by: Matt Cashion Nick Newton The Cashion Co., Inc. Rudnik Surety Little Rock, AR Minneapolis, MN July 24, 2012

2. PRESENTER BIOGRAPHY Matt Cashion Matt somehow graduated from Westminster College (Fulton, MO) with BA Degrees in Economics, Accounting, and Business Administration. He has been living out of the family insurance agency ever since. Even more remarkable, he obtained his CIC & CRM designations along the way. Matt has been attending the NASBP Surety Schools for over twenty years. You would think by now he would have graduated. He pretends to be an instructor. When he can’t find a convention to attend at a nice resort, he tries to sell bonds and insurance to the unwitting, using cool new gadgets like an iPad. Serving on NASBP’s Virtual Seminar Advisory Board, Matt made the mistake of suggesting this topic and was quickly duped into being a presenter. He has no IT experience other than as a crasher of systems. Proficient at Asteroids and PacMan, Matt has various online alter egos. 2 July 24, 2012

3. PRESENTER BIOGRAPHY Nick Newton Nick chose to take 6 years to graduate from Concordia College (Moorhead MN), working and paying his own way and enjoying college life perhaps a little more than the dedicated student would choose. After selling books door-to-door one summer, he was able to convince a few surety companies to hire him. Jobless rate in the country might indeed have been a negative number back then, but he has somehow survived the surety industry for 23 years, spending 7 years on the company side with Western Surety and United Fire & Casualty, and the last 16 years on the surety agency side. Although he carries just a smidgen more of technology acumen than his co-instructor Matt Cashion, he was chosen to chair the Automation & Technology Committee, where he relies heavily upon Dave Golden, NASBP Technology Director, to make him look good and use the right words. Apparently half-sleeping through one of his own meetings, he somehow was corralled by Cashion to co-present this course. Matt would clean his clock in both Asteroids and Pac Man. 3 July 24, 2012

4. 2012 Tablet Technology Survey Highlights Executive Summary More than one-third (39%) of respondents rate their technical expertise a 3/5. An overwhelming majority (81%) of respondents are operating Apple iOS (iPad, iPad 2, or “The New iPad”.) Most agencies using Apple iOS-based tablet computers are using iPad 2's, released in 2011. Nearly eight out of ten (79%) respondents said they connect to the internet using a data plan as opposed to using Wi-Fi. More than half (52%) of all survey respondents rated their satisfaction with their tablet computer(s) a 5 out of 5, the highest rating. Over 90% of respondents responded with a 4 or 5 out of 5 when asked how happy they were with their wireless service provider. The majority of respondents (65%) indicated they spent more than $65.01 (per device) on accessories for their tablet computers. 4 July 24, 2012

5. 2012 NASBP Tablet Technology Survey Level of Technical Expertise 5 July 24, 2012

6. 2012 NASBP Tablet Technology Survey Tablet Operating System 6 July 24, 2012

7. 2012 NASBP Tablet Technology Survey Storage 7 July 24, 2012

8. 2012 NASBP Tablet Technology Survey Connectivity 8 July 24, 2012

9. 2012 NASBP Tablet Technology Survey Expenditures 9 July 24, 2012

10. 2012 NASBP Tablet Technology Survey Ownership 10 July 24, 2012

11. 2012 NASBP Tablet Technology Survey Insurance Coverage 11 July 24, 2012

12. Which Tablet? • Anticipate Usage to Decide • Consult IT Department if applicable • CNET.com is a great resource • Apple iPad – “2” or the “New”? • Capacity – 16, 32 or 64 Gig? • Just Wifi or Wifi plus cellular? 12 July 24, 2012

13. Which iPad? 13 July 24, 2012

14. Device Security Consult your IT Department if applicable Apple’s Passcodes – “Simple” – 4 Digits Custom – provides higher level of security Apple’s Passcode features – Passcode required “Immediately” “Erase Data” iCloud Backup – 5 Gigs free; more available 14 July 24, 2012

15. Connectivity Ability to access pertinent information Numerous Applications Available 15 July 24, 2012

16. Connectivity Full access to all your programs and data – you are controlling your desktop from your tablet. Cellular Data Plan (either 3 or 4G) allows access when Wifi is not available. Check reviews on App Store and Technical Publications – LogMeIn Ignition, GoToMyPC, iTap Mobile RDP, Pocket Cloud Remote Desktop A good application “could” make your “Out of Office” notification a thing of the past. 16 July 24, 2012

17. Connectivity For Hosted Agency Management Systems, Wifi plus a cellular data plan offers maximum efficiency. Internet Browser is equally important versus an application allowing effective desktop control. 17 July 24, 2012

18. Basic Features Email Corporate email accounts can be “pushed” to the tablet, just like a smartphone. Automatic signatures with appropriate disclaimers are easily copied from corporate email system into tablet environment. Access to personal email accounts – management decision. 18 July 24, 2012

19. Basic Features 19 July 24, 2012

20. Basic Features Contacts – Sync to Outlook and other address books Calendars – Sync to Outlook as well as other calendar applications, e.g. Google (can be color coded for distinction) Reminders – List of Tasks that sync with Outlook and have expected notification feature Music – great while driving for listening to podcasts, e.g. sales coaching, NASBP Virtual Seminars 20 July 24, 2012

21. Basic Features Camera & Video – Capture risk exposures, underwriting images, and loss information for instant transmittal via email. Organize photo/video albums by customer, date, event, etc. Maps – Can use as a GPS; satellite feature allows overhead view of property for undewriting. Facetime – (Wifi only) opportunity for one on one conferencing. 21 July 24, 2012

22. Basic Features Internet Access Apple’s Safari Browser Other Apps available Other Features Included Notes iBooks – storing & viewing of “.pdf” files (better applications discussed later) 22 July 24, 2012

23. Apps Available in Apple’s App Store – prices vary and are subject to change IGNITION by LogMeIn, Inc. ($29.99) – recommended by our IT consultants – allows control of desktop from tablet (desktop left on) QUICKOFFICE PRO HD ($19.99) – facilitates Microsoft Word, Excel & PowerPoint. Limited formatting. Allows folder structure organization. Can print to “.pdf”. Files can be emailed directly from app or shared via Twitter, Facebook, Dropbox, etc. 23 July 24, 2012

24. Apps NOTE TAKER HD ($9.99) – by software guru Dan Bricklin – my main app for handling “.pdf” data Folder structure with sub folder capability Template feature Zoom feature for document markup and signature capture Write or type, different fonts and colors, insert pics or diagrams/shapes Email direct from App 24 July 24, 2012

25. Apps A Couple Other Good Notetaking Apps Evernote Penultimate WebEx or GoToMeeting coupled with your cell phone, these apps allow virtual meeting attendance while away from your office/computer 25 July 24, 2012

26. Apps Dropbox, SugarSync or similar These apps act as your flash drive in the sky facilitating movement of files from desktop to tablet and back. Certain amount of storage is free (usually 2 gigs), more available with referrals or by purchase File Sharing Capabilities 26 July 24, 2012

27. Apps CRMs Available to service most major CRM vendors, e.g., SalesForce Stand Alone apps available – e.g., SalesBeaver (can be customized to fit need for a programming fee and data is resident on tablet) Calculator – many free ones to choose from 27 July 24, 2012

28. Other Apps Social Media – all the major players have an app Dragon Dictation – “talk” your notes down Expense Reports – track expenses & mileage; many to choose from Photosynth – allows wide angle photos 28 July 24, 2012

29. Accessories These accessories are like pillows; just pick the one that is most comfortable and suits your needs best. Essential Case Screen Protector Stylus Car Charger Nice but not Necessary Bluetooth Keyboard SD Card Reader VGA Adapter Car Mount 29 July 24, 2012

30. Usage Examples Client’s insurance summary – changes noted and signature captured; emailed directly to Account Manager and captured by agency management system. Take meeting notes and email them to appropriate person for attention and agency management system capture, and/or to yourself for follow up. Have client’s financial statements available at all times. Uses are limited by your imagination. 30 July 24, 2012

31. Usage Examples Note Taker HD 31 July 24, 2012

32. Other Considerations • Cost of Asset • Cost of Ownership • Tablet Ownership • Insurance Coverage • Replacement Policy • Lead Decision Maker • Uniformity • Consistency 32 July 24, 2012

33. Presentation Title Here YOUR QUESTIONS? If you do not have the opportunity to have your question addressed during the Seminar, you may contact the presenter directly: Matt Cashion Nick Newton The Cashion Co., Inc. Rudnik Surety, Inc. mattc@cashionco.comnick@rudniksurety.com 501-975-9975 direct 651-705-7960 direct 501-580-9975 cell 612-865-2919 cell 33 July 24, 2012