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PIANY/NYIA November 4, 2004 Bruce Fiori

PIANY/NYIA November 4, 2004 Bruce Fiori. NB SEMCI Status. Applied BOP Quote* (premium, worksheet, proposal, authority, umbrella quote (Sept 2000) Applied Work Comp Quote* (Oct 2000) Applied Business Auto Quote* (July 2001) Applied Personal Auto Quote (Sept 2002)

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PIANY/NYIA November 4, 2004 Bruce Fiori

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  1. PIANY/NYIA November 4, 2004 Bruce Fiori

  2. NB SEMCI Status • Applied BOP Quote* (premium, worksheet, proposal, authority, umbrella quote (Sept 2000) • Applied Work Comp Quote* (Oct 2000) • Applied Business Auto Quote* (July 2001) • Applied Personal Auto Quote (Sept 2002) • Current or Future App with Applied • AMS AfW/Sagitta BOP Quote (Dec 2002) *First Carrier

  3. eService Status • CL Loss Runs* (Applied Aug 2002) (AMS March 2003) Doris & Instar • CL Policy View* (Applied Nov 2002) (AMS May 2003) Doris & Instar • CL Billing Inquiry (Applied Jan 2003) (AMS March 2003) Doris/Instar • CL Claim Inquiry* (Applied Jan 2004) Doris/Instar • Single SignOn (AMS August 2003) (Applied 1st Q 2005) • Large Auto Schedules* (Applied April 2003) • Large Property Schedules* (Applied April 2003) • PL Billing Inquiry (Applied June 2003) (AMS March 2003) • PL Policy View (Applied June 2003) • PL Claim Inquiry (Applied September 2003) (AMS March 2003) • PL Endorsements Auto/Home (AMS August 2003) (Applied 3rd Q 2005) * First Carrier

  4. eService Status • Policy View, Billing Inquiry, Loss Runs and Claim Inquiry • Applied, Doris, Instar 3,800 successful transactions/week and growing for Commercial Lines transactions from 1,400 agents • AMS 1,000/week • How successful in Commercial Lines? 16,100 Billing Inquiries/month through all channels 4,600 thru TS (Applied, Instar and Doris) or 25% 1,300 thru TransactNOW (AMS) or 7% 35,000 Policy View Inquiries/month through all channels 5,800 thru TS (Applied, Instar or Doris) or 17% 1,375 thru TransactNOW (AMS) or 4%

  5. Future Real-time Activity • Applied Quoting – move to Web Edits • Applied Alerts • New claims • New reports (policy transactions, commission statements, etc.) • Billing Notice of Cancellation, reinstatement, etc. • AMS • SetWRITE quoting • New Development

  6. Download Status • Commercial Lines 1,600 Agents • BOP, Workers Comp, Auto & Commission Statements (testing Umbrella with AMS) • New Business, Endorsements, Renewals, etc • Account Current Upload • Personal Lines 5,000 Agents • Auto, Home, Boat, Umbrella, Personal Articles & Commission Statements

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