Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips.

1. Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips. Dave Willey Carrier Relationship Manager Dwilley@appliedsystems.com

2. Insurance Management Solutions • Applied Systems Epic • The Agency Manager • The Agency Manager – Vision • DORIS Online Applied Systems Insurance Solutions are used by 11,000+ Agencies and over 130,000 Agency Personnel

3. Requirements? Applied Systems, in partnership with IVANS, has automatically set up its entire agency force with Transformation Station accounts. First enabled on Tam v6.3 Patch 58 & Vision v2.3 Built into Epic from the start. The agency must be on FIBM support.

4. How Much Does It Cost? • It’s FREE !!!! • Is My Data Secure and is my System, safe? Because IVANS delivers the transaction to the Carrier, It’s protected from Hackers & Agent’s system is protected from viruses. Additional Cost=0 Security: Guaranteed

5. The Benefits of Real-Time Interface Benefits to Agency • Immediate Access to Carrier Data and Processing • Immediate Customer Service • No Manually Accessing Carrier Websites • No Constant Carrier “Login” • Audit Trail Benefits to Carrier • Accurate Responses to Agency and Customer • No Redundant Employee Intervention • Added-value to Carrier Transaction

6. Transformation Station Capabilities • Personal Lines Rating, Bridges and Submissions • Personal Auto • Homeowners • Personal Umbrella • Personal Package • Commercial Lines Rating, Bridges and Submissions • BOP • Workers’ Compensation • Commercial Auto • General Liability • Property • Insured & Location Schedule Submit • Vehicle Schedule Submit

7. Transformation Station Capabilities • More than Just Premiums • Report Ordering • MVR, Credit, etc. • Carrier Proposal • Rating Worksheets • Underwriting Documentation • Carrier Specific Documents • Additional Signature Forms • Policy Submission • Direct Issuance Request • Send Attachments • Launch Carrier Issuance Website

8. Transformation Station Capabilities • Inquiry Transactions • Billing • Policy • Claims • Loss Run • First Notice of Loss • Auto • Liability • Property • Workers’ Compensation • Other Transactions • Endorsement Bridge • Company Website • Make Payment

9. AgentStation Carrier 1 Authentication Authentication Session Manager Public ROUTER Public AgentStation Carrier 2 Carrier 2 Session Manager DORIS TAM-Vision The Agency Manager Carrier 3 Carrier 3 AgentStation IVANS Transformation Station A secure connection to Real-Time Servers is made. The broker is authenticated and the the data is edited for each carrier selected. Broker starts within their management system After the data has been edited, it is sent back to the broker for an opportunity by the management system for further action. i.e. Persisting Data Real-Time Communication WebEdits Data Translators

10. AgentStation Carrier 1 Session Manager Authentication Authentication AL3 XML Other Public ROUTER Public AgentStation Carrier 2 Carrier 2 Session Manager DORIS Broker Management System The Agency Manager TAM-Vision Carrier 3 Carrier 3 AgentStation IVANS Transformation Station The edited data is resent to Real-Time Servers. The single XML stream is split into multiple streams and sent to the appropriate translators. Once translated, the streams are simultaneously sent out to the carriers for processing. Real-Time Communication WebEdits Data Translators

11. Carrier 1 Session Manager Authentication Authentication AL3 XML Other Public ROUTER Public Carrier 2 Carrier 2 Session Manager TAM-Vision The Agency Manager Broker Management System DORIS Carrier 3 Carrier 3 IVANS Transformation Station AgentStation The multiple XML streams are merged into one and sent back to the broker with the results displayed directly in their management system. After the data has been processed by the carriers, it is sent back to Real-Time Servers where the data is translated back to XML. Real-Time Communication AgentStation WebEdits Data Translators AgentStation

12. Agency Interface Opportunities • Total Download Carriers = 321 • Total Real-Time Carriers = 123 • Personal Lines Carriers = 96 • Total Rating Unique Transactions = 144 • Total Service Unique Transactions = 375 • PL Reference Guide • Commercial Lines Carriers = 100 • Total Rating Unique Transactions = 117 • Total Service Unique Transactions = 355 • CL Reference Guide

13. Using Message Center to Inform Staff.

14. Learn the Seven Steps of TS • Enter agency code. • 2) Run Account Update Wizard. • 3) Enter User Security. • 4) All existing business, create a FUTURE app to use for TS quoting. • 5) All NEW Prospects, start the quoting Process on Prospect-Side using a “pre-filled” template. • Receiving & working with the rating results. • 7) Complete the Activity

15. Company Screens-Agency Codes

16. Layout of Real Time Interface Screen

17. Transformation StationUser Interface .

18. Account Update Wizard . • Select the Real-Time Butterfly • Click HOUSE or click FILE then click Account Update Wizard • Sets up new carriers’ transactions that are available. • Assign ICO code to map to where agency code is stored. • If not run, reminders at 30, 60 and at 90 days you are turned off until you run it.

19. Account Update WizardEnter ICO Code that points to Agency Codes

20. Local Security ProductsUser IDs and Passwords . • Select the Real-Time Butterfly • Click HOUSE or click File then select Local Security Products. • Users can re-set and maintain their own IDs and Passwords. • Select Carrier Product then click EDIT • Enter ID & Password • Finish

21. Local Security ProductsEach user enters userID & password

22. iDNA (Formerly WebDNA) iDNA-ChangingUserCredentials“FROM ONE DESKTOP”1-Manage all Products by lines and states.2-Manage all User’s credentials quick & easy.3-Manage the Products each User can quote & service.4-Quickly disable employee if no longer employed.

23. Real Time Rating Real Time Policy Inquiry 3 Carrier quoting Using Transformation Station Billing Inquiry

24. Rating Results Screen

25. Attachments

26. Activity is Automatically Created

27. Create Pre-fills for All Lines Creating Pre-fills to use when quoting a Prospect or adding a second line to an existing customer This will save time and reduce errors.

28. Alerts By default, ALERTS have the same activity code as in TAM. In order to assign a different activity code to an ALERT code, select the activity code, and then in the ‘Code’ dropdown, change the code to the one to which it should be assigned.

29. New!!!! Claims Download

30. What gets downloaded? • Claims Download will populate the Claims Summary screen in TAM.

31. Claim Download Transaction Types • Payment Transactions • Adjustor Assignments • Claim Status Updates – Closing a Claim • Claim Number Assignments • Reserve Changes

32. Claims Detail

33. Resources www.appliedsystems.com

34. Transformation StationInstallation Guide • Here's the direct link to our portal to retrieve guides. (updated monthly around the 10th) • http://appliedsystems.com/2007/Interface/CarriersTransactions.aspx • Requests to turn on Real-Time for a carrier can be sent to: tsrequests@appliedsystems.com • If you want more carriers to come on board, • TELL YOUR CARRIER REPRESENTATIVE

35. Contact During the setup, maintenance, transaction and inquiry processes, anytime you experience an error or an issue, please contact Applied Systems Support: Applied Systems (Mon-Fri) 7:30amCST to 7:00pmCST—800-999-6512. System will verify agency phone number, then prompt agent for the following: Press 5 for FORMS support. (Use this for Acord forms, BOP/Pckg Conversion and setting up “pre-fills”) Press 4 for Communication/Interface support (All other questions for sending apps. & inquiries, setup. Etc.)

36. Thank You!