Individual Medical Proposal Software through IEZ Quote… Objective: Learn how to download Assurant’s Individual Medical Proposal Software through the IEZ Quote System and use it to generate client proposals.

Introduction… This tutorial shows you the steps you’ll take to generate a Quote using Assurant’s Individual Medical Software. These steps include how to: Log into our IEZ Quote System Download Assurant’s Individual Medical Proposal software Configure the Proposal software with your agency and agent profile information Enter the client’s information and select plan options Print the proposal for delivery or save it as a PDF for emailing Upload the Quote to Assurant’s Web site Begin the submission process of sending the client’s information to underwriting. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Preview… There are two different ways you can get Assurant’s Individual Medical (IM) Proposal software: Through SBGI’s IEZ Quote System. After you’ve been appointed with Assurant, through a link on their www.AssurantHealthSales.com Web site. First we’ll show you how to access Assurant’s Individual Medical (IM) Proposal software through SBGI’s IEZ Quote System Then later in this series of tutorials, we’ll show you how to access it through their Web site aft you’ve been appointed with Assurant. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

First Log into IEZ Quote… The URL to launch is www.iezquote.com/members Enter the Username and Password supplied by your managing agent If you’ve forgotten what they are, click on the Forgot your username or password? link and enter the email your managing agent put in the system. Both the username and password will be sent to you. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Execute the “Software/Mobile Office Updates” link… Click on the link “Software/Mobile Office Updates” in the Navigator (yellow background). Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Find “Button 4: Time Individual Medical”… Under the Software Menu Updates section, you’ll find the link “Button 4: Time Individual Medical”: Right click on the link and select the command “Save Target As…” Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Software Download… This will launch the Save As dialogue box, pictured to the right. Save in: Desktop Don’t change the file name You might be tempted to Run the file, but at 54Mb, it is safer to download and install the file from your Desktop Downloading takes up to 10 minutes depending on the speed of your Internet connection. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Install the Individual Medical software by clicking on file imsetupmga Install the Individual Medical software by clicking on file imsetupmga.exe… Double click on the downloaded file and the Open File – Security Warning screen will appear: Click the Run button. Continue through the procedure until it finishes. After installing, you should see this icon on your desktop: All your data is kept in a database that is preserved through each successive install, which Assurant usually does quarterly to adjust rates and introduce new products. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Launch the Individual Medical… Launch the software by clicking on the icon for Assurant’s Individual Medical proposal software ( ) First, execute two commands found in the “Tools” menu, namely the “Agency Data…” and the “Agent Profile(s)..” procedures to set up your software The screens launched will be shown on the next two slides. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Entering Agency Data… Enter information regarding your agency into the Agency Data screen shown to the right: Save your information by clicking on the Save button on the lower right Close the dialogue box with the Close button on the lower right. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Entering Agent Profile information… Enter your agent information with the Agent Profile(s) screen shown to the right: Click New and the Agent Profile form below appears to enter your agent information; save using the Save button Close the dialogue box with the Close button on the lower right. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Generate an Individual Medical Proposal … The first tab is the Plan Options Enter your client’s Demographics starting with ZIP Code, Gender, Date of Birth (or Age) Number of children, Spouse (if the spouse is applying also), and so forth Note: Move from field to field with your Tab key, not the mouse! Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Generate an Individual Medical Proposal … The next section lets you compare plans with menus for the Plan Option Deductible Coinsurance Lifetime Max HSA Option, Network Plan, Payment Frequency and so forth Note: Shift-Tab will move your cursor backwards through the fields! Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Using the Client Information tab… Click on the Client Information tab to the right of the Plan Options tab: Enter the First, MI and Last Names Enter all the Address fields Enter a comment along with phone number and email Note the Existing Client option to select a prior entry. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Save the Quote… After you’re satisfied with the Client Information data and Plan Options, you should Save the Quote: Simply click on the “Save Quote…” button (The “Save” command is also found in the File menu at the top) Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

1) Printing (Saving) the Proposal as a PDF using the File menu… There are two ways to “print” your proposal: 1) Click on the Print command from the File menu and the Print Manager will appear: Check “Select All” for a complete report or check specific parts as needed: Note the option to “Save for Emailing”, which generates a PDF file you can save and send as an email attachment to your client. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

2) Printing a Hard Copy of the Proposal… To make a paper/hard copy of the proposal, click on the Print command from the File menu and the Print Manager will appear: Check “Select All” for a complete report or check specific parts Clicking Print will launch the print manager screen for your printer. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Upload your Quote to Assurant’s Web site… To upload your quote to Assurant’s Web site, simply click on the Upload Quote button: Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Begin the Submission process for the Individual Client… To begin the submission process of sending the client’s information to underwriting, simply click on the “Begin Submission” button: Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

Summary… This tutorial has demonstrated: How to launch and log into the IEZ Quote system, How to execute the Mobile Office Updates link to download and install the Individual Medical (IM) quoting software from Assurant (There’s a second way of getting the IM software once you’ve gotten your Assurant number) Launching the IM software and configuring it with your agency and agent profile information Generate an Individual Medical Proposal starting with the client’s ZIP Code Enter the rest of the client’s information through the Client Information tab Use the Print procedure to make a hard copy of the proposal or generate a PDF for emailing Upload the quote to Assurant’s Web site and begin the submission process. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)

What’s next?… The next section of the Assurant Training document focuses on the individual health insurance products available from Assurant Health. Click on each plan title to launch a flash presentation from Assurant describing the plan. Health Access is Assurant’s newest entry into the limited benefit arena Assurant’s entry-level major medical policies are priced competitively with most other companies and generally offer better benefits Assurant (as Fortis) pioneered the concept of the MSA/HSA (Medical/Health Savings Account) and continues to be one of the leaders with individual health plans in the country. Quoting with Assurant's Individual Medical Software Desktop Software. © SBGI 2009 (21 slides)