Rezilient Direct Release 2.0 We will begin in a few minutes, Thank you for your patience Training

Welcome Thank you for taking the to time to participate

Agenda Please Hold Questions to the End New Features New Product Launch Schedule New Login New Multi-Quote Screen Customer view New Admin New Dashboard (Admin only) Demo Please Hold Questions to the End

New Features Multi-Product Multi-Premium You can now select multiple products and then do Steps 1-3 only once Multi-Premium You can now dynamically change premiums while remaining on quote screen Enhanced SMS and email notification and customers acceptance process You can now close sales faster with our new enhanced signature process Management Dashboard (admin only) You can now track vital business statistics from a single business dashboard

New Product Contact Greg Feste or Jay Drucker for Signup details Introducing Health + Guard Benefits include the following: Telemedicine Dental Nurse Line Vision Prescription Drugs Labs Imaging Hearing Diabetic Treatment Chiropractic & Alternative Medicine Child & Elder Care Assistance The monthly cost for Health + Guard is $34.95 with a one-time $30 enrollment fee. Contact Greg Feste or Jay Drucker for Signup details

Launch Schedule Training Oct 3 - 14 New Login signup now- Oct 17 Release 2.0 Cutover date Oct 18 Missed/makeup and new hire training Oct 18 – 28 Fall Open Enrollment Begins Nov 1

Account Signup (BGA & Agent/Call Center) Every individual user will need to have their own unique Login (the system will not allow two people to login at the same time with the same user name and password) User must register with; AIG agent number Your email address (Business or Personal) which will become your user name You will then be asked to create your very own password (least 8 characters) You also be asked a security question so you can reset your password online The link may be distributed to your down-line users so they can register PLEASE REMEMBER TO REGISTER FIRST AND PROVIDE THEM WITH YOUR AIG AGENT NUMBER so that you get credit for the business they write.

Account Signup (BGA, Agent & Call Center)

Account Signup (BGA/Agent)

Account Signup (BGA/Agent) Business or Personal (Must be unique)

Account Signup (Call Center Agent)

New Login

New Multi-Quote Screen Single Screen You can now dynamically quote different premium levels You can now upsell/cross sell multiple products simultaneously You will only have to go thru steps 1-3 once for multiple products

Multi-Quote Screen Start here and fill in quote settings Press Search and list of available products will display on screen

Multi – Quote Screen Carrier Default Premium List of Products Expand to adjust Premium Carrier List of Products

Multi-Quote Screen Adjust Premium and Options New price Dynamically displayed Adjust Premiums & Select Options Expand to view

Multi-Quote Screen Product Highlights & Benefit Plan Summary & Benefits

Selected Premiums will Dynamically update Multi-Quote Screen Selecting Products for purchase Selected Premiums will Dynamically update Click to toggle between Selecting & Unselecting

Multi-Quote Screen Summary View and Buy Now Summary View collapses ALL expanded boxes Proceed with Purchase Pr Summary View collapses ALL expanded boxes Proceed with Purchase

You need to only fill out Once Step 1 Personal Info You need to only fill out Once

Step 2 Questions (If any) Again you need to only fill out Once

Again you need to only fill out Once Step 3 Payment Again you need to only fill out Once

Customer Link Agreements & Signature

Customer Link Sign Application

Customer Link Confirmation

Admin Agent settings

Sample Dashboard (Admin Only)

DEMO

Questions? Please Submit in Chat window

If you have any questions or concerns please contact Support at THANK YOU If you have any questions or concerns please contact Support at support@rezilientdirect.com Copy of Presentation will be made available on the registration Website by Oct 11