Finding and Reading Reports Locations and Definitions Updated July 1, 2016 ©2016 SureBridge | Proprietary and Confidential.

©2016 SureBridge | Proprietary and Confidential. Introduction This guide is designed to assist you in understanding the various SureBridge reports available on the Resource Center. This guide is designed to be printed, rather than presented. We encourage you to print this guide and keep it on hand to resolve questions about report content. ©2016 SureBridge | Proprietary and Confidential.

©2016 SureBridge | Proprietary and Confidential. Finding Reports Reports are located on the Reports tab of the Resource Center. Expand the links by clicking on the “+” signs. A summary description of each report is shown on the next page. ©2016 SureBridge | Proprietary and Confidential.

©2016 SureBridge | Proprietary and Confidential. Report Definitions Policy Information Take Action Report Allows brokers to see which clients are about to lapse for payment issues, or who just cancelled in the free look period. Useful for contacting clients and saving business. Book of Business Allows brokers to track the status of submitted applications as well as see policy information & policy status on active policies These reports are provided at a writing agent level and will only contain your business. It will not contain business written by other agents in a hierarchy. ©2016 SureBridge | Proprietary and Confidential.

Take Action Report How to Run This report is very helpful for locating customers who have a payment issue or called during the free look period. The email sent from SureBridge (which serves the same purpose) is often redacted to only basic information, due to HIPAA/GLBA restrictions on sending information via unencrypted email. This report contains enough contact information for you to immediately reach out to your customer. What is on the Take Action Report? Initial payment failures for bank drafts and credit cards Recurring payment failures for bank drafts and credit cards Direct Bills which have gone past the paid to date with no payments Customers who cancelled in the free look period All of these scenarios stay on the Take Action report for approximately 30 days past the paid to date/effective date and are then removed. Format differences: Excel pulls tabs by agent CSV pulls everything on to one sheet. ©2016 SureBridge | Proprietary and Confidential.

Take Action Report Report Example Policy Status Output – About to Lapse Policies Take Action Report Example Agent (C123456789) Producer Name BCN Policy ID Insured Name E-Mail Effective Date Premium Due Date Product Name Money Overdue Billing Mode Monthly Premium Home Phone Number Work Phone Number Status Change Date Bun Benefit Level Months in Force Example Agent #1 876543210 3456789012 Example Customer #1 Joe.Example@Yahoo.com 06/01/ 2014 03/01/ 2015 Critical Illness Direct 218.94 Q 72.98 123456 7890 987654 3210 05/31/ 2014 10000 9 3567890123 02/07/ 2013 03/07/ Vision 27.00 9.00 04/29/ 25 887654321 3678901234 Example Customer #2 Fred.Example@gmail.com 05/01/ 02/01/ 2015 PPO Dental 58.20 19.40 123098 7654 555111 8888 05/01 21 Agent #2 812345678 3123456789 Example Customer #3 Mary.Example@AOL.com 09/06/ 2012 02/06/ Accident Companion 15.00 M 123567 8901 01/30/ 5000 29 ©2016 SureBridge | Proprietary and Confidential. ©2016 SureBridge | Proprietary and Confidential.

Take Action Report Field Definitions Producer Name Name of the producer/agent/broker BCN/ List Bill Billing Control Number, also referred to as the Application number. If payment method is by list bill, this column displays the list bill number. Policy ID The customer’s policy number associated with one particular policy. The number is truncated here; all policy numbers start with a “0.” Insured Name Name of the customer who owns the policy. E-Mail The customer’s email. Effective Date The date an insurance policy goes into effect. This is sometimes referred to as the Policy Date. Premium Due Date The date premium is due for a particular policy Product Name The marketing name for the product. Money Overdue Shows the amount the customer owes, based on last records. Note: Amounts due can change within the space of a day. Occasionally customers may resolve the issue before you can contact them. ©2016 SureBridge | Proprietary and Confidential.

Take Action Report Field Definitions Billing Mode Displays the Billing Mode (monthly, quarterly, semi-annual or annual) Monthly Premium Displays the monthly premium Home Phone Number Displays the home phone number on file Work Phone Number Displays the work phone number on file Status Change Date Indicates the date a status change was made to an in-force Active policy regardless of Application date. Bun Displays the Bundle type -- Accident Direct Bundle, Complete Direct Bundle, Hospital Direct Bundle Benefit Level Displays the policy Benefit Amount or Option Months in Force Displays the number of months the policy has been in force. ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report How to Run – Agent by App Date This report is very helpful for viewing your book of business. This variation allows you to view the report based on application date. Date range is a default. If you are trying to pull all of your book of business, be sure to reset the date range appropriately. The report may be refined by single or multiples of products and states. Or “All” can be selected. A selection must be made for the report to run. The report may also be refined by policy status: In-force, New Business and Lapsed/ Cancelled. Searches can be performed by insured name. To perform this search, you must still set other criteria, including product, date ranges, etc.. ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report How to Run – Agent by Status This report is very helpful for viewing your book of business. This variation allows you to view policies based on the date a change was made to the policy. Allows you to select a “From” and “To” date that a status change was made, based on the application date for an in-force policy. The report may be refined by single or multiples of products and states. Or “All” can be selected. A selection must be made for the report to run. The report may also be refined by policy status: In-force, New Business and Lapsed/ Cancelled. Searches can be performed by insured name. To perform this search, you must still set other criteria, including product, date ranges, etc.. ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report FAQs Common BOB Questions I can’t see all my Book of Business: The BOB report pulls in customers based on the application date. If the “From” date is not adjusted back to the first day an agency was appointed to Chesapeake/SureBridge, the entire Book of Business may not be not pulled. Also, some customers will fall off of the BOB report if they have lapsed, cancelled, or did not make it past new business based on certain time frames. See below for more information: Policies which are cancelled or declined in New Business will come off of the BOB after 90 days A Policy record with the status “Rescission”, “Payment Failed”, “Payment Not Received”, “Cancellation in Free Look Period,” Cancelled after issue – Surrendered” or “Terminated” shall be removed from the output results 365 days after the referenced status date. I am getting a timeout when pulling my entire Book of Business: If your BOB is very large, it might make sense to pull it in one-year sections and combine it. This is a web service call and can time out if the request is more than can be provided in a few minutes. ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report Report Example Policy Status Output – BOB Example Agent (C123456789) NPN Insured Name Policy ID BCN Application Date Application Status Detail Status Individual Declines/ Postpones Date of Last Activity Policy Status Product Name Bun Issue State Effective Date Paid to Date Bill Mode Premium $ Benefit Level Months in Force C9987654321 Example Customer #1 345678 9012 876543210 01/20/2015 Active In-Force Critical Illness Direct MI 02/01/ 2015 04/01/2015 M 89.00 20000 1 356789 0123 Accident Companion 04/01/ 60.00 5000 Example Customer #2 367890 1234 887654321 03/06/2015 Hospital Confinement Direct CA 03/06/ 04/06/ 25.03 500 C9123456789 Example Customer #3 312345 6789 812345678 01/16/2015 Vision GA 01/16/ 2015 04/16/ Q 9.20 3 PPO Dental 70.00 3678901 234 03/09/2015 Active, Premium Being Applied New Business 03/09/ 65.91 60000 ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report Field Definitions NPN National Producer Number. Insured Name Name of the customer. Policy ID The customer’s policy number associated with one particular policy. The number is truncated here; all policy numbers start with a “0.” BCN Billing Control Number, also referred to as the Application number. . If payment method is by list bill, this column displays the list bill number. Application Date The date the customer/agent submitted an application for insurance. This will be the Date on the actual application Application Status Indicates the status of the customer from a new business perspective. Active – A policy that has been issued and remains in force through the payment of all owed premiums Not Taken - An application that is cancelled in the 10 day free look or cancelled with a full refund. Active, Premium Being Applied – Application is still in New Business and is in process of activation. Premium will be applied during activation. Detail Status If a policy has been cancelled though Support Services, a reason for the cancellation will be listed here in plain English. Individual Declines/ Postpones If an individual is declined on a multi-applicant policy, the individual will be listed here. Date of Last Activity Indicates the last time a change occurred to the policy. ©2016 SureBridge | Proprietary and Confidential.

Book of Business (BOB) Report Field Definitions Book of Business (BOB) Report, Page 2 Policy Status Indicates whether the policy is active or cancelled. Some of the common terminology used includes: In-Force – Same as Active. A policy that has been issued and remains in force through the payment of all owed premiums Lapsed/ Cancelled – The policy has passed the payment date with no payment (lapsed) or been cancelled through Support Services. New Business – Policy is being issued but premium has not been charged. Something may be missing from the application. Product Name The marketing name for the product. Bun Displays the Bundle type -- Accident Direct Bundle, Complete Direct Bundle, Hospital Direct Bundle Issue State The U.S. state the policy was issued in. Effective Date The date an insurance policy goes into effect. This is sometimes referred to as the Policy Date. Paid To Date This is the date when the next premium will fall due on the policy. Billing uses this as the basis for sending out notices and generating bank drafts (P.A.C.'s). Bill Mode Displays the Billing Mode (monthly, quarterly, semi-annual or annual) Premium The recurring fee that is paid to Chesapeake to provide supplemental coverage for a particular policy. Benefit Level Displays the policy benefit amount or option Months in Force Displays the number of months the policy has been in force. ©2016 SureBridge | Proprietary and Confidential.