Mary Oberleitner CRM Product Management 2.1 Preview Mary Oberleitner CRM Product Management

All Reassignments are available within the Branch Global Reassignments All Reassignments are available within the Branch Reassign Personal Actions to Another Employee Reassign Client By Client All Clients or Selected Clients including option to reassign actions. By Employee Responsibility

By Employee Responsibility By Policy By Line of Business Global Reassignments Reassign Policy By Client All Clients or Selected Clients including option to reassign actions. By Employee Responsibility By Policy All policies or Selected policies including option to reassign actions. By Line of Business All Lines of Business or Selected Lines of Business including option to reassign actions. Package Policy selection Packages that include ANY of these Lines of Business Packages that include ALL of these Lines of Business Packages that include ONLY these Lines of Business

Action description on summary view Claimant column added Home - Claims New search fields Claimant first and last name Must enter on the Claimant Detail New sort filters Claim Status Paid Amount Reserve Amount Client name in ascending order added as the 2nd sort default New Claimant icon displays all claimants added on the claim detail Action description on summary view Claimant column added

Client Claims Summary Screen New search fields Claimant first and last name Must enter on the Claimant Detail Sort Fields Added Policy Number Claim Number Package displays the Line of Business of the claim

Policy underwriting screen Client Claims Detail Claim Detail Screen Includes navigation tab to access the underwriting screen Adjustor email address field added Posted Claim Date added Date Claim Closed Field added Policy underwriting screen DOL in the navigation tree Link to Claim Detail Claim Payments Detail Screen Payment types display in alpha order

Other CRM Enhancements Servicing Screen Refresh Label Modified From refresh from client profile to refresh form prefills Renewal policies stay on the servicing screen NAIC Codes Updated Endorsement Date Displayed in Delivery when selecting Endorsement forms to Attach

Units at Risk New tab added to show Units at Risk Active links to detail Add new for Units at Risk New Personal/Commercial Vehicles tab added

Contacts tab renamed to People People Tab Contacts tab renamed to People Designations added: Employee/Driver Active People Count on Summary screen Coverage detail for app population according to designation New free form address section (also found at employee detail) Associate to LOB’s – update at Client - sync to LOB’s Import/Export links added Inactivate/Activate options added

Locations Tab Added Import/Export links Active Count on Summary screen Coverage detail added for app population Requirement on Zip Code Removed County Field added Associate to LOB’s – update at Client - sync to LOB’s Inactivate/Activate options added Copy

Named Insureds Tab Import/Export links secured Active Count on Summary screen Inactivate/Activate options added Associate to LOB’s – update at Client - sync to LOB’s Copy

Vehicles Tab Active vehicle count on summary screen Import/Export links Vehicle coverage information for LOB population Associate to LOB’s– update at Client - sync to LOB’s Activate/Inactivate Copy Vehicles

UAR and LOB Lookups Producer, applicant and billing sections of all commercial line of business forms (non-base forms), with the exception of the 160 BOP and the Aviation forms, will look up to the 125 base form.

Form Modifications Relationship Prompt on Form when related item deleted Lookup from Line of Business forms to base forms Descriptions on LOB Schedule Detail

Q & A