© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Real Time Interface: Agency Setup, Maintenance, Security, & Workflow Tricks & Tips. Dave Willey Carrier Relationship Manager

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Applied Systems Epic The Agency Manager The Agency Manager – Vision DORIS Online Insurance Management Solutions Applied Systems Insurance Solutions are used by 11,000+ Agencies and over 130,000 Agency Personnel

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY How Much Does It Cost? Its FREE !!!! Is My Data Secure and is my System, safe? Because IVANS delivers the transaction to the Carrier, Its protected from Hackers & Agents system is protected from viruses. Additional Cost=0 Security: Guaranteed

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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 The Benefits of Real-Time Interface

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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 Transformation Station Capabilities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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 Transformation Station Capabilities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Inquiry Transactions Billing Policy Claims Loss Run First Notice of Loss Auto Liability Property Workers Compensation Other Transactions Endorsement Bridge Company Website Make Payment Transformation Station Capabilities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 9 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 A secure connection to Real-Time Servers is made. The broker is authenticated and the the data is edited for each carrier selected. Real-Time Communication The Agency Manager Carrier 1 TAM-Vision DORIS Carrier 2 Carrier 3 Carrier 2 Carrier 3 Public Session Manager Authentication Session Manager ROUTER AgentStation Data TranslatorsWebEdits Broker starts within their management system IVANS Transformation Station

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 10 Real-Time Communication The Agency Manager Carrier 1 Broker Management System DORIS Carrier 2 Carrier 3 TAM-Vision Carrier 2 Carrier 3 AL3 XML Other Public Session Manager Authentication Session Manager ROUTER AgentStation WebEditsData Translators 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. IVANS Transformation Station

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 11 Real-Time Communication The Agency Manager Carrier 1 Broker Management System DORIS Carrier 2 Carrier 3 TAM-Vision Carrier 2 Carrier 3 AL3 XML Other Public Session Manager Authentication Session Manager ROUTER AgentStation WebEditsData Translators 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. The multiple XML streams are merged into one and sent back to the broker with the results displayed directly in their management system. IVANS Transformation Station

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Agency Request Carrier Response The Agency/Broker transmits a Request for information from the carrier: Policy Rate/Submission Claim Submission Policy, Billing or Claim Status Inquiry The Carrier sends back an immediate Response containing: Detailed Answers - Premiums Embedded Document URL Location of answer Real-Time Interface

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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 Agency Interface Opportunities

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Using Message Center to Inform Staff.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Learn the Seven Steps of TS 1)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. 6)Receiving & working with the rating results. 7) Complete the Activity

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Company Screens-Agency Codes

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Layout of Real Time Interface Screen

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Transformation Station User Interface.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Account Update Wizard Enter ICO Code that points to Agency Codes

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Local Security Products User 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

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Local Security Products Each user enters userID & password

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY iDNA (Formerly WebDNA) iDNA-ChangingUserCredentials iDNA-ChangingUserCredentials FROM ONE DESKTOP 1-Manage all Products by lines and states. 2-Manage all Users credentials quick & easy. 3-Manage the Products each User can quote & service. 4-Quickly disable employee if no longer employed.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Real Time Rating 3 Carrier quoting Using Transformation Station Real Time Policy Inquiry Billing Inquiry

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Rating Results Screen

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Attachments

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Activity is Automatically Created

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Alerts Click on the blue house in the Real Time Interface to access Alerts! options.

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Alerts

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY 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.

Claims Download

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Claims Download will populate the Claims Summary screen in TAM. What gets downloaded?

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Payment Transactions Adjustor Assignments Claim Status Updates – Closing a Claim Claim Number Assignments Reserve Changes Claim Download Transaction Types

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Claims Detail

Resources

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Transformation Station Installation Guide Here's the direct link to our portal to retrieve guides. (updated monthly around the 10 th ) sTransactions.aspx Requests to turn on Real-Time for a carrier can be sent to: If you want more carriers to come on board, TELL YOUR CARRIER REPRESENTATIVE

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 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.)

© 2009 APPLIED SYSTEMS. CONFIDENTIAL & PROPRIETARY Thank You!