TABLE OF CONTENTS Part I Getting Started Part II Policy Inquiry Part III Quoting and New Business Upload Part IV Payment Upload Part V Endorsements PART VI Claims Part VII Custom Reporting

PART I – GETTING STARTED

Help If you have any questions, please contact: (800) 954-2442 Diane M. Schwarztrauber……ext. 8026 Marc Michaels……………….ext. 8393

Getting Started Go to Aiic.aiico.com Click here for an on-line tutorial. Downloads required for this system. Click to install.

Agent Login Screen Enter your ID or Agent Code, User Name, and Password. Click on Login.

Home Page Use the grey box to enter criteria to lookup a policy or a claim. Or you may select from the Main Menu on the right hand side. (See next page for detailed information on the Main Menu.) Click to expand address search criteria.

Home Page Main Menu Home – Search for a policy or a claim Quote/App – Run a quote, open an existing quote, and upload applications Invoice Payments – Upload payments Commissions – View or print custom commission reports Report Menu – View or print agent reports Documents – View or print company documents Phone Book – View company contacts and phone numbers Support Menu – Agent list, blank apps, system codes, FAQ, users, VIN lookup, print Links – Useful external links Print – Print this page Logout - Exit the system

PART II – POLICY INQUIRY

Policy Inquiry – (Search Screen) There are two ways to look up a policy: Use the search criteria in the grey box and click on Lookup Policy Or you may enter the policy number in the Quick Search box. This is always located at the bottom of the screen. Click to expand address search criteria.

Policy Inquiry – (Summary Screen)    The following can be found on the summary screen: Current amount Due Invoice due date/Pending cancel date/cancelled date Cancel reason Active vehicles Drivers Discounts/Surcharges Coverages Click here to view Future installments. Click here to view or print the Dec Page and ID Card. Click here to view the Detailed Billing Transaction Ledger.

Policy Inquiry - (Summary Screen, continued)       Click on the Payment Activity bar to expand all invoices and payments received. Click on Enter Note to enter agent notes on the policy.

Policy Inquiry – (Links to policy pages - Insureds) By clicking on Insureds located at the bottom of the Summary Screen, you will be able to view information on all drivers listed on the policy. To view the Insured Details: Birth Date, Sex, Social Security #, Marital Status, Relationship to Insured, License #, License State, Phone #s, E-mail, and Employer Information, click on show/hide details.

Policy Inquiry - (Links to policy pages – Vehicles)   View all vehicles listed on the policy by clicking on Vehicles located at the bottom of the Summary Screen: To view Vehicle Details: VIN #, Performance, Vehicle color, Market Value, Tag/State #, Body Style, and Coverage Period, click on show/hide details.

Policy Inquiry - (Links to policy pages – Utilities) At the bottom of the screen, click on Utilities. Utilities screen below. For more on Policy Change, see Section V – Endorsements.

Policy Inquiry – (Links to policy pages – Documents) At the bottom of the screen, click on Documents to View/Reprint any dec pages, invoices, notices, letters or applications. Documents Screen below:

PART III – QUOTING AND NEW BUSINESS UPLOAD

Search for a saved quote here. Quoting Instructions Start from the Home Page Main Menu and click on Quote/App. Enter the Zip Code for the desired quote and click on Quote. Search for a saved quote here.

Click here to add accidents or violations. Quote Entry Screen Credit scoring is optional, but if you select yes, a Request Credit button will pop up. Information needed to request the credit score will appear on the right side of the screen. The fields have been pre-filled with the most popular choices. Click here for optional credit scoring. Click here to add accidents or violations. For full coverage policies, click here to enter VIN info, year, make and model. For a faster quote, you may skip the birth date and enter just the age here. Click here for Comprehensive, Collision, Rental, Towing, and Custom Parts.

Quote Entry Screen Once you have completed the quote entry, click on one of the Rate buttons, located at the top and also at the bottom of this screen.

Quote Preview Screen To print the quote, click on Print located on the main menu. To re-rate, click on Back to return to the Quote Entry page. To accept the quote and move on, click on Application. Click here to expand the payment schedule.

New Business Upload - Basic Screen The required fields are pale yellow and marked with *. Many fields have been pre-filled with the most popular choices.

New Business Upload – Basic Screen If you did not enter the vehicle information on the quote screen, click on Lookup. This will bring up the VIN Search Utility located on the right side of the screen. Enter the VIN # or the year, make, and model of the vehicle. Once you have completed the Vehicle information and all required information on the left side of the screen, click on Continue, located at the bottom of the screen.

New Business Upload - Rating Info Screen If you need to enter an accident or violation, click on Details. This will bring up the box located on the right side of the screen. If you are entering an accident or violation, remember to click on Save before you proceed.

New Business Upload – Rating Info Screen When you have completed the Rating Info screen, you may choose to save the quote in Excel, save it in Word or E-mail the quote. If you would like to do this, click on your selection in the Quote Preparation Options Box. Click on Continue to move on to the Application Information screen.

New Business Upload – App Info Screen Check that all required fields have been filled in. When you are ready to upload the application, click on Continue at the bottom of the page or you may click on Deposit/Submit.

New Business Upload – Deposit/Submit Screen Once you have completed the Payment method, Check or Money Order Number, Deposit Amount, and Date Paid, click on Print Receipt. Click on Submit. (This will upload the policy.) Look here for the Minimum Required Deposit.

New Business Upload – Print Application Click on Print to print a copy of the uploaded application.

New Business Upload – Reconcile the Batch As you enter new business, a batch is automatically created for the down payments. Once a day, at the end of each business day, each user must reconcile their own open batch of down payments. Click on Invoice Payments from the Main Menu. Click on Mark Batches Reconciled. Select the open batch and click on Submit.

PART IV – PAYMENT UPLOAD

Payment Upload Instructions - 1 On the homepage Main Menu, click on Invoice Payments. Click on Enter Payments.

Payment Upload Instructions –2 On payment entry screen, open a new batch, click on Unverified Please note that we do not currently accept credit cards in Pennsylvania, Delaware, or Maryland.

Payment Upload Instructions - 3 Enter the policy number or the Last Name, First Name. Click on Submit to proceed. Click on Reset if you wish to clear.

Payment Upload Instructions - 4 Enter the Payment Date. The current date will be defaulted. Select payment type (cash, check or money order). Enter the check or money order #, if applicable. Enter the amount of payment. Select Post Payment to upload or Reset if you wish to Clear.

Payment Upload Instructions - 5 On payment entry screen, click on Print Receipt for insured and/or agent records.

Payment Upload Instructions – 6 To print a copy of the receipt, click on Print. When you have printed a copy, you may click on Close in order to close the receipt window. .

PART V – ENDORSEMENTS

Endorsement Processing Instructions - 1 Look up the policy that you would like to endorse. Click on Utilities at the bottom of the screen.

Endorsement Processing Instructions – 2 Select Policy Change to endorse the policy. Enter the Effective Date of the change and click on Process Endorsement. Click on Policy Change to continue.

Endorsement Processing Instructions - 3 On Basic screen, you have the option of changing the following: Effective date Full name Email address Current address and phone numbers Correcting vehicle information or entering a new vehicle. To add a new vehicle, select the lookup button, Enter VIN # and hit the go button. Make sure vehicle is correct. If the VIN # doesn’t verify or you don’t have the VIN #, you can search by vehicle characteristics. The system will prompt you to enter model year, manufacturer and vehicle model. If you need to add more than one vehicle select add new vehicle and repeat above. Correcting driver information or enter a new driver. To enter a new driver, select add another. Enter all driver information and answer all questions. If there is more than one driver, select add another and enter all information for each.

Endorsement Processing Instructions – 4 Click on the Rating Info button on the top of the screen. On this screen, you have the option of changing the following information: Policy wide coverages Policy wide discounts and surcharges. If a driver has a surcharge, select details by applicable driver. To the right, you will see accident and violations. Use the arrow next to the type of violation to select appropriate surcharge, enter the date of the surcharge and any other information you have. Hit Save. To add more than one select add another and repeat above. Remember to select save when you are done. Enter Vehicle rating information Enter vehicle specific coverages if applicable If the endorsement is for multiple vehicles, you need to select each vehicle at the top of the page and make sure this information is entered in for all vehicles.

Endorsement Processing Instructions – 5 After all rating information is entered, click on Rate and then Deposit/Submit on the top of the screen. Fill out the following information: Description of Endorsement, Date, Date Request Received, Requested by, and How was Endorsement Requested. At this point, you have the option to put money on the policy but it is not required. Click on Submit to Company The endorsement is completed. You may print a dec page and id card. The Policy Change Request Form must be filled out and signed for you files.

PART VI – CLAIMS

Claims Inquiry – 1 Look up a policy and scroll to the bottom of the page. Click on Claims.

Claims Inquiry – 2 You will find a summary of all claims on the policy. Scroll down for more detailed information on each individual claim. Check the status of a claim here.

Claims Inquiry - 3 When you scroll down, you may click on detail to view further information including payments.

PART VII - CUSTOM REPORTING

Custom Reporting – General Instructions Click on the name of the report that you would like to run. This will show you a description of the report and the report output fields. Use drop down box provided at the top of the page to select date range.

Custom Reporting – General Instructions Click on Show Report for on screen viewing. Click here to view the report as a Word document. Click here to view the report as an Excel document. (This Excel report is in a format that is suitable for further sorting and custom reporting.) Click here to view as an Excel Report.

Custom Reporting – Transaction Report Quickly obtain a snapshot of all of your American Independent transaction activity on one report! View new business, rewrites/renewals from the old system, endorsements, cancellations, reinstatements, renewals, payments, and down payments… all on one report. Customizable for one day or a range of days. To view this report, click on Report Menu, Underwriting, and Transaction Report. Enter a date range and click on Show Report.

Custom Reporting - Payments

Custom Reporting – Underwriting

Custom Reporting – Web Apps

Custom Reporting – Web Apps