1. TWFG Branch Meeting – 1 st Quarter 2014 1

2. 2 Logging In AMP was designed for use with Chrome. While some features may work in Internet Explorer, we recommend Google Chrome which is a free download.

3. TWFG Branch Meeting – 1 st Quarter 2014 3 Diary Master

4. TWFG Branch Meeting – 1 st Quarter 2014 4 Diary Master Search Functions

5. TWFG Branch Meeting – 1 st Quarter 2014 5 Client Search

6. TWFG Branch Meeting – 1 st Quarter 2014 6 Client Search

7. TWFG Branch Meeting – 1 st Quarter 2014 7 Client Screen

8. TWFG Branch Meeting – 1 st Quarter 2014 8 Client Screen

9. TWFG Branch Meeting – 1 st Quarter 2014 9 Client Screen

10. TWFG Branch Meeting – 1 st Quarter 2014 10 Policies

11. TWFG Branch Meeting – 1 st Quarter 2014 11 Renewal Policies

12. TWFG Branch Meeting – 1 st Quarter 2014 12 New Policy Screen PLEASE NOTE: When entering a NEW policy, the Billing Method will now default to DIRECT

13. TWFG Branch Meeting – 1 st Quarter 2014 13 Diary Attachments Now, you may add multiple attachments to your diary!

14. TWFG Branch Meeting – 1 st Quarter 2014 14 Emailing From Diaries Choose the attachment your want to include in the Email

15. TWFG Branch Meeting – 1 st Quarter 2014 15 Emailing From Diaries The “To” field is populated with the first email address listed on the Client Screen You may add additional recipients by clicking the “To” button and choose from the Client Screen or simply type in an email address AMP is not linked with Outlook or Web Mail. You will need to Cc or Bcc yourself if you want a copy sent to your inbox

16. TWFG Branch Meeting – 1 st Quarter 2014 16 Emailing From Diaries Type the body of your email here

17. TWFG Branch Meeting – 1 st Quarter 2014 17 Diaries The email has now been sent and is a permanent record in the diary The contents in this beige box cannot be edited or deleted even though the Diary is Open

18. TWFG Branch Meeting – 1 st Quarter 2014 18 Diaries With the status of the diary being Open, you can enter additional notes as needed by clicking Edit. Remember to Save your changes.

19. TWFG Branch Meeting – 1 st Quarter 2014 19 Diaries When you click Save it is added above the previous entry. This has now become a permanent part of the record. Note the time & date stamp! Once the diary is closed you will no longer have the ability to add additional notes.

20. TWFG Branch Meeting – 1 st Quarter 2014 20 ACORD Forms

21. TWFG Branch Meeting – 1 st Quarter 2014 21 ACORD Forms Choose New or Load From A Previously Saved Form

22. TWFG Branch Meeting – 1 st Quarter 2014 22 Selecting Your Forms Search by form number Search by State Search by keyword (i.e. Certificate)

23. TWFG Branch Meeting – 1 st Quarter 2014 23 Sample ACORD Form The ACORD form is now “fillable”. Note some fields are populated with the client’s information This is your “menu” or “task” bar. Note: once you “Save” a form, it cannot be altered. If you “Copy” a form, you can make changes to the copy..

24. TWFG Branch Meeting – 1 st Quarter 2014 24 ACORD Form Menu Items This will allow you to perform a “Save As”. You can name the form and retrieve it for use later. Once you save a form you will not be able to edit that form. This will allow you to copy a saved form. The new form will bring over all of the information from the form you copied and allow you make any necessary changes. The PDF icon will allow you to convert the form to a PDF. If the form has been signed you will see the actual signatures on the PDF. The Print icon will print the form. Again if the form has been signed you will see the signatures. By clicking the mail icon you can send the form to your clients. This will also create a diary within AMP. This is will send an email to your clients requesting that they electronically sign the forms included. The email will include links for each form needing signatures.

25. TWFG Branch Meeting – 1 st Quarter 2014 25 ACORD Form Signatures In order to utilize the signature functionality, you must first SAVE the document.

26. TWFG Branch Meeting – 1 st Quarter 2014 26 ACORD Form Signatures Signatures can be made by using a mouse, a stylus or a finger if the user has a touch screen

27. TWFG Branch Meeting – 1 st Quarter 2014 27 Viewing Signatures Once you have signed the ACORD form, you will notice the box turns green. You may now VIEW your signature

28. TWFG Branch Meeting – 1 st Quarter 2014 28 Requesting Signatures Once you have the ACORD form prepared, you may click the Request Signature icon in the menu bar to email to your client and request his/her signature. Note the “To” field populates with the first email address listed on the client screen.

29. TWFG Branch Meeting – 1 st Quarter 2014 29 Request Signatures Email

30. TWFG Branch Meeting – 1 st Quarter 2014 30 Signature Dates

31. TWFG Branch Meeting – 1 st Quarter 2014 31 Loading Saved ACORD Forms

32. TWFG Branch Meeting – 1 st Quarter 2014 32 Batching ACORD Forms You may review, print and copy any form. You may also choose multiple forms for printing, emailing or request signatures.

33. TWFG Branch Meeting – 1 st Quarter 2014 33 Accounting Accounting details have not changed. You may view the Commission and Payments & Credits tabs to verify payment

34. TWFG Branch Meeting – 1 st Quarter 2014 34 Q&A Q: Is the system supported in all browsers? A: No. AMP has been developed using Chrome. Certain areas of the system may function properly in other browsers, however, we recommend using Google Chrome. Q: How many attachments can be placed in one diary? A: There is no limit. Q: How many attachments can be placed in one email? A: There is no limit to the number of attachments, however, the maximum capacity is 15MB.

35. TWFG Branch Meeting – 1 st Quarter 2014 35 Q&A Q: How will I know if my attachments exceed the limit? A: The system will notify you. Create a new email to include any additional attachments. Q: Will emails sent from AMP appear in my Sent Items in Outlook? A: No. You will need to Cc or Bcc yourself. Q: Will I be able to see client information in the old system? A: Yes. You will be able to access all your old records in eVo including attachments.

36. TWFG Branch Meeting – 1 st Quarter 2014 36 Q&A Q: Will I still have access to old eVo? A: Yes. You will be using eVo and AMP. The old system will be eventually phased out. Q: Will additional functionality be added to AMP? A: Yes. We will rollout several enhancements in the upcoming months. Some examples: Reports, Accounting, tables for Certificate Holders, EZLynx integration and download functionality. We have several recommendations from our branches and those are being considered. Q: Who do I contact if the system is not working properly? A: You will send an email to twfg-tech@twfg.com.twfg-tech@twfg.com Please provide specific details on the issue encountered.

37. TWFG Branch Meeting – 1 st Quarter 2014 37 AMP Live Demo