1. Copyright 2011 Racing Snail, Inc. All Rights Reserved1

2. 2 Racing Snail Agency Tools 101 Agency Tools Set-Up Agency Tools Set-Up Staff ROI Staff ROI Travel Report Travel Report Marketing ROI Marketing ROI Premium Builder Premium Builder

3. Copyright 2011 Racing Snail, Inc. All Rights Reserved3 Agency Tools Start-Up

4. Copyright 2011 Racing Snail, Inc. All Rights Reserved4 Racing Snail 101 Cardinal Rules

5. Copyright 2011 Racing Snail, Inc. All Rights Reserved5 Racing Snail Agency Tools 101

6. Copyright 2011 Racing Snail, Inc. All Rights Reserved6 Agency Tools Set-Up

7. Copyright 2011 Racing Snail, Inc. All Rights Reserved7 Agency Tools Set-Up

8. Copyright 2011 Racing Snail, Inc. All Rights Reserved8 Agency Tools Auto Set-Up

9. Copyright 2011 Racing Snail, Inc. All Rights Reserved9 Agency Tools Fire Set-Up

10. Copyright 2011 Racing Snail, Inc. All Rights Reserved10 Agency Tools Life Set-Up

11. Copyright 2011 Racing Snail, Inc. All Rights Reserved11 Agency Tools Health Set-Up

12. Copyright 2011 Racing Snail, Inc. All Rights Reserved12 Agency Tools Loans Set-Up

13. Copyright 2011 Racing Snail, Inc. All Rights Reserved13 Agency Tools Deposit Set-Up

14. Copyright 2011 Racing Snail, Inc. All Rights Reserved14 Agency Tools Mutual Funds Set-Up

15. Copyright 2011 Racing Snail, Inc. All Rights Reserved15 Agency Tools Staff ROI Set-Up

16. Copyright 2011 Racing Snail, Inc. All Rights Reserved16 Agency Tools Marketing ROI Set-Up

17. Copyright 2011 Racing Snail, Inc. All Rights Reserved17 Agency Tools Premium Builder Set-Up

18. Copyright 2011 Racing Snail, Inc. All Rights Reserved18 Agency Tools Staff ROI

19. Copyright 2011 Racing Snail, Inc. All Rights Reserved19 Agency Tools Staff ROI

20. Copyright 2011 Racing Snail, Inc. All Rights Reserved20 Agency Tools Travel Report

21. Copyright 2011 Racing Snail, Inc. All Rights Reserved21 Agency Tools Travel Report

22. Copyright 2011 Racing Snail, Inc. All Rights Reserved22 Agency Tools Travel Report

23. Copyright 2011 Racing Snail, Inc. All Rights Reserved23 Agency Tools Travel Report

24. Copyright 2011 Racing Snail, Inc. All Rights Reserved24 Agency Tools Marketing ROI

25. Copyright 2011 Racing Snail, Inc. All Rights Reserved25 Agency Tools Marketing ROI

26. Copyright 2011 Racing Snail, Inc. All Rights Reserved26 Agency Tools Marketing ROI

27. Copyright 2011 Racing Snail, Inc. All Rights Reserved27 Agency Tools Marketing ROI

28. Copyright 2011 Racing Snail, Inc. All Rights Reserved28 Agency Tools Premium Builder

29. Copyright 2011 Racing Snail, Inc. All Rights Reserved29 Agency Tools Premium Builder

30. Copyright 2011 Racing Snail, Inc. All Rights Reserved30 Please, please, please don’t ever do this…and a couple other things Excel and multiple users – saving copies Excel and multiple users – saving copies Moving data Moving data Copying and Pasting/Dragging Copying and Pasting/Dragging Rearranging Staff Entries Rearranging Staff Entries Changing custom entries mid-year Changing custom entries mid-year Recovering a corrupt file Recovering a corrupt file What’s a FixIt File? What’s a FixIt File?

31. Copyright 2011 Racing Snail, Inc. All Rights Reserved31 Contact Information General Information and Downloads General Information and Downloads –www.RacingSnailinc.com www.RacingSnailinc.com Product Presentations & Tech Support Product Presentations & Tech Support –Jerome Carlile Jerome@RacingSnailinc.com Jerome@RacingSnailinc.com Jerome@RacingSnailinc.com 480-201-8457 480-201-8457 Accounting & Billing Accounting & Billing –Vickie Preus Vickie@RacingSnailinc.com Vickie@RacingSnailinc.com Vickie@RacingSnailinc.com