2. Using The Technology for Office Efficiency

3. Introduction to Batch Filing The Steps to Batch Filing Using the Calendar Using Instant Messaging Q & A Agenda Using The Technology for Office Efficiency A District 07 Training Program

4. Batch Filing is not a “paperless” system. Both Farmers Insurance and the Texas Department of Insurance require that certain documents be retained on file. Using The Technology for Office Efficiency A District 07 Training Program Introduction to Batch Filing…

5. Using The Technology for Office Efficiency A District 07 Training Program It is a time saving system of filing by date rather than by name. You will document each transaction in one central location and then file the corresponding paper work by that date.

6. Example... Using The Technology for Office Efficiency A District 07 Training Program You complete a new auto application in APPS, the insured signs the various forms, such as memorandum of insurance, PIP, etc. You create a new Household in ClientVision, enter the information about the transaction and record the transaction date (batch file date).

7. Example... Using The Technology for Office Efficiency A District 07 Training Program Then all the papers are stapled together and placed into a file folder which is dated with the batch file date. When you need one of the forms, you check ClientVision for the batch file date and go to that folder to retrieve the documentation.

8. Benefits of Batch Filing... Using The Technology for Office Efficiency A District 07 Training Program Time Saver - No filing by name Up to date - Anyone can know at any time what has been or what is currently going on with an insured Marketing - Each time a client calls or visits your office, you can see ALL the policies on the client in one place. You can ask the client for an appointment for other lines of business

9. Benefits of Batch Filing... Using The Technology for Office Efficiency A District 07 Training Program Reduced clutter - Only 1 file per business day to handle Fewer file cabinets - You can retain several years of batch files in a single file cabinet With no files to pull, you can focus on service and marketing when you help your clients

10. A business day example... Using The Technology for Office Efficiency A District 07 Training Program During one business day, you processed 25 service activities for existing clients and entered 3 new auto policies. In the paper filing system, you handled 28 separate file folders with various pieces of paper.

11. A business day example... Using The Technology for Office Efficiency A District 07 Training Program In the batch filing system, you enter all the information into ClientVision. You place ALL the paperwork that you must retain into 1 folder for all the work completed on a given day.

12. A business day example... Using The Technology for Office Efficiency A District 07 Training Program Instead of handling 28 file folders, you only have to handle 1. Instead of having to get up, go to the file cabinet, you look in ClientVision for the information you need.

13. Other benefits... Using The Technology for Office Efficiency A District 07 Training Program For your clients - faster service with fewer errors For you - improved efficiency and a noticeable gain in your skills For your office - You will have a major advantage over those offices that do not use the technology

14. Using The Technology for Office Efficiency A District 07 Training Program The Manual

15. Using The Technology for Office Efficiency A District 07 Training Program The Steps...

16. Using The Technology for Office Efficiency CV Page - 4 - Step 1

17. Using The Technology for Office Efficiency CV Page - 5 - Step 1

18. Using The Technology for Office Efficiency CV Page - 6 - Step 1 A Printed Report

19. Using The Technology for Office Efficiency CV Page - 7 - Step 1 A Printed Report

20. Using The Technology for Office Efficiency CV Page - 8 - Step 1 A Printed Report

21. Using The Technology for Office Efficiency CV Page - 9 - Step 1 Combines & Splits

22. Using The Technology for Office Efficiency CV Page - 10 - Step 1 Change Household Data

23. Using The Technology for Office Efficiency CV Page - 11 - Step 2 Adding Dependents

24. Using The Technology for Office Efficiency CV Page - 12 - Step 2 Adding Dependents

25. Using The Technology for Office Efficiency CV Page - 13 - Step 2 Adding Dependents

26. Using The Technology for Office Efficiency CV Page - 14 - Step 2 Adding Other Policies

27. Using The Technology for Office Efficiency CV Page - 15 - Step 2 Misc. Policy Update

28. Using The Technology for Office Efficiency CV Page - 16 - Step 3 Adding New HH / Policy

29. Using The Technology for Office Efficiency CV Page - 17 - Step 3 Adding New HH / Policy

30. Using The Technology for Office Efficiency CV Page - 18 - Step 3 Adding New HH / Policy

31. Using The Technology for Office Efficiency CV Page - 19 - Step 3 Adding New HH / Policy

32. Using The Technology for Office Efficiency CV Page - 20 - Step 3 REMEMBER… Do not create a new household without adding the policy numbers. Adding New HH / Policy

33. Using The Technology for Office Efficiency CV Page - 22 - Step 4 The Daily Folder

34. Using The Technology for Office Efficiency CV Page - 23 - Step 4 Printing Comments

35. Using The Technology for Office Efficiency CV Page - 24 - Step 4 Printing Comments

36. Using The Technology for Office Efficiency CV Page - 25 - Step 4 Printing Comments

37. Using The Technology for Office Efficiency CV Page - 26 - Step 4 Printing Comments

38. Using The Technology for Office Efficiency CV Page - 27 - Step 5 Adding Household Comments

39. Using The Technology for Office Efficiency CV Page - 28 - Step 5 Adding Household Comments

40. Using The Technology for Office Efficiency CV Page - 29 - Step 5 Adding Household Comments

41. Using The Technology for Office Efficiency CV Page - 32 - Step 5 Adding Loss Review Comments

42. Using The Technology for Office Efficiency CV Page - 33 - Step 6 Rating Household (Mining)

43. Using The Technology for Office Efficiency CV Page - 34 - Step 6 Rating Household (Mining)

44. Using The Technology for Office Efficiency CV Page - 35 - Step 7 Farmers Friendly Reviews

45. Using The Technology for Office Efficiency CV Page - 36 - Step 7 Farmers Friendly Reviews

46. Using The Technology for Office Efficiency CV Page - 37 - Step 8 Using the Calendar

47. Using The Technology for Office Efficiency CV Page - 38 - Step 8 Using the Calendar

48. Using The Technology for Office Efficiency CV Page - 39 - Step 8 Using the Calendar

49. Using The Technology for Office Efficiency CV Page - 40 - Step 8 Using the Calendar

50. Using The Technology for Office Efficiency CV Page - 41 - Step 9 Instant Messaging

51. Using The Technology for Office Efficiency CV Page - 42 - Step 9 Instant Messaging

52. Using The Technology for Office Efficiency CV Page - 43 - Transaction Codes

53. Using The Technology for Office Efficiency CV Page - 44 - Lienholder Name

54. Using The Technology for Office Efficiency CV Page - 45 - Document Section

55. Using The Technology for Office Efficiency Questions? Thank you for you participation