Appulate-Excavators Presentation updated version

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Text of Appulate-Excavators Presentation updated version

Appulate For MGAs

Insurance Distribution through Data Management

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GuidewireAccenture/DuckCreekInsurityMajescoInstecISCSStingRayAgencyPortFirstBest

AIMEpic-PremiereMGA SystemsVRCJetFileNexsureiEngineering

AMS360Applied EPICAFWTAMHawksoftSagittaQQEbix

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ProducerConnectMGAConnectCarrierConnectInsuredConnect4

Main Areas of benefit for MGA and CarrierSubmission Platform For Internal UsePortal For Submission IntakeAutomated Underwriting & Quote GenerationAgent Marketing & Distribution Channel

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Submission Platform For internal UseUplink ACORD Forms no manual data rekeyingElectronic upload to marketseSubmission / ACORD XMLWeblinkEmailACORD & Supplemental Forms with electronic signatureReverse PortalMarket Select based on Appetite Guide and Estimated PremiumIntegration with AMS, like AIM and Nexsure, DuckCreek, Tropics, MajescoWork Management & Reports

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Portal For Submission IntakeEnsures Submission CompletenessDynamic Questionnaire with Required Questions logicRequired documentsUplink from all retail agency AMSMinimizes data rekeying overhead Submission pre-screening & clearanceACORD & Supplemental Forms with electronic signatureWork Collaboration with the Producer and the Insured7

Automated Underwriting & Quote GenerationDynamic QA with Risk Qualification LogicMay or may not require underwriting authorityRate/Quote/BindFor Internal UseFor External Use POS Portal for Agents

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Marketing & Distribution ChannelLarge Constituency of Agencies 20,000+ and growingEmail based marketing campaignsJoint Webinars and training

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Areas of Focus in after Q2 -2016Submission statuses trackingManagement ReportsGoal - To provide visibility and insight into the operations10

Quotes by user11

Quotes By agency report12

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Quotes by date report13

Quotes By line of business report14

Quotes by state report15

Areas of Focus in 2016Reverse portal improvementsRating for different lines (ISO and non-ISO based)Electronic agency appointment workflowInsurance Commission trackingNo general ledger accounting features are planned

16Submission statuses trackingManagement Reports