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AGENCY AUTOMATION REFERENCE GUIDE

Automated Marketing | CD-ROM | Data Provider | Electronic Data Interchange | Forms | Information Provider
| Insurance Company Administration | Managing General Agents



AUTOMATED MARKETING

martech MarTech, Inc.

947 E. Johnstown Road, Ste. 243, Columbus, OH 43230

Web site: http://www.martech-inc.com

Contact: Deborah Miller
Telephone: (888) 478-8337
Fax: (614) 478-0915
E-mail: info@martech-inc.com

MarTech's Marketing AutoPilot Sales System (MAPS) is the only totally insurance-specific sales and marketing program guaranteed to increase your agency's revenues or we refund your money!

MAPS is a systematic sales and retention weapon that gives your producers a never-ending flow of good, qualified prospects willing to grant them an appointment. MarTech's time-tested Marketing AutoPilot Software efficiently manages the unmanageable task of building long-lasting relationships with thousands of prospects for unlimited numbers of producers--all at the flip of a switch. MarTech has painstakingly created all the letters, fax reminders, call reports, strategies and scenarios to warm up cold suspects for an x-date; x-date to appointment; appointment through proposal and even provide retention building letters through the first critical year.

Free video offer! You will gain valuable insights from MarTech's informative, practical and free video, "How to Avoid Seven Common Mistakes that Cost Your Agency Big Money." For your free copy, call MarTech at (800) 893-1573, e-mail at info@martech-inc.com or visit our Web site at http://www.martech-inc.com.


CD-ROM

International Risk Management Institute, Inc.

12222 Merit Drive, Ste. 1450, Dallas, TX 75251-2276

Web site: http://www.irmi.com

Contact: Mary Morris
Telephone: (800) 827-4242
Fax: (972) 960-6037
E-mail: info@irmi.com

IRMI is a leading publisher of commercial insurance and risk management references, books, and newsletters. IRMI CD provides practical information to help agents, brokers, insurance buyers, risk managers, attorneys, claim adjusters, and underwriters interpret insurance policies and arrange comprehensive insurance and risk management programs. IRMI CD utilizes Folio Views software. IRMI's information is also available electronically through Silver Plume and CLEMS delivery systems.


DATA PROVIDER

ISO


Insurance Services Office, Inc.

7 World Trade Center, New York, NY 10048

Web site: http://www.iso.com

Contact: Customer Service
Telephone: (800) 888-4ISO, Selection 4
Fax: (212) 898-5913
E-mail: info@iso.com

ISO provides information about property/casualty insurance including statistical information, actuarial analyses, policy language and related services. ISO's customers include more than 1,500 insurance companies, as well as agents, brokers, regulators and others who participate in, or serve, the property/casualty insurance marketplace.

ISO's core products include advisory prospective loss costs, forms, rules, surveys, statistical agent service and specialized consulting services. ISO also offers forms and manual information on CD-ROM and diskette, and site-specific information online.

ISO's mission is to be the premier value-added resource for all needed property/casualty information.


ELECTRONIC DATA INTERCHANGE

apt


Alliance for Productive Technology, Inc. (APT)

219 South Street, Ste. 104, New Providence, NJ 07974

Web site: http://www.aptsemci.com

Contact: Barbara Johnson
Telephone: (908) 665-8989
Fax: (908) 665-8990
E-mail: bjohnson@aptsemci.com

APT is an alliance of over 80 carrier, vendor and industry organizations. Its primary mission is to provide industry-standard software that facilitates widespread acceptance of single entry, multi-company interface (SEMCI). APT is one of a few select vendors whose products enjoy the direct endorsement of the IIAA. Virtually all major agency management system vendors are members of the alliance, and over 50 carriers and some 3,000 agencies presently use APT software to conduct electronic commerce. In addition to its desktop software, APT now offers a complete range of SEMCI facilities through its new Web-based product. All software conforms to ACORD Standards and can operate on IVANS or other networks.


applied


Applied Systems, Inc.

200 Applied Parkway, University Park, IL 60466

Web site: http://www.appliedsystems.com

Contact: Donna Gilbert, Bill Ahearn
Telephone: (800) 999-5368
Fax: (708) 534-5577
E-mail: dgilbert@appliedsystems.com or bahearn@appliedsystems.com

Applied Systems has been providing automation solutions and services to the independent insurance industry since 1980. As early adopters of SEMCI and PC-based and WAN-based systems, Applied has secured its place in the insurance industry as a technology leader with over 10,000 agency/brokerage installations in North America. More agents and brokers conduct EDI transactions with The Agency Manager, Applied's premier agency automation system, than all other vendors combined. We've received the Upload and Download Vendor of the Year awards from ACORD four years in a row, and our leadership in SEMCI makes us the clear choice for agency automation. Call and ask how our interface relationships with over 150 companies can benefit your insurance operations.


FORMS

choices


Choices

200 Broadway, Ste. 203, Lynnfield, MA 01940

Web site: http://www.acords.com

Contact: Dean Westover
Telephone: (800) 873-4757
Fax: (781) 593-2790
E-mail: choices@acords.com

Choices is an authorized ACORD Form vendor providing ACORD Form Software for use with Windows 3.1, 95, 98 and NT. Choices ACORD Forms can be filled in, printed and saved for later retrieval. The forms can be downloaded from Choices' Web site at http://www.acords.com or free demo disks can be obtained by calling (800) 873-4757. Choices software is available in two versions: Quick & Easy 5.0 Lite & Pro. Lite includes ACORD Forms only. Pro is a fully relational contacts-based system that integrates ACORD Forms with other agency management modules such as: account history, action items, coverages, expirations, drag and drop faxing, proposal forms, form letters, invoices, statements and account current. Choices also offers custom software services.


impressive publishing


Impressive Publishing

1400 E. Shipley Ferry Road, Kingsport, TN 37663

Web site: http://www.imppub.com

Contact: Wayne Delph
Telephone: (800) 208-1977
Fax: (423) 239-3090
E-mail: tech@imppub.com

Impressive Publishing is the creator of the popular ACORD forms software "Forms Boss Plus". Simply the best and easiest to use ACORD forms software--period. Agency management option is also available. Don't take our word for it, call for a free fully functional demo.


INFORMATION PROVIDER

choicepoint


ChoicePoint, Inc.

1000 Alderman Drive, Alpharetta, GA 30005

Web site: http://www.choicepointinc.com

Contact: Bill Agee
Telephone: (800) 456-6432
Fax: (770) 752-5929
E-mail: wagee@ibm.net

Introducing ChoicePointLink™, the first complete browser-based information ordering solution. This new interface provides companies and agents instant access to property and casualty risk information through a secure environment. It's here and it's ready--an Internet-based solution for information. The right information can make all the difference in the world.


INSURANCE COMPANY ADMINISTRATION

applied


Applied Systems, Inc.

Company Systems Division, 200 Applied Parkway

University Park, IL 60466

Web site: http://www.appliedsystems.com/diamond

Contact: Doug Johnston
Telephone: (800) 999-5368
Fax: (708) 534-2266
E-mail: djohnston@appliedsystems.com

The Diamond System is a Windows-based system engineered exclusively for the processing and management needs of insurance companies. Diamond fully integrates all of your processing transactions into a single, streamlined system, including company-specific rules, procedures and workflows. Diamond is the most user-friendly, inexpensive to maintain system on the market, enabling you to accurately process more information in less time while better serving the needs of your agents and insureds--all for an attractive, flexible price. Features include online, one-step rating, underwriting, billing and issuance; fully integrated policy detail, premiums, billing and claims; one-step, out-of-sequence endorsement processing; immediate updating and viewing of processed records; agency interface, upload and download; and online reports and data export.


MANAGING GENERAL AGENTS

Agency Solutions


Agency Solution

3608 E. 29th Street, Bryan, TX 77802

Web site: http://www.agencysolution.com

Contact: Dana Platt
Telephone: (800) 990-1983
Fax: (409) 846-3370
E-mail: info@agencysolution.com

Agency Solution is time-centered agency management at its best. With all the features you should demand from a first-line system, including the only real-time, true general agent accounting, Agency Solution fulfills the promise of total agency automation.

With no end of day, month or year, your system is never down and you have access to all of your data and reports at any time. The unique single step billing wizard simplifies invoicing and reduces the possibility of human error. Other features include imaging, integration with many rate/policy issue systems, ACORDs, coverage database, word processing, diary, marketing and more. In short, Agency Solution provides everything you would expect--and more.


Automation Resources Corporation

4350 W. Cypress Street, Ste. 750, Tampa, FL 33607

Web site: http://www.thoth.com

Contact: Yvonne Wingate or Ray Bouchard
Telephone: (813) 875-3200
Fax: (813) 872-0554
E-mail: thoth@oasistech.net

Products include Agency Master™, Claims Master, and MGA Master. Agency Master is a complete multi-user agency accounting system, offered for over 20 years, with custom changes. It will interface with other agency system products, word processing, and spreadsheets.

Claims Master is a complete claims processing and claims management system, fully integrated with accounting and policy systems for coverage & statistical reporting, and paperless claim files.

MGA Master is a paperless policy-writing system providing underwriting under glass; verification of credit, driving records, and claims; VIN and ZIP/address verification; rating; company upload; and statistics for either an MGA or company.



©COPYRIGHT: The Rough Notes Magazine, 1999


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