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AGENCY AUTOMATION REFERENCE GUIDE

Policy Processing | Rating | Sales and Marketing | Underwriting | Workers Compensation



POLICY PROCESSING

instec


Instec

1811 Centre Point Drive, Ste. 115, Naperville, IL 60563-9363

Web site: http://www.instec-corp.com

Contact: Bob Trinco
Telephone: (630) 955-9200, Ext.332
Fax: (630) 955-9240
E-mail: sales@instec-corp.com

Instec provides commercial insurance rating solutions for commercial package, businessowners, workers compensation, specialty lines and commercial auto/garage lines of business. Our only business is P&C insurance software applications. Instec's products reflect 16 years of serving the P&C industry with products ranging from rating applications to policy processing and production systems. Our business and technical experts work with you to develop a system tailored to your requirements and operating environment. Services include requirements definition, custom product implementation, rate/rule/form maintenance, and business and technical consulting.


RATING

Abby Rating Systems, Inc.

1 Indian Road--P.O. Box 1227, Denville, NJ 07834-8227

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

Contact: David Kleinwaks
Telephone: (973) 586-2950
Fax: (973) 627-0947
E-mail: autorater@aol.com

Abby Rating Systems provides personal lines rating to over 4,000 producers and insurers in CT, DE, NJ, NY, PA and WV. Major products are assigned risk rating packages in CT, NJ, NY and PA and voluntary personal auto comparative rating. Homeowners and voluntary commercial auto (ISO Loss Cost based) packages are also available in some states.

Our New Jersey comparative personal auto package for the new Tier Rating System was one of the first on the market, prompting a commendation from the New Jersey Professional Insurance Agents Association for our proactive approach to rating changes.

New in 1999 will be auto assigned risk packages for LA, MO and MS.


Facilities and Services Corp.

28038 Dorothy Drive, Ste. 2, Agoura Hills, CA 91301

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

Contact: Robert Meyerson
Telephone: (818) 706-0900, Ext.208
Fax: (818) 706-1385
E-mail: bobm@fscrater.com

FSC--The rater rated best--was founded in 1980 and began its mission with a lofty but solid goal: to provide the California independent insurance agent with the highest quality rating software products possible. Today that same goal is the driving force behind FSC and its success. FSC currently services over 3,200 clients including independent insurance agents, property/casualty companies and managing general agents. FSC rating products are integrated with multiple agency management systems and company integration packages. Plans are now in place for FSC to unveil the first California Windows 95 rater, WinFSC, during 1999. For information, please call (800) 433-2550.


instec


Instec

1811 Centre Point Drive, Ste. 115, Naperville, IL 60563-9363

Web site: http://www.instec-corp.com

Contact: Bob Trinco
Telephone: (630) 955-9200 Ext.332
Fax: (630) 955-9240
E-mail: sales@instec-corp.com

Instec provides commercial insurance rating solutions for commercial package, businessowners, workers compensation, specialty lines and commercial auto/garage lines of business. Our only business is P&C insurance software applications. Instec's products reflect 16 years of serving the P&C industry with products ranging from rating applications to policy processing and production systems. Our business and technical experts work with you to develop a system tailored to your requirements and operating environment. Services include requirements definition, custom product implementation, rate/rule/form maintenance, and business and technical consulting.


ITC


Insurance Technologies Corp.

1335 Valwood Parkway, Ste. 108, Carrollton, TX 75006

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

Contact: Gary Shapiro
Telephone: (972) 243-6367, Ext.103
Fax: (972) 243-6392
E-mail: gshapiro@turborater.com

Insurance Technologies Corp. (ITC) is a leading provider of software solutions to the property and casualty insurance industry. We provide insurance companies customized point-of-sale systems for distribution to their agents. Our agency product line includes comparative auto rating software in 12 states. In addition, this software integrates with most of the agency management vendors, as well as many company proprietary systems. We also provide flood rating software to agents nationally and Florida JUA and WUA software. We currently provide solutions for over 90 insurance companies and over 30,000 agencies.


priority


PRIORITY Data Systems, Inc.

P.O. Box 45011, Omaha, NE 68145

Web site: http://www.priority-data.com

Contact: Marcie Flynn
Telephone: (800) 228-9410
Fax: (402) 592-5052
E-mail: systems@priority-data.com

Providing greater profitability and efficiency for agents and companies, PRIORITY Data Systems' automation solutions are NOW AVAILABLE in Windows®. Streamline your tasks with PRIORITY's easy-to-use personal lines and commercial lines rating systems. Carefully engineered products and responsive customer-oriented services have made PRIORITY the nation's leading independent rating provider.

Take advantage of our point-of-sale, underwriting and upload capabilities, agency management integration and electronic application delivery systems. Contact PRIORITY today and begin calculating rates accurately and automatically.


SALES AND 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.


ACD


The Rough Notes Company, Inc.

11690 Technology Drive, Carmel, IN 46032

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

Telephone: (800) 428-4384
Fax: (800) 321-1909
E-mail: rnc@in.net

The Agency CD includes the following products: The Insurance Marketplace,Policy, Form & Manual Analysis Service,Commercial Risk Management Survey,Coverages Applicable,Insurance Words and Their Meanings, over 4,300 ISO® forms for reference, ACCESS--consumer marketing content for the agency's Web site, Business Building Letters, and Rough Notes magazine issues.


UNDERWRITING

Rough Notes complete


The Rough Notes Company, Inc.

11690 Technology Drive, Carmel, IN 46032

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

Telephone: (800) 428-4384
Fax: (800) 321-1909
E-mail: rnc@in.net

Policy, Form & Manual Analysis (PF&M) is a monthly subscription service that provides analyses of more than 300 ISO® policy forms and endorsements, with comparisons to AAIS® forms. PF&M includes policy purpose, eligible businesses and underwriting; detailed coverage analysis; comparisons to the previous forms; how the rate or premium is figured; exposure analysis checklist; ACORD form considerations; court decisions; and training aids. Subscribers may submit basic coverage clarification questions at no charge. Available in print, CD-ROM (single user or network), or online.


WORKERS COMPENSATION

Specific Software Solutions, LLC

P.O. Box 1007, Brentwood, TN 37024-1007

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

Contact: Timothy Coomer
Telephone: (800) 929-4052, Ext. 11
Fax: (615) 376-5117
E-mail: timothy686@aol.com

Specific Software Solutions, LLC, founded in 1990 by risk management professionals, is staffed by credentialed computer professionals, actuaries, and risk management professionals. It develops and markets software to support analytical risk management efforts, and offers custom modification of its products. ModMaster 2000 is the nation's leading experience rating software, a full-featured Windows-based product. Loss Forecaster II is a powerful tool whose easy-to-use interface and excellent help system allow anyone to produce actuarially sound loss projections and reserve analyses. In 1999, NPVision will be introduced, providing analytical tools for analyzing and comparing alternative loss financing techniques.



©COPYRIGHT: The Rough Notes Magazine, 1999


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