Welcome to AISUS.com online Quoting for Farmers Mutual Insurance Company!

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1 Welcome to AISUS.com online Quoting for Farmers Mutual Insurance Company! Here you will find some information to guide you through your initial login, agency setup, agent setup, first quote, binder, application, application submission, and ACH sweep for initial premium payment. If you have previously used AISUS you may be acquainted with the login and setup areas, however the last few pages are new 12/2008 and explain the Application Submission and ACH Sweep procedure. Login & Main Page To start with locate your Agency ID, Username, and Password likely provided with the cover letter or that this document was delivered with. Go to: to get the Login screen: Fill in the information on the Login screen and click on LOGIN > button. (Note: Please bookmark this page &/or add a shortcut to your desktop to this site as directed above. If you go to without going to the login page initially please click only on the Login link in the top bar, do not click on any advertising exchange link on the left hand side as those are NOT FMI quoting.) Page 1 FMI / AISUS Online Quoting Ed

2 You will come to the following User Acceptance Agreement screen where you must select AGREE to continue. Please take the time to review this User Acceptance Agreement as you are taking responsibility for proceeding as well as the security of your login information. Page 2 FMI / AISUS Online Quoting Ed

3 This brings you to the Main or Home page for AISUS.com & FMI (shown here in two screen shots): The Main page is also referred to as the Home page in some areas of the site. Since you re signed in as our agent and on as a carrier user and not as comparative you will see our information on this page also which is in the center near the top and also some links under the Bulletins, Manuals, and Links line. Additionally the information in the Program Selection Matrix shows a basic comparison of our products with some industry standard forms so that you can have an idea of how our plans compare. The left hand side of this screen contains links to the site areas that you will be using. (Note: The example here contains a 4 th area that is only available to us here and is not available on your screen.) The Top left area labeled Rating is where you will click a link to go to a new quote, re-enter a quote that you are working on, load a quote you previously worked on, pull up fillable forms, and check any policy submissions (note: the submission area will not be active until we accept electronic submissions, approximately mid-year 2008). The Issues area is where you can enter an issue that needs to be checked with the program, for example a rate that is incorrect, a link that s not working, or any other type of issue with the site itself, you can also view the issues you have submitted and the status or response if any. The Administration area is where the Administrator or Principal can add, change, or remove other users for the agency. The initial setup for your agency will include the Principal. Page 3 FMI / AISUS Online Quoting Ed

4 Agency & Agent Setup Now you should go to the Edit Agency Info link in the Administration section on the Main page left side. Verify that the Agency information on the page that comes up is accurate, correct if needed. (Note: at first you won t need to have the right side completed. We will begin to enable Credit & Claims at FMI s expense along with the application submission process in the future. The balance of that side is for comparative setup should you do that at a later time for your agency.) Click Submit to save any changes you have made or Cancel to return to the Main page. Now go to the Edit Producer link and then in the pull down list for Select Producer to Edit box select your name. Verify that your information is correct or make corrections. Click Submit to save any changes you have made or Cancel to return to the Main page. (Note: You can also come here to temporarily or permanently make a user Inactive or to reactivate a user.) Page 4 FMI / AISUS Online Quoting Ed

5 Now you re ready to add others in your agency. Select the Add Producer link and you will see a screen similar to the edit screen we just left. Fill in the boxes with the appropriate information and make sure you select the correct User Level for the person you re adding. Page 5 FMI / AISUS Online Quoting Ed

6 Quoting Now that you re setup we re ready to do a quote. Click on the New Home Quote link on the left of the Main page. This takes you to the Policy screen that allows you to enter the basic Policy Information and the Insured information. Note: A bit of information about the AISUS.com screens: The tabs at the top will take you to that page, the page you are on is identifiable by the dark blue line under the tabs, for instance the Policy screen has in that dark blue line Policy Information which identifies that you are on the Policy screen. This theme continues through the screens. If you miss required information you will be prompted and must complete before proceeding. Once complete with each screen select next to proceed with the basic quoting information. Page 6 FMI / AISUS Online Quoting Ed

7 On the Coverages screen there are links at the bottom for some standard type items that AISUS includes in comparative structure. Keep in mind that FMI does not have all of these coverages available or may handle them differently than the standard. If you select or add something that FMI does not have available the quote will indicate that for your reference. Page 7 FMI / AISUS Online Quoting Ed

8 When you have completed the Coverages screen you will come to the Company screen where FMI should be selected (in comparative mode AISUS allows you to select the company(ies) to quote at this screen). Page 8 FMI / AISUS Online Quoting Ed

9 Click the Rate tab to continue. AISUS then brings up some Company (FMI) specific questions the first being the County if multiple counties per the zip entered exist. This screen will be followed by the Carrier Questions which are items needed by FMI to accurately rate your risk. You will notice that the items here appear as links, in many areas of AISUS additional information on the item is available if you click on these links. This is the description of what is needed or the requirements of that item for your reference and assistance in properly stating the item for accurate quotation. For example click on the Farming Activities for description. Now you have a Quote, in as few as 25 clicks and 14 entry fields. Page 9 FMI / AISUS Online Quoting Ed

10 The quote screen adds a new listing of link options on the left side allowing you to complete the Company App, Print Quote, enter Endorsements, and complete a Binder. The Company App and Binder should be self explanatory as they are forms that would need to be completed to be used. Once policy submission is utilized these will be electronically sent to FMI, more on that at a later date. Here on the Quote page if you hold your mouse over the links on the left it will display a bit more description if you need. Try it they should look like following screen shots. Page 10 FMI / AISUS Online Quoting Ed

11 If you click on the Print Quote link you will have a new screen pop up showing a print preview of the quote that you can select print from to send to your printer. Here s a sample of the printed quote, note it explains much of the FMI specific items and breakdown of premium in the lower section of the quote page and the printed quote. Page 11 FMI / AISUS Online Quoting Ed

12 IMPORTANT!!! All the FMI Specific Endorsements, Coverages, and Miscellaneous Items Now a brief look at what makes AISUS.com with the carrier as a customer so much better than the other online raters. At this point you have a basic home quote, but what about all that other stuff that FMI does, where s the optional endorsements, the farm items, and so on? They are available for rating also, something that most online, especially comparative quote systems do not have available. On the Farmers Mutual quote screen click on the link to Endorsements and a screen will open that has the optional items, farm items, and more. (Note: one hint here WIS on these screens is for Weight of Ice, Sleet, & Snow coverage for the item selected.) This screen will also be slightly different for each line of business and the system will select the line from prior questions or information provided. Entries on the Company Specific Endorsements page will be carried over to the quote when you click Done. These will be detailed in the lower portion of the quote screen and the quote printout and the total will reflect the premium for those items. Page 12 FMI / AISUS Online Quoting Ed

13 Now return to the AISUS.com Main page and click on the Add Issue link. This allows you to add a note about something you have found on AISUS that isn t working, not correct, or not functioning. This will go to AISUS to diagnos the problem. Make sure if this is specific to a rate or quote to include the name of whom the quote was generated so the problem can be traced to discover a solution. Similarly if you click on the View Issues link on the Main page you will be able to read other issues submitted by your agency and check status on them. Page 13 FMI / AISUS Online Quoting Ed

14 Binder & Application Completion/Submission Once the quote has been accepted you can complete the application and a binder if needed from the AISUS quote page. Then once completed you can submit the application and attach any supporting documents/photos therein. First let s look at the Binder: When you click on the Binder button on the left hand side of the quote page you will get the following box: Select Open (Note: your box may be slightly different, however still select Open ) This opens a.pdf fill-able form for you to verify the information on and submit. (Note: This completes the information from all prior screens so please review all information. Especially when dealing with rental property or similar as the address entered previously is for the risk location, therefore you must change the insured s mailing address on the Binder and Application.) If this is a new policy you will not have a Policy # yet, please place the quote number as Quote # in that box for reference. Complete all information needed and please remember to save (or even print to an image or file) this page to attach to the submission, as described below. Page 14 FMI / AISUS Online Quoting Ed

15 The Binder page looks like this: The Binder is not a required form; however it is very useful in confirming coverage was bound to a third party. Please be sure to attach a copy of this binder to the submission under the Document Module, as well as any other documents related to the application. Page 15 FMI / AISUS Online Quoting Ed

16 To complete the Application: Click on the Company App button, located on the left of the quote screen. The Application, in fill-able form, opens (note: this is the same window that you were just in, if you close it you will have to log back in and start the application over again). Complete all sections of the application, giving special attention to the information brought over from the quote into the application to verify all information is correct. Keep in mind if you change any rating criteria when completing the application the quoted premium will no longer be correct. Also note: One item that is often discovered to be entered wrong is the address. The address you enter into the quoting process is the risk address and what carries over to the application, therefore if that is not the mailing address of the insured, such as would be the case with rental property, you must change the address for the Insured that is at the top of the first page. Here is a sample of what the first screen will look like: Page 16 FMI / AISUS Online Quoting Ed

17 Once completely filled in you may click the View/Print PDF Application This opens a.pdf view of the completed Application; you should now print this form for the applicant and you to sign. The signed form should be retained in your file in accordance with our Agent Appointment Contract. Then save the.pdf in your system at that time, if desired or if you utilize document imaging in your office. When complete with printing &/or saving then you can close that window only and go back to the browser window with the fill-able application open still. Now select the Submit Application to Company button/link at the bottom. While the Application Submission Module is loading there is just a wait page while it is uploading. We don t allow a sweep to happen until an app has been uploaded and that is on the Application Submission Module page: Page 17 FMI / AISUS Online Quoting Ed

18 First the user clicks on the + to open the sweep sub window, then they click Setup Sweep which will pop up this yellow window below. The last 4 digits of the user s acct number will already be in that field and cannot be edited. The user then types in a number within the payment range shown and clicks the sweep link. There also is an optional note line at the bottom of the yellow pop up. Before the sweep link is clicked they can clear the value to be swept by clicking the clear link. Page 18 FMI / AISUS Online Quoting Ed

19 Once it has been swept, the system will not allow further sweeps for this app and the swept amount will be shown in the Amount field shown below. Notice that the Setup Sweep link is no longer visible. The specified amount will be swept from the ACH account that was specified by you on the ACH Authorization Form. The Application Submission Module details the specifics of the submission. You should download and attach supporting documents in the Document Module and photos in the Photo Submission area as needed per the Underwriting Guidelines of FMI. These processes are fairly straight forward, however if you re new to downloading images to the web and need assistance we would be more than glad to assist you over the phone. You can also add a note if needed that the underwriter will have access to also, and the underwriter can send you notes through this system that are application specific and will be visible to you in addition to a copy being sent to your so you won t miss it. We will also be updating the status as the application moves through processing, however it is our goal in the future for this process to be fairly seamless and speedy, therefore you may see the Status change from Submitted to Issued fairly quickly. Page 19 FMI / AISUS Online Quoting Ed

20 Contact AISUS Below is AISUS.com Contact Page from the system. This includes their main phone number where you can call for assistance with a technical issue. However, we prefer that you contact the FMI Home Office so that we may remain in the loop also and determine if any specific changes would affect our production and/or be an item we need to let all users know about. At FMI contact Justin at extension 312 at , or toll free at , or automated line at Page 20 FMI / AISUS Online Quoting Ed