CLIENT SERVICES



Standard Operating Procedures...................................4.0.1

Client Services.................................................4.1.1

Add Policy Information..........................................4.2.1

Delete Policy Information.......................................4.3.1

Modify Policy Information.......................................4.4.1

Schedule........................................................4.5.1

Group...........................................................4.6.1

Life and Health.................................................4.7.1

View Accounting History.........................................4.8.1

General Information on Clients..................................4.9.1

Types of Invoicing..............................................4.10.1

General Information on Color Acords - (DBI).....................4.11.1

Certificate - (DBI).............................................4.12.1

Binder - (DBI)..................................................4.13.1

Commercial Policy Change Request - (DBI)........................4.14.1

Cancellation Request - (DBI)....................................4.14.1

Automobile/Liability/Property/Work Comp Claims - (DBI)......... 4.14.1

Automobile Identification Cards - (DBI).........................4.15.1

Print Color Acords & Auto ID Cards - (DBI)......................4.16.1

Review, Update or Add to a Client's Claim History...............4.17.1

Rating from Client Services - (DBI).............................4.18.1

Letter..........................................................4.19.1

Word Processing.................................................4.20.1

Notepad.........................................................4.21.1

Datebook........................................................4.22.1

Transactional Filing Introduction...............................4.23.1

Transactional Filing Instructions...............................4.24.1

Alternate Addressee Billing.....................................4.25.1

Personal Lines Forms (UNIX).....................................4.26.1

Pro Rata........................................................4.27.1

Change Policy Number............................................4.28.1

List Documents..................................................4.29.1

Client Analysis.................................................4.30.1

Policy Profiling................................................4.31.1

Claims Analysis.................................................4.32.1

Print a Claims Analysis Report..................................4.33.1

Add, Change, and Delete a Binder Log Item.......................4.34.1

Print the Binder Log............................................4.35.1

Worker's Comp Activity..........................................4.36.1

Print Reports on Worker's Comp Activity.........................4.37.1

Worker's Comp Claim Log.........................................4.38.1

Shorten Client Activity.........................................4.39.1

Deleted Clients.................................................4.40.1

Stored Binder and Certificate Addresses.........................4.41.1

Commercial Lines Forms (UNIX)...................................4.42.1

Color Forms (UNIX)..............................................4.43.1

Followup........................................................4.44.1

Put, Get, and Fetch.............................................4.45.1

Shortcuts.......................................................4.46.1

---

4.0.
COMPUWORK MANUAL
1/1/93

STANDARD OPERATING PROCEDURES




This section was created to hold instructions on prompts which occur
repeatedly throughout this manual section.


All recurring prompts will be assigned SOP (Standard Operating
Procedure) numbers for quick reference. For example, if you see a
prompt with the instructions "SOP 1", turn to this section and locate
the same prompt with its detailed instructions beside its assigned
numeral.

SOP #

1....OK (n,p)? Verify your entry. If everything appears
correct, hit return. If you input an "N" you will be allowed to
make more corrections; a "P" will allow you to receive a
printed copy of your input. You must hit return through this
prompt when everything is correct to save the record as
modified.

2....OK (n)? Same as SOP 1 except you do not have the "P"
option to print.

3....OK (n,p,e)? Same as SOP 1 except you may enter an "E"
to exit without saving any changes that have been made.

4....XX Rec # or ? Enter the record number you need
to access. If you do not know the record number, enter some
identifying information that can be found within the record.
The system will use this information to search for the record
you are trying to locate.

OK (n)? The system will bring up a partial record for
you to view. If this is the record you want, just hit return.
If this is not the record you are trying to find, enter an "N"
and the system will continue to search.

5....# copies? Enter the number of printed copies needed.

6....Printer (1-X)? Enter the number of the printer to which
you want to print.

7....Letter (y)? If you want to send a letter, enter a "Y".
If no letter is needed just return through this prompt. If you
answered "Y" to this prompt you will receive:

Stored letter (y)? If you want to send a stored letter,
enter a "Y". See page 5.6.1 (Word Processing) for information
on all other prompts that will be received. If you want to send
a custom letter (a letter not stored) answer this prompt with a
"N". See page 5.16.1 (Word Processing) for information on all
other prompts that will be received.

8....Datebook (y)? If a suspense message is not needed, just
return through this prompt. If you want to enter a message,
answer this prompt with a "Y". For more information on
Datebook, see the Management section of your manual, page
2.4.1.

9....OK to delete (n)? If you have made an incorrect
selection, enter an "N". If you want to delete this record,
hit return through this prompt.

10...OK (n,p,e,r)? Same as SOP 1 except the "r" refreshes
the screen.

---

4.1.
COMPUWORK MANUAL
1/1/93

CLIENT SERVICES




This selection allows you to access individual client screens to view
a client's accounting history, policy information, claim history, etc.
You may also send a client a letter, input Acord forms for a client
or update a client's policy information from this screen.



For a SHORT CUT enter a C at the Main Menu and hit return.

OR

Select 4 (Client Services)

1 (Client Services)

Client # OR name ? Enter the client number and return, or
enter the name exactly as it was entered in the system. If you
are not sure of the way the name was entered, enter the last name
only. The system will search for the name you entered, and when found,
the name and address will appear on screen.

OK (n)? SOP 2

To search names and addresses for a particular client...

If you do not know his first name, the following instructions allow
you to look at a client whose last name is Jones. The system will
display all names with Jones in it. The system will also search the
entire client file and look for Jones stored in any field.


At the Client # OR name? prompt you have 3 options:

1. By typing in @ (at sign) and the name you want, the system
will search the entire client file for that particular name.
For example, by typing in @Jones, the system will list anything
it finds with Jones in it including client name, address lines,
telephone number, etc.

2. By typing in @! (at sign and exclamation point) and the name
you want, the system will only search the name field in the
the client files. (Eg. @!Jones.)

After you choose the option you want and press return, the system will
display 10 names and addresses and pause. At the OK(n)? prompt press
return to view more clients.

NP
When you find the client you are looking for, at the OK(n)? prompt
type in "N" and the question Which #? will display. Type in the
number from the left hand column and the client services screen will
display.

After all names are found, Which #? will display. If you press
return the system exits to Client # or Name?.

A feature you can use at the Client # or Name? is the "Don't Care"
letter. If you want the system to look up names that are pronounced
the same but are spelled differently use this feature. The "Don't
Care" letter is the "&" (Ampersand). For example if you want the
system to search for the name Steel and Steal, type in @!Ste&l at
"Client # or Name?" and both spellings will be displayed.

Look up clients by policy number:

At Client Number or Name?


Input and the policy number with no spaces. (The ( ) is the symbol
above the backward slash.) (eg. HR123456)

To escape from Client Services, hit return at the Your Choice,p?
message and hit return again at the Client # OR name? message.

Notice you have 8 service selections, A thru H . Each selection has
its own sub-menu. Sub-menus are listed below and each sub-menu
selection will be explained in the following pages.

A = Policy
1 Add policy 35 CL Propos
2 Del policy 50 PL Propos
3 Mod policy
16 Schedule
37 Group
38 Life&h

B = Account
4 Acct info
5 Gen info
24 Invoice
25 Pre-Invoice
39 Binder Bill

C = Forms
8 Certificate - DBI 27 Old Cert - DBI
9 Binder - DBI 41 Commercial Forms - UNIX
19 Chg req - DBI 42 Color Forms - UNIX
20 Canc - DBI 43 Binder 7/90 - DBI
26 Old Binder - DBI 44 Cert 7/90 - DBI
34 Addresses

NP
D = Claim
6 Auto claim - DBI
7 Liab claim - DBI
10 Prop claim - DBI
11 WC claim - DBI
12 Rev claim
28 Old Lia claim - DBI
29 Auto loss 86 - DBI

E = Records
13 Rate 32 Rev FU
14 ID card 33 Rev Trans
15 Letter 45 Add FU
21 Word Pr 46 Rev Images
22 Notepad 51 Add Images
23 Datebook
30 Add Trans
31 Alt addr

F = Pers Lines
40 PL Forms - UNIX

G = Misc
17 Pro Rata
18 Chg Pol#
36 List Doc
47 Chk PF

By choosing "H" for help a window will appear on the right of
the screen listing all of the above selections in numerical order.

---

4.2.
COMPUWORK MANUAL
1/1/93

ADD A POLICY




This selection allows you to store a policy to a client's screen.



Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p? Enter an "A" and return, then enter a "1" (for
1=Add a policy) at the next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services you may enter only the number of the selection you
desire as a shortcut. For example enter a "1" (for 1=Add a policy)
instead of choosing "A" then "1" (for 1=Add a policy).

DATA SOURCE

1. Commercial Acords

Your Selection? Press return only for personal lines policies. If
you have commercial acords stored in marketing and wish to have that
information transferred to basic policy information enter a "1".
Commercial package policies such as property, liability, etc. should
be entered separately to bring up the appropriate screen.

Which One? Select the type of policy you need to add.

If you are transferring information from marketing the next two
questions will appear:

Use Acord '86 file? Answer "Y" if you want to transfer the
information from the simplified (new) acords in Marketing. Answer "N"
to have the information transferred from the original (old) acord
file.

Acord Application #? Input the acord file number from Marketing.

Type? DO NOT CHANGE THIS CODE!!!! e.g. 1 for Commercial Auto, 2
for Personal Auto, etc. The type will automatically be inserted when
you answered the question above, Which One?.

NOTE: The type of policy can not be changed. If entered
incorrectly the policy must be deleted and re-entered. Refer to page
4.3.1 for information on deleting policies.


Policy #? DO NOT CHANGE THIS after you have passed the OK message.
Refer to page 4.28.1 for instructions on changing policy numbers.

NOTE: Policy numbers MUST be unique. Duplicate policy numbers
such as BINDER or TO BE ISSUED can cause problems with alternate
addresses, storing items improperly, etc. Because the client number
is always unique, it is safer to refer to a policy as a generic name
plus the client number. (e.g. BINDER123456)

Effective Date? Enter the policy effective date. Enter the
date in slash form with no leading zeros. (e.g. 1/1/93)

Expiration Date? Enter the policy expiration date. Enter the
date in slash form with no leading zeros. (e.g. 1/1/93)

Company #? Enter the number of the company carrying the policy.

# of Items? If you are entering basic policy information only,
with no detail, just hit return. If detail is needed, such as a
personal auto policy with 2 cars, you would enter 2 for # of items (#
of cars). By answering the # of items question, you will be given 2
additional screens, after the invoice question, to store information
pertaining to each car. (e.g., symbol, cost new, vehicle id number,
etc.) Remember, if the detail information is not wanted, skip this
field by hitting return.

NOTE: If you plan to utilize the "Single Entry" aspects of the
system do NOT enter policy detail here. Policy detail should be
stored on the Acord forms located under client services. For personal
lines forms refer to page 4.26.1 and for commercial lines forms
refer to 4.42.1 of the Client Services manual.

Premium? Enter the total premium amount.

Client #? Will automatically be inserted.

NOTE: If you have the expanded policy file the following questions
will be asked:

Tr. Enter transaction code.
Com Enter 60 character comment line.
Origin Automatically inserted by the system.

OK (n,p)? SOP 1

Note: If utilizing the followup software answer the following
questions:

Misc? 70 character comment line.
Code? 2 character agency defined code.
Days Followup? Enter number of days to followup.

Invoice (y,plt,clt)? If you need to send an invoice for this
policy, enter a "Y". After the invoice is entered, you will be asked
if you need to bill installments for this policy also. To bill future
installments, enter a "Y" , otherwise just hit return. To skip the
invoice question, return thru this prompt. To add a personal lines or
commercial lines tracking record, answer plt for personal or clt for
commercial. Refer to page 2.26.1 (Management) for more information on
personal lines or 2.27.1 (Management) for commercial lines tracking.
(Note: Selecting 1 at either of the production menus will return to
the invoice question.)

Add expiration (y)? If you want to add an expiration, either
because you are not invoicing the policy or the transaction code you
are using in your invoice will not generate an expiration, enter a
"Y". (If you use a transaction code of 1,2, or 4 in your invoice an
expiration will automatically be generated.) See page 2.3.1 of the
Management section of the manual for more information on entering
expirations.

Pre-Invoice (y)? If you want to Pre-Invoice answer with a "Y". If
you do not wish to pre-invoice, press return.

If # of Items is entered additional screens will appear for the amount
of numbers entered. Fill in accordingly.

L01002:Send Letter (y,d,ID#)? A standard letter is set up in the
system to advise the insured of the coverage, etc. If you want to
send this letter along with the policy answer either "Y" for the
letter to store to Automatic Notice printing or "D" to print the
letter out immediately. If you would like to send a different letter
enter the Letter # and you will receive the question again to either
print the letter on demand or store it to print file.

Signed? Enter appropriate name of the person sending the letter.
Title? Enter the title of the person sending the letter.
cc? Enter if needed.
cc? Enter if needed.

Which one? Allows you to add another policy. Return if you don't
need to add another. Return entered here will take you back to the
client screen.

Datebook (y)? To enter a Datebook message, enter a "Y". (See page
2.4.1 of the Management section of the manual for more information on
Datebook.) If you do not need to enter a datebook message press
return.

To escape hit return at Your Choice,p? message. If another client
is needed, enter the client number or name. If not hit, return to go
back to the primary menu.

SPECIAL NOTE: If items were entered and you want to use
this information to transfer into rating please enter
the limit information as follows- eg 100/300/100.

---

4.3.
COMPUWORK MANUAL
1/1/93

DELETE A POLICY




This selection allows you to delete a client's policy off the client
service screen.




Follow steps on page 4.1.1 to access your client's screen, then
follow the procedures below...

Your choice,p? Enter an "A" and return, then enter a "2" at the
next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services, you may enter only the number of the selection you
desire as a shortcut. For example, enter a "2" (for 2=Delete a
policy) instead of choosing "A" then "2" (for 2=Delete a policy).


Which Policy #? Notice that on the screen each policy has a
number to the left of the coverage. Enter the corresponding number of
the policy to be deleted.

OK to delete (n)? PRESSING RETURN WILL DELETE THE POLICY. If you
do not want to delete this policy, input a "N".

Note: If utilizing the followup software answer the following
questions:

Misc? 70 character comment line.
Code? 2 character agency defined code.
Days Followup? Enter number of days to followup.

Invoice (y,plt,clt)? If you need to send an invoice for this
policy, enter a "Y". To skip the invoice question, return through
this prompt. To add a personal lines or or commercial lines tracking
record, answer plt for personal or clt for commercial. Refer
to page 2.26.1 (Management) for more information on personal lines or
2.27.1 (Management) for commercial lines. (Note: Selecting 1 at either
tracking menu will return to the Invoice question.)

Pre-Invoice (y)? If you need to enter a pre-invoice, answer "Y".

L01004: Send letter (y,d,ID#)? A standard letter is set up in
the system. If you wish to send this letter answer "Y" to store the
letter to Automatic Notice printing or "D" to print it immediately. If
you wish to send a different letter, enter the Letter # and you will
receive the question again to either print the letter on demand or
store it to the batch print file.
NP

Signed? Enter appropriate name of person sending the letter.
Title? Enter title of person sending the letter.
cc? Enter if needed.
cc? Enter if needed.

Datebook (y)? See page 4.2.3 for instructions.

To escape hit return at Your Choice,p message. If another client
is needed, enter the client number or name. If not, hit return to
go back to the primary menu.

---

4.4.
COMPUWORK MANUAL
1/1/93

MODIFY A POLICY




This selection allows you to modify a client's policy information.



Follow steps on page 4.1.1, to access your client's screen,then follow
the procedures below...

Your choice,p? Enter an "A" and return, then enter a "3" (for
3=Modify a policy) at the next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services you may enter only the number of the selection you
desire as a shortcut. For example enter a "3" (for 3=Modify a
policy) instead of choosing "A" then "3" (for 3=Modify a policy).

Which Policy #? Notice on the screen each policy has a number to
the left of the coverage. Enter the corresponding number of the
policy to be modified.

What is your selection? Enter the number corresponding to the
action you want to perform. All selections are outlined below.


1 Update Policy Information - This selection allows you to
modify the basic policy information.

Printer (1-X)? SOP 6

NEVER CHANGE THE POLICY NUMBER FROM THIS SELECTION. You may change
the policy number under selection 18 on the client screen. Refer to
page 4.28.1 for instructions on changing policy numbers.

Hit return to the field to be changed, and key the correction on top
of the old information. Enter a backward slash and return at the
beginning of a field to move to the OK message.

OK (n,p)? SOP 1
Note: If utilizing the followup software answer the following
questions:

Misc? 70 character comment line.
Code? 2 character agency defined code.
Days Followup? Enter number of days to followup.

Invoice (y,plt,clt)? If you need to send an invoice for this
policy, enter a "Y". After the invoice is entered, you will be asked
if you need to bill installments for this policy also. To bill future
installments, enter a "Y" , otherwise just hit return. To skip the
invoice question, return through this prompt. To add personal lines or
or commercial lines tracking records, answer plt for personal or clt
for commercial. Refer to page 2.26.1 (Management) for more information
on personal lines or 2.27.1 (Management) for commercial lines. (Note:
Selecting 1 at either tracking menu will return to the Invoice
question.)


Add expiration (y)? If you want to add an expiration, either
because you are not invoicing the policy or the transaction code you
are using in your invoice will not generate an expiration, enter a
"Y". (If you use a transaction code of 1,2, or 4 in your invoice an
expiration will automatically be generated.) See page 2.3.1 of the
Management section of the manual for more information on entering
expirations.

Pre-Invoice (y)? If you want to Pre-Invoice answer with a "Y". If
you do not wish to pre-invoice, press return.

L01009: Send Letter (y,d,ID#)? A standard letter is set up in the
system to advise the insured of the changes on the policy. If you
want to send this letter answer either "Y" for the letter to be
stored in Automatic Notice printing or "D" to print the letter
immediately. If you would like to send a different letter enter the
Letter # and you will receive the question again to either print the
letter on demand or store it to the print file.

Signed? Enter the name of the person sending the letter.
Title? Enter the title of the person sending the letter.
cc? Enter if needed.
cc? Enter if needed.
Eff. date of change? Enter the effective date of the change.

What is your selection ? Hit return to escape.


2 - Update an Item(s) - This selection allows you to add, modify,
or delete policy items.

L01009: Send Letter (y,d,ID#)? See instructions above for more
information on this prompt.


Your Choice? Select one of the following...


U-pdate Enter a "U" to update an item. Enter the item number you
need to update. When your item appears on screen, hit return to the
incorrect field, key the correct information on top of the old, and
hit return.
OK (n,p)? SOP 1


A-dd Enter an "A" to add another item. The next available item
number will automatically be assigned. Enter the item information.
OK (n,p)? SOP 1


X-Remove Enter "X" to delete an item.
Which item? Enter the item number to be completely deleted or
removed. This item will NOT be on the policy or in storage after you
choose to remove.

E-xit Enter an "E" to exit to the update menu.


3 List Items This selection will list all the items in the policy
which you chose previously.
Printer (1-X)? SOP 6


4 Commercial Auto info This selection allows you to modify
commercial auto information.
OK (n,p)? SOP 1

Datebook (y)? See page 4.2.2 for information on this prompt.

Hit return at the update menu to exit.

---

4.5.
COMPUWORK MANUAL
1/1/93

SCHEDULE




This selection allows you to get a schedule of current insurance
policies that have been entered under #1 Add Pol from client services.



Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p? Enter an "A" and return, then enter a "16" (for
16=Schedule) at the next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services you may enter only the number of the selection you
desire as a shortcut. For example enter a "16" (for 16=Schedule)
instead of choosing "A" then "16" (for 16=Schedule).

Printer (1-X)? SOP 6 - Hit return only here and the schedule will
appear on the screen.

---

4.6.
COMPUWORK MANUAL
1/1/93

GROUP INSURANCE




This selection was created to help your agency keep track of all its
Group Business, Group members, and Group claims. You will be able to
add, modify, or delete records from any of the aforementioned
selections. You will also be able to run reports directly under each
selection or through profiling.


Select 4 Client Services
11 Group Insurance


To add a record...

2 Add

The system will now bring up your input fields. The client # field
must be filled in. NOTE: The client # does not necessarily have to
be a valid system client number, but you must enter an identifying 6
digit number.

Input fields for each selection are listed below.

GROUP INSURANCE

Status - (agency defined) Client # (has to be input)
Date Written Attention
Rate Guar Producer
AOR (enter AOR date) Group
Address Address
Owner Contact
Prev. Carrier # of Years
E.R. Cont: ee (emp. contrib.) dep/ (dependent contribution)
Wait Period # Ees: ( # of employees)
#Deps: (# of dependents) Nature of Industry
Life Ins. Dep. Life (y or n)
Rate Class Definition
Life Rate Class Definition
Mthly Life Cost Producer
Adm (CSR) Keysort
Phone Salutation
Carrier Group #
Eff Date Exp Date
Fax # Deductible
Co-Ins. Stop Loss
PPO (y or n) Doctor PPO (y or n)
Precert (y or n) Precert #
Deductible Deductible Status
Other Ded. Maternity (y or n)
PCS Card (y or n) Deductible
Co-Ins. Individual OOP
Family OOP EE # (# of employees)
SP# (# of spouses) CH # (# of children)
Sp/Ch # EE Med (enter rate)
SP Med CH Med
Sp/Ch Med Mthly Med Cost
Dental Renewal Date
Carrier Policy #
Eff. Date Deductible
Preventive (100% or 80%) Basic (80% or 50%)
Major (50%) Ortho (y or n)
Orthomax Annual max.
EE # (# of emp.) Sp #
Ch # Sp/Ch #
EE Den (dental rate) Sp Den
Ch Den Sp/Ch Den
Mthly Den Cost Short Term Disability
STD Renewal Date Carrier
Policy # STD Eff. Date
Accident Wait Period Sickness Wait Period
Benefit Pay Max Per Week
STD Monthly Cost Long Term Disability
LTD Renewal Date Classes
Carrier Policy #
Eff. Date Waiting Period
Benefit LTD Rate
Benefit Per (2yr,5yr,age 65) LTD Mthly Cost
Grand Mthly Total Annual Premium
Annual Comm Call Mode (Mo,Bi-Mo,Q,Semi-Ann)
Health Problems (y or n) Explain
Special Notes Notes
Notes Life
Disability PAT (pre-admission testing)
PAT SO (surgical opinion)
SO OPS (out-patient surgery)
OPS Wait Period
Misc Misc
CSR's initals Revised (date)

OK (n,p,w,w2,e)? Hit return only to save the record. Enter a
"P" to receive a printed copy of the record. Enter an "E" to exit to
the main menu WITHOUT saving the record. The "W" and "W2" are still
under development.


To Modify a record...

3 Modify

X Rec # or ? X = Number of stored records available to
modify. Enter the record number, or some identifying information that
can be found within the record, that you want to modify. You will
receive a partial record to view.

OK (n)? If this is the record you want to modify, just hit return
to receive the actual record. If this is not the record you want to
modify enter an "N" and the system will continue to search. After
hitting return to accept the correct record, you will now be able to
modify the record as needed. After you go past the last field you will
receive the following prompt.

OK (n,p,w,w2,e)? Hit return only to save the record as modified.
Enter an "N" to go back into the record to make more changes. Enter a
"P" to receive a printed copy of the record. Enter an "E" to exit to
the main menu WITHOUT saving changes made to the record. The "W" and
"W2" are still under development.

To delete a record...

4 Delete

X Rec # or ? X = Number of stored records available to
delete. Enter the record number, or some identifying information that
can be found within the record number, that you want to delete. You
will receive a partial record to view.

OK to delete (n)? A return or a "Y" will delete the record. An "N"
will not delete the record.

To add a Datebook message...

5 Datebook - See page 2.4.1 of the Management section of your
manual for more information.


To send a stored letter...

6 Prepared Letter

X Rec # or ? X = Number of stored records. Enter the
record number, or some identifying information that can be found
within the record number, that you want to send your letter to. You
will receive a partial record to view.

OK (n)? If this is the record you want to send your letter to,
just hit return. If this is not the correct record enter an "N" and
the system will continue to search. After hitting return to accept the
correct record, you will now receive the following letter prompts.
See pages 5.6.1 and 5.6.2 of the Word Processing section of the
manual for instructions on how to correctly answer these prompts.

Letter #?
Signed ?
Salutation ?
Enc 1?
Enc 2?
Enc 3?
# of inserts?


NP
OK (n,p,d)? If everything has been entered correctly up to this
point just return through this prompt and your letter will be stored
for future print under the Automatic Notice print file. If a mistake
was made you may enter an "N" and you will be returned to the "Letter
#?" prompt so that you may reinput your letter prompts correctly. A
"P" will store your letter in the "Priority" Automatic notice print
file. To print your letter out immediately instead of storing to a
print file enter a "D". You will receive the following print prompts.

Modify the addressee (y)? This prompt will be answered just like
the "Input addressee (y)?" prompt. See page 5.5.1 of the Word
Processing section of your manual for information on how to answer
this prompt.

See page 5.5.3 of the Word Processing section of your manual for
instructions on answering the 5 prompts below:

Printer (1-4)?
Laser Font #?
Letterhead (n, # top = 0)?
Envelopes (y, cass #)?
Paper ready (r, macro=y/#)?


To send a custom letter...

7 Custom Letter

X Rec # or ? X = Number of stored records. Enter the
record number, or some identifying information that can be found
within the record number, that you want to send your letter to. You
will receive a partial record to view.

OK (n)? If this is the record you want to send your letter to,
just hit return. If this is not the correct record enter an "N" and
the system will continue to search. After hitting return to accept the
correct record, you will now receive the following letter prompts.
See pages 5.16.1 of the Word Processing section of your manual for
instructions on how to correctly answer these prompts.

Alternate addressee:
Salutation (opt)?
Use Dictionary (y)?
Please begin

Enter the body of your letter. This is also explained on page 5.16.1.

After entering your letter you will receive the following print
prompts. See page 5.5.3 of the Word Processing section of your
manual for instructions on correct input of the following prompts:
# copies?
# spaces between date and address?
Printer (1-4)?
Laser Font #?
Letterhead (n, # top=0)?
Envelopes (y, cass #)?
Paper ready (r, macro=y/#)?

NOTE: Group Insurance can also be accessed by choosing (37) Group
under the client screen.


To Input Group Claims choose:

(22) Group Claims
(2) Add

Group Claims

Status Child
Client # (must be input) Acc/Ill
Insured Date
Address Time
Address DOB
Phone SS#
Salutation Nature
DOH Doc/Hos
DOB Ser date
Group # Amt
Cert # Mis (15 lines for input)
SS # Date paid
Other Ins Claim #
Company Amt
Patient Rem (18 lines for input)
Spouse

To Input Group Members choose:

(23) Group Members
(2) Add

Group Members

Status Med cov code
Client # (must be input) Life amt
Name Weekly inc benefit
Code Sub date
DOB Eff date
Sex


OK (n,p,w,w2,e)? Hit return only to save the record. Enter an
"N" to go back into the record to make any changes. Enter a "P"
to receive a printed copy of the record. Enter a "E" to exit to the
main menu WITHOUT saving the record. The "W" and "W2" are still
under development.

---

4.6.
COMPUWORK MANUAL
1/1/92

GROUP INSURANCE




This selection was created to help your agency keep track of all it's
Group Business, Group members, and Group claims. You will be able to
add, modify, or delete records from any of the aforementioned
selections. You will also be able to run reports directly under each
selection or thru profiling.


Select 4 Client Services
11 Group Insurance

You will now receive the Group Insurance sub menu. You may move back
and forth between the three sub menus by choosing the appropriate
selection number:

21 Group Insurance
22 Group Claims
23 Group Members

You will receive the same 12 selections under each of the above three
sub menus. Each selection will be explained below:

To add a record...

2 Add (X of XX XXX%)
X = Number of records that have already been stored.
XX = Maximum number of records available.
XXX = Percentage your file is full.

The system will now bring up your input fields. The client # field
must be filled in. NOTE: The client # does not necessarily have to
be a valid system client number, but you must enter an identifying 6
digit number.

Input fields for each selection are listed below.

GROUP INSURANCE

Status Stop loss
Client # (has to be input) Precert
Attention Maternity
Group Dental
Address Ded
Address Life
Producer Disability
Adm PCS card
Keysort Add acc
Phone PAT
Salutation PAT
Carrier SO
Group # SO
Eff date OPS
Exp date OPS
Fax # Wait per
Ded Misc
Co ins Misc


Group Claims

Status Child
Client # (must be input) Acc/Ill
Insured Date
Address Time
Address DOB
Phone SS#
Salutation Nature
DOH Doc/Hos
DOB Ser date
Group # Amt
Cert # Mis (15 lines for input)
SS # Date paid
Other Ins Claim #
Company Amt
Patient Rem (18 lines for input)
Spouse


Group Members

Status Med cov code
Client # (must be input) Life amt
Name Weekly inc benefit
Code Sub date
DOB Eff date
Sex

After filling out your input fields you will receive the following
prompt:

OK (n,p,e)? Hit return only to store the record. To print the
record enter a "P" and you will receive a printer # question. To make
corrections to the record enter an "N". To exit to the main menu
without storing the record enter an "E".


To modify a record...

3 Modify

X Rec # or ? X = Number of stored records available to
modify. Enter the record number, or some identifying information that
can be found within the record number, that you want to modify. You
will receive a partial record to view.

OK (n)? If this is the record you want to modify, just hit return
to receive the actual record. If this is not the record you want to
modify enter an "N" and the system will continue to search. After
hitting return to accept the correct record, you will now be able to
modify the record as needed. After you go past the last field you will
receive the following prompt.

OK (n,p,e)? Hit return only to save the record as modified. Enter
an "N" to go back into the record to make more changes. Enter a "P" to
receive a printed copy of the record. Enter an "E" to exit to the main
menu WITHOUT saving changes made to the record.


To delete a record...

4 Delete

X Rec # or ? X = Number of stored records available to
delete. Enter the record number, or some identifying information that
can be found within the record number, that you want to delete. You
will receive a partial record to view.

OK to delete (n)? A return or a "Y" will delete the record. An "N"
will not delete the record.


To add a Datebook message...

5 Datebook - See page 2.9 of the Management section of your
manual for more information.


To send a stored letter...

6 Prepared Letter

X Rec # or ? X = Number of stored records. Enter the
record number, or some identifying information that can be found
within the record number, that you want to send your letter to. You
will receive a partial record to view.

OK (n)? If this is the record you want to send your letter to,
just hit return. If this is not the correct record enter an "N" and
the system will continue to search. After hitting return to accept the
correct record, you will now receive the following letter prompts.
See pages 5.6.1 and 5.6.2 of the Word Processing section of the
manual for instructions on how to correctly answer these prompts.

Letter #?
Signed ?
Salutation ?
Enc 1?
Enc 2?
Enc 3?
# of inserts?

OK (n,p,d)? If everything has been entered correctly up to this
point just return thru this prompt and your letter will be stored for
future print under the Automatic Notice print file. If a mistake was
made you may enter an "N" and you will be returned to the "Letter #?"
prompt so that you may reinput your letter prompts correctly. A "P"
will store your letter in the "Priority" Automatic notice print file.
To print your letter out immediately instead of storing to a print
file enter a "D". You will receive the following print prompts.

Modify the addressee (y)? This prompt will be answered just like
the "Input addressee (y)?" prompt. See page 5.5.1 of the Word
Processing section of your manual for information on how to answer
this prompt.

See page 5.5.2 of the Word Processing section of your manual for
instructions on answering the 5 prompts below:

Printer (1-4)?
Laser Font #?
Letterhead (n, # top = 0)?
Envelopes (y, cass #)?
Paper ready (r, macro=y/#)?


To send a custom letter...

7 Custom Letter

X Rec # or ? X = Number of stored records. Enter the
record number, or some identifying information that can be found
within the record number, that you want to send your letter to. You
will receive a partial record to view.

OK (n)? If this is the record you want to send your letter to,
just hit return. If this is not the correct record enter an "N" and
the system will continue to search. After hitting return to accept the
correct record, you will now receive the following letter prompts.
See pages 5.16.1 of the Word Processing section of your manual for
instructions on how to correctly answer these prompts.

Alternate addressee:
Salutation (opt)?
Use Dictionary (y)?
Please begin

Enter the body of your letter. This is also explained on page 5.16.1.

After entering your letter you will receive the following print
prompts. See page 5.5.2 of the Word Processing section of your
manual for instructions on correct input of the following prompts:

Signed ?
# copies ?
Sub Signature?
Priority Store (y)? Answer "Y" to store letter to the Priority
Automatic Notice print file.
Store it (n)? Answer "Y" to store the letter to the regular
Automatic Notice print file.
Print now (n)? Answer "Y" to print the letter immediately.

Modify the addressee (y)? This prompt will be answered just like
the "Input addressee (y)?" prompt. See page 5.5.1 of the Word
Processing section of your manual for information on how to answer
this prompt.

# copies?
# spaces between date and address?
Printer (1-4)?
Laser Font #?
Letterhead (n, # top=0)?
Envelopes (y, cass #)?
Paper ready (r, macro=y/#)?

NOTE: Group Insurance can also be accessed by choosing (37) Group
under the client screen.

---

4.7.
COMPUWORK MANUAL
1/1/93

LIFE & HEALTH




This selection keeps track of basic information for life and health
health customers.




Select 4 Client Services
12 Life and Health


2. Add

Input fields for each selection listed below. NOTE: The client
number does not necessarily have to be a valid system client, but you
must enter an identifying 6 digit number.

Client # >Name >Sex >Family >
Birth date >Birthplace >
SS# >Keysort >Pro# >CSR# >Phone >
Sal >Address >
Address >Country >
Employer >Occup >
Bus Address >
Address >Bus phone >
Country >ord income >
Other income >Cpa >Phone >
Attent >Phone >Investor code >IRA >
Will >Code1 >Code 2 >Code3 >Code 4 >Code 5 >
Misc >
Misc >
Misc >
Misc >
Misc >
Misc >


3 Modify

XX Record # or ? SOP 4.

4 Delete
XX Record # or ? SOP 4.

5 Datebook Allows you to enter suspense. Refer to page 2.4.1 of
the Management section of the manual for more information on datebook.

Prepared letter
XX Record # or ? SOP 4.

Refer to page 5.6.1 and 5.6.2 of the Word Processing section of
the manual for instructions on how to correctly answer the following
prompts:

Letter #?
Signed?
Salutation?
Enc 1?
Enc 2?
Enc 3?
# of inserts?

OK (n,p,d)? If everything has been entered correctly up to this
point return through this prompt and your letter will be stored for
future print under the Automatic Notice Print file. If a mistake was
made you may enter a "N" and you will be returned to the "Letter #?"
prompt so that you may reinput your letter prompts correctly. A "P"
will store your letter in the "Priority" Automatic notice print file.
To print you letter immediately instead of storing to a print file
enter a "D". You will receive the following prompts:

Modify the addressee (y)? This prompt will be answered just like
the "Input addressee (y)?" prompt. See page 5.5.1 of the Word
Processing section of your manual for information on how to answer
this prompt.

See page 5.5.3 of the Word Processing section of your manual for
instructions on answering the prompts below:

Printer (1-X)?
Laser Font #?
Letterhead (n, # top = 0)?
Envelopes (y, Cass #)?
Paper ready (r, macro=y/#)?

7 Custom Letter

XX Rec # or ? SOP 4.

See pages 5.16.1 of the Word Processing section of your manual for
instructions on how to correctly answer the prompts below:

Alternate addressee:
Salutation (opt)?
Use Dictionary (y)?
Please begin

Enter the body of your letter. This is also explained on page 5.16.1.

After entering your letter you will receive the following print
prompts. See page 5.6.1 - 5.6.2 of the Word Processing section of
your manual for instructions on correct input of the following
prompts:

Signed?
# copies?
Sub Signature?
Priority Store (y)?
Store it (n)?
Print now (n)?

Modify the addressee (y)? This prompt will be answered just like the
"Input addressee (y)? prompt. See page 5.5.1 of the Word Processing
section of your manual for information on how to answer this prompt.

# copies?
# spaces between date and address?
Printer (1-X)?
Laser Font #?
Letterhead (n, # top=0)?
Envelopes (y, cass #)?
Paper ready (r, macro=y/#)?

---

4.8.
COMPUWORK MANUAL
1/1/93

ACCOUNTING INFORMATION




This selection allows you to view and/or print out a client's
accounting activity.



Follow steps on page 4.1.1, to access your client's screen, then
follow the procedures below...

Your choice,p? Enter an "B" and return, then enter a "4" (for
4=Acct Info) at the next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services you may enter only the number of the selection you
desire as a shortcut. For example enter a "4" (for 4=Acct Info)
instead of choosing "B" then "4" (for 4=Acct Info).

Last Days ((-)#,p)? If you only want to view the last 30, 60,
days etc., enter the number of days needed. To view the complete
history, just hit return. To view the accounting history in reverse
order (most recent entry first) enter a - and hit return. To view a
limited number of days in reverse order enter a - and the number of
days wanted (e.g. -30). To receive a printed copy enter a "P". You
will now receive the prompt Printer (1-X)? SOP 6. If you chose to
print, you will receive the "Last Days" prompt again so you may
request a certain number of days to print.

<>,p,l? To receive a printed copy, enter a "P" and return. If no
copy is needed, hit return to go back to the client service selection.

To shorten the client activity see page 4.39.1.

---

4.9.
COMPUWORK MANUAL
1/1/93

GENERAL INFORMATION




This selection allows you to update a client's personal information.
eg. Name, address, phone number, birthdate, etc.



Follow steps on page 4.1.1, to access your client's screen, then
follow the procedures below...

Your choice,p? Enter an "B" and return, then enter a "5" (for
5=Gen Info) at the next Your choice,p? prompt.

NOTE: Once you become familiar with the options available in
client services you may enter only the number of the selection you
desire as a shortcut. For example enter a "5" (for 5=Gen Info)
instead of choosing "B" then "5" (for 5=Gen Info).

You are now viewing your client information. For corrections hit
return to the incorrect field, modify, and hit return. When you are
through viewing or correcting, enter a backward slash and return at
the beginning of a field to receive the OK message.

OK (n,p)? SOP 1

OK (n,p,e)? SOP 3
Label (y)? Enter a "Y" to receive a new set of labels for this
client. For the printing of these labels see Accounting Records in
the Accounting manual. Just press return if a label is not required.
You will return to the client screen.

---

4.10.
COMPUWORK MANUAL
1/1/93

TYPES OF INVOICING




These selections allow you to invoice or pre-invoice a client from the
client screen. By doing so, you do not have to leave client services
and go into Accounting when you need to bill a client.



To bill a client from the client screen...

Your choice,p?

Choose 24 Invoice
or
25 Pre-Invoice

Both of these selections are located under B=Account.

There are several different types of invoicing available on the
system. Below are characteristics of each.

INVOICE -
a) Prints an invoice the day it is entered.
b) Appears on the client screen as an "INVOICE"
c) Appears on the EOM statement.
d) Posts to the Account Current.
e) Calculated in Aged Receivables totals

PRE-BILL - When entering a (24) Invoice change the "Entry
Month" to the effective month of the policy. (i.e. This would
be the month you want it to become an "INVOICE" and post to the
Account Current.)

a) Prints an invoice the day it is entered.
b) Appears on the client screen as a "Pre-bill".
c) Appears on EOM statement.
d) Subtracted from the Aged Accounts at EOM.
e) Does NOT post to the Account Current.
f) Becomes an INVOICE when the current month
matches the entry month entered on the pre-bill.

PRE-INVOICE - When entering a (25) Pre-invoice change the
"Entry Month" to the effective month of the policy. (i.e. This
would be the month you want it to become an "INVOICE" and post
to the Account Current.)

a) Prints an invoice the day it is entered.
b) Does NOT appear on the client screen.
c) Does NOT appear on EOM statement.
d) Does NOT post to the Account Current.
e) Can be deleted from the system.
f) Becomes an "INVOICE" when the current month
matches the entry month on the pre-invoice.
g) Is NOT calculated in Aged Receivables totals.

INSTALLMENTS -

Pre-bill Installments - Answer "Y" to the Pre-bill installments
question. Enter the "Start Date" as the actual effective date
of the invoice.

a) Generates a printed invoice 30 days prior to the
effective date of the invoice.
b) Appears on the client screen as a Pre-bill 30 days
prior to the effective date of the invoice.
c) Becomes an "INVOICE" when the effective date of the
invoice becomes current month.

Pre-Invoice Installments - Answer "Y" to the Pre-Invoice
installments question. Change the "Entry Month" to the effective
month of the policy. Also, enter the "Start Date" as the actual
effective date of the invoice.

a) Generates a printed invoice 30 days prior to the
effective date of the invoice.
b) Becomes an "INVOICE" when the effective month of the
invoice becomes the same as current month.


DUMMY INVOICING - Dummy billing can ONLY be done from the
Pre-Invoicing Menu located in Accounting. Enter the dummy bill as
you would a regular invoice except change the "Entry Month" to a
"0" (zero).
a) Dummy invoices are automatically deleted
from the system at EOM.

Refer to the Accounting Manual pages 1.1.2 - 1.1.3 for specific
instructions on "Invoicing".

---

4.11.
COMPUWORK MANUAL
1/1/93

GENERAL INFORMATION ON COLOR ACORDS - DBI




This section contains basic information that is common to all the
Acords. Instructions for filling out a claims log, used by many of the
Acords, are also contained in this section.




************************************************************
UNIX USERS: It is suggested that you utilize (42) Color Forms
as opposed to the individual selections for forms under the client
service screen. The (42) Color Forms works in conjunction with the
"Single Entry" process whereas the individual selections do not.
For more information on (42) Color Forms refer to page 4.43.1.
************************************************************

Some Acord data will automatically be filled in on your screen, such
as the client's name and address. Even more data will automatically
appear if policy information has been entered. Any data can be changed
by keying directly on top of the incorrect data.

The cursor will move from left to right. To move the cursor to a new
field you must HIT RETURN.

A backward slash and return entered at the beginning of a field
will move you to the bottom of a screen. If keyed directly on top of
data, this information will remain the same.

Upon reaching the bottom of a screen you are asked...

Is this correct (y,all,e,r,b)? Y (yes) and return takes you to the
next screen. N (no) and return allows you to go back to the top of
the screen for corrections. Hit return to move to the incorrect field
and key the correct data directly on top of the incorrect. Don't
forget, the backward slash is a shortcut to take you to the "correct"
message. ALL entered at the correct message ends input, skipping the
remaining pages, and going to the log sheet. E (exit) and return will
exit the Acord without saving it. R (refresh) will repeat the same
screen. B (back) will take you back one screen in the Acord.

After the last page of your acord has been input you will receive...

(y=update,n=don't store,p=print,l=laser,t=transmit)? Hit return to
store your Acord to the batch print file (see page 4.16.1 for
instructions on printing). N and return will not store the Acord to
the batch print file. You would use this selection to print
immediately and do not want your Acord to print out later from the
print file. P and return will allow you to print out your Acord
NP


immediately to plain paper. L and return will allow you to print out a
laser generated Acord form with your input information immediately
(see page 5.26.15 of the Word Processing section of your manual for
more information on laser generated Acords). T (transmit) is not in
use at this time.

# of copies? SOP 5


^1 ----------------
ACORD LOG SHEETS

Claims and Binders have a log sheet as the final screen. This sheet
is very helpful for statistical data and most important to keep claim
registers and binder logs accurate. On the log screen some fields
will automatically be entered from the claim screens. Hit return to
leave these fields as they appear, or to change, key on top of the
inserted data. Hit return to skip any fields not needed. To input a
binder log screen the instructions are under the Binder Section on
page 4.13.2.

The logs for an auto, property, and workers compensation claim are the
same, and instructions are listed below...

Status - A one digit code reserved for your agency to assign if
needed.

Claim number - An automatic entry except on workers comp.

Type of Loss - Enter the "class code" first then the appropriate
type of loss code listed below...

01 = Bodily Injury 08 = V&MM
02 = Property Damage 09 = AOP
03 = Medical 10 = Misc. Property
04 = Collision 11 = Theft
05 = Comprehensive 12 = Indemnity
06 = Fire 13 = Death
07 = Extended Coverage 14 = Miscellaneous

NOTE: Type of Loss codes can be Agency defined. See "CLAIMS".

Subrogation/Salvage Potential - Skip if not needed.

Date Closed - Enter after the settlement is made.

Amount Reserved - An automatic entry except on workers comp.

Amount Paid - Enter as settlements are made.

Explanation - Enter up to two lines of explanation.

Client number - Automatically entered.

Date/Time of Loss - An automatic entry except on workers comp.

Claimant - An automatic entry except on workers comp.

Company # - An automatic entry except on workers comp.

Policy # - An automatic entry except on workers comp.

Company Claim # - Enter if needed.

Producer - Automatically entered.

Administrator - Automatically entered.

Follow up Date - An automatic entry except on workers comp.

Subrogation follow up date - An automatic entry except on workers
comp.

Driver (last,first,init) - Enter if needed.

Driver Age - Automatically entered.

Date Reported - Automatically entered.

Fault - Enter a "Y" if accident was insured's fault. Enter an "N"
if the accident was not caused by the insured.

OK? SOP2

Another (Y)? If another log needs to be input answer with a "Y".
If not just hit return.

Send Cover(Y)? Input a "Y" to send a cover letter. If none is
needed just return.

Datebook (Y)? To enter a datebook item answer with a "Y". Return
if none is needed.

For printing refer to the section PRINT COLOR ACORDS, page 4.16.1.

---

4.12.
COMPUWORK MANUAL
1/1/93

CERTIFICATES - DBI




These three selections, 8 Certificate, 27 Old Certificate, and
44 7/90 Certificate allow you to to enter, store, modify, or delete a
client's certificate(s).




************************************************************
UNIX USERS: It is suggested that you utilize (42) Color Forms
as opposed to the individual selections for forms under the client
service screen. The (42) Color Forms works in conjunction with the
"Single Entry" process whereas the individual selections do not.
For more information on (42) Color Forms refer to page 4.43.1.
************************************************************


Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

To enter a new certificate, update, or delete a stored
certificate...

Your choice,p? Select 44 7/90 Certificate (new form)
8 Certificate or
27 Old Cert (old form)

Above selections are located under C=Forms.


Policy #? Hit return.

Just for storage (y)? To store a certificate for future use, enter
a "Y" and return. If this is a one time certificate for a loss payee,
etc., you would NOT want to store. After answering this question, you
would move on to the certificate screens or the next prompt. By
answering "Y" (yes) to this question you are only updating and storing
changes, and you will not receive a printed copy. To receive a
printed copy you would need to come back into certificate after the
changes were made and stored, answer "N" to "Just for storage" then
answer "Y" to "Search for a stored form". If you are going to be
updating a form that has already been stored, answer with an "N".

Search for a stored form (n)? Return through or enter a "Y" to
update a stored certificate or add additional addressees.

OK (n)? SOP 2

Delete (y)? To delete this form enter a "Y". Just return through
if you do NOT want to delete and you will receive your certificate
screens.

See page 4.11.1 for instructions on filling out Acord screens.

After input for each screen is complete you will receive...

Is this correct (y,all,e,r,b)? See page 4.11.1 for instructions on
answering this prompt.

After you have completed input of the "last" screen you will receive..

(y=update,n=don't store,p=print,l=laser,t=transmit)? See page
4.11.1 for instructions on this prompt.

(40 max) Another addressee (y)? To enter another addressee answer
this prompt with a "Y". You will now receive 3 lines of description
to input.

OK (n)? SOP 2

You will now receive 5 lines in which to enter your your additional
addressee.

Another Addressee (y)? To enter another addressee, answer with a
"Y". To exit entering addresses, enter an "N".

If you want to use a stored address, see page 4.41.1 (Client
Services) for information on the STORAGE of additional addressees.

# of copies? SOP 5

Datebook (Y)? To enter a Datebook item answer with a "Y". If none
is needed just hit return. See page 2.4.1 of the Management section of
your manual for more information on Datebook.

---

4.13.
COMPUWORK MANUAL
1/1/93

BINDERS - DBI




These three selections, 43 7/90 Binder, 9 Binder, and 26 Old Binder,
allow you to enter, store, modify, or delete a client's Binder(s).




************************************************************
UNIX USERS: It is suggested that you utilize (42) Color Forms
as opposed to the individual selections for forms under the client
service screen. The (42) Color Forms works in conjunction with the
"Single Entry" process whereas the individual selections do not.
For more information on (42) Color Forms refer to page 4.43.1.
************************************************************

Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

To enter, update, or delete a binder...

Your choice,p? Select 43 7/90 Binder
9 Binder or
26 Old Binder

Above selections are located under C=Forms.

Which Policy? Choose the appropriate number and return. If items
have been entered, you will be asked Which Item? Choose the
appropriate item # and return. If policy information has not been
entered, you will return through these two prompts.

Search for a stored form (y)? To update a form that has already
been entered and stored, answer with a "Y". If no form has been stored
just hit return.

If you answered "Y" to the previous question you will receive:
OK (n)? SOP 2
Delete (y)? To delete this binder, you must enter a "Y". If you
answered with a "Y", this deletes only the stored form. This will not
delete the Binder's stored log sheet. See page 4.34.2 for instructions
on deleting log items. If you do not want to delete the Binder, just
return through this prompt or enter an "N".

You will now receive your Binder screens. See page 4.11.1 for
instructions on the filling out of Acord screens.

After input for each screen is complete you will receive the prompt:

Is this correct (y,all,e,r,b)? See page 4.11.1 for instructions
on answering this prompt.

After entering the last screen you will receive the prompt:

(y=update,n=don't store,p=print,l=laser,t=transmit)? See page
4.11.1 for instructions on this prompt.

# of copies? Enter number of printed copies needed.

Another Addressee (y)? If you need another set of binders on this
coverage, enter a "Y". You will receive 6 lines for an additional
addressee. OK (n)? SOP 2. If no more are needed, enter an "N" and
return to move on the the next screen.

If you want to use a stored address, enter the word STORED in the
first addressee field within the binder. See page 4.41.1 for more
information on the STORAGE of additional addressees.

Store (y)? To store you must answer with a "Y".

The screen appearing is for the binder log information. Enter as
follows...

Status - 1 digit code reserved for your agency to assign if
needed.

Suspense Date - Automatically entered to suspense 4 days before
the binder expires.

Client # - Automatically entered.

Type - Enter the class code.

Initiated By - Enter the producer number,administrator number,etc.

Company # - Enter the appropriate company number.

Effective Date - Automatically entered.

Expiration Date - Automatically entered.

Binder # - Automatically entered.

Disposition - 2 digit code reserved for the agency's use.

OK(n)? SOP 2


Another Log Item (y)? If you need to enter another answer with a
"Y". If none is needed, hit return.

Datebook (y)? To enter a Datebook item answer with a "Y". If one
is not needed just return. See page 2.4.1 of the Management section of
the manual for more information on Datebook.

---

4.14.
COMPUWORK MANUAL
1/1/93

COLOR ACORDS - DBI




This section contains instructions for the input of Color Acord
forms (excluding Binders and Certificates).




************************************************************
UNIX USERS: It is suggested that you utilize (42) Color Forms
as opposed to the individual selections for forms under the client
service screen. The (42) Color Forms works in conjunction with the
"Single Entry" process whereas the individual selections do not.
For more information on (42) Color Forms refer to page 4.43.1.
************************************************************

Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p? Input the number of the form you want to add.

19 Chg Req - Change Request
20 Canc - Cancellation Request
6 Auto claim - Auto claim (old form)
29 Auto loss 86 - Auto claim (new form)
7 Liab claim - Liability claim (new form)
28 Old Lia claim - Liability claim (old form)
10 Prop claim - Property claim
11 W C claim - Workers Compensation claim

Which Policy #? Choose the correct policy and hit return.

Some of the information such as name and address of insured are
automatic entries. See page 4.11.1 for instructions on the filling
out of Acord screens and the input for the next two prompts
received.

Is this correct (y,all,e,r,b)?
(y=update,n=don't store,p=print,l=laser,t=transmit)?

# of copies? SOP 5

Datebook (y)? If you would like to suspense it at this time, enter a
"y" and return and you will proceed through the datebook questions.
For more information on Datebook, see page 2.4.1 of the Management
section of the manual.

---

4.15.
COMPUWORK MANUAL
1/1/93

AUTOMOBILE IDENTIFICATION CARDS




This selection, under the Client Services screen, allows you to enter
Automobile ID cards. The identification cards can be entered for
vehicles listed as items under Add Pol or individually even when no
policy information has been entered. If you have entered your policy
information the computer will bring this information forward for use
on the ID cards and you will save time by not having to input the
information again.




*****************************************************************
UNIX USERS: If you are utilizing (40) Personal Forms or
(41) Commercial Forms, the information entered on the forms may be
transferred to the Auto ID cards without need for additional input.
Refer to page 4.26.1 (Personal Lines) or 4.42.1 (Commercial Lines)
for additional information on Auto ID Cards.
******************************************************************

To use this selection follow the procedures below:

Select 14 (ID card) from the client services menu.

This selection is located under E=Records.

If you have input a Commercial or Personal Automobile policy with
items under Add Pol the following question will appear.

Which Policy #? Enter the number listed on the left side of the
screen next to the policy you want the ID cards for (eg. 1, 2, or 3)
and press return. DO NOT enter the actual policy number. If you press
return only you can enter information directly.

Print ID cards NOW (y/cr)? If you want to send your ID cards to
the print file for future print just return through this prompt. If
you want to print your cards out immediately after entering them,
enter a "Y".

The first vehicle description will appear on the screen.

OK (y)? If you want ID cards for this vehicle answer the OK
message with a "y". If not just press return.

The following questions will appear whether you have entered policy
information or not.

# copies? Enter the number of ID cards you want to be printed
on the first vehicle.

If you don't want to change information on the following questions
press return to continue.

State GA? If this ID card is for Georgia press return only. If
the ID card is for another state enter that state's 2 character
abbreviation. If you entered FL for Florida the following 2 questions
will appear.

PIP (y)? If this vehicle has PIP coverage enter a "Y", if not just
return through this prompt.

BI (y)? If this vehicle has BI coverage enter a "Y", if not just
return through this prompt.

Company? Enter the insurance company and press return. If you
have input policy information this question will be filled out for
you and you now have a chance to change the information if needed.

Policy #? Enter your policy number or press return if information
shown is correct.

Effect date? Enter the effective date of policy and press return.
Or just press return if information shown is correct.

Expir date? Enter the expiration date of the policy or press
return if information shown is correct.

Year? Enter the year of the vehicle or press return if
information shown is correct.

Make/model? Enter the make and model of the vehicle or press
return if information shown is correct.

VIN? Enter the vehicle serial number or press return if
information shown is correct.

OK (n)? SOP 2

If you have input your policy information under Add Pol, your second
vehicle will appear on the screen.

OK (y)? If you want ID cards for this vehicle answer with a "y".
If not, just press return and you will return to the # copies
question.

# copies? Enter the number of copies needed for the second
vehicle. If no further input is needed, press return.

To print ID cards stored to the print file see Print Colored Acords
under Client Services page 4.16.1.

To print out your ID cards immediately...

If you answered with a "Y" to the prompt Print ID cards NOW (y/cr)?,
you will receive the following prompts:
NP

Want to change this (y)? If you would like to change the state or
message that is set up to appear on your ID card, enter a "Y". If no
changes are needed, hit return. If you entered a "Y", you will receive
12 lines in which to enter a new message. After entering the new
message you will receive the prompt Want changes saved (n)?. If
you want to save the changes you just made for continued use return
through this prompt and they will be saved. If you do not want the
changes you just made to be saved, enter an "N" and you will receive
the old message on the screen and the prompt Want to change this
(y)? again.

Printer (1-X)? SOP 6

Form in place? When your ID card forms are set up in the printer,
return through this prompt.

Printing OK(n)? If the first cards that print are aligned
properly, return through this prompt. If you need to reprint them due
to poor alignment, enter an "N" after realigning the forms on the
printer and the first cards will be reprinted.

Successful (n)? If the printing was successful, return through
this prompt and all ID cards will be deleted from the print file. If
you need to reprint the cards for any reason, enter an "N" and you
will be allowed to reprint the cards.

For information on Laser generated ID cards, see page 5.26.15 of
the Word Processing section of the manual. Instructions are located
under "Laser Client Services-Colored Acords".

---

4.16.
COMPUWORK MANUAL
1/1/93

COLOR ACORD PRINTING - DBI



This selection allows you to print out color acord applications.



************************************************************
UNIX USERS: It is suggested that you utilize (42) Color Forms
as opposed to the individual selections for forms under the client
service screen. The (42) Color Forms works in conjunction with the
"Single Entry" process whereas the individual selections do not.
For more information on (42) Color Forms refer to page 4.43.1.
************************************************************

NOTE: MENU ITEM NUMBERS HAVE BEEN REMOVED SINCE THEY DEPEND ON THE
NUMBER OF FORMS CURRENTLY AVAILABLE.

Select 4 (Client Services).

3 (Client Services Form Printing)

To receive a listing of all forms that need to be printed...

Select List

Before printing acord forms, it may be useful to obtain a list of
forms that require printing. Forms and number of copies for each
will be listed.

Printer (1-X)? SOP 6

<>,p,e? Enter a return to exit to the print menu. Enter a "P"
to print another copy of this listing. "E" will exit to the Main
Menu.

To change your printer number from printer 1...

Select Change printer from 1

Forms automatically print to printer 1 if not changed here.
Before printing acord forms, check this menu selection to
see what printer the forms will be printing on. If it is
showing the wrong printer, select this option.!R!FONT38;EXIT;

Printer (1 - X)? SOP 6

To store and print additional addressees...

Select Stored binder/certif addr

See page 4.44.1 for instructions on the input, update,
and print of stored addressees.
NP
To print on Pre-Printed, Plain paper, or Laser paper...

Select Use Pre-Printed paper

Note: Old forms will only print on Pre-Printed paper,
or Laser paper. You cannot print old forms on Plain Paper.

Before beginning to print, make sure that the printer showing
on the menu is correct, the printer is on-line with forms loaded,
and, if printing new forms, that the type of printing is shown
correctly on the menu. Enter the number of the form to be
printed as listed on the menu.

For the next three questions (Start With?, End With?, and Start
With?) ALWAYS HIT RETURN ONLY, unless you need to restart the
print because of running out of paper, etc.

Example: If you were printing Binders and you had five on file,
and the printer stopped on the third copy of the fourth binder...

Start With? Enter a 4 telling the computer to start print
with the fourth binder.

End With? Return or enter a 5 telling the computer there are
five binders on file and you need to print 4 through 5.

Start with copy # (0 usually)? Enter a 3 telling the computer
to start with the third copy of the fourth binder.

BEWARE when you use the reprint programs, they were designed for
reprinting ONLY, not to print binders 1 through 3 and come back
later and print 3 through 5. At the end of print when you are
asked "Was the Print Successful?", it's asking if the WHOLE file
printed, and was the print successful. If you answered yes after
printing 1 through 3, you would lose print on files 3 through 5.

Place this Form in the Printer Choose the appropriate form
needed.

Is the form in place (n, return, A to align)? If the form is
aligned and ready to print, press return. If the form is totally
incorrect, enter N and you will return to the Acord print menu.
If the form is slightly out of alignment, enter A. You can
now adjust the form until it is aligned.

OK (n)? If the first form printed correctly, hit return. If
form didn't print correctly, enter an "N".

Was printing successful (n)? If anything went wrong during
the printing, answer this question with an N. If you simply press
return or answer Y to this question, the print status will be
changed to "printed" on every form of this type.
NP
THE FOLLOWING APPLIES ONLY TO NEW ACORD FORMS.

PRINT FORMS USING PLAIN WHITE CONTINUOUS FEED PAPER

To print forms on plain paper, select the type of paper option
until the menu reads Use PLAIN paper. Next, look at the
type of printer shown on the menu. If this is not the type
of printer your printer number is, select this option. There
are six types of printers available for printing plain paper:
C Itoh, Mannesman Tally 440, Toshiba, C Itoh 815, Data South,
and Mannesman Tally. The first C Itoh is the 315 model.
The Prowriter cannot print plain paper forms and some versions
of the Data South and Mannesman Tally printers need to be
upgraded before they can print plain paper forms.!R!FONT39;EXIT;

WARNING: The process of printing plain paper forms is slow and
it also reduces the life expectancy of your printer. The printer
is required to do an enormous amount of work to print both form
information and input information in a readable format. Be
prepared to spend about seven minutes per page for a plain paper
acord form.!R!FONT37;EXIT;

The process from this point is similar to using pre-printed
forms. Select the form number you need to print.!R!FONT39;EXIT;

Do you want this form double struck?!R!FONT37;EXIT,E;
If you would like input information to appear twice as dark as form
information, enter Y. Double striking input information further
slows printing.!R!FONT39;EXIT;

Was the printing successful?!R!FONT37;EXIT,E;
Enter N if any form did not print successfully.!R!FONT53;EXIT;

PRINT USING LASER PRINTER - OLD OR NEW FORMS
!R!FONT37;EXIT;
Select the type of paper option until the menu reads
Use LASER paper. Select the Change font from X if the
font shown is not what you would like input information to
be printed in. Refer to your laser printer resident font list
to select an appropriate font. Select the Change from Cassette X
option if you would like to change to manual feed, cassette one
or cassette two. If you would like to receive a blank copy of
an acord form, select the Print a blank form on laser option
and enter the number of the form you need. If all the
menu options are shown correctly, proceed.

The process from this point is similar to pre-printed and
plain paper printing. Enter the number of the form you need
to print. The forms will print.!R!FONT39;EXIT;

Was printing successful (n)?!R!FONT37;EXIT,E;
Enter N if any form was not printed successfully.!R!FONT39;EXIT;
NP

WARNING: There are a few key areas that may cause problems
with laser printing. Here are a few common difficulties:
!R!FONT37;EXIT;
a. Information prints on blank paper. No form information is
printed: Reload the laser printer and try again. Forms
have been inadvertantly deleted, probably by turning off the
laser printer or a power loss, and must be restored.

b. Some information is missing or printed in wrong area: Check
input information under Client Services. Verify that
there are no quotation marks or percentage signs anywhere
in the input information. If quotation marks (often used
as an abbreviation for inches) or percentage signs are
found, delete them or substitute other punctuation (i.e.
write out "percent" or use two apostrophes for quotation
marks). These two characters are reserved and may not
be used as input.

c. All information is misaligned or printing is condensed:
Under Utilities, do a standard setup of the laser printer.
Try again.
!R!FONT1;EXIT;

Delete stored certificates / Delete stored binders

Delete all (y)? Enter a "Y" to delete all.

LEVEL I? Enter your Level I code.

Need a list? Enter a "Y" to list all Stored Binders or
Certificates.

Rec #? Enter the record number to delete.

---

4.17.
COMPUWORK MANUAL
1/1/93

CLIENT CLAIM HISTORY




This selection allows you to review, modify, or add to a client's
claim history.


To review claims for a client...

Your choice,p? Select 12 Rev Claims, under D=Claims, from
the Client Services screen.

Which policy #? To review claims for a particular policy enter
the number to the left of the policy you wish to view. To view all
claims for a client return through this prompt.
Printer (1-X)? SOP 6. Return through to view on screen.

Appearing on screen (or printed listing) is a list of all losses for
which a claim log was entered. Listed are the Type of Loss, Date and
Time, Company Number, Policy Number, Date Reported, Amount Paid, and
Fault. Also, this is where you can get the record number for updating
and deleting.

<>? Return through.

#,p,a,<>? See modify below for instructions on using this prompt
to alter a client's claim history. Return through this prompt to
return to the client's screen


To add to or modify a client's claim history...

Select 12 (Rev Claims) from the client's screen.

Which policy #? Return through this prompt.
Printer (1-X)? SOP 6 or return through to view on screen.

Appearing on your screen (or printed listing) will be a numbered list
of the client's claims and the selection #,p,a,<>?.

To UPDATE an existing claim enter the number appearing to
the left of the claim you wish to update and press return.
The claims log screen will appear and you may correct any
fields you wish by returning to that field and typing in the
correct information.

To ADD a claim enter an "a" and press return. A blank
claims log screen will appear and you may fill in the
appropriate information.

NOTE: NEVER CHANGE THE CLAIM # AUTOMATICALLY INSERTED IN THE CLAIMS
LOG SCREEN!!!
NP

---

4.18.
COMPUWORK MANUAL
1/1/93

RATING FROM CLIENT SERVICES




This selection is designed to transfer information added under Add a
policy to rating. Before going on be sure your information has been
added correctly by reviewing the manual pages for Add a policy on page
4.2.1.




****************************************************************
UNIX USERS: If utilizing (40) Personal Forms or (41) Commercial Forms,
information previously entered on the forms may be transferred to
rating. Refer to 4.26.1 (Personal) or 4.42.1 (Commercial) for
additional information on sending forms to rating.
***************************************************************

Your choice,p? Select 13 (Rate), under E=Records, from the
client screen.

Which policy #? Enter the number listed to the left of the policy
you wish to transfer to rating.

You are now at the rating menu...

If you have any questions on the remaining screens refer to the rating
section of your manual.


NOTE: Remember if you need to change a field enter the correct
information to the right of the question mark or to leave a field
as is, press return.

---

4.19.
COMPUWORK MANUAL
1/1/93

LETTER




Letter was added to client services as a convenience for the person
handling accounts. For example, if a letter needed to be sent with a
binder, it could be done without leaving the client service screen.



A stored or custom letter can be entered under this selection. Letters
can be stored under Word Processing to Automatic Notice Printing, or
printed out immediately.

Your choice,p? Select 15 Letter, under E=Records, from
the Client Services screen.

LETTER # <>= custom? For a stored letter input the letter number.
Letter numbers must be 6 or more characters and begin with an L.
Return will allow you to enter a custom letter or memo using
direct type.

See page 5.6.2 of the Word Processing section of your manual for
instructions on all prompts that will be received when you choose this
selection.

If using a Laser printer to print your letters from Client Services,
see page 5.26.13 of the Word Processing section of your manual for
instructions.

Two additional options are available through the Letter option using
the On Demand Print function. 1) A letter can be stored using more
than one subject line. 2) Letters can be stored with inserts, and
the inserts can be other letters or paragraphs from stored letters.

NOTE: These routines only work in
client services and with on demand printing.

1) To allow more than 1 subject line in a letter:

In Word Processing input the letter as follows:

Line 1 : ^31,0,3
The 3 is the total # of subject lines minus 1, in the above
example there would be a total of 4 subject lines.
Line 2 : Subject line 1 (e.g. Action: )
Line 3 : Subject line 2 (e.g. : Effective)
Line 4 : Subject line 3 (e.g. : Expiration)
Line 5 : Subject line 4 (e.g. Policy Number)
Line 6 : Type in the body of the letter.

The backward slash does not have to be at the beginning of a line.
NP
Select 15 Letter

LETTER # <>= custom? Enter the letter number.
:Alternate address Press return.
:Alternate name Press return.
# copies? Press return.
# of inserts? From the example letter above input 4.
Insert #1? Input info for subject line #1.
Insert #2? Input info for subject line #2.
Insert #3? Input info for subject line #3.
Insert #4? Input info for subject line #4.
Salutation?
Signed?
Encl 1? See page 5.6.2 of the Word Processing section of your
Encl 2? manual.
Encl 3?
Priority Store (y,d)? D for demand printing only.

See page 5.6.2 of the Word Processing section of your manual for
instructions on additional prompts you will receive.


2) Stored letters with inserts and the inserts being another stored
letter, or lines from another stored letter.

In Word Processing enter the basic letter. For example the basic
letter could be as follows having one insert from another letter.

Line 1: Leave blank.
Line 2: This is line number one of the basic letter.
Line 3: The backwards slash will allow another paragraph
from another letter to be inserted into the basic letter.
Line 4: This is the last line of the basic letter.

Select 15 Letter

LETTER # <>= custom? Enter the letter number.
:Alternate address Press return.
:Alternate name Press return.
# copies? Press return.
# of inserts? From the example letter above input 1.

Insert #1? For the entire letter type in a bracket and the
letter number and press return (e.g. L01025). For certain lines of
the letter type in a bracket, the letter number, space 3 times, enter
the from line number, space 4 times, enter the to line number and
press return.(e.g. L01025 4 8).

Salutation?
Signed?
Encl 1? See page 5.6.1 of the Word Processing section of your
Encl 2? manual.
Encl 3?
Priority Store (y,d)? D for demand printing only.
NP
See page 5.6.1 of the Word Processing section of your manual for
instructions on additional prompts you will receive.

---

4.20.
COMPUWORK MANUAL
1/1/93

WORD PROCESSING




This selection allows you to go directly into Word Processing, from
the client screen, without having to go back to the Main menu.



Your choice,p? Select 21 Word pr, under E=Records, from
the client screen.

Letter #? Enter a letter number or return through this prompt to
receive the "Compuwork Menu for Letter Addressing".

See the Word Processing section of the manual for instructions on
all prompts or menu selections received.

---

4.21.
COMPUWORK MANUAL
1/1/93

NOTEPAD




Notepad is a place to keep important notes concerning the client's
account. You can keep track of important letters sent to the client
by typing the letter number under notepad. You can also use the
special code fields located under 5 General Information to flag
special items. The special code fields appear on the client's screen.
You may access Notepad from the client screen or from the Client
Service menu.



To access Notepad from the client screen...

Your choice,p? Select 22 (Notepad), under E=Records.

No Notes are setup. Want to enter one (y)? If no notes have been
set up you will receive this question. To enter a note answer this
question with a Y. If there is already a note stored you will not
receive this question, you will receive partial notepad records to
view. If the first record to appear is not the one you wish to view
answer "N" to go to the next notepad message for that client. When
you have located the correct record answer "Y" or return through the
OK(n)? to view the entire record.

Client #? This will already be filled in for you.

Date? Enter today's date.

ID#? Enter your CSR or Producer or Employee number.

You will receive 5 lines to key in your message. Use the arrow
keys to move around within the 5 lines of your message. To exit, hit
the Home key.

OK (n,p)? SOP 1

Return through the OK message to store your message and take you back
to the client's screen.


To signal that a message has been entered...

After entering the note under notepad and returning to the Client's
screen select 5 Gen Info. The client's information will appear. Press
return to the Special code, code 2, or code 3 fields and enter the
code your Agency has set up to flag messages. Enter a backward slash
and press return until you are back at the Client Screen. You will
notice the code is appearing to the right of the producer and
administrator numbers.
NP

To access Notepad from the Client Service menu...

From the Main Menu:

Choose 4 Client Services
8 Notepad

You will receive the following menu:

1 Menu
2 Add
3 Modify
4 Delete
5 Delete old clients

Menu selections are explained below.

1 Menu - Returns you to the Main Menu.

2 Add - See previous explanation for adding a message from the
client screen.

3 Modify - Allows you to modify previously entered records.

XX Record # or ? SOP 4

Modify your record. Use the arrow keys to move around within the
5 lines of message. Hit the HOME key to exit to the OK prompt.

OK (n,p)? SOP 1

XX Record # or ? Return through this prompt to exit,
or follow previous instruction to modify another message.

4 Delete - Allows you to delete a Notepad message.

XX Record # or ? SOP 4

OK to delete (n)? Return through or enter a "Y" at this
prompt to delete this message. If you do not want to delete this
message, you must enter an "N".

5 Delete old clients - Will delete out all messages for clients
that have been deleted off the system. Will also delete messages
for any invalid client numbers.

---

4.22.
COMPUWORK MANUAL
1/1/93

DATEBOOK




This selection allows you to enter a Datebook message for a client
directly from his client screen.



From the client screen:

Your choice,p? Select 23 Datebook, under E=Records.


Date? Enter suspense date.

Time? Enter time if needed.

Em#? Enter employee number.

Mess? Enter message.

See the Management manual, page 2.4.1, for additional instructions on
Datebook.

---

4.23.
COMPUWORK MANUAL
1/1/93

TRANSACTIONAL FILING




Transactional filing is the filing of dec pages and other paper
documents by computer ENTRY DATE rather than customer number or name.
You have the capabilities of storing, retrieving, and printing the
information your Agency needs to function successfully without the
need for the staff to go to the paper files.



Prior to starting transactional filing, spend time getting everybody
prepared. Hold several automation meetings devoted to this topic. Let
everyone question the concept and work out objections. Develop new
workflow patterns and write procedures your Agency will use in
implementing, using, and managing the program.

You must remember to add every transaction into the computer,
otherwise you may never find needed information without going through
days of files. This is probably the most important point to stress to
any employee who will be adding information into the computer.

See Management Manual pages 2.28.1 and 2.28.2 for more information
on Transactional filing.

---

4.24.
COMPUWORK MANUAL
1/1/93

TRANSACTIONAL FILING




THIS MANUAL SECTION MUST BE REQUESTED FROM COMPUWORK.

---

4.25.
COMPUWORK MANUAL
1/1/93

ALTERNATE BILLING ADDRESS




Setting up a client to alternate bill will enable an invoice to be
addressed to a location other than the address stored in the client
file, such as to a mortgage company. For endorsement purposes an
alternate address can be overridden when necessary. You are NOT
limited to one alternate address per client. The address used will be
determined by the policy number entered on the invoice.



To set up a client for alternate bill...

This is a one time step, unless the alternate bill routine needs to be
deleted or there is a change of status.

STEP 1

From the client's screen:

Your choice,p? Select 5 Gen info, under B=Account.

Press return to the Alt Bill field and enter one of the following
alternate bill codes.

0 = (zero or blank) Use the client's address for all invoices.

1 = (one) Based on the policy number of the invoice, uses the
mortgagee address stored in the detail record of the homeowner
policy information under client services.

If no address appears in the mortgagee field or a policy number
from the invoice is not found in the homeowner detail record,
the system will then search the alternate bill file looking for
a policy number match.

2 = (two) Based on the policy number of the invoice, uses the
address stored in the alternate bill file. Using a "2" will
NOT search for an address in the homeowner file at all.

STEP 2

To set up an alternate address...

This is a one time step, unless another alternate address needs to be
added, or a stored address needs to be modified, or deleted.

WHEN SETTING UP ALTERNATE ADDRESSES, KEEP IN MIND THE SYSTEM IS
GOING TO DETERMINE THE ADDRESS TO USE BASED ON THE POLICY NUMBER SET
IN THE HOMEOWNER DETAIL RECORD, OR ALTERNATE BILL FILE, TO THE POLICY
NUMBER USED DURING INVOICING. THEREFORE, IF YOU HAVE A CLIENT THAT HAS
THE SAME POLICY NUMBER ASSIGNED TO MORE THAN ONE LINE OF COVERAGE,
THEN THE ALTERNATE BILL POLICY NUMBER HAS TO BE UNIQUE.

For example: If the auto and homeowner policies are both assigned
HR6361010 as a policy number, make the alternate bill policy number
unique by changing the policy number to HR6361010-01, or
HR6361010 (HO). Be sure to use this unique policy number during
invoicing.

FOR CLIENT RECORDS THAT ARE SET TO CODE 0 IN THE ALT BILL FIELD:
An alternate address is not needed. The system will automatically use
the address stored in the client file.

FOR CLIENT RECORDS THAT ARE SET TO CODE 1 IN THE ALT BILL FIELD:
When adding, or modifying a homeowner policy under client services,
enter the mortgagee's billing address as follows.

Mortgagee= Enter the mortgagee's name or enter the
insured's name and loan number.

2 of 4 = Depending on what was entered on the first line
enter the mortgagee's mailing address or enter the
mortgagee's name.

3 of 4 = Mortgagee's address cont.

4 of 4 = Mortgagee's address cont. (if needed)

FOR CLIENT RECORDS THAT ARE SET TO CODE 2 IN THE ALT BILL FIELD:
With the appropriate client appearing on screen;

Select 31 Alt addr, under E=Records.

Which policy #? Select the appropriate policy that is to be
billed using the alternate address.

At the Alternate Address menu, select 2 Add.

The following screen will appear:

Alternate Addressee page 1 of 1 Rec:X

Client #?xxxxxx Policy #?xxxxxxxxxxxxxx
Name?xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Name?xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Address?xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
Address?xxxxxxxxxxxxxxxxxxxxxxxxxxxxSalutation?xxxxxxxxxxxxx

Information will automatically be brought forward from the client
file. Press return through the fields that remain the same, and type
over information to be changed. The client and policy numbers are most
important. NOTICE: The client's name and address is automatically
brought forward. You would want to type over these lines to enter the
alternate bill address.

OK (n,p,e)? SOP 3

Upon returning to the Alternate Addressee menu, select 1 to return to
the client screen.

After selecting 2 Add, if an alternate address has already been
entered for the client and policy number that was chosen, the
following message will appear;

Client #xxxxxx Policy #xxxxxxxxxxxxx found <>,p,e?

You may want to chose 3 Modify to modify the record that has
already been stored.

FOR FURTHER INSTRUCTIONS ON USING ALTERNATE BILL FOR INVOICING SEE
THE ALTERNATE BILL SECTION OF THE ACCOUNTING MANUAL.

---

4.26.
COMPUWORK MANUAL
1/1/93

CLIENT SERVICES-PERSONAL LINES FORMS - UNIX




This selection allows you to enter Personal Lines Applications. In
addition you may request MVR's, issue I.D. cards, send applications
to rating, get information from rating to fill out applications, and
send application information to the Personal Lines proposals.

Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p Input 40 for Personal Lines forms.
This selection is located under F=PL Forms

Which Policy? Input the number of the policy.

1. Menu This returns to the client services menu.

2. Add
0. Exit
1. Homeowners Application
2. Personal Auto
3. Personal Policy Change Request
4. Watercraft Application
5. Personal Umbrella Application
6. Blank Form
7. Property Section
8. Personal Inland Marine Application
9. Dwelling Fire

Which Form? From the list displayed select the form to add.

Some of the information such as name and address of the insured are
automatic entries. Continue to fill out the application. NOTE:
Applications will become the permanent storage area for client policy
information. This information will be accessible from many areas of
the system, therefore fill out as much of the form as possible.

At the bottom of each page answer the following question...

Correct (n,all,-#,+#,undo,#)? Return advances to the next page,
N returns to the top of the page to correct information, all
scrolls to the end of the form, -# (a minus sign and page number)
will back up that many pages, +# (a plus sign and page number)
will advance that many pages. Undo restores the page to its
original form and the # allows you to choose the number of the
field you want the cursor to go to.

Store (n,p,t) Return stores the form and returns to the
Personal Lines Menu, N will not store the form, P prints the
form, T will transmit the form to the easylink number entered.

If you select form #3 Personal Policy Change Request you will be
asked additional questions...

Stored form (n)? Press return if there is a stored form for type
of change needed (eg. Homeowner). If there is not a stored form type
in "N".

What is your selection? From the list displayed select the
application.

For AUTO change request answer the following...

Change Desc/Use (y)? Answer "Y" to change vehicle description or
use.
Type change (A,C,D) A=add, C=change, and D=delete.
Which car? Select vehicle from list displayed.
Change cov/lim (y)? Answer "Y" to change vehicle coverages or
limits.
Type change (A,C,D) A=add, C=change, and D=delete.
Which car? Select vehicle from list displayed.
Change Driver Info (y)? Answer "Y" to change driver information.
Which driver? Select driver from list displayed.


For HOMEOWNER change request answer the following questions...

Change cov/lim (y)? Answer "Y" to change Homeowner Coverages/
Limits of liability.
Change desc/rat (y)? Answer "Y" to change Dwelling description/
rating information.
Change Mortgagee 1 (y)? Answer "Y" to change Mortgagee.

3. UPDATE
What is your selection (s#)? From the list of stored forms,
select the form to update. (For a snapshot view of policy
information, input S and the form number to view). If updating
the "Blank Form" you will receive New Title? prompt. Enter
the title you wish to store on the form (i.e., Jewelry Schedule).

4. DELETE
What is your selection? From the list of stored forms, select
the form to delete.
OK TO DELETE (y)? You must input a Y to delete the form.
N or return takes you back to the P.L. Forms Menu.

5. PRINT FORMS
What is your selection? From the list of stored forms, select
the form to print.

6. PUT
Put allows the transfer of information previously entered to other
areas of the system. Refer to page 4.45.1 in the Client Service
Section of the Compuwork Manual for additional information.

For example you may want the Homeowner Application information
transferred to a Homeowner Proposal. You would first do a "PUT" and
select the Homeowner App, second select Personal Lines Proposal Menu.
Third select "GET" from the P.L. proposal menu which pulls the
application data, fourth add a proposal.

What is your selection? From the list of stored forms, select the
form to transfer.

7. REQUEST MVR'S
What is your selection? From the list of stored forms, select
the Personal Automobile application.

The following information will appear...

You have XX drivers.

Driver #1 Driver Name
Driver #2 Driver Name

M - MENU
V - MVR MENU
A - AUTO RATING
P - PERSONAL LINES FORMS

Enter Driver #? To add MVR information input the driver number
from the list of drivers.

OK? n allows you to enter a different driver. Return takes you
to Add MVR screen. The State, Birthdate, Name, and Sex will
automatically be filled in using the Automobile Application.

OK(n,e)? N allows you to make corrections to MVR record, E
exits the program, Return accepts the information and the
the following screen will appear...

You have XX drivers.

Driver #1 Driver Name
Driver #2 Driver Name

M - MENU
V - MVR MENU
A - AUTO RATING
P - PERSONAL LINES FORMS

Enter Driver #?

To rate the auto, input an A at the Enter Driver #? prompt. Then
take a #3 Modify Current Quote from the Personal Auto Rating Menu.
For more information on rating refer to Pages 7.2.1 - 7.2.13 in the
Compuwork Rating Manual.

To receive or transmit MVR's, input a V at the Enter Driver #?
prompt. The MVR Menu will be displayed. For more information on
MVR's refer to page 5.21.1 in the Word Processing Manual.

To return to the Main Menu, input an M at the Enter Driver #?

To return to the Personal Lines Forms Menu, input a P at the
Enter Driver #?

8. ID CARDS
What is your selection? From the list of stored forms, select
the Personal Auto form.

Print Now (y)? For more information on issuing ID cards, refer
to pages 4.15.1 - 4.15.3 in the Client Service Manual.

The first vehicle found on the Application will appear on the
screen. If an ID card is needed for this vehicle answer "Y" to the
OK(n)?. The information for the ID card will appear on the
screen for verification. If you need to change a field enter the
correct information to the right of the question mark. If an ID
card is not needed for the vehicle appearing on the screen, answer
the OK(n)? with an "N".

9. SEND TO RATING
What is your selection? From the list of stored forms, select
the application you wish to rate. Auto and Homeowner are available.
NOTE: This will be a tremendous time saver for renewals and
endorsements.

Homeowners will transfer to the Homeowner Rating Menu. Select #6
Modify a Current Quote. For more information refer to page 7.1.1 in
the Rating Manual.

Automobile will transfer to the Personal Auto Rating Menu. Select #3
Modify Current Quote. For more information refer to page 7.2.1 in
the Rating Manual.

10. GET FROM RATING
This selection will pull Auto or Homeowners quotes and adds rating
information into a new P.L. Form.

"For example: Rate an Auto, then return to Personal Lines forms and
select #10 Get from rating. Then select #2 Add Select Auto
Application. ? Enter the name of the stored quote you wish
to transfer to the Personal Lines form. Note how the information from
the Auto quote has automatically been pulled into the P.L. form.

11. PRINT BLANK FORM
Use this selection to print a form without any information.
Printer (1-X)? SOP #6.
Font #? Enter laser print font number.
Which Form? Select the form you wish to print.


12. GET ACORD STANDARD - Under Development

13. SET COMPANY NAMES
Option (a,d,r)? A=Add #? Input company number to send form
to. D=Delete #? Input company number to delete. (This will not
delete the company from the company file.) R= Under
development.

14. GET FROM MARKETING
XX Personal record #? Input personal lines marketing record
number. For more information refer to the Marketing Section of the
Compuwork manual.

16. ADD BY COPY
This selection duplicates a stored form and allows the entering of
new data for endorsements or renewals. You can use this selection
to keep multi years of information on a policy.

Which form? Select the form you wish to copy. Update as
necessary. Once this form is stored you will have the original
form stored as well the new updated copy of the original form.

17. LIST STD DOWNLOAD - Under Development.


18. TRANSACTION
Allows you to enter a transaction record on this client. Refer to
page 4.23.1 in the Client Service section of the manual for more
information on Transactional Filing.

19. CHANGE: LIST ONLY
When you choose (40) Personal Forms you receive the prompt Which
policy?. When you choose a policy only the forms for that policy
list on the screen. If you fail to choose a policy or your forms
do not list on the screen, choose (19) to toggle between LIST
ONLY and LIST ALL (List All will list all of the forms stored
for that client).

20. CHANGE: CURRENT
As with the above selection, when you first enter (40) PL Forms
only forms with current dates list on the screen. To view
forms with old & current dates toggle selection (20) to read
CHANGE: OLD & CUR.

---

4.27.
COMPUWORK MANUAL
1/1/93

PRO RATA




This selection will allow you to calculate the pro rata premium for
a policy from the client screen.



Follow steps on page 4.1.1, to access a client's screen.

Your choice,p? Select 17 Pro Rata, under G=Misc.

If policy information has been entered you will receive the next 2
prompts:
Which Policy?
Which Item?
By entering the number to the left of the description the data will
automatically be entered. If policies have not been entered in the
system, you will skip these questions.


If automatically inserted information, found to the left of the
prompt, is already correct you may return through that prompt.

Prem? Enter the annual policy premium, or if already shown and
not correct, key in the correct information.

Eff? Enter the effective date of the policy, or if already shown
and not correct, key in the correct information.

Exp? Enter the expiration date of the policy, or if already shown
and not correct, key in the correct information.

Cal? Enter the cancellation or endorsement date or if you return
through this field, the system date will be used.

The Pro rata will be computed and appear on your screen.

OK (n,p)? SOP 1

---

4.28.
COMPUWORK MANUAL
1/1/93

CHANGE POLICY NUMBER




This selection allows you to change the policy number of a policy
entered under Add Pol in Client Services.



Follow steps on page 4.1.1,to access the client screen.

Your choice,p? Select 18 Chg Pol #, under G=Misc.

Which Policy #? Enter the number to the left of the description.
New Policy #? Enter the new policy number. This will correct the
policy number on the policy information screen and on all items.
CAUTION: Do NOT press return through this prompt.

Invoice (y,plt,clt)? If you need to send an invoice for this
policy, enter a "Y". After the invoice is entered you will be asked
if you need to bill installments for this policy also. To bill future
installments, enter a "Y". After the installments you will be asked
Invoice (y)?. If you need to invoice again answer with a "Y". To
skip the first invoice question press return only. To add a personal
lines or commercial lines production record, answer plt for personal
or clt for commercial lines production. Refer to page 2.26.1
(Management) for more information on personal lines or 2.27.1
(Management) for commercial lines. (NOTE: Selecting a 1 at either the
plt or clt menu will return you to the invoice question.)

Add expiration (y)? If you want to add an expiration, either
because you are not invoicing the policy or the transaction code you
are using in your invoice will not generate an expiration, enter a
"Y". (If you use a transaction code of 1,2, or 4 in your invoice an
expiration will automatically be generated.) See page 2.3.1 of the
Management section of the manual for more information on entering
expirations.

Pre-Invoice (Y)? You may Pre-Invoice by answering with a "Y" or
you may hit return if you do not wish to Pre-Invoice.

L01009: Send Letter (y,d,ID#)? A standard letter is set up in the
system to advise the insured of changes on the policy. If you want
to send this letter answer either "Y" for the letter to be stored in
Automatic Notice printing or "D" to print the letter immediately. If
you would like to send a different letter, enter the Letter # and you
will receive the question again to either print the letter on demand
or store it to the print file.

You will now receive the "Policy Update" menu. If policy information
needs to be modified, see page 4.4.1 for instructions. To exit this
menu, return through this prompt.

Datebook (y)? See page 4.2.2 for instructions on this prompt.

---

4.29.
COMPUWORK MANUAL
1/1/93

LIST DOCUMENTS




This selection allows you to list all documents stored in the system
for a particular client. A list will appear showing the number of
Certificates, Binders, Invoices, Pre-Invoices, Pre-Bills,
Installments, Claims, Expirations, Note Pad messages, Premium Finance
Records, Binder Logs, Cincinnati Schedules, Cincinnati Policies, Old
Proposals, and New Proposals that are stored containing your client's
number.



Follow steps on page 4.1.1, to access the client screen.

Your choice,p? Select 36 List Doc, under G=Misc

Printer (1-X)? SOP 6 or return through to view on screen.

Your listing will now be printed.
4.30.
COMPUWORK MANUAL
1/1/93

CLIENT ANALYSIS




This section allows you to print a client summary, assign CSR or
producer numbers by client name (keysort), print profiled labels,
profile policy information, and set up profiled information for use
with Lotus.



To receive a client summary report...

Select 4 Client Services
4 Client Analysis
6 Client Summary

Printer (1-X)? SOP 6

Your report will now be printed.

The output of this report will give you...

the total # of clients on file
the total # of clients for each policy type
the total # of clients by client number series (100000, 200000, etc.)
the total # of clients with 1 policy, 2 policies, etc.
the total # of clients for each producer #
the total # of clients for each CSR #
the total # of clients for each letter of the alphabet


To profile policy information...

See Policy Profiling, page 4.31.1.


To assign CSRs or producers by client name...

Select 4 Client Services
4 Client Analysis
3 Assign CSRs by client name
OR
4 Assign Producers by client name


Printer (1-X)? SOP 6

Caution this will tie up your system until it is complete.

LEVEL I? Enter the LEVEL I code to continue.
NP


NOTE: This selection uses the keysort field when assigning CSR (or
Producer) numbers. Answer the next two prompts keeping in mind how you
have your keysorts set up. If they are entered all in caps you will
enter your letters in caps. If you used upper and lower case when you
entered your keysorts, you will use upper and lower case letters. IF A
CLIENT DOES NOT HAVE THE KEYSORT FIELD FILLED OUT IN HIS GENERAL
INFORMATION, HE CAN NOT BE ASSIGNED USING THIS SELECTION.

From letter? Enter the three character keysort to start with. The
lowest would be "Aaa" or "AAA" (depending on how you have your
keysorts set up).

To letter? Enter the three character keysort to end with. The
highest would be "Zzz" or "ZZZ".

EXAMPLE: "From letter?" Aaa
"To letter?" Czz
Will input the new CSR (or Producer) number into all keysorts starting
with "A" through all keysorts beginning with "C". You may also input
keysorts such as "Abc" or "Cdf" if you need the alphabet to be broken
down further.

# to insert? Enter the CSR (or Producer) number to insert into the
clients you defined with the two previous prompts.

Limit to client digit? If you want to limit this change to only
personal lines clients, and you had these clients set up in the
100000 series, you would enter a "1". This would limit the change to
all client numbers beginning with a "1". You may return through this
prompt if you want all clients with your defined keysorts changed.

The system will now start the procedure. When the procedure is
finished you will be returned to the Client Analysis menu.


To assign CSRs by producer number...

Select 4 Client Services
4 Client Analysis
10 Assign CSRs by producer

Printer (1-X)? SOP 6

Caution - this will tie up your system until complete.

Level I? Enter the LEVEL I code to continue.

Producer #? Enter the producer # you want to assign CSRs to.

CSR #? Enter the CSR # you want assigned to clients containing
the previously entered producer #.
NP


Limit to client digit e.g.2? See instructions for this prompt that
were outlined previously for selections 3 and 4. (page 4.30.3)

OK (n)? SOP 2


To profile client labels using policy information...

Select 4 Client Services
4 Client Analysis
5 Labels

# labels of each? Enter how many copies of each label are needed.

See Policy Profiling, page 4.31.1, for instructions on all prompts
you will receive from this point until you receive the "Sort (y)?
prompt.

Sort (y)? If you want your labels in keysort order (alphabetical)
enter a "Y". If you return through this prompt your labels will be
printed in record number order.

You will now receive your first 3 labels.

OK (n)? If labels are aligned properly, just return through this
prompt. If the first labels did not print correctly, enter an "N" and
the first 3 labels will be reprinted.


To use your profiled information with Lotus 123...

Select 4 Client Services
4 Client Analysis
7 Set up Spreadsheet

You will now notice that the Client Analysis menu heading now reads:
Client Profiling Analysis >>SPREADSHEET<<

***You must request a Lotus diskette from Compuwork before you can
utilize this selection.***

Insert your Lotus diskette. Now, as you profile out information it
will be stored on your diskette for use with your Lotus program. For
more information call Compuwork Customer Service.


To profile and include items...

Select 4 Client Services
4 Client Analysis
8 Profile & INCLUDE items
NP

This selection allows you to profile fields from Basic policy, Client
File, and "1" field from either Auto or Homeowner.

See page 4.31.1 for instructions on all prompts received before the
prompt "Homeowners (y)?"

Homeowners (y)?
Auto (y)?
If you want to profile using a field from the Homeowner item file
answer this prompt with a "Y". If you want to profile using a field
from the Auto item file return through the "Homeowner" prompt and
answer "Y" to the "Auto" prompt.

Type? Enter a "2" if you answered "Y" to the previous "Auto"
prompt. Enter a "3" if you answered "Y" to the previous "Homeowner"
prompt.

Field #? Enter the field number from the item file you want to
profile by. To find out what the field numbers are to choose from in
both the Auto and Homeowner item files, see page 5.26.17 "Print a
file form", in the Word Processing section of your manual.

For all further prompts received, see page 4.31.1 Policy
Profiling.

---

To rerun a sort...

Select 4 Client Services
4 Client Analysis
9 Rerun Current Sort

You would choose this selection if your profiled information was
interrupted during print (due to incorrectly chosen fields to print,
or due to power failure, printer problem, etc.).

After interruption, return immediately to the main menu and follow
instructions above to return to the Client Analysis menu. Choose #9
as instructed above. You will now notice your menu reads "SORTED" on
the menu heading. You will now choose the selection that you were in
when printing was interrupted. Profiled information remains the same,
but you may choose different fields to print if you wish. This
selection will save you time because information is still in the
temporary file and does not need to be reprofiled or resorted.


To Profile Policies by Account...

Select 4 Client Services
4 Client Analysis
12 Policy Profile by Account


This profile will list the total premium generated per policy type
for the company profiled and compare that to the total premium
generated per policy type for the entire agency. It also lists client
number, name, number of policies for the company profiled compared
to total number of policies on client screen, total premium per client
for the company profiled compared to total premium on client screen,
policy numbers, premium amounts, effective dates, company number, and
type of policy for any that match the company profiled.


Printer (1-X)? SOP 6

Profile Which #? Enter the field number of the client information
you want to profile.

From string?
To string? Enter the beginning and ending parameters defining the
information you are searching for. (For example: To profile by CSR #
201 through 204, you would enter 201 at From string? and 204 at To
string?.

Profile Which #? Enter the field number of the next field to
profile by or hit return if no more are needed.

Sort Which #? Enter the field number of the category you want to
sort by.

Sort Which #? Enter the field number of the next category you
want to sort by or hit return if not needed.

OK (n,e)? SOP 3

Profile Which #? Enter the field number of the basic policy
information to profile by.

# of sets? Enter the number of sets of information for this
field.

Set 1 From:? Enter the beginning range of first set.
To:? Enter ending range of first set.

OK (n)? SOP 2


To rerun the last policy profile by account...

Select 4 Client Services
4 Client Analysis
13 Reuse Last Policy Profile

Returns you to Profile Which # question for the Basic Policy portion
and allows you to reuse the client information profiled previously.
NP

To use a Stored Sequence (Automatic Profiling)...

Select 4 Client Services
4 Client Analysis
14 Stored Sequence

XX Seq # ? Input sequence number.

Title of Sequence OK(n)? If this is the correct sequence answer
y or hit return.

For additional information on Stored Sequence profiling refer to the
Management Manual - pages 2.9.1 - 2.9.3.


To Re-do the keysort field under Personal Lines Clients...

Select 4 Client Services
4 Client Analysis
15 Re-do Keysort (pl)

This selection will go through and re-enter personal lines keysorts
(clients with 100000 series numbers) based on the first three
characters of the clients last name.

Printer (1-X)? SOP 6

Caution - this will tie up your system until complete.

Level I? Enter Level I code.

Preview (y)? If you wish to get a preview list of what the system
will do, answer "Y". To re-do the keysorts just press return.

---

4.31.
COMPUWORK MANUAL
1/1/93

POLICY PROFILING




Profiling policies enables a user to search the coverages insureds
have, and coverages they don't have. For example, for marketing you
may want to generate a listing, and/or letters, of insureds with
homeowner coverage and no auto coverage.


Policy profiling may be stored under the profiling stored sequence
routine. Refer to pages 2.9.1 - 2.9.3 in the Management Section of the
Compuwork manual for information.

Select 4 Client Services

4 Client Analysis

2 Profiling

Printer (1-X)? SOP 6

NOTE: If you want to sort the clients in a particular order, such
as by producer, or for alpha order by keysort, etc., then DO NOT
select a printer at this time, AND DO NOT select to send a letter.
You will receive these options again, after the sort.

Send a Letter (Y)? To send a letter stored in Word Processing,
answer this question with a "Y". Letter #? Enter the stored
letter number. To bypass this option, press return through "Send a
Letter". Letters sent will be stored under Word Processing, Automatic
Notice print.

Search Policies (y)? Answer with a "Y" and return.


From Expiration?
To Expiration?

You have the option to select a particular expiration period. An
example is entered as: From = 9/1/87 To = 9/30/87. To bypass this
option, and search all policies regardless of the expiration date,
press return only at both questions.

# of Companies to Include?
# of Companies to Exclude?

To search all clients regardless of which company the policies were
written with, then press return at the include and exclude
questions. Two examples of when company profiling is applicable, are
explained as follows:
NP

Option 1: Profile clients with policies written through a
particular company, and/or exclude clients written through a
particular company. For example, if you wanted a list of clients
with policies written with company # 10, and also clients written
with company # 20. This would take 2 passes through policy profiling.
The first pass would include 1 company, company #10. Next, the second
pass, to include 1 company, company #20. You would hit return at
exclude in both passes. If you tried to generate this profile through
one pass, by including 2 companies, company # 10, and company #20,
then the system would be looking for clients that had at least two
policies, one written through company #10, and another through company
#20.

Option 2: Normally company selections are not used to include, or
exclude, a series of companies because of the situation explained in
the first option. A situation where you may need to include more
than 1 company would be: if you had a homeowner company that recently
started writing million dollar excess liability, and previously you
had to write the excess through another company. To profile these
clients, you would include 2 companies; the homeowner's company #, and
the excess liability company #.

# of Types to Include?
# of Types to Exclude?

The type selections give you the option of generating a list of all
clients, for example, that have a life policy, or the list could be
generated for clients that don't have any life coverage.

Another means would be the example given earlier, clients that had a
homeowner policy, but no auto coverage. This would be entered as;

1 Type to include, then enter 3 for homeowner.
1 Type to exclude, then enter 2 for personal auto.

What you just told the computer was to gather all the clients who
have homeowners, and eliminate the ones which already have auto
coverage.

Homeowner (y)?
Personal Auto (y)?

See page 4.30.4 for instructions on the use of the two previous
prompts.

Form Type 1=per,2=com,3=col? 1=Personal Lines Forms (#40 under
Client Services) 2=Commercial Lines Forms (#41 under Client Services),
3=Colored Forms (#42 under Client Services). If you are interested
in profiling Acords, please call Compuwork Customer Service for
additional information regarding Acord profiling.
NP

Form # Select form number from the following list:

^1 -------- ---------- -------
Personal Commercial Colored
1 Homeowner App 1 Applicant Information 1 Insurance Binder
2 Auto App 2 Business Auto 2 Certificate
3 Personal Policy 4 Property Section 3 Property Loss
Change Request 5 General Liability Notice 83
4 Watercraft App 6 Workers'Compensation 5 General Liability
5 Personal Umbrella 7 Umbrella Section Notice of Occur
App 8 Glass & Sign 6 Commercial Policy
6 Blank Form Supplement (Property) 7 Cancellation Request/
7 Property Section 9 Accounts Receivable/ Policy Release
8 Personal Inland Valuable Papers 8 Insurance Binder
Marine App 10 Crime Section 9 Certificate of Ins
9 Dwelling Fire 11 Garage & Dealers 10 General Liability
12 Equipment Floater Loss (OLD)
13 Workers' Comp 88 11 Auto Loss '86
14 Business Auto 88 12 Insurance Binder '88
15 Truckers Section 88 13 Certificate of Ins '88
16 Transportation 14 Blank Form
Section 88 15 Evidence of Property
17 Blank Form Insurance
18 Driver Schedule
19 Vehicle Section

OK (n)? SOP 2

# of Fields to Profile <>=all ? Return only to search through the
entire client file. See page 2.7.3 (Management) for detailed
instructions on the use of this prompt.

Another option would be to search through a particular producer's
clients only. Enter 1 field to profile, field #7 for the producer
field, a numeric field, so enter 1 for number. Greater than or equal
to the individual producer #, then less than or equal to that same
producer number.

Sort (y)? To bypass the sort option, press return only. To
sort the file in a particular order based on client information, not
policy, answer with a "y" and return. Then select the total number
of fields to sort, and the desired field numbers.

For example, to sort the file by producer then alphabetically within
each producer list enter 2 fields to sort. Since producer number is
the primary sort, enter field #7 as the first field to sort, then
enter field #9 for keysort as the secondary sort to alphabetize each
producer.

NOTE: When answering yes to sort, after the file is sorted you will
return to the Client Profiling Menu. It will now read SORTED at the
top of the screen. At that time you would select 2 for profiling,
select a printer, answer the send a letter question, then follow the
remainder of the steps.

# of Fields to Print? Enter the total number of fields to print
from the client file. Then enter the sequence in which you want these
fields to print. NOTE: Press return only at "Long Field Limit"
messages, unless you just want just a portion of that chosen field to
print, then enter the total # of characters to print. This is only
used to shorten fields in order to fit more information on a single
line.

An example of fields to print would be 3 fields to print. Field #2
for the client number, field #4 for the client's name (return at Long
Field), then field #14 for the client's phone number (return at Long
Field).

Policy Fields (y)? This is most important. In order to print
the basic policy information found on each client, answer this
question with a "y".

OK (n)? To reenter, starting at # of fields to print, answer
with an "n" and return. Otherwise, return through this prompt.

---

4.32.
COMPUWORK MANUAL
1/1/93

CLAIMS ANALYSIS




This section allows you to input, update, or delete a claim log item,
modify type of loss codes, and add password protection.


Select 4 (Client Services)
5 (Claims Analysis)


To "INPUT" a log item without having to enter an Acord form...

Select 8 (ADD)

NOTE: When inputting a log record after entering a loss form
most of the information transfers to the log record without need
for reinput.

Status - A one digit code reserved for your agency to assign if
needed. (i.e., C=Closed and O=Open)

Claim number - An automatic entry except on workers comp.

Type of Loss - Enter the "class code" first then the appropriate
type of loss code listed below...

01 = Bodily Injury 08 = V&MM
02 = Property Damage 09 = AOP
03 = Medical 10 = Misc. Property
04 = Collision 11 = Theft
05 = Comprehensive 12 = Indemnity
06 = Fire 13 = Death
07 = Extended Coverage 14 = Miscellaneous

NOTE: Type of Loss codes may be added to or modified. Refer
to page 4.32.3 for more information.

Subrogation/Salvage Potential - Skip if not needed.

Date Closed - Enter after the settlement is made.

Amount Reserved - An automatic entry except on workers comp.

Amount Paid - Enter as settlements are made.

Explanation - Enter up to two lines of explanation.

Client number - Automatically entered.

Date/Time of Loss - An automatic entry except on workers comp.

Claimant - An automatic entry except on workers comp.

Company # - An automatic entry except on workers comp.

Policy # - An automatic entry except on workers comp.

Company Claim # - Enter if needed.

Producer - Automatically entered.

Administrator - Automatically entered.

Follow up Date - An automatic entry except on workers comp.

Subrogation follow up date - An automatic entry except on workers
comp.

Driver (last,first,init) - Enter if needed.

Driver Age - Automatically entered.

Date Reported - Automatically entered.

Fault - Enter a "Y" if accident was insured's fault. Enter an "N"
if the accident was not caused by insured.


To "DELETE" a log item from the claim register...

Select 9 (Delete)

Printer (1-X)? SOP 6

Rec # or ? SOP 4

OK to Delete (n)? If you don't want to delete this record, you
must enter an "N". To delete another item, enter another record number
or string.


To "UPDATE" a log item on the claim register...

Select 10 (Update)

Printer (1-X)? SOP 6

XX Rec # or ? SOP 4

Hit return to the field you need to enter or change, key correct
information on top of old and return, then key a backward slash at the
beginning of a field or hit return until you reach the bottom of the
screen.
NP

OK (n,p,e)? SOP 3


To update another item, enter another client number. To return to the
Claims Analysis Menu, hit return at the "Record # or String" message.


To delete claims for deleted clients...

CAUTION: SELECTIONS #12 AND #13 LOCK THE CLIENT FILE AND THE CLAIMS
FILE THEREFORE NO ONE CAN ACCESS ANY PROGRAM THAT USES THE CLIENT
FILE OR THE CLAIMS FILE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Select 12 Delete claims for deleted clients - CAUTION from the
Claims Analysis menu.

LEVEL I? Input your Level One Code to proceed.

This selection will search for all claims of deleted clients and
delete them out of your system.


To delete old claims...

Select #13 Cull old Claims

Printer (1-X)? SOP 6

LEVEL I? Input your level one code to proceed.

Cull Date? Input date to start deleting back from.


To add password protection to this area...

Select #14 Change Password

Password: Enter original password.

New Password? Enter new password.
Repeat, please? Enter new password again.


To add or modify type of loss codes...

Select 15 (Change type of loss - WARNING)

Printer (1-X)? SOP 6

Open only (y)? Just return.
Closed only (y)? Just return.
NP

LEVEL I? Input your level one code to proceed.

XX # of types <>=same? Brings up the current number of loss
types. If you need additional loss codes, input the total number
of codes needed. If no additional codes are needed return through
this prompt.

1 Bodily Injury ? The system will bring up each code and its
description. Return only to leave the description as it is or
type the new description to the right of the question mark.

Want a List (y)? To receive a list of the loss codes and their
descriptions answer "Y".

Printer (1-X)? SOP 6

Save (n)? To save your changes answer "Y", otherwise just
return.

---

4.33.
COMPUWORK MANUAL
1/1/93

PRINT A CLAIMS ANALYSIS REPORT




Under Claims Analysis are the Claims Report print choices. You can
print by class of loss, by producer, by company, by type, by CSR,
for an individual client or all clients. You may also print all
clients for a given period.



To print a claims analysis report, in a chosen order, for a selected
client or for all clients, follow the procedures below...


Select 4 (Client Services)
5 (Claims Analysis)

Select one of the following...

3 = By Class of Loss
4 = By Producer
5 = By Company
6 = By Type
7 = By CSR

Open Only (y)? For a listing of unsettled claims enter a "Y" and
return. For all claims reported hit return only.

Closed Only (y)? For a listing of settled claims enter a "Y" and
return. For all claims reported hit return only.

Printer (1-X)? SOP 6

The following selection of dates will appear on your screen...

1 Date Closed
2 Date of loss
3 Follow-up
4 Subrogation
5 Date reported

Which one? Enter the the number you wish the system to search for
by date. When looking for claims during a certain period of time the
system gives you a choice of which field you wish it to search
through.

One Client (y)? If you want all clients press return only. If you
want the claims on just one client answer with a "y".

One company (#)? If you want your report for one company only,
enter the company number here.

XX Rec # or ? SOP 4

Start Rep Date? Enter the date you wish the claims to begin from.
eg. 1/1/85

End Rep Date? Enter the date you wish the claims through.
(i.e. 1/31/85)

Skip page (y)? If you want your paper to form feed to a new sheet
of paper for each producer, company or CSR answer with a "y". To run
one long report press return through this prompt.

# of copies? SOP 5

# Fields ? From the selection appearing on the screen count the
number of fields you want to appear on the report. Enter this number.

Field #? Enter the first field you want to appear on the
report. You will receive this same message for the number of fields
selected above. Enter the fields as you want them listed on the
report.

If viewing on screen, hit return at the <> message to return to
the Claims Analysis Menu.


To print a claims analysis on all clients for a given period...

Select 4 (Client Services)
5 (Claims Analysis)
11 (Diary List)

Open Only (y)? For a listing of unsettled claims enter a "Y" and
return. For all claims reported hit return only.

Closed Only (y)? For a listing of settled claims enter a "Y" and
return. For all claims reported hit return only.

Printer (1-X)? SOP 6

Start Date? Enter the date needed to start this report. e.g.5/1/82

# of Days? Enter the number of days to compile this report. e.g.
For 1 month enter "30" for 30 days. For 2 months enter "60" for 60
days, etc.

# Fields? From the selection appearing on the screen, count the
number of fields you want to appear on the report, and enter this
number.

Field #? Enter the first field you want to appear on the report.
You will receive this same message for the number of fields selected
above. Enter the fields as you want them listed on the report.

If viewing on screen, hit return at the <> message to return to
the Claims Analysis Menu.


To view claims for individual clients...

Select 16 Review claims for Client

Open only (y)? For a listing of unsettled claims enter a "Y"
and return. For all claims reported hit return only.

Closed only (y)? For a listing of settled claims enter a "Y"
and return. For all claims reported hit return only.

Printer (1-X)? SOP 6

Client # Enter the six digit client number for which you wish
to view the claims.

Policy # If you wish to view claims for a specific policy enter
the policy number. To review all claims for the client hit return
only.

A list will appear in the same format as (12) Review Claims under the
client service screen. (Refer to page 4.17.1)

#,p,a,<>? From the numbered list appearing on the screen or
printout choose the number to the left of the claim to Update and
press return. The claims log will appear and you may correct any
fields you wish by returning to that field and typing in the correct
information.

To Add a claim enter an A and press return. A blank claims
log screen will appear and you may fill in the appropriate
information.

P will allow you to choose to print the list of claims after
viewing it on the screen.

---

4.34.
COMPUWORK MANUAL
1/1/93

BINDER




This selection allows you to add, modify, or delete binder log items.
You may also get a listing of your stored binders and certificates.



Select 4 (Client Services)

6 (Binder Log)


To ADD a Binder Log item...

Select 3 (Add)

Printer (1-X)? SOP 6

Suspense Date - Automatically entered to suspense 4 days before
the binder expires.

Client # - Automatically entered.

Type - Enter the class code.

Initiated By - Enter the producer number,administrator number,etc.

Company # - Enter the appropriate company number.

Effective Date - Automatically entered.

Expiration Date - Automatically entered.

Binder # - Automatically entered.

Disposition - 2 digit code reserved for the agency's use.

OK (n,p,e)? SOP 3


To UPDATE a Binder Log item...

Select 4 (Update)

Printer (1-X)? SOP 6

XX Record # or ? SOP 4 - If you are not sure of the
record number, run List Suspense Items in the next section.

Hit return to the incorrect field and enter the correct data. Enter a
backward slash at the beginning of a field or return to the end of the
log.

OK (n,p,e)? SOP 3

XX Record # or ? SOP 4 or return through to exit.


To DELETE a Binder Log item...

Select 7 (Delete)

Printer (1-X)? SOP 6

XX Record # or ? SOP 4 - If you are not sure of the
record number, run List Suspense Items in the next section.

OK to delete (n)? If this is the record you want to delete, just
hit return. If you do not want this record deleted, you must enter
enter an "N".

To escape this selection, hit return at the "Record #" message.


To Cull Old Data...

Select 8 (Cull old data)

Printer (1-X)? SOP 6

Cutoff date? Enter the date you want the system to begin deleting
back from.


To list stored binders...

Select 9 (List stored binders)

Printer (1-X)? SOP 6


To list stored certificates...

Select 11 (List stored certificates)

Printer (1-X)? SOP 6


To delete bad certificate records...

Select 12 (Delete bad certificate records)

This selection will delete all certificate records with invalid client
numbers.
NP

Printer (1-X)? SOP 6

Deleting rec # XX Will bring up each invalid record.

OK (n,cr)? If you want the record being listed to be deleted, just
hit return. If you do not want this record deleted, enter an "N".


To add password protection to this area...

Select 13 (Change Password)

Printer (1-X)? SOP 6

New Password? Input new password.

Repeat, please? Repeat the password.

---

4.35.
COMPUWORK MANUAL
1/1/93

BINDER LOG PRINTING




This selection allows you to run binder reports for current year, list
specific binder items, or run a report for a selected date range. You
may also change the start number of your binders here.



Select 4 (Client Services)

6 (Binder Log)


To list all binder items entered for the current year...

Select 2 (List Upcoming Suspense Items)

Printer (1-X)? SOP 6

If viewing on screen only, hit return at the <> message to go back to
the Binder Log Menu.


To list binder items for a specific client, type, code, CSR,
company, or disposition code...

Select 5 (Special Item lists)

Printer (1-X)? SOP 6

Which one? Select one of the following...

1 = An insured
2 = A type
3 = Initiated by (same thing as CSR)
4 = A company
5 = A disposition

Value To Use? Enter the appropriate number, such as the client
#, type #, CSR #, company #, or disposition #.

Start <>=Today? Hit return to start from today's system date or
enter a date to start from.

End <>= All? Hit return to print all or enter a date to end.

Open Only (y)? Hit Return.

Suspended Only (y)? For a listing of effective binders, enter
a "Y" and return. For all binders, return through this prompt.

If viewing on screen only, hit return at the <> message to go back to
the Binder Log Menu.


To run a Diary report...

This is the most commonly used selection. By running Diary you can
select a date of your choice and run the number of days needed. By
doing this, you can look up the binders needing to be reissued for the
coming week.

Select 6 (Diary)

Printer (1-X)? SOP 6

Start Date? Enter the beginning expiration date needed to start
the search.

# of Days? Enter the number of days needed. If running this
report daily, you would enter a 1 for 1 day. For a weekly report
enter a 7. Monthly enter 30 or 31, etc.

# fields you want (0=all)? From the selections appearing on
the screen, count the number of fields you want to appear on the
report and enter this number. If you want all fields to be printed on
your report, just return through this prompt.

Field #? Enter the first field number you want to appear on the
report. You will receive this same message for the number of fields
selected above. Enter the fields as you want them listed on the
report.

If viewing on screen, hit return at the <> message to return to the
Binder Log Menu.

Select 1 to return to the Primary Menu.


To change the start number of your binders...

Select 10 (Change Start # from X?)

Use this selection to match binder log numbers to printed binders.

Binder # you want to start with? Enter the number you want to be
assigned to the next printed binder.

---

4.36.
COMPUWORK MANUAL
1/1/93

WORKERS COMPENSATION ACTIVITY




This selection allows you to input a log item on WC claims under
CLIENT SERVICES to keep statistical reports accurate, and enter,
modify, or delete the activity under WC ACTIVITY.



Select 4 (Client Services)

7 (WC Activity)


To ADD a new WC ACTIVITY record...

Select 2 (Add)

Printer (1-X)? SOP 6

Code? A 2 digit code reserved for your agency to define and use.

Client #? Enter the client number.

Employee Name?

Employee Address? Enter street, city, state, and zip code.

Telephone? Enter the area code and phone number.

Date Injured?

Date disc work?

Date ret work?

Physician 1/3? Enter the name, address, and phone number.
" 2/3?
" 3/3?

Codes 1 - 10? Reserved for your agency to define and use.

Date 1 - 10? Enter the appropriate date for activity listed below.

Activity 1 - 10? Enter 30 characters of information regarding
phone conversations, medical bills received, etc.

OK (n,p)? SOP 1

NP
To MODIFY a WC ACTIVITY record...

Select 3 (Modify)

Printer (1-X)? SOP 6

X Record # or ? SOP 4

Hit return to the fields to be inserted or changed and enter the
additional information.

OK (n,p)? SOP 1

To return to the WC Activity Menu hit return through the "Record #"
message. To update another record, repeat previous instructions.


To DELETE a WC ACTIVITY record...

Select 4 (Delete)

Printer (1-X)? SOP 6

X Record # or ? SOP 4

OK to Delete (n)? If you have made an incorrect selection, enter
an "N" and return. To delete, hit return only.

---

4.37.
COMPUWORK MANUAL
1/1/93

PRINT REPORTS ON WC ACTIVITY




This selection allows you to print reports on Workers Comp Activity.
You may also send a letter, stored or custom, to a client with a
Workers Comp record from this section.



Select 4 (Client Services)

7 (W.C. Activity)


To print a Workers Comp Activity Report...

Select 5 (Report)

Printer (1-X)? SOP 6

X Record # or ? SOP 4

To return to the WC Activity Menu hit return at the "Record #"
message, or to print another report, repeat previous instructions.


To send a stored letter...

Select 6 (Send a prepared letter)

XX Record Number or String? SOP 4

LETTER #? Input your stored letter number.

Signed? Enter person's name sending the letter.

# of Inserts in this letter? Enter the number of inserts.

OK(n)? SOP 2

Your letter will be stored for print under Automatic Notice Printing.


To send a custom letter...

Select 7 (Send a custom letter)

Printer (1-X)? SOP 6

Salutation? Enter salutation for the letter.

Start entering your letter. You may input up to 20 lines. To exit,
input an asterisk at the beginning of a line and press return. To
exit update mode hit the home key. Refer to page 5.16.1 of the Word
Processing manual for information regarding direct type.

Signed? Enter person's name sending the letter.

This letter will be stored under Automatic Notice Printing.

For more information on Automatic Notice Printing, see page 5.9.1
of the Word Processing section of your manual.

---

4.38.
COMPUWORK MANUAL
1/1/93

WORKERS COMPENSATION CLAIM LOG




This selection allows you to enter a log on W. Comp claims to keep the
company claim statistics and the client claim statistics accurate.



Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p? Select 11 (WC Claim) as a short cut, or enter a "D"
and return, then at the next Your choice,p? prompt enter 11.

Which Policy?
Which Item?
By entering the number to the left of the description for both
previous prompts, some data will automatically be entered. If
policies have not been entered in the system, you will skip these 2
prompts.

The screen appearing is the claim log. Some fields will already
be entered. Hit return to leave these fields as they appear or to
change key on top of the inserted data. Hit return to skip any fields
not needed. Refer to GENERAL INFORMATION ON COLOR ACORDS, page
4.11.1, for an explanation on each field.

OK (n)? SOP 2

Another (y)? If another log item needs to be entered, enter a "Y"
and return. Return through this prompt to go back to the client
service screen.

Send Cover (y)? If a cover letter is needed, answer with a "Y". If
none is needed return through this prompt.

Datebook (y)? If a datebook item needs to be entered, answer with
a "Y". If you don't want to enter one, just return through this
prompt.

---

4.39.
COMPUWORK MANUAL
1/1/93

SHORTEN CLIENT ACTIVITY




This procedure allows an agency to reduce the accounting history
screen on clients. This is especially helpful when you have clients
with a large amount of accounting or those who have been on the system
for a long period of time.



NO ONE ELSE SHOULD BE ON THE SYSTEM DURING THIS PROCEDURE.

DO A DAILY BACKUP - Load the appropriate tape, enter a "B" at
Main Menu and press return.

Before using this procedure, Compuwork recommends that you PRINT the
entire client's accounting history for archival purposes. To do this
follow the procedures below...

Select 2 Management
7 Profiling
6 Straight Sort

Printer (1-X)? SOP 6
Which one? Enter a 1 for Client.
# fields to sort? Enter 1.
field #? Enter a 9 for keysort.
OK (n)? SOP 2

The system will now begin your sort. DO NOT INTERRUPT THIS PROCEDURE.
When the sort is complete you will receive the following prompt:

Save this order(y)? Answer with a "Y". At the second "Save this
order" prompt, just return through.

Return to the main menu.

Select 1 Accounting
2 Accounting Reports
8 Client Activity

Printer (1-X)? SOP 6
Include Pre-Bill(n)? Hit return.
Eliminate Zero Balances (y)? Hit return.
Use Sorted file (y)? Enter a "Y".
Rec # to start with? Hit return.
Rec # to end with? Hit return.

The report will now begin to print all client's activity in
alphabetical order.
NP

To reduce the client's activity, follow the instructions below...

Select 1 Accounting
5 Utilities
9 Shorten Client Activity

Printer (1-X)? SOP 6
Do all clients? If you want to do all clients within a certain
number of days, then answer with a "Y". (This will remove all activity
from the client's accounting history screen before the number of days
you will choose to keep.) If you want to do one client at a time, just
return through this prompt.
Client #? If you returned through the previous prompt, you will
receive this prompt. Enter the client # you want activity shortened
on.
Keep this many blocks <>=1? Hit return.
Keep this many days? Choose the number of days you wish to keep.

If you chose only one client at a time, when the system is done, your
screen will return to the Utilities screen and you can choose
selection 9 (Shorten Client Activity) again to do another client.
Follow previous instructions.

---

4.40.
COMPUWORK MANUAL
1/1/93

DELETED CLIENTS




This selection allows you to add, modify, or delete stored deleted
client records. Clients being deleted under Accounting Records can be
stored for future use by answering "Y" to the prompt "Store
deletions?". See the Accounting section of your manual for more
information on deleting clients. You may also use deleted client
records to create new clients.



Select 4 Client Services
9 Deleted Clients


To add a stored deleted client...

Select 2 Add

You will receive a record pertaining to a client's general
information. Enter client information. (See the Accounting section of
your manual, Accounting Records, for more information on the addition
of client information.)

OK (n,p,e,r)? SOP 10

Backward slash at the beginning of a field in the next blank record
to exit.

OK (n,p,e,r)? SOP 10 or return through to exit.


To modify a stored deleted client...

Select 3 Modify

XX Record # or ? SOP 4

Return through all correct fields to incorrect fields. Key directly
over incorrect information. Return through remaining fields to the
"OK" message or enter a backward slash at the beginning of a field and
return.

OK (n,p,e,r)? SOP 10

XX Record # or ? SOP 4 or return through to exit.

NP
To delete a stored deleted client...

Select 4 Delete

XX Record # or ? SOP 4

OK to delete (n)? If you do not want to delete this record you
must enter an "N". If you still want to delete this record, just
return through this prompt. Your record will now be deleted.


To create a client from a stored deleted client...

Select 5 Create a client

XX Record # or ? SOP 4

Record will be brought up to allow you to make modifications if
needed. See #3 Modify for more information.

OK (n,p,e)? SOP 3

Continue to create (y)? If you still want to create a new client
from this record, enter a "Y". See Accounting Records- Add a client,
in the Accounting section of your manual, for information on prompts
that will be received. If you do not want to create a client from this
record, enter an "N". You will be returned to the deleted client menu.

Message (y)? To enter a datebook message answer "Y".

Input a Policy (y)? To input a policy answer "Y".

---

4.41.
COMPUWORK MANUAL
1/1/93

STORED BINDER/CERTIFICATE ADDRESSES - UNIX




This selection allows you to store addresses for continued use for
Binders or Certificates during input, then have the additional
addresses automatically print when needed. This function works from
(42) Color Forms from the Client Service Screen.


From the Client Services Screen

Select (42) Color Forms

Input your "Master" Certificate/Binder as normal. See page 4.43.1
for instructions on form input. You have several different options
available for utilizing the stored addresses.

Option 1 - You may leave the addressee and description lines
blank on the "Master" form and have the system pull the entire stored
address onto the form.

Option 2 - You may store the description lines on the "Master"
form and enter only the addressee in the stored address record and
system will pull just the addressee at the time of print using the
description lines stored on the "Master" for each stored address.

Option 3 - If you have the description stored on the "Master" form
and do NOT need a description for your stored address enter an !
on the first space of each description line. The "!" tells the
system to leave this line blank at the time of print. You may use the
"!" in one or all lines depending on what you want the system to
insert or leave blank.

Option 4 - If individual description lines are stored for each
stored address they will automatically override the description lines
stored on the "Master" form at the time of print.


To add, modify, delete, list, or change the print status on stored
addresses...

From the Main Menu

Select 4 (Client Services)
3 (Client Services Form Print)

25 (Stored binder/certificate addresses)
NP

OR From the Client Service Screen choose 34 Addresses

OR 42 Color Forms
15 Multi-Address Menu


1. MENU
2. Add
3. Modify
4. Delete
5. List
6. Set print status ON - ALL
7. Set print status OFF - ALL
8. Set print status ON - Client
9. Set print status OFF - Client
10. Set individual print status - Client

To Add a stored address...

Select 2 Add
Status? 0=Print.
1=Do not print.
Type? 0=Certificate
1=Binder
Client#? Input valid 6 digit client number.
Address field 1? Input name for the certificate or
binder.
Field 2? Input address or other information.
Field 3? " "
Field 4? (The number of lines varies depending
Field 5? on if Certificate or Binder.)
Field 6?
Desc? Input up to 70 character description.
Desc? Input up to 70 character description.
Desc? Input up to 70 character description.

OK(n,p,e)? SOP 3


To Modify a stored address...

Select 3 Modify
XX Record # or ? SOP 4


To Delete a stored address...

Select 4 Delete
XX Record # or ? SOP 4


To List stored addresses...

Select 5 List
Printer (1-X)? SOP 6
Client #? Input 6 digit client number.
Want Binder (y)? To print list of certificate addresses press
return at this question. To print list of binder addresses answer
with a "Y" and press return.


To Set print status on addresses...

6 Set print status ON - ALL
Turns print status on for all records in the file.

7 Set print status OFF - ALL
Turns print status off for all records in the file.

8 Set print status ON - Client
Client #? Input client number.
Turns print status ON for all records for a particular client.

9 Set print status OFF - Client
Client #? Input client number.
Turns print status OFF for all records for a particular client.

10 Set individual print status - Client
Client #? Input client number.
Will bring up each record stored for a particular client. Allows
you to change print status for each record.


** After you have stored your addresses and the ones you need are
set to print, return to (42) Color Forms and print your certificate/
binder. A certificate/binder will print for the "Master" form and for
each stored address that was set to print. When printing is complete
remember to return to the stored address menu and turn the print
status off for the addresses just printed. **
______________________________________________________________________

DBI - STORED BINDER/CERTIFICATE ADDRESSES

This selection allows you to store addresses for Binders or
Certificates during input, then have the addresses automatically print
during Client Service Form Printing. This function does not work with
"Print now".


From the Client Services Screen

Select Certificates
OR
Binders

Input your Certificate or Binder as normal. See page 4.12.1 for
instructions on Certificate input or page 4.13.1 for Binder input. On
the last page of your acord, if you want to utilize this option, enter
the word STORED (all caps) and the client # you want them
stored for in the first addressee field. Finish input as normal. (e.g.
STORED100100)

(y=update,no=don't store,p=print now,l=laser,t=transmit)? Return
through this prompt to store to Client Services Form Print. (See page
4.16.1 for more information on printing colored acords.) Stored
Addresses will NOT work with the print now feature.

NOTE: If utilizing #42. Color Forms it is not necessary to
put STOREDXXXXXX. The program will automatically look for a stored
address if you print binders or certificates from this menu option.

You must be very careful, because you will not be able to print just
one original copy if the print status is ON for all stored addresses.

---

4.42.
COMPUWORK MANUAL
1/1/93

COMMERCIAL LINES FORMS - UNIX




This selection allows you to enter Commercial Lines Applications. In
addition you may Request MVR's, issue I.D. cards, send applications
to rating, retrieve forms from Marketing, and send application
information to the Commercial Lines proposals.

Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p Input 41 for Commercial Lines forms.

1. Menu This returns to the client services menu.

2. Add
0. Exit
1. Applicant Information Section 15. Truckers Section
2. Business Auto Section 16. 88 Transportation Section
3. Vehicle Schedule 17. Blank Form
4. Property Section 18. Driver Schedule
5. General Liability 19. 88 Vehicle Section
6. Workers' Compensation
7. Umbrella Section
8. Glass & Sign Supplement (Prop.)
9. Accounts Rec. / Valuable Papers
10. Crime Section 86
11. Garage & Dealers Section
12. Equipment Floater Section
13. Worker Comp 88
14. Business Auto Section 88

Which Form? From the list displayed select the form to add.

Some of the information such as name and address of the insured are
automatic entries. Continue to fill out the application. NOTE:
Applications will become the permanent storage area for client policy
information. This information will be accessible from many areas of
the system, therefore fill out as much of the form as possible.

At the bottom of each page answer the following question...


Correct (n,all,-#,+#,undo,#)? Return advances to the next page,
N returns to the top of the page to correct information, all
scrolls to the end of the form, -# (a minus sign and page number)
will back up that many pages, +# (a plus sign and page number)
will advance that many pages. Undo restores the page to its
original form and the # allows you to choose the number of the
field you want the cursor to go to.
NP

Screen options available within are as follows: ^XX will go to
field XX of the current screen, A ^+XX moves forward the number of
fields specified by XX or ^-XX moves back the number of fields
specified by XX.

Store (n,p,t,d) Return stores the form and returns to the
Commercial Lines Menu, N will not store the form, P prints the
form, T will transmit the form to the easylink number entered.
D when used within an Auto, Driver, Property, etc. gives you the
option to "delete" an item from the form without having to asterisk
(blank) out the fields.

3. Update

What is your selection? From the list of stored forms, select
the form to update.

** If updating the "Blank Form" you will receive a prompt for
New Title?. Enter the title you wish to store on the form.
(i.e., Leinholders)

4. Delete

What is your selection? From the list of stored forms, select
the form to delete.
OK TO DELETE (y)? You must input a Y to delete the form.
N or return takes you back to the C.L. Forms Menu.

5. Print Forms

What is your selection? From the list of stored forms, select
the form to print.

Note: If utilizing the followup software answer the following
questions:

Misc? 70 character comment line.
Code? 2 character agency defined code.
Days Followup? Enter number of days to followup.


6. PUT This selection takes information from the Application
and "PUTS" data into a "scratch file". The information can
then be used by other programs in the system if the programs have a
"GET" selection.

For example you may want the Business Auto information transferred
to a Proposal. You would first do a "PUT" and select the Business
Auto, second select Commercial Lines Proposal Menu. Third select
"GET" from the C.L. proposal menu which pulls the data from the
Business Auto, and fourth Add a proposal.
Refer to Client Services page 4.45.1.
NP
7. Request MVR'S

What is your selection? From the list of stored forms, select
Automobile application.

The following information will appear...

Driver's Name: Want (y)?
By answering "Y" the program will take you to the Add an MVR
screen. The State, Birthdate, Name, and Sex will automatically
be filled in using the Auto App. information.

OK(n,e)? N allows you to make corrections to MVR record,
E exits the program, Return accepts the information and
another drivers name will display. Continue to answer "Y" to any
driver you wish to request an MVR for.


8. ID Cards

What is your selection? From the list of stored forms, select
the Business Auto or Vehicle Schedule.

Print Now (y)? For more information on issuing ID cards, refer
to pages 4.15.1-4.15.3 in the Client Service Manual.

The first vehicle found on the Application will appear on the
screen. If an ID card is needed for this vehicle answer "Y" to the
OK(n)?. The information for the ID card will appear on the
screen for verification. If you need to change a field enter the
correct information to the right of the question mark. If an ID
card is not needed for the vehicle appearing on the screen, answer
the OK(n)? with an "N".


9. Send to Rating

What is your selection? From the list of stored forms, select
the application you wish to rate. Business Auto, Fire (Property),
General Liability, Garage and Dealers, and Workers Comp will
transfer to rating.

Additional questions are asked for Commercial Auto, General
Liability and Property in order for them to rate correctly.

NOTE: For Commercial Auto select #3 Reuse information. For General
Liability select #8 Reuse information (NEW CLM). For Commercial
Fire (Property) select #8 Reuse Information (NEW CLM). For
Workers Comp select #3 Reuse information. Refer to the Rating
section of the manual starting with page 7.11.1 for more
information on commercial lines rating.
NP
10. GET forms from marketing.

Marketing Record #? Input the Acord file storage number.
Applications that have been entered in the Acord program in
marketing will transfer to Commercial Lines Forms file.

11. Print Blank Form

Printer (1-X)? SOP #6.
Font #? Enter laser print font number.
Which Form? Select the form you wish to print.

What is your selection? From the list of stored forms, select
the form.

13. Set Company Names

OPTION (a,d,r) A=Add#? Input company number to send form to.
D=Delete #? Input company number to delete. (This will not
delete the company from the company file.) R=Under
Development.

14. GET Refer to page 4.45.1 in the Client Services section of
the Compuwork Manual for more information.

15. FETCH This selection takes you to the System Information
Locations Menu. For more information refer to page 4.45.1 in the
Client Services section of the Compuwork Manual.

16. Add by Copy

This selection duplicates a stored form and allows entering new
data for endorsements or renewals. You could use this selection if
you have a large fleet. Fill out the first vehicle schedule, then
copy into a new schedule and update the vehicles.

Which form? Select the form you wish to copy. Update as
necessary.

17. Datebook Allows you to enter suspense on this client. Refer
to page 2.4.1 of the Management section of the manual for more
information on datebook.

18. Transaction Allows you to enter transaction record on this
client. Refer to page 4.23.1 in the Client Service section of the
manual for more information on Transactional Filing.

19. Change: This Policy Return will change to read All Pol
When you choose (41) Commercial Forms you receive the prompt
Which policy?. When you choose a policy only the forms for
that policy list on the screen. If you fail to choose a policy or
your forms do not list on the screen, choose (19) to toggle
between THIS POL and ALL POL (All Pol will list all of the
forms stored for that client).

20. Change: CURRENT Return will change to read Old & Curr.
Return again will read Future.

As with the above selection, when you first enter (41) CL Forms
only forms with current dates list on the screen. To view forms
with Old & Current dates or Future dates toggle selection
(20) to read either "Old & Curr" or "Future".

21. Sub Menu
1. Menu Returns to Commercial Forms menu.
2. List all Vehicles
Printer (1-X)? SOP 6.
3. List all Drivers
Printer (1-X)? SOP 6.
4. List all Property
Printer (1-X)? SOP 6.

The above three selections generate lists of the items found on
the forms.

5. Convert Form - This selection allows you to convert an
old version of a form into the new version or vice versa.

What is your selection (#)? From the list of forms choose the
one you wish to convert.

To #? From the next list of forms that appear choose the one
you wish to move the old form into.

After the conversion you will be taken into the form to make any
necessary changes.

---

4.43.
COMPUWORK MANUAL
1/1/93

COLOR FORMS




This selection allows you to enter Color Forms. In addition the forms
may pull data entered from the Personal and Commercial Lines forms
to fill out applications, convert forms, and utilize the stored
addresses.

Follow steps on page 4.1.1 to access your client's screen, then follow
the procedures below...

Your choice,p Input 42 for Color forms.

1. Menu This returns to the Client Services menu.

2. Add
1. Insurance Binder
2. Certificate of Insurance
3. Property Loss Notice 83
5. General Liability Notice of Occurance
6. Commercial Policy Change Request
7. Cancellation Request/Policy Change Request
8. Insurance Binder (OLD)
9. Certificate (OLD)
10. General Liability Loss (OLD)
11. Auto Loss 86
12. Insurance Binder '88
13. Certificate of Ins. '88
14. Blank Form
15. Evidence of Property Insurance

Which Form? From the list displayed select the form to add.

Use Commercial Forms (y,e)? "Y" Use Commercial Forms. Return
use Personal Lines Forms. E Don't use stored forms.

At the bottom of each page answer the following question...

Correct (n,all,-#,+#)? Return advances to the next page, N
returns to the top of the page to correct information, all
scrolls to the end of the form, -# (a minus sign and page number)
will back up that many pages, +# (a plus sign and page number)
will advance that many pages. Undo restores the page to its
original form and the # allows you to choose the number of the
field you want the cursor to go to.

Store (n,p,t,f) Return stores the form and returns to the
Personal Lines Menu, N will not store the form, P prints the
form, T will transmit the form to the easylink number entered.
F will allow you to automatic fax your form. (Refer to page 5.5.3
of the Word Processing Manual)
NP
3. Update

What is your selection? From the list of stored forms, select
the form to update.


4. Delete

What is your selection? From the list of stored forms, select
the form to delete.
OK TO DELETE (y)? You must input a Y to delete the form.
N or return takes you back to the P.L. Forms Menu.


5. Print Forms

What is your selection? From the list of stored forms, select
the form to print.

Note: If utilizing the followup software answer the following
questions:

Misc? 70 character comment line.
Code? 2 character agency defined code.

6. PUT This selection takes information from the Application
and "puts" data into a "scratch file". The information can then be
used by other programs in the system if that program has a "GET"
selection.

What is your selection? From the list of stored forms, select
the form.

13. Binder Log Menu This selection takes you to the Binder Log
Menu. Refer to page 4.35.1 in the Client Service section of the
Manual for more information.

14. Claim Log Menu This selection takes you to the Claims
Analysis Menu. Refer to page 4.32.1 in the Client Service section
of the manual for more information.

15. Multi Address Menu This selection takes you the Stored
Address Menu. Choosing (1) Menu will returns you to the Color Form
Menu. For more information refer to page 4.41.1 in the Client
Services section of the Compuwork manual.

16. Add by Update

This selection duplicates a stored acord and allows you to update
the new form using old information.

Which form? Select the form you wish to copy. Update as
necessary.
NP
17. Datebook Allows you to enter suspense on this client. Refer to
page 2.4.1 of the Management section of the manual for more
information on datebook.

18. Transaction Allows you to enter transaction record on this
client. Refer to page 4.23.1 in the Client Service section of the
manual for more information on Transactional Filing.

19. Change: List only Return changes to read List All.

When you choose (42) Color Forms you receive the prompt Which
policy?. When you choose a policy only the forms for that
policy list on the screen. If you fail to choose a policy or your
forms do not list on the screen, choose (19) to toggle between
LIST ONLY and LIST ALL (List All will list all of the
forms stored for that client).

20. Change: CURRENT Return changes to read Old & New, return
again changes to read Future.

As with the above selection, when you first enter (42) Color Forms
only forms with current dates list on the screen. To view forms
with old & current dates toggle selection (20) to read CHANGE:
Old & New. To view forms with future dates toggle selection (20)
to read CHANGE: Future.

21. Sub Menu

1. Menu - Returns you to the Color Form Menu

4. Convert Form - This selection allows you to convert an
old version of a form into the new version or vice versa.

What is your selection (#)? From the list of forms choose the
one you wish to convert.

To #? From the next list of forms that appear choose the one
you wish to move the old form into.

After the conversion you will be taken into the form to make any
necessary changes.

---

4.44.
COMPUWORK MANUAL
1/1/93

FOLLOW UP



Followup is an automatic entry logged into the system anytime the
question Days F.U.? is answered.



NOTE: Followup is an optional program that must be "Turned On"
by Compuwork Customer Service.

From the Main Menu

4 Client Services
10 Followup

1 MENU
2 Add ( XX )
3 Modify
4 Delete
5 Datebook
6 Prepared Letter
7 Custom Letter
8 Transaction
9 Change Password
10 Report
11 List Client
12 List
13 Purge - CAUTION

2 ADD

Date Enter date as YYYYMMDD. For example 7/16/91 would be
entered as 19910716.
Time Enter time as HHMM and in military time.
User ID # This is an automatic entry when entered anywhere else
in the system.
Client # Enter 6 digit client number.
Policy # Enter up to 15 character policy number.
Activity User assigned code telling what type transaction.
Code Agency defined code.
Comment Enter up to 20 character description.
Days FU Enter # of days to followup.
Co # Enter company number or leave blank.
OK (n,p,e)? SOP #3.

3 MODIFY
Rec # or String SOP #4.
Make changes as necessary.
OK (n,p,e)? SOP #3.

4 DELETE
Rec # or String SOP #4.
OK(n)? SOP #4.
OK to Delete (n)? Return deletes the record, "N" will not
delete the record.

5 DATEBOOK Allows entering of suspense record. For more
information refer to page 2.4.1 in the Management Section of the
Compuwork Manual.

6 PREPARED LETTER
7 CUSTOM LETTER

9 CHANGE PASSWORD This selection allows you to set up a password
restricting access to certain parts of the system. For more
information refer to page 1.19.1 in the Accounting Section of the
Compuwork Manual.

10 Report
Printer (1-X)? SOP #6.
Profile Which#? Enter the number of the field you want to
profile by. Refer to page 2.7.1 in the Management Section of the
Compuwork manual for more information.
Sort Which#? Enter the number of the field you want to sort by.
You must choose a field to sort. Refer to page 2.7.1 in the
Management section of the Compuwork manual for more information.
OK (n,e) Return accepts the information, N allows you to re-
input profile selections, E exits to Menu.

11 List Client
Printer (1-X)? SOP #6.
Client # Input 6 digit client number.

12 List
Printer (1-X)? SOP #6.
Profile (y)? Return prints all. Y Gives the following
questions:

Limit to policy (y)?
From input date
To input date
From FU date
To FU date
From time
To time
All ID # XXX (y)?
All clients (y)?
Limit to followup (y)?
Limit to overdue Fu (y))

Again (y,c=chg FU,a=add)? To list the records again answer
"Y". To change a followup entry enter a "C". To add a followup
entry enter an "A".


13 Purge - CAUTION - YYMMDD
Before date e.g. 19900423? Input date as YYYYDDMM.


To Review followup from the Client Service Screen...

Under E=Records choose 32 Rev FU

Which Policy #? To review followup entries for a particular
policy, enter the number to the left of the policy to view. To
review all followup entries for a client press return only.

Printer (1-X)? SOP 6

Want detail (y,t=text,u=ref/text)? To view all detail entered
for each entry answer "Y". To view only the text (misc.lines) for
the entries choose "T". To list entries with a certain reference
line (Comment - i.e., Claim #3352) choose "U" then enter the
reference line as it appears on the followup entry.

Profile (y)? To profile the followup information further answer
"Y". If unnecessary, return through this prompt.

If you answer "Y" you will receive the following prompts:

Limit to policy (y)?
From input date
To input date
From FU date
To FU date
From time
To time
All ID # XXX (y)?
All clients (y)?
Limit to followup (y)?
Limit to overdue Fu (y))

Again (y,c=chg FU,a=add)? To list the records again answer
"Y". To change a followup entry enter a "C". To add a followup
entry enter an "A".

---

4.45.
COMPUWORK MANUAL
1/1/93

PUT / GET / FETCH



The Put, Get and Fetch routines allow the user to pull information
from one area of the system and then extract the same information to
use in an entirely different area of the system without having to
manually key in the data. These routines will virtually eliminate
the need of entering the same data twice in the system.



PUT. The put command "puts" or "copies" data to a "temporary" or
"scratch" file. This data can then be used by another part of the
system.

GET. The get command "gets" or "retrieves" the data that has been
copied by using the "put" command.

You can use these commands when you want to get information from one
program and use it in another unless the data you are using is stored
under the "System Information Location Menu" which is found under the
"Fetch" command:

Fetch. When the fetch command is selected the screen brings up
the System Information Locations Menu.

You have 23 different files to select from...

1. MENU 2. RETURN
3. Client 4. Company
5. Personnel 6. Target
7. Target 2 8. Personal Client Info.
9. Label II 10. Addressing
11. Personal Callrecord 12. Address-book
13. Special Label 14. Label I
15. Label 2
17. Label 3 18. Label 4
19. In House Finance 20. Deleted Clients
21. Group Insurance 22. Group Claim
23. Commercial Call Record

What is your selection? Enter the number from the selection above.

XX Record # or ? Enter the record number or some
identifying information that can be found within that record.
The record will display on the screen; you can make any changes
necessary to the information. NOTE: The changes are not stored
permanently.

When you press return at the end of the record the screen will return
to the Menu you were in prior to selecting Fetch. Now you are ready
to Add the information. Note how the information is automatically
brought forward in the add selection.

---

1.41.
COMPUWORK MANUAL
1/1/93

SHORTCUTS/HELP SCREENS


The following is a summary of some "Shortcuts" designed to eliminate
unnecessary keystokes and areas where "help" is available.



1. Entering an * (asterisk) at the beginning of a field will
erase that field.


2. Entering a ^ (caret) at the beginning of a field will move
your cursor backwards one field.


3. Entering a (backward slash) at the beginning of a field
will take your cursor to the bottom of the screen.


4. Entering a ` (tic mark) at the beginning of a field will
allow your cursor to move down the screen a line at a time.
(This is helps minimize keystrokes when entering forms.)


5. Within the forms there is an edit program that allows you to
Replace or Insert information without retyping all
of the original information in a field.

a.) Entering a (broken vertical bar) allows you to enter
the field edit. The screen should now have an R:
in front of the field. This is replace mode.
b.) The key toggles between replace and insert mode.
c.) The key moves the cursor to the right.
d.) The key moves the cursor to the left.
e.) Return accepts the information and exits the field.
f.) Another (broken vertical bar) restores the original
contents of the field and exits.


6. MAIL
At any "What is your selection?" prompt you may enter the word
"mail" (lowercase) to allow you to send E-mail. You may also
enter "rmail" (lowercase) to read your E-mail.


7. DATEBOOK, FOLLOWUP, TRANSACTIONAL FILING
At any "What is your selection?" prompt you may enter "da"
(lowercase) to enter a datebook message, "fu" to enter a
followup record, or "tr" to add a transactional filing record.
NP


8. Shortcuts from the MAIN MENU:

a.) "C" takes you to Client Services
b.) "D" takes you to Datebook
c.) "W" takes you to Word Processing
d.) "L" takes you to Print a Letter
e.) "R" takes you to Reminder
f.) "A" takes you to Calculator


9. At any "What is your selection ?" prompt you may enter the
word "list" or "LIST" to bring up the COMPUWORK HELP
LIST. The HELP will produce lists of companies, producers, CSRs,
G.L. numbers. transaction codes, class codes, client numbers,
policy types, dept. names, letters, claim codes, function keys,
and allows you to receive a screen print.


10. FOR WYSE150 TERMINALS - You may enter a ?? (double question
mark) in any field that has a list (refer to above). This will
either produce a list of information or take you to a look-up
prompt. For example, if you are in an invoice and need to look up
your client number, enter a ?? in the client number field. To
your right a prompt will appear asking "Client # or string?".
Enter some identifying information to locate your client. Once
you press return your screen will return to normal.


11. FOR WYSE150 TERMINALS - Within word processing you may enter
a "?"(single question mark) at the update prompt to produce
the "summary of commands". Choose 1 for Menu to return your
screen to normal.


12. At any "What is your selection?" prompt you may enter an "!"
(exclamation point) to produce the COMPUWORK ON-LINE MANUAL.

---

Last updated: Feb 16 1996, 04:34:04 pm:US/Eastern
©, Copyright 1995,1996 Compuwork, Inc.