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.

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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.

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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

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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.

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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