QuotePro Auto Rating Manual

If you have any questions regarding the use of the QuotePro rating system you
may contact an underwriter at 708-424-0100 option 1. They are the experts in using the
system.

If you have technical questions, such as connection or printing problems, please
call 708-423-2350 and ask for Ron or Matt. You can also send an email to
helpdesk@buschbach.com

Each user in the agency must have a unique login.

The first login is to access the BUSCHBACH network.

The second login is the same for all users in the agency.

User ID: Buschbach Assigned Broker Code
Password: Assigned per agency

Once you have access to the system you will be able to enter new customers
or retrieve previously quoted customers. The only menu option you will use
is Daily Work -> Quote

Once you have selected a customer or entered a new customer you are presented
with the Customer Census page. Name and address are required.

The Quote Information fields are along the top of the Customer Information Screen. Please
note that each field has an arrow pointing down. This means that it is a drop down field that
has options for the answer. Whenever you have one of these fields, remember that typing the
first letter of an answer will select it for you. After answering the Leased Vehicle question,
Quotepro will automatically take you to the next screen.

The first thing you should note is the driver number in the blue header of this window. In the event that you enter information on more than one driver you can tell which driver’s information you are viewing. In the driving record section you have a general question about the driver’s record and whether the driver requires a financial responsibility filing. There is an area for entering any moving violations the driver may have. Be certain to indicate all violations.

To add additional drivers, Select Next Driver / F2

Vehicle usage and occupation are very important as they may indicate business
usage which should be referred to the Commercial Auto Department.

Once completed adding all drivers in the household you will be prompted for vehicles.

In order to provide an accurate quote it is best to enter the VIN. If not available,
you can select the Make/Model.

Be sure to indicate Roof type and any optional equipment that may require a
surcharge. Do not include alarm discount unless you have an affidavit from the
installer.

By default physical damage will be quoted at $250/$500 deductibles. You can
select higher if necessary.

Once you have completed entering all information select Quote / F10 to rate.

On the Best Buy screen you will see all of the companies available for this risk.

To choose the company select Coverage / F8. You will see a drop down list of
companies. Select the company and choose a deductible for physical damage.

If financing through Suburban EZ Premium is requested, please enter the
information on the following screen. If not, select Cash.

The next step is the application. You may wish to print the worksheet or Input/
Best Buy Screens. These will printer to your Windows default printer, or check
Select Printer and you will be prompted to choose a printer.

Once you have selected Input and Print App. You will see a multi-tab page.

You can use the Mouse to select fields or use the Tab and Pg Up/Pg Dn buttons.

There are a number of additional questions that are required to issue a policy.
Be certain to answer all of them for each driver on the policy.

If there are any excluded drivers they should be entered at this time. The exclusion
form will print in your office when the application is submitted.

The vehicle screens are very straight forward. There is a VIN check that will
prompt you if it is incorrect. You can bypass this, but it is not recommended.

Once you have reached the General Info tab you can select policy effective dates
Binding date and time are entered automatically. Please be sure to enter a
user name to indentify who entered the application.

If you retrieve an old quote you may be promted for a new binding date and time.
You should always use the current time unless you are reprinting the same day.

For certain companies you may be prompted to upload to the company. If you
do not see this screen it is not a problem. All applications are bound and
issued through the Buschbach Agency.

When printing worksheets, finance contracts, Id cards or Car's Breakdown you
can Select Printer and you will be prompted to choose what printer. Do not choose
Broker as this will print in the Buschbach Office.

The following is the Insurance Identification Card screen. These can be used as
temporary proof of insurance until the policy is issued.

Field	Options
Quote Status	New, Renewal
Calc Type	Regular, Term
Customer Status	Quote, Insured, Renewal, Cancel, Expired
Previous Insurance	Yes, No
Misc. Discounts	Yes, No
Inspection	Yes, No
Leased	Yes, No