USER`S MANUAL The AMS 360 Cross-Selling and
Contents
1. acquisition and installation of Web services Microsoft Net 4 0 is required on workstations that will have ProTraC installed Net 3 5 is required on AMS 360 workstations Both versions of Microsoft Net 3 5 and 4 0 are able to be installed on a machine with no compatibility issues Your agency s system administrator may assist you in the download and installation on Net 4 0 It may be downloaded from this Web page http www microsoft com en us download details aspx id 17851 Installing ProTraC on workstations ProTraC Installation files On each machine that will run ProTraC eDownload Installation Wizard from http atracservices com proTrac help html Open zipped folder to unpack files Click on PTCInstall windows installer package icon Installation Wizard will check your PC If your machine does not have Microsoft Net 4 0 then the Wizard will install that first Follow steps and click when necessary to authorize that installation from Microsoft com eAfter Net is installed then click on PTCInstall windows Installer Package again eProTraC will be installed and icons will be placed on your desktop and on your Start Menu ProTraC Users Manual Release 1 5 4 October 2012 Upgrading ProTraC to current version jE ProTrac peat eee If you are using an earlier version of ProTraC and you wish to upgrade to Welcome to the Prolrac Setup Wizard k the most recent version Choose Remove ProTraC Then Click on PTCInst2. column This is to assist you in presenting the cross sales opportunity to your customer Data Cross sell opportunity PL Umbrella Mr Ms we are insuring your We also offer bundled coverages that P ER E N Collection can provide better protection and savings After you do this click the Suspense Would you like information has been entered in AMS Your cross Cross Sell A this special coverage selling activity is recorded i Recorded in 360 button Each of your cross selling leads must be entered into AMS 360 as Suspense Activities Suspense has been entered in AMS Client not interested button Click this button if you have discussed the 3 PL Umbrella cross sales or account rounding opportunity and your customer is not interested Client not interested 5 Help and Feedback how to reach ProTraC support and to give your feedback and product suggestions Help a link to our Web based Help page is located at the bottom of the ProTraC windows The Help Web page includes the following e FAQs to be introduced soon e Ask a question your Support will respond asap e Support telephone hotline number 855 Get ATraC 855 438 2872 ext 2 e Support email address Go to ProTraC Help Page http atracservices com protTrac help html Feedback To provide suggestions please click the blue balloon button Your feedback helps to make ProTraC more usefu
3. all icon and perform installation as above Select whether you want to repair or remove ProT rac Repair ProTrac O Remove ProTrac Fad rolraC tes Please Log In to ProTrat Logging in to ProTraC 1 Your system administrator will provide a ProTraC Username and Password 2 To log into ProTraC click on the ProTraC application icon Enter Username and Password Click Login ProTraC username and password f Storing ProTraC username and password save your log in Tas D y ATRAC Training amp Consulting credentials in a secure location i Resetting lost ProTraC username and password your system administrator will be able to remind you or reset your log in and password Contact ProTraC support by clicking the blue question mark at the bottom of the ProTraC window if you need assistance Opening ProTraC To open ProTraC click on the application icon Enter username and password Click Login button ProTraC s Search screen will open ao SS if you receive message Sorry This usedID is logged on already at computername it ProTraC Users Manual Release 1 5 5 October 2012 means that your username has been used to access ProTraC from another computer that is still logged on Please contact your system administrator Closing ProTraC To log off of ProTraC click the red circle with the white x on the top right corner of your ProTraC panel This will close ProTraC and log you off 4 Using ProT
4. k MEETER Enter Info field enter email address into this field O Update Update Click Update this will save the data in the correct field in AMS 360 Client Declined Your data collection activities are recorded Cross Sell this section displays the types of coverage that are cross sales opportunities based on information in the client s AMS 360 record Cross Sell Button these buttons notify you that cross sales opportunities have been identified by ProTraC by programmed queries of the AMS 360 database et Sell The list of cross sales queries will increase over time Your suggestions are welcomed The current list of cross sales queries includes e CL PL Cross Sell If you are speaking with a commercial lines customer they may be prospects for PL coverage e Flood no Flood insurance is active e Life no life insurance coverage is active e Monoline CL your CL customer may appears to have only one LOB active and may be a prospect for account rounding with BOP or other CL coverages ProTraC Users Manual Release 1 5 8 October 2012 e Monoline PL only one PL coverage is active Opportunity exists to cross sell other PL coverages e No PL check no personal lines coverage is active e PL Umbrella two types of PL coverage is active Opportunity exists to round out account and improve risk management by offering a PL Umbrella Script When a Cross Selling button is selected a script is visible in the right
5. l for your agency as well as other agencies around the US The Feedback Web page includes the following mie e Log program bugs e Provide product suggestions how can we make ProTraC better e Provide development ideas that utilize ATraC Service s AMS 360 integration technology to bring you additional benefits ProTraC Users Manual Release 1 5 9 October 2012
6. raC P rolraC This section covers Search Looking Up Customer by Customer Name or AMS 360 Customer ID Viewing and managing search results Actions Data Collection and Cross Selling Prolrat to ID Search Looking Up A Customer Search by AMS 360 Customer Name or ID Results By default ProTraC opens on the ProTraC tab of the Search window The other tab Admin is only visible to users with system administration rights Note To be sure that you are on the correct tab click the tab labeled ProTraC me T A ATRAC Training amp Consulting To search for a record 1 Select the radio button next to either AMS 360 Customer Name or ID depending on the search key you are using g 2 Type part of customer s name or ID This may be Ei seat ME Cintamier Sage or part of the first name or last name ID 3 Partial entries can save time but produce more search results Results E 4 Click Search Hollenbeck Alan WA 33332 ABC Limousine Service MA 02061 f Results matching the search keyare displayed in the John Anderson a ProTraC Results field p 533 Arts Bait Shop TX 77733 Aerio Dyr The Con El GAGE T 6 October 2012 H AL ATRAC Training amp Consulting 6 Scroll up or down to locate desired record Tip if search terms you have entered do not match the actual ID or Customer Name then your desired record will not be included in the search results You can increa
7. ription ProTraC is a Windows desktop application that works with your AMS 360 management system database ProTraC is a companion application to AMS 360 with 2 way integration that enables quick and easy identification of e missing information and e cross sales opportunities By enabling this rapid identification ProTraC is able to assist you to maximize the value of each customer contact opportunity ProTraC records and measures cross selling activities to help agency staff produce more cross sales It also enables you to efficiently collect enter and update missing client data that is valuable for improving customer retention such as email addresses cell phone numbers Your agency s system administrator manages the installation log ins and access to ProTraC on users computers ProTraC may be accessed by authorized users on any Internet connected computer ProTraC may not be simultaneously accessed using the same log in credentials from different machines ProTraC Users Manual Release 1 5 3 October 2012 3 Installation and Requirements Software requirements The following software tools are necessary for ProTraC to be used by your agency and to be installed on your machines Vertafore Web Services Vertafore provides AMS 360 agencies with Web Services upon request It is necessary to have Web Services installed at your agency for ProTraC to function Your agency s system administrator can receive support from Vertafore on the
8. rrolTRAC USER S MANUAL The AMS 360 Cross Selling and Prospecting Application AlraC Services LLC Version 1 5 0 October 2012 View online at http atracservices com proTlrac Contact ProTraC Support 855 Get ATraC 855 438 2872 ext 2 ProTraC Users Manual Release 1 5 October 2012 Table of Contents 1 TNEFOGUCHION iaiceusiascnuevansnsalaametwlanins EE A E 3 Related Documents and ReSouUrCeS ssssssssssesonnsnnsnnnsnnnennsnnsrnnsnnsnnsrnnennnnn 3 2 OV CIV GW menisan iana R a a a a E aaria 3 FUNCHONALDESCHPUON riori irite nTa a a AT AERA 3 3 Installation and RequirementsS ssssssssssssssresnnsnnnnsunsnsnnnnnnsnnsnnnnnnnnnsrnnennnn 4 Software FECUIFEMENES iiivensnssscetssuveaverndaadinlanasd E a 4 Installing ProTraC ON workstationS sssssssssssrnenrsrrrrrrrrenrrnerrrrrrnrrnrrnrnern 4 PrOuraC INStalaviOn MES esran aaa a aaa 4 On each machine that will run Prof raC s sssssssssssssssrnrnrnnsnsrsrerenrrnenrnne 4 Upgrading ProTraC to current verSiOn ssssssssssssrrrrrsrerrrrrnrnrrrrrnrrnrrrrrrrnr 5 ProTraC username and PASSWOM ccccececesseucueuseucueuseucuensuueuensuetseuresuusnaeens 5 Opening Pro aCei psoas a EAA AE Oa 5 ClOSING Pro MaG aariiiieurie iese erea N N a red a 6 is USINO OAC anes eana aa a aaa aAa 6 ENIS Secon COVE S aeien a sar enaeneaeen 6 Search LooKingd UP A CUSOME noria a a i 6 Search by AMS 360 Customer Name or ID ccccecceeeeeeeeeeeeeeeeeeeeneeenenes 6 Vie
9. se your chance of finding the desired record by entering fewer characters This will result in more results but will allow you to scroll through results to locate the desired record Viewing and managing results Click on desired record to view ProTraC Prospecting and Cross Selling Results You may single click or double click Two things occur 1 ProTraC Action page opens 2 Client s record opens in AMS360 If client record is complete and the account is fully rounded then the notification All rules passed will appear If the client record has missing information or cross selling opportunities the ProTraC Action page will open ProTraC Action page e Back Prospecting for cross sales and collecting valuable e miea pipiti 7 Sena Mr Ms __ just client data Email Check noticed that we do not have p s SIC Check your email address in our ProTraC Actions are displayed in two categories 3 system Would you mind Cellphone Check providing it Data Collection lists any missing data fields Items appearing in this section identify the missing client data in AMS 360 ig PL Umbrell Cross Sell lists cross sales opportunities Enter Email Items appearing in this section identify cross sales opportunities Update These items have been selected by your agency s System Administrator Your agency can select the type of cross Client Declined Sales opportunities that are displayed in this list E
10. wing and managing resultS esesssssesrsrnrnrrrrrnrnnrrerrnrnrrrrrnrrnrrrrrerar 7 Protas ClO Da GC Saiyara a a Ea 7 Prospecting for cross sales and collecting valuable client data 7 Using the ProlraG ACtIONS page mtitetuiaaectitdanisita teks a 8 Data Collection this section displays the names of the important client data fields that are empty in AMS 360 assssssssnsnnsnsnnsnnrrnrrrnrrrnrrnrn 8 Cross Sell this section displays the types of coverage that are cross sales opportunities based on information in the client s AMS 360 record 8 5 Help and Feedback how to reach ProTraC support and to give your feedback and Hroduct suggestion S osier nerean aE EN AE ENS 9 ProTraC Users Manual Release 1 5 2 October 2012 1 Introduction The purpose of this manual is to instruct users CSRs and other agency staff on the use of ProTraC Advanced instructions on downloading installing administering and updating ProTraC is in the ProTraC System Administrators Manual Your feedback is welcome ATraC Services very much appreciates your assistance in making this program better for your agency and others Related Documents and Resources Links to the following may be found at http atracservices com protrac help com e Users and System Administrators Manuals e Downloads e Online Support Chat e Phone Support line 855 GET ATRAC ext 706 855 438 2872 e Problem Reporting Instructions 2 Overview Functional Desc
11. xample of cross sales opportunities are a PL Umbrella this opportunity is displayed if the insured has PL auto and home or renters coverage but no umbrella coverage b Life this opportunity is displayed if no coverage is h o A ATRAC Training amp Consulting recorded for life insurance n i c other cross sales opportunities for product categories such as Group Benefits and investments may be displayed ProTraC Users Manual Release 1 5 7 October 2012 Using the ProTraC Actions page Data Collection this section displays the names of the important client data fields that are empty in AMS 360 Data Collection Button these buttons notify you that data is missing from fields in AMS 360 These data fields have been identified as being important by your agency to collect The list of data collection fields will increase over time Your suggestions are welcomed The fields that may be displayed for Personal Lines customers include e Email Address e Cell Phone number e Birth date e Commercial lines customers may also display SIC code Script When a Data Collection button is selected a script is Data collection opportunity visible in the right column This is to assist you in asking your Email Mr Ms __ I just customer to provide the missing information a eared thie dG et have your email address in our system Would you mind providing it Example collecting a missing email address from a customer Erter Em i
Download Pdf Manuals
Related Search