User`s Manual
Contents
1. cecccecccceeceeseneeceeeeeseaeeeeaeeeeeneesaeeeseaeesaeeegaaeeseaeessaeeegaeeseaeesseaeeseaeesseaeessueeesenees 28 Blast Message Custom Message sssseesseeesisetteittetttsttttttttttntttnttt natt nAEAnEEAtEEaEEnnEEnanEnanEnanE nanne nnen 269 The Distribution List Scree Neenee aaa aa ee aie aea aa a aa eri aaen aa EES eege 28 Distribution List Create Update Tab 30 Distribution List Maintenance Tab 31 TING SUPDOMSChEC WEE 32 The System Messages Green 33 The SEM Out OPtlory eee a raae teaa a ae aea eaa eae ea ar ae aaaeeeaa aeeoe esae eet eirasid 33 Support Procedures sererai eHealth eee ae pe a en ee aa a 34 2009 2010 Outbound Technologies L L C Introduction Outbound Technologies provides a web based software solution to help your agency in making contact with your customers The Outbound Solution will automatically produce an email and or text message to your customers based upon your system settings You also have the opportunity to manually generate an email and or text to any customer at any given time provided that the customer is listed within the Outbound Solution Reviewing the message history allows you to monitor upcoming and recently generated notifications sent out by the system Notifications to your customers may consist of notices greetings or marketing messages Having the ability to produce a variety of messages allows the Outbound Solution to provide an immediate return on inves2. Select the Insurance Annual Life Review or Custom message from the template drop down box e Date to Send Select the date you would like the message to be sent e Time to Send Select the time you would like the message to be sent e Send To Select the desired sort and begin your target customer list o Use the Arrows to select one multiples or all from the Search Results box to add the customer s to the Send Message box click the arrow s to the right o If selecting customers by distribution list select the distribution list s from the Distribution Lists Box and click on the arrow to the right o Selecting All Customer will send the message to all customers currently loaded into the system e Submit Select this button to send messages to the Message Queue to be sent at the desired date and time Note Continually add to the Send Message to box until all the intended recipients are set When selecting customers by last name you can search multiple names and or partials 28 Blast Message Custom Message When the Custom Message is selected from the template drop down box your screen will look similar to the one shown below Custom Messages require the Email Subject and Message fields to be defined Please refer to Page 28 Blast Message Screen for more information on Field Descriptions for this screen Outbound Insurance Demo amp 2 a3 ZE SW D S Blast Messages NOTE
3. User s Manual Release 2 0 0 Table of Contents FOJUSI aeaa eats Mad bce Sad pas va att NAE Caveats cvaahate ce an baal seadeates Canbite ova E ASEE RS 3 REES A Minimum He TE CEET 4 The Outbound Technologies Logon Screen cccccceeeeeeeeeeeeceeeeeeaeeeeaeeseaeeeeeeeseaeeseaeeeseaeeeeeeeseaeeseieeeseaeeees 5 The Enter Update Screen eet ENEE Ed NEEN AEN degen 6 Add NG WAC USLOMOK cectet E tctpeti ee betes sha can faves catetatsege sures ee 7 Search Results for Existing Customers nenene 8 Update Existing TE e Lu 9 The Message Inquiry Green 10 Message Inquiry Search Hesults 11 The Gustomer InQuiry SCre CM sess sec csieccas cies dec cated evs iets tive casas dps e Eaa cua a ave ca a a aaa aa ae DEA Oa Enia Takawai 12 Search Results for Customers sssseesessseesktesitesittektttktttktttttntttntt tnnt EnA EnA EnAEEAEnAEEAEEnEEnEEnnEnnnE nenene En 13 View Existing RTE e 14 View Existing Customer Messages 15 The Message Queue Gcreen 16 ee E 17 TNE SYStEM Settings SCrOS MN A T 18 GON ral ET TTT 18 Pme TaD aa a a hs cent a Vnceee gee ecee tastes cans ges toe ees aed 19 Lapse Notices Tab EE 20 General Messages Taberna aaa a akada aeaa a eed ei ene ia aa A Sat 21 Floliday Messages E Le E 22 Insurance Messages Tab Sra anera anaa aeaa Ra Naan aA EAA AANE AAAA EE EE 23 Germs Of eLA O E S EN A AA ETT 24 Password ET DEE 25 The Templates Soreni eee ed Aetna eed av ee ne eta 26 Dee EE 27 The Blast Message SCreen
4. Auto Policies All Auto D Fire All Fire Policies statt All Employees Distribution List es C C C C C m CJ Less El Ir In Page 1 of 1 3items Support information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual internet fa 100 Field Descriptions e Distribution List Name Enter the name of a new list you want to create or edit a selected list e Distribution List Description Enter the description of the new list or selected e Create Click this button to create a new list once you have entered the desired Distribution Name and Description e Reset Click this button to clear the Distribution Name and Description fields Note You can update a Distribution Name or Description by double clicking on the desired distribution list Once selected make the necessary changes and click Update button to revise the Name or Description 30 Distribution List Maintenance Tab Insurance v 2 0 0 User cri yutboundtec com a E Messaging Menu b Distribution Lists Create Update Maintenance Distribution List Fire Last Name Ro Search Results Send Message to Robinson Kelly Rhoades Ross Rodman Johhny Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neo
5. Button to Cancel 32 The System Messages Screen The System Messages Screen is designed to allow Outbound Technologies to communicate with you and your staff Messages within this screen are to provide you with information system update times invalid customer contact information etc Unread messages will be displayed in color much like your email software NOTE We will never contact you via email for information in regards to your account All inquiries will be provided through this screen Should you have questions or concerns in regards to a suspicious inquiry please call the Outbound Support Team at 417 451 1300 insurance v 2 0 0 User crhoades outboundtec com a Reaching Customers Through Technology E Messaging Menu Outbound Insurance Demo System Messages t A System Administrator 9 6 2009 12 00 00 AM A System Administrator 8 4 2009 12 00 00 AM 3 System Administrator 8 4 2009 12 00 00 AM A System Administrator 8 4 2009 12 00 00 AM System Administrator 8 3 2009 12 00 00 AM E3 System Administrator 8 3 2009 12 00 00 AM 4 System Administrator 8 3 2009 12 00 00 AM E System Administrator 8 3 2009 12 00 00 AM 7 E System Administrator 8 3 2009 12 00 00 AM In a DI gt nl Page 1 of 2 10 items Support information Corporate Headquarters Outbound Technologies 1012 Bond Street
6. Done 15 Never Completed Completed Cancelled Completed 1 Completed Internet 100 The Message Queue Screen The Message Queue Screen allows the user to view messages from the past present and future Messages that are currently pending can also be cancelled by selecting the Edit button to the right of the message The messages can be organized and viewed in one of two ways For future messages select the pending messages tab at the top Then click the drop down menu to select the day s you want to view To view your current selection plus the previous day s click the Include Preceding Days check box Items will be organized by date for the account number currently selected Insurance v 2 0 0 User crhoades outboundtec com a Message Queue Pending Messages Message History Number of Days lt Select el Include Preceding Days Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com A Download User Manual https www outboundtec com insurancedemo OTECHHistIng aspx Internet a 100 Messages can be organized and viewed in one of two ways e To view edit Future Messages o Select the Pending Messages tab at the top o Click the Drop Down Menu and select the day s you wish to view o To view your current selection plus the preced
7. Note Page numbers are located at the bottom of the page To view various pages within the search results screen use the arrows at the bottom of the screen To navigate from page to page use the single arrows To navigate from beginning to end use the double arrows The slide bar will also move the search results from beginning to end as needed View Existing Customer The Customer Information Screen allows users to view information that is currently stored for an existing customer This screen is not used for updating customer information only viewing To update customer information the user must go to the Enter Update section Customer Information Clark Rhoades Cell Number Carrier Home Phone Number Email Address Language Customer Agent Name Customer Birth Date Annual Life Date Insurance Review Date Send Birthday Message Send Holiday Messages Send Insurance Review Messages Done Internet VG R100 Fields listed on the Customer Inquiry Screen e Cell Number Carrier Email Address First Middle and Last Name Language Customer Agent Name Customer Birth Date Annual Life Date Send Birthday Message Send Holiday Messages Send Insurance Review Message 14 View Existing Customer Messages All messages pending and future can be viewed by customers by selecting the messages tab from the Customer Information Screen Customer information 0 2 44 15 PM 0 2 44 14 Ph
8. appt on Description To reschedule call 417 451 1300 Message Email Dear Customer FName Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpv www outboundtec com B Download User Manual Internet f 100 a Templates Screen options e To view different templates o Click the Drop Down Menu and select the desired template o To view your current selection in Spanish select the Spanish tab listed at the top of the screen Note You will notice that each message has a different body for Text Messages versus Email Messages Text Messages have a limit of 160 characters whereas Email Messages do not have these restrictions Therefore the email template will look more like an email instead of a text message 26 The Reports Screen The Reports Screen allows the user to preview and print from the available reports Simply double click on the desired report title to begin report preview Once the preview screen is displayed click on the printer icon at the top to print Click on the X button at the top right to close the Report Preview and return to the Outbound Solution Insurance v 2 0 0 User crhoades outboundtec com a Outbound Insurance Demo Reports i All User Report OTECHAIUsers rpt Messages Sent this Month OTECHMsgType rpt BS nl Page 1 of 1 2 items S
9. 7 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual X internet f R100 Maintainable Fields on the Insurance Messages tab o Send Insurance Review Message Check this box to send each policy holder the Insurance Review Message e Click the Drop Down Menu to designate the number of years to annually send this message o Send Annual Life Reminder Check this box to send each policy holder the Annual Life Reminder 23 Terms of Service Tab The Terms of Service Tab is designed for inquiry purposes only Your Terms of Service Agreement can be read or printed to a PDF from this screen The Bank Routing Number and Bank Account Number currently being used are also listed on this screen To change your financial information please contact the Outbound Support Team Insurance v 2 0 0 User crhoades outboundtec com rt Reaching Customers Through Technology a Messaging Menu Outbound Insurance Demo System Settings General Time Lapse Notices ges Insurance Messages Terms of Service Password Terms of Service Scroll to view entire Service Agreement See Co A ZBueung TERMS OF SERVICE PLEASE READ THESE TERMS OF SERVICE WHICH INCLUDE OUR PRIVACY POLICY BEFORE YOU ENROLL TO USE OUR SEDVICE OCENOC VAH MAV ACCEEE NO FICE ANV CLINCTIANAL ITY ADAVWINEN BV AHO CORANAAIV NO TUIC WIER CITE VAH Bank Routing Number Bank Account Number Support In
10. Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpv www outboundtec com B Download User Manual X Done internet f R100 e To search for an existing customer o Enter the first or last name into the data field o Select the Search Button o You will see a screen similar to the one shown below 10 Message Inquiry Search Results The Search Results Screen of Message Inquiry allows you to inquire on past present and messages sent to each customer Search Results Description Last Date Sent Next Send Date Remaining Msgs Completed Completed Never Cancelled Completed 1 Completed Done Internet e To view a customer s messages o Click the box located to the left of their name o Click the box to minimize the data Field Descriptions e Message Description A summary of the message that was sent Last Sent The date this message was last sent to the customer Next Send The date this message will be sent to the customer Remaining Msgs The remaining number of this message to be sent to the customer NOTE This screen is to be used for Inquiry purposes only future R100 The Customer Inquiry Screen The Customer Inquiry Screen allows you to search for existing customers by first or last name This screen is the gateway to inquiring on existing customers within the Outbo
11. Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpywww outboundtec com A Download User Manual 4 Done internet f 100 The Sign Out Option To sign out of the Outbound Solution click the Sign Out button on the left hand side of your screen or click on the Lock button shown at the top right Selecting either option will properly log your machine out of the Outbound Technologies software NOTE You do not need to be logged into the software to get messages to send out The Message Queue will continue its daily cycle whether you are logged in or not 33 Support Procedures Outbound Technologies Support Team will be available for support during extended business hours Please use the following steps as guidelines to submit issues questions via email Step 1 Step 2 Step 3 Address an email to support outboundtec com Please include in the email Outbound Technologies User Name Contact Name Return Phone Number and a Detailed Description of the Problem A Support Specialist will reply by email by the end of the next business day Please use the following steps as guidelines to request telephone support 34 Step 1 Step 2 Call 417 451 1300 You will be connected with a support technician If a support technician is not available your call will then be forwarded to the support voice mailbox When leaving a message it is essential to supply the following information
12. Number to Send 2 se Number Days after 1st to send 2nd Notice 20 Insurance Messages Terms of Service Password X 20 internet f Qio General Messages Tab The General Messages Tab will determine which messages will be automatically selected for each customer that is entered into the system These settings can be maintained at the customer level but will initially be selected due to the following Click the Update button at the bottom right when you are ready to save your changes Insurance v 2 0 0 User crhoades outboundtec com rt Outbound Insurance Demo System Settings General Time Lapse Notices General Messages Holiday Messages Insurance Messages Terms of Service Send Birthday Message Send Referral Thank You Send Payment Thank You Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpv www outboundtec com B Download User Manual X Internet fa gt 100 21 Holiday Messages Tab The Holiday Messages Tab will determine which holiday messages will be automatically placed into the Message Queue for each customer These settings cannot be maintained at the customer level but will initially be selected based on the following Click the Update button at the bottom right when you are ready to save your changes Insura
13. Outbound Technologies User Name Contact Name Return Phone Number and a Detailed Description of the Problem Upon leaving a message a support technician will return your call as soon as possible Normal return time is thirty 30 minutes or less 2009 2010 Outbound Technologies L L C
14. You cannot use text messaging for quotes marketing or broker dealer messages Please refer to State Farm Non Solicitation guidelines to verify the type of messaging that can be sent Template Custom Message Date to Send 3 30 2010 Time to Send 10 00 AM E English Spanish Email Subject Ice Storm Message The office is closed due to incliment weather please call 417 451 1300 for emergencies Characters left 120 Send To Select Customers by Last Name Select Customers By Distribution List Select All Customers Support Information LastName Search Corporate Headquarters Search Results Send Message to Outbound Technologies Rhoades Ross 1012 Bond Street Rhoades Clark Neosho MO 64850 US Rhoades Clark Phone 417 451 1300 Rhoades Clark Fax 417 451 1302 Rhoades Kennedy http hwww outboundtec com A Download User Manual Internet fa R100 29 The Distribution List Screen The Distribution List Screen enables your agency to create user defined distribution lists for use from the Blast Message feature These distribution lists can be created maintained and deleted from this screen When clicking on the Distribution List button a screen similar to the following will appear Distribution List Create Update Tab E Messaging Menu Distribution Lists Create Update Maintenance Distribution Name Distribution Description Create Reset I
15. ast Name C eea C eee C Cae Cet em ae C D Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual internet f Q From the Enter Update Screen the options are Cell Phone Enter any portion of the Cell Phone Number to Search for an existing customer e Email Address Enter any portion of the Email Address to Search for an existing customer e Last Name Enter any portion of the Last Name to Search for an existing customer e Add New Customer Select the Add New Customer button to enter a new customer into the system See Page 7 for more information on Adding a New Customer Add New Customer When adding a new customer you will see a screen similar to the one below Some data fields within this screen will be pre filled based upon your system settings Customer information Delivery Method Email Text EU o Carrier Email Address Home Phone Number First Name Middle Name Last Name Language English Customer Agent Name Customer Birth Date Annual Life Date Insurance Review Date Send Birthday Message Send Holiday Messages Send Insurance Review Messages create _CreateEnter messages _Exit Done Internet e To create a n
16. d look similar to the one shown below To continue with the Outbound Solution enter your User ID and Password Once the correct information is entered click the Login button or press Enter on your keypad Outbound Technologies Administrator um REN osoon M ound Done internet a gt Rio Note To access your User ID and Password contact your System Administrator Note Once you have accessed the program you can change your password by selecting the System Settings option from the Messaging Menu When the screen appears select the Password tab listed at the top Data boxes similar to the examples shown below should appear When you have entered the correct password information click the Change Password option to successfully change your password Enter Current Password Enter New Password Re Enter New Password Change Password The Enter Update Screen The Enter Update Screen icon is located under the Messaging Menu The Enter Update Screen allows you to enter new customers and update existing ones Once the desired information has been entered you can move throughout the various functions of the program Insurance v 2 0 0 User crhoades outboundtec com a Reaching Customers Through Technology E Messaging Menu Outbound Insurance Demo 3 e E ai D S Enter Update Add Customer Cell Phone Click to add a new customer Add New Customer Email Address L
17. en sending and receiving messages Please enter the agency name phone number and email address you wish to have attached to all messages sent by the Outbound Solution Click the Update button at the bottom right when finished Insurance v 2 0 0 User crhoades outboundtec com a Reaching Customers Through Technology g Messaging Menu Outbound Insurance Demo 2 hb SG System Settings General Time Lapse Notices S Holiday Messages Insurance Messages Terms of Service Password Agency Name Outbound Insurance Demo Agency Phone Number 4174511300 Agency Fax Number 4174511302 Agency Email Address crhoades outboundtec com Agency Contact Name Clark Rhoades Agency Agent Name Clark Rhoades Reply To Email msg statefarm outboundtec com Email Display Name Outbound Technologies Agency Address 1 P O Box 1054 Agency Address 2 Agency City Neosho Agency State MO ze Agency Zip 64850 Update Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpv www outboundtec com B Download User Manual https www outboundtec com insurancedemo OTECHAgency aspx Internet fg 100 18 Time Tab The Time Tab contains two very important features of the Outbound Solution The time of day to send notices and the Time Zone you are currently located in These featur
18. es will allow us to generate messages at the time you prefer Click the Update button at the bottom right when you are ready to save your changes Insurance v 2 0 0 User crhoades outboundtec com rt System Settings General Time Lapse Notices oliday Me s Insurance Messages Terms of Service Password Time of Day to Send Notices 02 00 PM se Time Zone Central Support information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual X internet f Qio 19 Lapse Notices Tab The Lapse Notices Tab designates how many notices each customer is to receive when his or her policy has lapsed It also will designate the number of days to wait before sending the second lapse notice should the first notice be ignored Simply click the drop down button to the right of the desired field to make a change Click the Update button at the bottom right when you are ready to save your changes a Messaging Menu Cee C C C C C_ C a C Cae Support information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual Insurance v 2 0 0 User crhoades outboundtec com rt System Settings General Time Lapse Notices
19. ew customer o Select the delivery method email text email only or text only o Click the get carrier button o Enter the desired information into the data fields o Select the Create Button e To create a new customer and enter a message to be sent o Enter the desired information into the data fields o Select the Create Enter Messages Button e To cancel the addition of a new o Select the Exit Button Fields listed on the Add New Customer Screen e Delivery Method noted above 100 e Cell Number Enter the customer cell phone number even if the customer has decided to only receive email Note only cell phones will be accepted in this field if a landline or other non mobile number is entered the record will not create and an error will be given e Carrier This field will be automatically populated by the Outbound Solution e Email Address Enter the customer email address at which they would like to be contacted If the customer decides to only receive text leave this data field blank Note if the domain is not correct the record will not create and you will be asked to check the address with your customer e First Middle and Last Name Enter the customer information into these data fields e Language Select from the drop down box the appropriate language Customer Agent Name This information will be automatically populated by the Outbound Solution and is for inquiry purposes onl
20. formation Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual X internet f Qio 24 Password Tab The Password Tab allows you to change the Password to your Outbound Technologies User ID Simply enter the desired information in the fields listed on this screen and click the Change Password box to finish this change Insurance v 2 0 0 User crhoa oundtec com a Reaching Customers Through Technology 4 Messaging Menu Outbound Insurance Demo System Settings General Time Lapse Notices Terms of Service Password Enter Current Password Enter New Password System Settings Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual 4 Internet fq r Rio a 25 The Templates Screen The Templates Screen allows the user to view the design look and feel of each message within the Outbound Solution Each template is governed by the Outbound Technologies Team and is inquiry only Insurance v 2 0 0 User crhoades outboun Outbound Insurance Demo b Templates English Spanish Template Appointment Message Description Reminder Message Text This is to confirm your
21. ing days click the Include Preceding Days check box e To view Past Messages o Select the Message History tab at the top o Click the Drop Down Menu and select the day s you wish to view o To view your current selection plus the preceding days click the Include Preceding Days check box Edit Message Messages can be edited to cancel activate or change the date by clicking the EDIT button from within the Message Queue screen under the Pending Messages tab A screen shot has been provided below to display the fields that can be modified Next Send Date Description Cancel Activate this Notice Message Queue Pending Messages Message Histor Number of Days 7 Days E Include Preceding Days Description Last Date Sent Next Send Date Remaining Msgs Edit Corporate Headquarters Outbound Technologies greng A gt m Update Notice Next Send Date 3 16 2010 Description renters insurance 3 24 2010 Cancetisctivate this Notice Done greng a7 Rioo 17 The System Settings Screen The System Settings Screen is designed to tailor the Outbound Solution to your agency Within this screen you can make changes that will affect the affect the Outbound Solution from a global standpoint This screen should not require maintenance under normal circumstances General Tab The General Tab contains your agency s contact information This information will be utilized wh
22. nce v 2 0 0 User crhoades outboundtec com rt Outbound Insurance Demo System Settings General Time Lapse Notices Insurance Messages Terms of Service Password Send Holiday Messages Safe Memorial Day Fourth of July Safe Labor Day Thanksgiving Season Greetings Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com B Download User Manual X internet f Qio 22 Insurance Messages Tab The Insurance Messages Tab determines which messages will be automatically selected for each customer that is entered into the system These settings can also be maintained at the customer level but will initially be selected due to the following Click the Update button at the bottom right when you are ready to save your changes Insurance v 2 0 0 User crhoades outboundtec com rt a Messaging Menu d BASF a System Settings General Time Lapse Notices oliday Me s Insurance Messages Terms of Service Password v Send Insurance Review Message Subsequent Message Interval of Years 1 v Send Annual Life Reminder C C C C C C C C_ C C C ae Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 41
23. sho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http iwww outboundtec com A Download User Manual internet oa 100 Field Descriptions e Distribution List Name Select a Distribution List for Maintenance from the drop down box e Last Name Search by Full Last Name or Partials to add customers to the Search Results box e Arrows Use the Arrows to select one multiples or all from the Search Results box to add the customer s Selecting the arrow to the right will move customers to the Send Message box e Submit Click submit to save the new Distribution List 31 The Support Screen The Support Screen enables you to reach our dedicated and responsive support team The Outbound Technologies Support Team is available during extended business hours and will be happy to assist your needs When selected you will be presented with a Support Form shown below to submit to the Outbound Technologies Support Team You can also call the Outbound Support Team at 417 451 1300 Email Phone Message Internet a R100 Support Screen Fields e Name Enter your name within this field Email Enter the Email Address you use for the Outbound Technologies system Phone Enter a Phone Number at which you can be reached Message Enter the desired question instructions for the Outbound Support Team o Click the Submit button to Submit your Request o Click the Exit
24. sks and functions of the software Performing these tasks is made easy with just a click of a button you can add or update a customer inquire on a customer and view message history Minimum PC Requirements e Internet Options All internet browsers allow access to the Outbound Solution Whether on Internet Explorer FireFox or any other provider we are ready to handle your requests The Outbound Technologies Toolbar The Outbound Solution toolbar is designed to be as functional and easy to use as possible By clicking the bar or program icons listed at the top of the screen you can access any function of the program Once you have selected your desired option various data boxes will become available For example to update a customer simply click the Enter Update bar on the left side of the screen and then search by cell phone number email address or last name The available customers that match your request are then displayed on the screen Select the desired customer and perform the necessary update Icons Located on the Messaging Menu Enter Update Icon Ka Message Inquiry ry N customer Inquiry v Message History System Settings Templates Reports e Blast Message ki Distribution List wi ex Support Sign Out The Outbound Technologies Logon Screen The Outbound Technologies Logon Screen will be displayed when you access the www outboundtec com website address Your screen shoul
25. tment when considering the reduced costs of postage and human resources Staying in touch with your customers is essential to the growth and success of your agency Let the Outbound Solution fill this void without the restrictions of cost and resources Some of the Major highlights include e Automate direct contact with customers in the manner they prefer text and email e Tailor the Outbound Solution to your agency by setting up the system in the manner that fits you and your customers needs e The Web Based Service allows you the convenience of logging into the system no matter where you are All you need is a PC with an internet connection No additional hardware or software is needed e The Outbound Solution is ready to be used within 24 hours of your commitment making the setup process quick easy and flexible e There is no limit to the number of messages that can be sent Customer contact is virtually unlimited as postage costs and staff resources are reduced e Each message sent can be sent via Text Email or Both The Dual Communication Chain will insure that your customers receive information in a convenient and timely manner Overview Outbound Technologies utilizes a browser based system that is easy to use and highly secure This easy to use solution allows for more attention on your customers and less on the software From the Messaging Menu you will be able to access all system screens that perform the daily ta
26. und Solution Insurance v 2 0 0 User crhoades outboundtec com a Reaching Customers Through Technology La Messaging Menu Outbound Insurance Demo l Customer Inquiry Customer Inquiry Last Name First Name ae C m T C LES I Come ae C C Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 httpJ www outboundtec com B Download User Manual SCH TE mene VB K R100 e To search for an existing customer o Enter the first or last name into the data field o Select the Search Button o You will see a screen similar to the one shown below NOTE This screen is to be used for Inquiry purposes only 12 Search Results for Customers When searching for an existing customer you will see a screen similar to the one below if multiple customers matched the criteria entered The selection of an existing customer will display the specified customer information Search Results ny Rhoades Charles clark_rhoades sbcoglobal ne 000 000 0000 Rhoades Chyna 417 89 era Cam Page 1 of 1 4 items Done Internet 47 100 e To select an existing customer o Locate the desired customer o Select the Check Button listed to the right of your screen e To exit from the displayed search results o Select the X Button shown at the top right of the data box
27. upport information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com A Download User Manual X https www outboundtec com insurancedemo OTECHReports aspx internet f7 100 27 The Blast Message Screen The Blast Message Screen enables a mass communication option to your customers The ability to send out custom messaging or insurance reviews to multiple contacts or the user defined distribution lists is available from this screen Insurance v 2 0 0 User crhoades outboundtec com gh Reaching Customers Through Technology E Messaging Menu Outbound Insurance Demo amp 2 23 RB SD SS Blast Messages NOTE You cannot use text messaging for quotes marketing or broker dealer messages Please refer to State Farm Non Solicitation guidelines to verify the type of messaging that can be sent Template See gt Date to Send Time to Send lt Select gt M Send To Select Customers by Last Name Select Customers By Distribution List Select All Customers Last Name Search Results Send Message to Support Information Corporate Headquarters Outbound Technologies 1012 Bond Street Neosho MO 64850 US Phone 417 451 1300 Fax 417 451 1302 http www outboundtec com A Download User Manual internet fq 100 Field Descriptions e Template
28. vigate from beginning to end use the double arrows The slide bar will also move the search results from beginning to end as needed Update Existing Customer The Customer Update Screen allows users to update information that is currently stored for an existing customer To change the current information simply enter the desired changes and select the Update button at the bottom of the screen Simply click the Exit button at the bottom should no changes be needed Done Customer information Delivery Method Cell Number Carrier Email Address Home Phone Number 0 First Name C Middle Name Last Name Rhoades Language Customer Agent Name Customer Birth Date Annual Life Date Insurance Review Date Send Birthday Message Send Holiday Messages Send Insurance Review Messages Update Delete Ext Internet A Rio The Message Inquiry Screen The Message Inquiry Screen allows you to search for existing customers by first or last name This screen is the gateway to inquiring on past present and future customer messages Insurance v 2 0 0 User crhoades outboundtec com a Reaching Customers Through Technology H Messaging Menu Outbound Insurance Demo Message Inquiry Last Name First Name Search ee C eee C C C T CJ C m Support Information Corporate
29. y Customer Birth Date Enter the birth date of the customer using the following format MM DD Annual Life Date Enter the date to send the Annual Life Date review message Send Birthday Message Check this option to send this customer a birthday message Send Holiday Messages Check this option to send this customer the holiday messages See page 23 for more information on what Holiday Messages will be sent e Send Insurance Review Message Check this option to send this customer the Insurance Review message See page 24 for more information on the Insurance Review template Search Results for Existing Customers When searching for an existing customer you will see a screen similar to the one below if multiple customers matched the criteria entered The selection of an existing customer will display the specified customer information ey Rhoades Charles clark_rhoades sbeglobal net nla Rhoades Chyna 417 825 0489 modes ak NEEN Rhoades Ross 417 438 1351 H Page 1 of 1 4items Done internet ar 100 e To select an existing customer o Locate the desired customer and click on them e To exit from the displayed search results o Select the X Button shown at the top right of the data box Note Page numbers are located at the bottom of the page To view various pages within the search results screen use the arrows at the bottom of the screen To navigate from page to page use the single arrows To na
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