USER`S MANUAL The AMS360 Cross-Selling and
Contents
1. Dunham Walerie Ehwenfeld Place October 2013 Prefix the plus sign is entered after a partial or full text string This first text string is treated as the Customer s last name or the Company name All spaces following the sign are stripped out Text entered after the sign is searched as the first name ex searching for Smith St finds all customers with a last name prefixed with Smith all Smiths Smithers etc and a first name beginning with St all Stacy s Steve s etc WN OTT 7 after a Prefix a comma at the end of the first complete search string Last name or Company name returns all results that match first string with a first name beginning in j ex Searching for smith j will return Jim Smith and Joseph Smith but not Thomas Smith Recent Searches After a ProTraC Search Result is selected a recent search button on the ProTraC Search page will save that lookup The six most recent lookups are saved in the recent search buttons to facilitate looking up those records again Search Results Results matching the search key are displayed in the ProTraC Results field 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 increase your chance of finding the desired record by entering fewer characters2. Collection Script When a Data Collection button is selected Data collection opportunity Ml Email Mr Ms __ I just a script is visible in the right column This is to preg eeprom te ead i Be HO he assist you in asking your customer to provide the your email address in our system Would you mind missing information srentieliney E These scripts are customizable by your agency s ProTraC administrator Enter Info field enter missing or updated information into this field Update and Client Declined buttons Enter Email Click Update this will save the data in the correct field in Update AMS360 Your data collection activities are recorded and an Activity is created in AMS360 Client Declined ProTraC User s Manual Release 2 3 10 October 2013 T Cross Cross Sell this section displays the types of coverage that are cross sales opportunities based on information in the client s AMS360 record Items appearing in this section identify cross sales opportunities They are based on the LOB s already in place for this customer with your agency The items available for display are determined by your agency s System Administrator Example of cross sales opportunities are e PL Home Auto Life Umbrella this opportunity is displayed if the insured has PL auto and home or renters coverage but no umbrella coverage e CL Business Auto E amp O EDP EPLI Package PL Cross Sell Worker
3. 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 AMS360 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 acquisition and installation of Web services Microsoft Net 4 0 is required on workstations that will have ProTraC installed This program is already installed on most Windows PCs Net 3 5 or higher is required on AMS360 workstations Microsoft Net 3 5 and 4 0 is able to run on your PC with no compatibility issues If necessary your agency s system administrator may assist you in the download and installation of 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 e Download Installation Wizard from http atracservices com proTrac help html e Open zipped folder to unpack files e Click on PTCInstall windows installer package icon e 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 e After Net is installed
4. helps to make ProTraC more useful for your agency as well as other agencies around the US The Feedback Web page includes the following e Log program bugs e Provide product suggestions how can we make ProTraC better e Provide development ideas that utilize ATraC Service s AMS360 integration technology to bring you additional benefits ProTraC User s Manual Release 2 3 13 October 2013
5. then click on PTCInstall windows Installer Package again e ProTraC will be installed and icons will be placed on your desktop and on your Start Menu ProTraC User s Manual Release 2 3 4 October 2013 Recommended Load ProTraC in Startup Folder In Windows 7 and Vista the following steps are recommended to save you time and to get more value from ProTraC from Microsoft site http windows microsoft com en us windows vista run a program automatically when windows starts 1 Click the Start button click All Programs right click the Startup folder and then click Open 2 Open the location that contains the item to which you want to create a shortcut 3 Right click the item and then click Create Shortcut The new shortcut appears in the same location as the original item 4 Drag the shortcut into the Startup folder The next time you start Windows the program will run automatically Upgrading ProTraC to current version If you are using an earlier version of ProTraC and you wish to upgrade to the most recent version Choose Remove ProTraC Then Click on PTCInstall icon and perform installation as above Logging in to ProTraC 15 Prolrac as Welcome to the Prolrac Setup Wizard i Select whether you want to repair or remove ProT rac Repair Prov rac O Remove ProTrac Cancel Back 1 Your system administrator will assign a ProTraC Username and Password To log into P
6. top of your ProTraC window ATraC Services very much appreciates your assistance in making this program better for your agency and others Related Documents and Resources i Send Feedback 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 2 855 438 2872 e Problem Reporting Instructions 2 Overview Functional Description ProTraC is a Windows desktop application that works with your AMS360 management system database It assists you in maximizing the value of each customer contact opportunity for sales and data collection ProTraC has 2 way integration with AMS360 via Vertafore s Web Services that enables quick and easy identification of e missing information and e cross sales opportunities ProTraC enables you to quickly amp efficiently collect amp store client data as well as to create Suspenses and Activities related to cross sales Accessing ProTraC ProTraC may be accessed by authorized users on any Internet connected computer ProlraC may not be simultaneously accessed using the same log in credentials from different machines ProTraC Administrator Role Your agency s system administrator manages the installation log ins and access to ProTraC on users computers at your agency ProTraC User s Manual Release 2 3 3 October 2013 3 Installation and Requirements
7. O PrO OC rares iT ET A E EA 6 de USAG PrO MaG aiaee a a a Ei 7 THS SECON COVOFSE gara A ANE 7 Ure Navigatio Mieepes a eo ganee th oetasen eesereeeta 7 Search by AMS360 Customer Name or ID or PNONne cccceccceseeeeeeeeeeeeeeeeeeeeeeenes 8 WHilGCarG SEG Ch saina a a A O a nes 8 ProTraC allows the use of some wildcard characters to aid in your search 8 Recent Searches rano ae E E AA A E E A 9 Seal PRESUS eain E E TA 9 VIEWING and managh g FESUICS i cinwncnceseiwe dee ia nidaneaaieateeereedd A E a raa 9 PFO TAC TaD ma a E A E A A OA 10 Prospecting for cross sales and collecting client data s ssssssesessnrererenersrrernns 10 DatarC ONECUON SCD issiria A eum taaiee AA abiawete 10 TE E EE EEEE N E EAE E Cae E EE Rae ee Sea 11 Cross Sell this section displays the types of coverage that are cross sales opportunities based on information in the client s AMS360 record 000ee 11 5 Help and Feedback how to reach ProTraC support and to give your feedback and Product SUGGESTIONS sin sinnraae auteur o ieee akan diets esdew ane aiaennwia maa aexaienanaas 12 ProTraC User s Manual Release 2 3 2 October 2013 1 Introduction The purpose of this manual is to instruct users on ProTraC s features and functions Advanced instructions on downloading installing administering and updating ProTraC is in the ProTraC System Administrators Manual Your feedback is welcome via the Send Feedback button at the
8. 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 Two things occur 1 ProTraC tab opens 2 Client s record opens in AMS360 AMS360 may require you to log in to 360 once per day ProTraC User s Manual Release 2 3 9 gt Send Feedback Help amp ProTraC Prolrac Customer Ron s Construction ta I just noticed that I do not Collection have your Cell Phone Number Would you give i ice them to me so that may Cell Phone update your file me Enter Area Code and Phone p Update Workers Comp Client Declined PL X Sell CL Cust EP UCLODE T ZULS After that it will simply open the record in 360 If the client record has missing information or cross selling opportunities they will be displayed on the ProTraC tab ProTraC Tab Prospecting for cross sales and collecting client data ProTraC Actions are displayed in two categories Data Collection lists any missing data fields Items appearing in this section identify the missing client data in AMS360 Since the following fields are subject to change and frequent updates they will always appear under Data Collection e Add Update Email e Cell Phone e Salutations Other Data Collection fields are e PLonly DOB e CL Only FEIN NAICS Pq Date Data Collection Script Bj
9. e risk management by offering a PL Umbrella Script When a Cross Selling button is selected a script is visible in the right column This is to assist you in presenting the cross sales opportunity to your customer Create a Suspense in 360 button When you click this your cross sales opportunity is recorded in AMS360 as a Suspense Open the Suspense to edit necessary information such as to enter an x date assign to a Producer or create notes After you do this click the Suspense has been entered in AMS Your cross selling activity is recorded Client is not interested button Click this button if you E EET have discussed the cross sales or account rounding AMS250 opportunity and your customer is not interested Client is not interested Click to create new Activity in AMS360 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 B Send Fesdback up ZA is located at the top of your ProTraC i window ProlraC The Help Web page includes the following 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 ProTraC User s Manual Release 2 3 12 October 2013 Go to ProTraC Help Page http atracservices com proTrac help html Feedback To provide suggestions please click the blue balloon button Your feedback
10. lTraC Customer E Prospect E Suspect Enter AMS360 C Active E Inactive w Name SID D Phone Search Results Recent Searches Click to search again 4 Enter search string either part of customer s name ID or phone number a Phone number searches include cell numbers Only digits are required Other symbols are allowed but not necessary b Phone numbers may take a long time if partial numbers are entered c Names search for Last name PL customers Company names or DBAs CL customers 5 Click Search Wildcard Search ProTraC allows the use of some wildcard characters to aid in your search x the asterisk may be used in a search string to indicate all other characters a c will return any customer having an a in the LastName or FirmName field followed by a c in the same field following the a ex ABC Moving or Anders Camping The asterisk may not be the first character in a search string ProTraC User s Manual Release 2 3 8 Lr LniLI IFI Fe Fo wo Dans Motorcycle Shop LLC CO 80102 David Barbara IN 462207118 Davidson John NV 89052 Davidson s Teas Inc NV 89431 Dawnbsa Dawn NY 13820 DB Test Company NY 10018 Ddahlia Carl FL 33065 DDoll Barbie RI 02825 Dean M D Rodney WY 25309 Debbie s Deli NJ 07928 Deer Barbara CT 061142733 Del Pueblo Productions Inc PR 00918 Frozen ke Whaea Gibbs Mary Henry Todd Smith Miary
11. rProlRAC UsER s MANUAL The AMS360 Cross Selling and Prospecting Application AlraC Services LLC Version 2 3 October 2013 View online at http atracservices com proTrac Contact ProTraC Support 855 Get ATraC 855 438 2872 ext 2 ProTraC User s Manual Release 2 3 October 2013 Deh gt VE OCU OM inrit nE TA E EN E E AN EENAA 3 Related Documents and ReSouUrceS ssssssssssssnsrnrsnrnrnnsnrenennsnrnnrurnneunrnrsnsnrnneunenrnns 3 Z OVOVVICW aT r A AAA E ead pete hint Bach tae 3 FUNCEHONMall DESCHIDE resino a see aaaadiud ea wiaan eanae aes saan aaaawaa aaa 3 ACCESSING PRO WAC ta wunieee esr EE uh leeecaide EE alee cele eee oleae 3 Prorac ACIMINIStFatOr ROIC sis vsnacatiorasnivdcdsense airs E A A R Oai 3 3 Installation and Requirements cc ceccccceeeccccnsccccccueeneneereeeeeeeesseeeeeueennanntteesesenssegs 4 SoftWare TECUIFGI SES riirii tiiran steele rau EE saan ties E EE teen EAE 4 Installing ProTraC on workstations 2c2 2ssc sansa seaswasasnsarsnesaeenenieaagemianecsseesennraeiians 4 Prola Installation MES airritnern eE a E 4 On each machine that will run ProTraC ssssessessssssssssnnsnsnnnennnnnnunsnnnnnnennenennrnns 4 Recommended Load ProTraC in Startup Folder ssssssssssssnssrensnrsrerrsrrnrrrrerene 5 Upgrading Pro lira to current versiOM mesiras aa 5 ProTraC username and password sssssssssssssnsursnrsnsnrunsnseneunsnennsunnneunsnrsnsnrnneunenrnn 6 ODENING PrO a Gerrea ETEEN rE 6 CO N
12. roTraC click on the ProTraC application icon 2 3 Enter Username and Password 4 Click Login ProTraC User s Manual Release 2 3 5 October 2013 ProTraC username and password Storing ProTraC username and password Save your log in credentials in a secure location ProlTraC gt Send Feedback Help 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 g Please Log In to ProTrat Username Login Opening ProTraC To open ProTraC click on the application icon Enter username and password Click Login button ProTraC s Search screen will open 2 5 if you receive message Sorry This pin usedID is logged on already at T Ver 2 3 AL by ATraC computername it 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 If when logging in to ProTraC you receive an error message ProTraC User s Manual Release 2 3 6 October 2013 4 Using ProTraC This section covers e UI User Interface and Navigation e Search Looking Up C
13. s Comp Cross Sell Buttons the Create a Suspense and Client is Not Interested buttons notify you that cross sales opportunities have been identified by ProTraC through querying your AMS360 database The types of cross sales queries will increase over time Your suggestions are welcomed The current list of cross sales queries includes Commercial Lines e CL PL Cross Sell If you are speaking with a commercial lines customer they may be prospects for PL coverage 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 e Business Auto ST 8 Data You said you owned your ma bs Collection home EDP Saas Uh Tm sorry You are l renting e EPLI Who has that coverage for s Package you With multi policy discounts from most aaiers we might be able pave you some money Fay I get you a quote e Workers Comp Personal Lines e PL Auto e Homeowners Homeowner Ute Policy Umbrella e Flood no Flood insurance is active e Life no life insurance coverage is active ProTraC User s Manual Release 2 3 11 October 2013 e Monoline PL only one PL coverage is active Opportunity exists to cross sell other PL coverages e No PL Policies no personal lines coverage is active e PL Umbrella two types of PL coverage is active Opportunity exists to round out account and improv
14. ustomer gt Send Feedback Help amp ProtTraC Search Actions Data Tpos Esul Collection and Cross 5 Selling Enter AMS3g Viewing and managing search results C Active Inacti Name Phong Drag amp dr 2p search Results a Minimize UI amp Navigation Several navigational features will enable you to use ProlraC Collapse when you click the blue ProTraC tab on the left side of the ProTraC window the window collapses into a narrow vertical bar with a blue tab It expands when you click the blue ProTraC tab Move Locate you may locate the ProTraC window to anywhere on your monitor s Click and drag window at the silver vertical bar on the left side of the ProTraC window or else the blue field at the top of the window Bring to desired location then release mouse button Collap Dock moves ProTraC window to right border of main monitor screen Minimize minimizes ProTraC window ProTraC User s Manual Release 2 3 7 October 2013 Search Looking Up A Customer Search by AMS360 Customer Name or ID or Phone By default ProTraC opens on the search tab To search for a record 1 Choose Record Type by selecting any or all of the following a Customer b Prospect c Suspect 2 Click on Active or Inactive 3 Choose Search Type by selecting the radio button next to either AMS360 Customer Name ID or phone number 5 Send Feedback Help amp Pro
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