ITC Brochure

Agency Marketing TurboRater

Logo Design

Social Media Services

TurboRater for Website

SEO Services

Agency Buzz

Insurance Website Builder

Email Marketing AgencyMatrix

TECHNOLOGY TODAY INDEPENDENCE TOMORROW

Let’s work together towards your goals.

Technology is the number one external force impacting today’s insurance market. Technologies such as social media, telematics and analytics are redefining our market, impacting areas from marketing and distribution to customer service, pricing and buying insurance. Insurance Agency Network is working to bring a common technology platform to our associates and prospects directly or as a service to the agency.

ITC®s job is to help independent insurance agents and brokers and their partner carriers succeed in the modern competitive market. Together or individually, each of their products and services can improve agency efficiency.

ITC® can help you turn a consumer who doesn’t know your agency into a raving fan by automating your client lifecycle. Whether you use one or all of ITC® products, we want to help you achieve your goals and grow your agency.

Agency Marketing Services - ITC®s agency marketing products help with whatever your goal is so you can be successful. Whatever you need, ITC® has it: Lead generation, lead management, comparative rating, online rating, and agency management.

Quote and Sell - Now that you have a lead, it is time to quote the insured and sell the policy. TurboRater makes it easy to analyze multiple companies instantly after a quote request and find the coverage your prospect needs for the best price.

Quote Multiple Companies Fast - People are shopping for insurance quotes online so save them time by giving them one place to get a comparative quote with the online insurance quote system TurboRater for Websites.

Nurture Prospects - Sales doesn’t always close immediately. In those cases, you need to nurture a prospect. AgencyBuzz automates the follow up process before, during, and after the sale so you can keep your agency in front of your prospects and clients through personal, consistent communication.

Convert Leads - When a client lands on your insurance agency website, you need to make it easy for him or her to become a lead. Insurance Website Builder provides well-designed, functional websites with one goal in mind: to help you compete online.

Retain - Client retention is about continuing to show your value. Email marketing is a great way to do that. Agency management system Agency Matrix also makes retention easy by keeping the client's policy information at your fingertips.

We’re all in this together.

It's a collaboration between professionals with your goals and success in mind.

ITC®s Agency Marketing Services help you survive in today’s market, reaching consumers where they are… online. ITC® will help you compete online by using marketing strategies and tactics to drive traffic to your insurance agency website, so you can sell more insurance. On your website, visitors can become prospects and customers by requesting a quote. ITC® marketing services include raters, insurance websites, email marketing, search engine optimization, social media, branding and agency management.

Agency Marketing Services - Powerful online marketing tools to identify your agency, streamline operations and drive profitable growth to your agency.

TurboRater® - Web-based Personal Lines Comparative Rater to quote multiple companies fast and accurately and find the coverage your clients need.

TurboRater for Website® - Web-based Personal Lines Comparative Rater to quote multiple companies fast and accurately and find the coverage your clients need.

AgencyBuzz® - Automated agency marketing system that does email, print mail, voice, SMS and increases closing ratios and improves client retention.

Insurance Website Builder® - Powerful online marketing tool to give your agency authority and legitimacy online, increased sales and drive profitable growth.

AgencyMatrix™ - Agency management system is simple and easy to use for the efficiency and effectiveness you need to sell insurance and grow your business.

Email and Mobile Marketing - Automate follow ups with prospects, remind clients of renewals and payments, solicit referrals, easy to use and saves you time.

SEO Services - SEO plans to keep independent agents like you visible in search results for the communities where you live and work.

Social Media Services - Get consistent fresh content written specifically for insurance agencies and includes the strategies and tactics of driving traffic to your website.

Logo and Marketing Collateral - Logo and Marketing materials that are consistent with your brand, identity and differentiates you from the competition.

TurboRater® is a completely web-based comparative rater, TurboRater and is accessible from any Internetconnected computer, tablet or mobile phone, which makes it easy to share quotes between offices. TurboRater uses cloud storage to back up your data daily, making the software a cost-effective solution for your agency without the need for expensive servers and equipment. Additionally, the extensive reporting capabilities in TurboRater let you monitor your agency’s performance.

Automobile, Home, and Motorcycle Insurance Rating System.

The most valuable service you offer your customers as an independent agent is finding the coverage needed for the best price through analyzing several insurance companies. TurboRater® eliminates the need to enter quote information into multiple companies’ websites decreasing the opportunity for data entry errors and is easy to use and accurately rates auto, homeowners, condominium and renters’ policies. When you rate with TurboRater® by ITC, you can be confident in the quotes you provide your clients.

Why TurboRater® by ITC? Increase Revenue - Increase agency revenue by decreasing the time necessary to quote a policy thus giving your producers and CSRs more time for new sales and account rounding activities.

Save Time - Save time and money by creating standard workflows, lowering the amount of employee training needed and removing duplicate data entry through our personal lines comparative rater.

Improve Efficiency - Improve agency efficiency by using TurboRater’s extensive reporting capabilities.

Latest Technologies - TurboRater provides the most up to date in cloud technologies to provide you with multiple carrier quotes in an average of four seconds.

Works with Any Website - Just place a link on your website and your system does the rest. You can then offer a fun, engaging, insurtech experience for online insurance shoppers and make your insurance agency website a one-stop shop.

Online Consumer Portal - Transform your website into a sales marketing tool.

Online Binding - Now your visitors can purchase a policy from your website.*

TurboRater Features Producers and CSRs can provide quotes quickly thanks to the standard workflows in their insurance comparative rater that requires less training and reduces data entry errors. Available in one of three plans - Starter, Professional and Enterprise, here are some other key TurboRater features that can have a big impact on your agency. ✓ Real Time rating and built-in underwriting provides accurate rates. ✓ Available drip email marketing with our agency marketing system AgencyBuzz does the follow up for you so you can close more leads. ✓ Single screen quote entry makes gathering information simple and fast. ✓ As a completely web-based comparative rater, company rate changes are applied automatically so you are always quoting on the most accurate rates. ✓ Extensive reporting capabilities track your agency’s success and failures, so you can improve your efficiency. *Only available in select states.

TurboRater for Website® is a reimagination of the insurance shopping experience with the goal of delivering the best of insurtech capabilities to the websites of independent insurance agents and carriers. When TurboRater for Websites is added to your website, you can offer a fun, engaging, insurtech experience for online insurance shoppers.

Online Insurance Rater For Your Customers For years, online consumer raters have been just online insurance forms. But in today’s digital world consumers expect fast answers, mobile access, and ease of use. TurboRater for Website® is a reimagination of the insurance shopping experience with the goal of delivering the best of insurtech capabilities to the websites of independent insurance agents and carriers.

The Next Generation of Online Consumer Rating With a mobile-first, fully responsive design, consumers can compare their existing policies against more than 225 national carriers. Time-saving technologies – such as driver’s license scanning, and data prefill – make the interface easy to use. Plus, the system can be customized to your insurance website to match your branding.

Shopping for insurance online is the norm for today’s consumer. Make your insurance agency website a one-stop shop with TurboRater for Websites.

Turn Your Insurance Website into a Sales Tool To survive in today’s market, you need to reach consumers where they are… online. People are shopping for insurance quotes online and you can save them time by giving them one place to get a comparative quote with the online insurance quote system TurboRater for Website®.

Online Consumer Portal – Transform your website into a sales marketing tool.

Works With Any Website – Just place a link on your website and your system does the rest.

Just place a link on your website and your system does the rest.

Online Binding - Now your prospects can purchase a policy from your website.*

*Available for select carriers and states.

What are you looking to insure?

Auto

Property

Auto and Property

+ NOTE: TurboRater for Website® is currently only available with a TurboRater subscription. Learn more about ITC insurance rating and sales system at TurboRater®.

AgencyBuzz® is a lead management tool designed specifically for Independent Insurance Agents from the start.

No longer are you forced to store customers in generic mailings lists with systems not designed for the insurance industry. It is an automated agency marketing system that does email, print mail, voice and SMS. It increases closing ratios and improves client retention by keeping your agency in front of prospects and clients, through consistent, personal communication. Use it to automate follow ups with prospects, remind clients of renewals and payments, and solicit referrals.

Why AgencyBuzz®? ✓ ✓ ✓

Are you following up with every lead that your agency gets?

Do you have an agency marketing plan for retaining clients?

Are you consistently marketing to current clients for referrals?

If you answered no to any of these questions, you need an automated agency marketing system that measures email campaigns, tracks when a client or prospect interacts with your email, organizes contacts by line of business and relationship status.

AgencyBuzz® helps you manage your leads, client information and keep track of contact information, including email, phone numbers and address; relationship status per line of business; birthdays; anniversaries; and referral source. Its secret to successful marketing is to plan and build a smarter digital marketing strategy with one goal in mind: To grow your insurance agency.

Automated Agency Marketing - Improve your close ratio, client retention and referrals with automated marketing.

Automatic Follow Up - Follow up with contacts according to the schedule and conditions you set. If your usual follow up process for a lead covers 30 days, set follow ups for that month so when you have an influx of leads no one gets forgotten.

BuzzScore - Assign each contact in the database a BuzzScore indicating a contact's interest level with your agency calculated based on multiple actions, including opening an email, clicking a link, elapsed time since action and number of actions within a time period. Helps you determine which contacts are gaining interest in your agency and includes the trending direction of the value which allows you to see the prediction motion over the next 30 days.

Smart Strategy - Pairs agents with marketing experts to build strategies for digital marketing campaigns, including email marketing and social media marketing. Strategists support your real-time efforts to generate new prospects and retain your existing book by customizing messaging and distribution to meet your agency objectives.

Work Together – A dedicated team sets up, deploys and measures marketing strategy and tactics to achieve ongoing growth and retention that result in a return on investment. The experienced team of digital strategists prescribe the best way to optimize your digital marketing programs.

Email Content - Library of royalty-free, insurance-related content regularly updated.

AgencyBuzz Academy - Free weekly training webinars.

AgencyBuzz® is dedicated to helping insurance agents grow their businesses and understanding the specific challenges and aspects of the Independent Insurance agency.

Insurance Website BuilderÂŽ scalable sites allow your agency to grow with increased visitors, handle site updates and changes with ease, and rank higher in search engines. Users expect your site to load quickly with an easy customer experience. Do not be held hostage to a custom site and put your site in jeopardy to your users. The architecture of ITC sites is consistent and allows search engines to focus more on the customized content and keywords.

Why Insurance Website Builder?

No long-term Contracts You don't have to sign away your life to us. You'll be happy working with us month after month.

Search Engine Optimized Prospects and current clients will find your website when they search for insurance on Google.

Mobile Friendly Customers can visit your site, request quotes and contact you from any device, anywhere.

SSL Website Security Gain trust and credibility with an SSL certificate that will help increase lead generation.

Drag and Drop CMS Take control over your website with a drag-anddrop system built for normal people.

Online Quotes Forms Generate leads with multiple quote forms and email notifications. Rater integration.

Online Customer Service Reduce in-agency servicing time and satisfy customers with 24/7 customer service.

Insurance Product Pages Boost search rankings and educate potential prospects and clients with content about your products.

Social Media Friendly Get more followers, more referrals and more exposure with a social media friendly site.

Contact Us Page More prospects and clients will call, email, or stop by your agency when it's so easy.

Insurance Agency Blog Build trust as an insurance industry authority with the easiest to use blogging platform available.

Client Document Library Save time and impress your clients with a customizable document library on your website.

Agency News Page Leverage your local presence with the latest updates about your agency in the local community.

Staff Photo Gallery Personalize your site and build trust with your visitors. Swap out images in seconds.

AgencyMatrix™ is the web-based insurance management system your agency needs to maximize efficiency, productivity and sales ... with prices and features the others can't touch. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard.

AgencyMatrix™ is the fastest growing insurance management system on the market. By simply aligning their mission with the goals of the independent agent, Agency Matrix is able to provide a simple, easy-to-use product that provides the efficiency and effectiveness that agents need, so they may focus on what is most important to their business―servicing and growing their book of business.

Improve Your Business with AgencyMatrix™ Business Productivity - Insurance agents will get more done in a timely manner Using cloud-based software, more than any other business.

Virtual Employee - It's like an automated agent robot who completes a full day of work before your competition even opens their doors.

Exceptional Mobility - Designed to configure to the size of your mobile device and allow you to manage business from anywhere.

Burden-Free – Helps eliminates the nuisance/problems of cumbersome administrative processes and gives you time to grow your book.

Pricing and Features Turbo Rater Pricing Initial setup Monthly Recurring

Included $50.00

Includes Users Enable Companies Locations

Features 100% Browser/Cloud Based Accurate Rates ACORD forms Address Verification Agency & Customer Management Tracking & Reporting Agency Management Bridges Agent Friendly Interface Auto & Home Quoting Binders, Forms, and ID Cards Carrier Bridges E&O Controls File, Print & Email Letters Integration with 30+ Management Systems Lead Center Mobile-Optimized Motor Vehicle Report Integration Policy Audit Prefill Household Drivers and Vehicles Quote Efficiency and Performance reports Real Time Rating Reliability & Security Features Sales Tools Standard Reports Superior Support and Easy Setup Web Based - No software to install Weekly Report Cards

3 Unlimited 1

Turbo Rater for Websites Pricing Initial setup Monthly Recurring

Included $50.00

Includes Users

Per Agency

Enable Companies Locations

Unlimited 1

Features Automated email follow-up Bind online technology - 1 Capture contact information for follow up even if a consumer abandons the quote before its completed Customizable and full control of the look and feel Device adaptation (camera) Display carrier names and logos (or not) Easy setup, configuration and use Enable tracking with Google Tag Manager to track and analyze your online traffic Google Analytics Access Lead Portal Live or Data with Mobile Quoting Location routing Mobile friendly Modern Web Interface Multiple configurations available for coverage selections Reporting Spanish enabled Turn questions on or off to improve online conversion Web Interface Prefill Works with any website

1- Available for select carriers.

Agency Buzz for Turborater Pricing Initial setup Monthly Recurring

Included $75.00

Includes Users Contacts Monthly Outbound Emails

3 Unlimited 35,000

Setup Includes Contact Import Line of Business Campaigns Custom Template Contact Inserted Drip Holiday and Birthday Mailings Newsletters (First 12 Months) Training Session

Features Easy-to-use Interface Complete Email Marketing w/ Free Content Added Monthly CAN-SPAM Act Compliant Built-in Insurance-related Content and Mailing Designs Complete Lead and Customer Contact Management Import/Export Wizard Voicemail Messages and Interoffice Reminders Distribution Lists Cross-Media Marketing Automatic Event Handling Mailing Statistics Agency Management Integration Workflow Integration Third Party API Access Multiple Support Options Comprehensive Online Training and Help System Toll-Free and Email Support Print Mailing SMS Text Messages

50,000 All

Insurance Website Builder Pricing Initial setup Monthly Recurring

Included $299.95

Newest Features Secure, PCI, & HIPAA Compliant Websites Personalized SSL Certificates Compliance Auditing Insurance 101 Videos Partner & Trusted Professionals Page Syndicated Blogging AgencyBuzz Email Marketing

General Features W3C Compliant Websites (HTML5 or XHTML) Mobile Device Support Ready in Less than 14 Business Days Quick and Easy Setup Free Domain Name Website Dashboard Logo Design for Insurance Agencies E&O Conforming Site Automatic Content Versioning Fully Customized Graphics All The Pages You Need Provided Website Content Company Logo Integration Glossary & Insurance Resource Center Maps and Directions Link Library Privacy Policy Referral Form Contact Us Page Upload Images, Videos, Music Stock Photo Library More than 450 Built-In Company Links Built-In Search Engine Employee Directory & Career Center

Additional Costs Apply

Agency Event Calendar Third Party Financial Calculators Secure Download Area (Intranet) Customer Payment Options Carrier Payment Links Customizable Navigation Menu Fully Configurable Document Library Frequently Asked Questions Newsroom (RSS News Feeds)

Email Number of Accounts Mailbox Size Email Hosting With Web Mail Access Spam Protection 25 GB Email Boxes

Marketing Features Customer Testimonials & Reviews Customizable Blog w/ Comments, RSS & ATOM Feeds Facebook Social Media Plugin Mini Site Lead Generation Website Social Networking "Add Me" Links Social Media Integration Free Report Marketing Syndicated Blogging

Mobile Site Features Mobile Device Support No Additional Charge for Mobile Version Automatic Mobile Device Detection Line of Business Information Contact and About Us Pages Click to Call Mobile XML Sitemap Mobile Links Web Statistics Click to Map Locations Built-In Forms GPS Assisted Location Lookup Employee Directory Mobile Payments Mobile Blog w/ Comments Mobile FAQ Custom Mobile Website Design

Additional Costs Apply

Search Engine Optimization Features Search Engine Optimized Site Built-In XML Sitemap Search Engine Friendly Links Search Engine Optimization Console and Reports One Click Submission to Search Engines Search Engine Visibility Services Landing Page Redirects One-on-One Monthly Marketing Support

Form Features Lead Generating Quote Forms Customer Service Forms Build Your Own Custom Forms Third Party System Integration Auto-Responders Company Quote Engines SSL Secure Forms CAPTCHA Form Security Pager/Mobile Phone Access to Submissions AL3 & TurboTag Export Multiple Location Routing

HIPAA & Security Compliance HIPAA Compliant Web Hosting SAS70 & SSAE-16 Datacenter Encrypted Form Submissions Secure Site Forms TLS/SSL Secure Email Secure Webmail Access Email Archiving

Additional Options Advanced Design and Management Services

Support Options Industry Leading Uptime Multiple Support Options Online Training Comprehensive Online Help System Toll-Free Support Email Support Dedicated Website Consultant Email Support Dedicated Website Consultant

Additional Costs Apply

Agency Matrix Management Pricing Initial setup Monthly Recurring

Included $165.00

Includes Users

General Features General Features 100% Cloud-Based System Unlimited Training and Support Import/Export Customers & Prospects Automated Reporting Sweep Tracking & Reconciliation X-Date Tracking Accounting Reports Telephony Integration Unlimited Documents and Storage Rolodex Employee End-of-Day Tab Hyperlink to Insurance Company Mail Label Processing Company Announcements Custom Fields Forms Upload Letter Blasts Alert Fields Multi-Office Customization Task Management Time Clock Scan Now Carrier Downloads eDoc and eMessage Download Dashboard Email and Texts Blasts Drag-and-Drop Attachments Bank Deposits & Reconciliations ACORD Forms

3

Commission Reconciliation Custom Workflow Automated Marketing General Ledger Batch Barcode Scanning Task Calendar Agent Dashboard Taxes Customer Types Submissions Generator File Locker DocMatrix Speech-to-Text Notes and Tasks Texting

Additional Costs Apply

Independent Brokers

Additional Costs Apply

Additional Costs Apply Additional Costs Apply

Note: Additional fee's may be applied for Setups, Conversion and Training

CONTACT INFORMATION MANAGEMENT TEAM

SALES TEAM

MIKE HALLER

KIM SIMONIAN

Chief Administration Officer – CAO E-mail: mhaller@insuranceagencynetwork.com Cell: 425-681-0996 Office: 425-448-9190 Fax: 425-868-2411

Sales Manager – Western Region E-mail: ksimonian@insuranceagencynetwork.com

ERIC GRANDBERG

Sales Manager – Eastern Region

Chief Operating Officer - COO E-mail: egrandberg@insuranceagencynetwork.com Cell: 206-300-5714 Office: 425-448-9190 Fax: 425-868-2411

E-mail: tedw@abdins.com Cell: 503-998-9411 Fax: 425-868-2411

SEAN DORAN Marketing Manager E-mail: sdoran@insuranceagencynetwork.com Cell: 425-293-6643 Office: 425-448-9190 Fax: 425-868-2411

Cell: 559-696-8386 Fax: 425-868-2411

TED WEASE

CRAIG PHAIR Sales Manager – Midwest Region E-mail: cphair@klamathinsurance.com Cell: 541-891-9551 Fax: 425-868-2411