What Your Brokerage needs to know to support the Mobile Application

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What Your Brokerage needs to know

to support the Mobile Application

Development

The application was created collaboratively between Independent Broker Resources Inc. (a wholly owned subsidiary of IBAO, and Waxworks Creative, a development company from Kitchener, Ontario).

Independent Broker Resources Inc. (IBRI) are responsible to maintain the technology portion of the My Insurance Shopper (MIS) campaign online, and host and support the online brokerage directory.

The mobile application is integrated with the My Insurance Shopper database for simplicity’s sake, requiring IBAO members to

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both the MIS site and the mobile application current and up to date.

“Access Code?”

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membership) each individual branch will also have a unique membership number. When consumers initially download the application, they are asked for an “Access Code.” This

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Your brokerage access code is:

Username and Password:

iPhone users will require a username and password instead of an access code to

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Note: If your brokerage has more than one location, look for a spreadsheet summary of Access Codes,

Usernames and Passwords attached to this Instruction Booklet.

BROKERAGE LOCATION ACCESS CODE

USERNAME PASSWORD LOCATION

Update your MIS Profiles

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changes or email address changes. Because the mobile application will always read the information from the database at the time your client makes a request for your information, you can be assured that the client will always see current information as long as you remember to update your MIS records. You can update these records at the URL

www.mislogin.ca.

If you need any assistance with this, please contact IBAO.

NEPEAN 10729

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Perception is Reality

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We call the brokerage’s IBAO membership number the “Access Code” because we want

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Guide, we even call it a “unique access code.” If you want to maintain this perception, don’t let the cat out of the bag. Sample copies of the iPhone and Blackberry/Android

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Insurance Company Listing

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company, both for automobile and personal property. Rather than provide the customer with a listing of 200 property and casualty insurers to choose from, we once again look

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Consumers can only pick an insurer you represent. They will also be asked for their policy number.

Contact Email Address and First Notice of Loss

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recommend you monitor this email address regularly. The application allows your customers to build loss reports in case of an auto accident. These can be sent to you at

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Customer configuration guide

You should have received sample copies of the iPhone and Blackberry/Android

%WUVQOGT%QPſIWTCVKQP)WKFGUaccompanied with this document for your reference. If you are interested in creating your own branded version of this guide to deliver to your clients, both online and hard copy versions are available within the IBAO Marketing Design Centre at www.ibao.iterro.com. Login to customize your own guide with your brokerage logo and contact information under the ‘Print Campaign’ section.

Remember that each branch will have its own “Access Code”, so be sure to deliver the

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Future Development

The application is in its infancy, and we expect it to evolve over the coming months and years. If you have any suggestions regarding functionality you would like to see developed, please send your suggestions by email to [email protected].

Website listing

You may want to put some links into your website to direct customers directly to the

download location if browsing through their smartphone. We recommend placing the icons for each mobile platform on your website, and having your web designer link the logos to the appropriate address or mobile app store.

You likely want a few screen shots of your application too, and a pdf copy of the

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Marketing Design Centre under the ‘Print Campaigns’. Each mobile platform’s respective app store will also allow for a search of the application.

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:

: Requirements:

Android smartphone running Android Version 2.1 or higher

Requirements:

BlackBerry smartphone running OS 6 or higher

Requirements:

iPhone 3GS, 4, 4S or 5 running iOS 5.0 or higher

Android

iPhone

Link: https://play.google.com/store/apps/details?id=com.waxworks.ibao

Link: http://appworld.blackberry.com/webstore/content/119804/?lang=en

Link: http://itunes.apple.com/us/app/icompanion/id542513267?ls=1&mt=8

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Contact your broker with the touch of a button, by phone, email or go directly to your website. Report

Automobile

Accidents directly to your broker

using a simple form, insuring no details get overlooked. You can even take photos of the accident. Locate the Nearest Collision Reporting Centre and Body Shop. Utilizing GPS technology you can find what you're looking for quickly

.

Submit Property Claims quickly and easily

, including

photos, right from your phone. Report Special Home Inventory Items of precious belongings, including descriptions, estimated value, and photos. View

Archived

Accident Reports at any time.

About “Insuranc

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Companion”

our mobile app for

Android and Blackberry

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your smartphone today!

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Select your automobile insurance company

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Follow the prompts on the first page. Your unique

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