CORPORATE STATEMENT OF DIRECTION

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1 CORPORATE STATEMENT OF DIRECTION

2 THE BUSINESS OF INSURANCE IS CHANGING, putting new demands on agencies, brokerages and carriers. This Statement of Direction describes how Applied Systems will continue to lead the industry in developing innovative software technology to meet the future needs of agents, brokers, carriers, insured customers and technology vendors within the insurance lifecycle. It discusses business and information technology (IT) trends impacting insurance and how Applied Systems strategic approach will continue to deliver innovation and greater value to our customers and the industry. APPLIED SYSTEMS FACTS APPLIED SYSTEMS FACTS YEAR FOUNDED: 1983 VISION: To revolutionize the global business of global insurance business through of innovative software insurance through innovative software HEADQUARTERS: University Park, Illinois HEADQUARTERS: 9 regional offices in the US, Canada, UK University Park, Illinois 8 regional offices in the EMPLOYEES: U.S., Canada, UK 1,200+ EMPLOYEES: CLIENTS: 1, ,000+ agencies, brokers and carriers, representing 145,000+ insurance CLIENTS: professionals. 97% of IIABA Best Practices 12,000+ insurance agencies, agencies or brokerages use one brokers or more Applied and insurers, software platform representing 145,000+ insurance PRODUCT INTRODUCTIONS professionals AND KEY COMPANY MILESTONES: 97 percent of IIABA Best Practices insurance agencies use one or more Applied software platform PRODUCT INTRODUCTIONS AND KEY COMPANY MILESTONES: Applied TAM, first PC-based agency and brokerage management system Applied Rating Services IVANS Insurance Solutions introduces batch downloads for the multi-carrier environment Applied TAM 4.0, the first Windows-based solution in the industry 1999 Applied CSR24, the first online self-service application 2 / /

3 APPLIED SYSTEMS IS RECOGNIZED AS A PIONEER in insurance agency and brokerage management systems and data exchange between agencies, brokerages, insurers and their clients. For more than 30 years, we have led an industry we helped to create with innovative software technology that has revolutionized the insurance industry and continues to shape its future. Our track record of innovation and expertise has led to product portfolio expansions across the globe and the introduction of new technologies for our customers and the industry AppliedOnline IVANS ECS Applied Epic, the fastest-growing agency and brokerage management system IVANS ALIR (Automobile Liability Insurance Reporting) Compu-Quote acquisition (Canada) Applied MobileProducer, the first mobile application designed for agents and brokers IVANS ICE (Insurance Carrier Exchange) IVANS property and casualty business acquisition Insurecom acquisition (UK) Applied Performance Management, the first data analytics application for agents and brokers NxTech acquisition // 3

4 OUR STRATEGIC APPROACH >>> SERVICING THE INSURED PUBLIC CLOUD MARKETING SELF-SERVICE REAL-TIME MANAGING YOUR AGENCY/BROKERAGE... APPLIED MOBILITY APPLIED ONLINE... PRIVATE CLOUD DOWNLOAD INTERFACE REAL-TIME... APPLIED ANALYTICS CONNECTING TO CARRIERS APPLIED PROFESSIONAL SERVICES Applied Systems increases automation throughout the insurance lifecycle, enabling insurance agencies, brokerages and carriers to successfully respond to new market demands and become stronger and more profitable businesses. 4 / /

5 >>> TODAY, AGENTS, BROKERS AND CARRIERS need more advanced technology to manage their businesses. Insurance consumers expect greater access to their insurance information and more control over their insurance decisions. Carriers continually seek new and better ways to market and sell insurance products through the independent agent and broker channels. The industry is consolidating through mergers and acquisitions, and more insurance agencies and brokerages are expanding into multiple countries. Alongside this shift is the rapid growth of cloud computing, mobile and data analytics, which is transforming the ways insurance business is conducted at many levels. KEY INDUSTRY PARTNERSHIPS: ACORD Global nonprofit organization serving the insurance and related industries to facilitate the development of open consensus data standards and standard forms Applied Client Network The Applied Systems software user group BIBA Leading UK general insurance intermediary organization representing the interests of insurance brokers, intermediaries and their customers CIAB Premier association for the top regional, national and international commercial insurance and employee benefits intermediaries worldwide CSIO Canadian technology association for overseeing the development, implementation and maintenance of technology standards IBAC National trade organization that brings together and represents the 11 regional and provincial associations of Property and Casualty (P&C) insurance brokers in Canada IBAO Nonprofit professional business association for independent insurance brokers representing the province of Ontario, Canada IIABA National alliance of more than a quarter-million business owners and their employees, The Big I represents agents and brokers offering all types of insurance and financial services products InVEST Nonprofit program of the IIABA dedicated to promoting insurance education and career opportunities in the insurance industry to students PIA A voluntary, membership-based trade association representing professional, independent property and casualty insurance agents and brokers YAC The Big I National Young Agents Committee encourages young agents and brokers to participate in IIABA activities and programs Insurance Brokers Association of Canada // 5

6 DISRUPTIVE TECHNOLOGIES AND CHANGING CONSUMERS ARE DISPLACING TRADITIONAL BUSINESS MODELS >>> DISRUPTIVE TECHNOLOGIES AND CHANGING CONSUMERS ARE DISPLACING TRADITIONAL BUSINESS MODELS >>> DELIVER THE MOST ADVANCED SOFTWARE PLATFORMS FOR AGENCIES AND BROKERAGES MANAGING YOUR AGENCY/BROKERAGE MANAGING YOUR AGENCY OR BROKERAGE AGENCY AND BROKERAGE MANAGEMENT SYSTEMS will continue to be Applied Systems core offering, and we will enhance our systems to meet new and changing demands. Now, insurance consumers demand faster access to information, anytime and anywhere they need it, with or without the assistance of an agent or broker. Applied Systems will enhance the capabilities and workflows of Applied Epic and Applied TAM to make agency operations more efficient and enable agents and brokers to deliver a better customer experience on and offline. 6 / /

7 >>> NEW TECHNOLOGY, GOVERNMENT REGULATION AND SOCIETAL CHANGES continue to transform the business of insurance. Alternate insurance distribution channels are emerging, putting pressure on insurance businesses to adapt to the face of new competition and expectations of digitallyenabled consumers. These market forces make technology that automates independent agencies and brokerages more critical than ever to ensure agents and brokers can focus on their core business of insurance and differentiate themselves with greater service and products as trusted advisors to their clients. > > > DELIVER THE MOST ADVANCED SOFTWARE PLATFORMS FOR AGENCIES AND BROKERAGES MANAGING YOUR AGENCY/BROKERAGE AGENCY AND BROKERAGE MANAGEMENT SYSTEMS will continue to be Applied Systems core technology platform, and we will enhance our systems to meet new and changing demands. Now insurance consumers demand faster access to information, anytime and anywhere they need it, with or without the assistance of an agent or broker. Applied Systems will continue to expand and enhance the capabilities of Applied Epic and Applied TAM to make agency and brokerage operations more efficient and deliver a better customer experience on and offline. // 7

8 POWER IS SHIFTING TO THE INSURED >>> SERVICING THE INSURED 8 / /

9 >>> WITH INSTANT ACCESS TO INFORMATION, e-commerce and social media, the Web provides insured consumers greater control over their relationship with agencies, brokerages and carriers. Insurance has become a consumer-centric industry and agencies and brokerages must be responsive to this shift by expanding their service capabilities to meet new and evolving customer demands. With information widely available online, insured consumers are formulating their product preferences well before they engage with an agent, broker or carrier. Insurance businesses need to rethink the ways they are interacting with customers and be capable of providing immediate service through multiple channels, including online self-service and mobile devices. > > > EXPAND MULTICHANNEL SERVICING OPTIONS APPLIED SYSTEMS OFFERS LEADING PRODUCTS for agents and brokers to meet the multichannel customer service expectations of today s insureds. As expectations grow for service on and offline, we are expanding the capabilities of Applied CSR24, the leading online self-service application, to enable insurance agents and brokers to provide insureds access to more of their insurance information when, where and how they need it. In addition, we are adding new functionality to our online marketing and certificate tracking solutions for agencies and brokerages to deliver digitally-enhanced customer service. // 9

10 INSURANCE TODAY REQUIRES SEAMLESS AGENCY-CARRIER INTERFACE AND DATA EXCHANGE >>> CONNECTING TO CARRIERS 10 / /

11 >>> TODAY, REAL-TIME COLLABORATION that drives value across the insurance lifecycle is more important than ever. Insurance is becoming an increasingly paperless industry, and digitally-enabled consumers continue to push their agents and brokers to provide insurance information and service faster than ever. To meet these expectations, agencies, brokerages and carriers need greater connectivity and capabilities to seamlessly exchange more information throughout the insurance lifecycle for quoting, underwriting, billing, claims and other data exchange services. > > > INCREASE CONNECTIVITY AND INFORMATION EXCHANGE BETWEEN AGENCIES AND CARRIERS FOR MORE THAN 30 YEARS, APPLIED SYSTEMS has led the industry in carrier-agency interface and data exchange technology. Applied Systems was the first technology provider to assist in and support the development of IVANS, the industry standard in insurance information exchange throughout the P&C industry today. We also provide the leading rating services applications in Canada and distribute insurance products through Applied TAM in the UK. As market forces push the industry for greater automation, Applied Systems will deliver technical innovation, product enhancements and improve carrier-agency integration for the benefit of the entire P&C insurance industry through IVANS and other Applied insurer connectivity solutions. // 11

12 to collect and deliver information to customers and agents wirelessly through smart devices connected to the cloud. its mobile product portfolio while enhancing Applied MobileProducer and Applied CSR24 to increase the ability of insurance agencies and brokerages insurance information when and where they need it. As the insurance industry continues to become a mobile marketplace, Applied Systems will expand INCREASING MOBILITY Applied CSR24, the leading online self-service application. These innovative applications provide agents, brokers and consumers online access to more APPLIED SYSTEMS HAS LED THE TRANSFORMATION to mobileenabled business for independent agencies and brokerages with Applied MobileProducer, the first mobile app specifically for insurance producers, and DRIVE GREATER MOBILITY FOR AGENTS, CARRIERS AND INSURANCE CONSUMERS MOBILE IS VITAL FOR INSURANCE BUSINESSES >>> INCREASING MOBILITY 12 / /

13 >>> THE PROLIFERATION OF SMARTPHONES, tablet computers and Wi-Fi has taken business transformation first enabled by the Internet to an entirely new level. In insurance, like virtually every other industry, mobile has become a primary business channel to service customers and keep insurance professionals connected while outside the office. Forward-thinking agencies and brokerages are responding to this shift by deploying online solutions for on-demand customer service and providing their producers in the field mobile access to customer and prospect information and productivity tools. > > > DRIVE GREATER MOBILITY FOR AGENTS, BROKERS, CARRIERS AND INSURANCE CONSUMERS APPLIED SYSTEMS HAS LED THE TRANSFORMATION to mobile-enabled business for independent agencies and brokerages with Applied MobileProducer, the first mobile app specifically for insurance producers; Applied CSR24, the leading online self-service application; and Applied certtrax, the only vendor certificate of insurance tracking application. These innovative applications provide agents, brokers and consumers online access to more insurance information when and where they need it. As the insurance industry continues to become a mobile marketplace, Applied Systems will expand its mobile product portfolio, while enhancing Applied MobileProducer, Applied CSR24 and Applied certtrax to increase the ability of insurance agencies and brokerages to collect and deliver information to customers, agents and brokers wirelessly through smart devices connected to the cloud. // 13

14 CLOUD COMPUTING IS TRANSFORMING THE BUSINESS OF INSURANCE >>> LEVERAGING THE CLOUD 14 / /

15 >>> THE CLOUD IS BECOMING THE PREFERRED WAY to acquire and use software as insurance agencies, brokerages and carriers continue to move more of their business applications online for the performance, security and flexibility the cloud provides. With less IT infrastructure to manage and lower operating costs, the cloud provides greater freedom for companies to focus on new opportunities and even redefine their business models. Cloud adoption is expected to continue to rapidly grow across the world as companies take greater advantage of the flexibility of moving their software online. > > > CONTINUE TO PROVIDE THE LEADING CLOUD OFFERINGS TO THE INDUSTRY TODAY, 90 PERCENT of new Applied management system customers select an online system hosted in Applied data centers for their business, an adoption rate that will increase as more insurance businesses upgrade to modern systems. To meet this increasing demand in the marketplace, we will continue to expand Applied Cloud Services with new data centers offerings and capacity across the globe. Many of our latest products, such as Applied PerformanceManagement, are delivered through the cloud. Ongoing enhancements to our data centers will ensure our expanding product portfolios and our core agency and brokerage management systems continue to deliver at the highest levels. This includes doubling the capacity of our all-flash storage arrays and introducing new private cloud services in additional geographic regions. // 15

16 DATA ANALYTICS HAS BECOME A NECESSITY FOR AGENCIES AND BROKERAGES >>> APPLYING DATA ANALYTICS 16 / /

17 >>> INSURANCE IS AN INHERENTLY DATA-DRIVEN INDUSTRY that produces vast amounts of information. Agencies and brokerages already have deep repositories of data within their management systems with untapped potential to create business insights that lead to better decision making and long-term success. Now, acquiring business intelligence and analytics capabilities is seen as a critical path for agencies and brokerages to remain competitive as direct writers and captive insurers continue to mine data insights about the consumers they serve. The availability of new analytics software applications will enable agencies and brokerages to achieve additional business growth and profitability. > > > INCREASE THE ANALYTICS CAPABILITIES OF INSURANCE BUSINESSES CONTINUING A TRACK RECORD of first-to-market products, Applied Systems introduced analytics software to the independent insurance distribution channel in Q with Applied PerformanceManagement, a powerful application that unlocks data within Applied management systems and transforms it into comprehensive business performance insights. As independent insurance agencies and brokerages follow the lead of carriers in adopting analytics as part of their business strategy, we will broaden our product portfolio to provide additional insights that increase the business performance and profitability of agencies and brokerages. // 17

18 THE BUSINESS OF INSURANCE HAS BECOME MORE COMPLEX >>> EXPERTISE TO LEAD 18 / /

19 >>> TODAY, INSURANCE BUSINESSES MUST NAVIGATE an ever-changing and demanding business environment. In addition to building revenue and meeting customer needs, agencies, brokerages and carriers must be able to quickly integrate new strategies to maintain a competitive edge. The business of insurance and the technologies that run and connect agencies, brokerages, carriers and consumers are quickly evolving. > > > PROVIDE UNMATCHED EXPERTISE IN THE INDUSTRY APPLIED PROFESSIONAL SERVICES blends deep insurance expertise, process methodology, and technology capabilities to ensure our customers optimize their investment in Applied technology. Our Professional Services team spans all phases of implementation from project planning and initiation; to solutions design and development; to education and change management; data migration; and post-deployment optimization. Our people and their expertise are a cornerstone of our business, and we will continue to offer customers unmatched experience and insurance best practices to build and sustain more successful businesses. // 19

20 20 / / OUR COMMITMENT TO THE INDUSTRY >>>

21 >>> SINCE APPLIED SYSTEMS WAS FOUNDED IN 1983, we have been driven by our mission to continuously improve the business of insurance through innovative software solutions that enable agencies, brokerages, carriers and their customers to protect what matters most in people s lives. From pioneering software applications that have transformed the industry to continuous advancements in products that automate the insurance lifecycle for agencies, brokerages and carriers, Applied Systems has revolutionized the business of insurance and upholds this commitment to our customers and the industry in everything we do. > > > IMPROVE THE INDUSTRY THROUGH EDUCATION AND ADVOCACY APPLIED SYSTEMS WORKS CLOSELY with insurance organizations and leading industry groups to ensure the future of insurance is stronger than ever. Our goal is to improve the insurance industry as a whole through leadership, technology and education. For example, we are a strong supporter of the IIABA Best Practices Survey, providing sponsorship on an annual basis. Additionally, we are focused on promoting insurance education and career opportunities through InVEST, with our annual scholarship to drive insurance literacy and education. As a longtime InVEST advocate, we donate software for use in insurance education courses and support the organization with awareness-building media campaigns. As the industry s most trusted technology partner, Applied Systems continues to lead the insurance industry into the future through education and advocacy. // 21

22 Applied Systems, Inc. 200 Applied Parkway University Park, IL For more information visit appliedsystems.com Copyright 2015 Applied Systems

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