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SurePath

How To for Clients

InSure Vision Technologies, LLC March 21, 2002

Printed in the United States of America All rights reserved. No part of this manual may be reproduced, stored in a retrieval system, or transcribed,

in any form or by any means, electronically, mechanically, photocopying, or otherwise, without prior express written permission of the publisher, InSure Vision Technologies, LLC ©

InSure Vision Technologies, LLC 5455 Sylmar Avenue, Ste 501

Sherman Oaks, CA 91401 Published March 2002

Before You Begin ...........................................................................................1 About this Manual........................................................................................................... 1 About InSure Vision Technologies (IVT) ...................................................................... 1 Requirements .................................................................................................................. 1

Technical Requirements.............................................................................................. 1 SureForm..................................................................................................................... 1 SurePath User Name and Password............................................................................ 2

Support............................................................................................................................ 3

Getting Started...............................................................................................4 Introduction..................................................................................................................... 4 How to Access the SurePath Logon Page....................................................................... 4 How to Logon to SurePath.............................................................................................. 5 How to Exit SurePath...................................................................................................... 5 Start Page Overview ....................................................................................................... 6

Bond Requests................................................................................................7 Introduction..................................................................................................................... 7 How to Request a Bond .................................................................................................. 7 How to Generate a Request List ................................................................................... 11

Bond List.......................................................................................................12 Introduction................................................................................................................... 12 How to Generate a Bond List........................................................................................ 12 How to Modify the Bond List....................................................................................... 13 How to Print the Bond List ........................................................................................... 14 How to Add Comments to the Bond List...................................................................... 15

Outstanding Liability ..................................................................................16 Introduction................................................................................................................... 16 How to Generate an Outstanding Liability Report ....................................................... 16

View a Bond..................................................................................................17 Introduction................................................................................................................... 17 How to View and Print Bond Details ........................................................................... 17 How to View and Print the Bond Form ........................................................................ 18

Bid Bonds......................................................................................................20 Introduction................................................................................................................... 20 How to Generate an Outstanding Bid Bond Report...................................................... 20 How to Generate a Bid Bonds Past Bid Date Report.................................................... 21 How to View Bid Results ............................................................................................. 21 How to Enter Bid Results ............................................................................................. 21

Reports..........................................................................................................24 Introduction................................................................................................................... 24 How to Generate a Report from the Start Page............................................................. 25 How to Generate a Report from Reports ...................................................................... 25

SurePath How To for Clients BEFORE YOU BEGIN

InSure Vision Technologies, LLC Page 1

Before You Begin ABOUT THIS MANUAL

This manual is written for client users without Power of Attorney that have been given access to SurePath by their agent. It is written for SurePath version 3.0.

ABOUT INSURE VISION TECHNOLOGIES (IVT) InSure Vision Technologies is the developer of the SurePath Network, a web-based surety bond processing system. IVT is a Microsoft Certified Solution Provider and has extensive experience in the surety industry, insurance corporate finance and the development of insurance related systems. We have special expertise in Internet development, including the transition from paper-based processes to digitally enhanced processes.

REQUIREMENTS Technical Requirements To use SurePath you need: ! A computer with a Windows operating system. ! An internet connection with a 56K or greater connection rate. We recommend

at least 128K, however. ! Internet Explorer 5.5 or Netscape Navigator 6.x. We recommend that you use

Internet Explorer to take advantage of SurePath's advanced printing features.

SureForm SureForm is companion software to SurePath and is used to view and print the actual bond form. It is not required unless you want to perform these functions.

SureForm must be installed on the computer from which it will be used. The SureForm software can be downloaded from the internet. If your company requires your Information Technology group to perform these downloads, please check with them before installing SureForm.

Continued on Next Page

BEFORE YOU BEGIN SurePath How To for Clients

Page 2 InSure Vision Technologes, LLC

Requirements, continued SureForm, continued 1. To download SureForm, go to https://www.insurevision.com/surepath/. 2. Enter Userdemo in both the Logon and Password fields. 3. In the SurePath News frame, click the hyperlink entitled �here to install or

upgrade SureForm� and follow the instructions.

4. When the installation is complete, click the Exit button located on the navigation (button) bar on the left-hand side.

SurePath User Name and Password To use SurePath you need a user name and password. To obtain a SurePath User Name and Password, contact your agent. Contact information is located in the Support section of this document.

SurePath How To for Clients BEFORE YOU BEGIN


SUPPORT For SurePath and SureForm phone or email support, please contact your agent.

For on-line support in SurePath: 1. Click the Help button, located on the navigation (button) bar on the left. 2. Click the For Clients button, located on the navigation bar across the top. 3. Click the appropriate hyperlink to display step-by-step instructions.

This document is also a support tool as it provides step-by-step instructions for the basic processing functions within SurePath.

GETTING STARTED SurePath How To for Clients


Getting Started INTRODUCTION

All you need to use SurePath is: ! A Pentium class computer with at least 8Mb of memory ! Internet Explorer ! An internet connection ! A SurePath logon and password which can be obtained from your agent. For more information on any of these requirements, refer to Before You Begin / Requirements.

There are two ways to initially logon to SurePath: ! From your agent�s website. Please discuss this option with your agent. ! From IVT�s website.

HOW TO ACCESS THE SUREPATH LOGON PAGE 1. Go to your computer. 2. Connect to the internet and open Internet Explorer. 3. To display the logon page, perform one of the following:

To access SurePath from�.

Then�

Your agent�s website Please obtain these steps from your agent.

IVT�s website In the address line type https://www.insurevision.com/surepath/

Internet Explorer Favorites Once you�ve accessed the SurePath logon page you can add it to your Internet Explorer Favorites. In future sessions you can then: 1. Click Favorites on the Internet Explorer

menu bar or the Favorites icon on the IE toolbar.

2. Locate and select SurePath Manager.

SurePath How To for Clients GETTING STARTED


HOW TO LOGON TO SUREPATH 1. Access the SurePath logon page.

2. Enter your logon name in the Logon field. 3. Enter your password in the Password field. 4. Click Logon. Result: The SurePath Start Page displays.

HOW TO EXIT SUREPATH 1. Click the Exit button on the SurePath navigation bar.

GETTING STARTED SurePath How To for Clients


START PAGE OVERVIEW

Navigation Buttons provide quick access to

all SurePath functions. It

displays while performing most

functions enabling the user

to quickly maneuver in

SurePath.

This is the Start Page. It consists of frames of information that provide quick access to the most

frequently used functions. Click on any hyperlink to perform that function. To return to the Start Page at

any time, click the Start button.

SurePath How To for Clients BOND REQUESTS


Bond Requests INTRODUCTION

SurePath has simplified the bond request process. To request and monitor the status of a bond follow these easy steps: 1. Enter your bond request in SurePath. 2. SurePath emails your agent. 3. Monitor the status of your request using SurePath�s Bond Request List. When

the agent executes the bond, the request is removed from the Request List. The bond execution is added to the Bond List.

This section provides step-by-step instructions for requesting the bond and generating the Bond Request List.

HOW TO REQUEST A BOND 1. Select one of the following as your first step:

From the�. Click the�

Navigation (button) bar on the left Request a Bond button.

SurePath Start Page here hyperlink in the Request Bond frame.

2. Click the hyperlink that best represents the type of bond you want to request.


BOND REQUESTS SurePath How To for Clients


How to Request a Bond, continued 3. Complete the request form.

Tips: " A sample request form is displayed below. Data entry fields vary

depending on the type of bond selected. " Bolded fields are required fields. For example, in the print screen below

Principal Name is required, Principal Address is not. " Provide as much information as is possible to expedite the execution

process. " Principal Information: The principal names and addresses have been

entered by your agent. If the desired principal is not on the �Select the name of a standard principal� drop down list, select None and then provide the agent with as much information as is possible about the principal.

" Type of Bond Form: Your agent has provided you with a list of bond forms from which to select in order to expedite the execution process. If the form you want is not listed on the drop down list leave the field blank and then add any related comments in the Other Information / Remarks field.

" If you prefer to use the keyboard, use [Tab] to move the cursor forward one field and [Shift]+[Tab] to move the cursor back. Do not use the [Enter] key.




How to Request a Bond, continued


BOND REQUESTS SurePath How To for Clients


How to Request a Bond, continued

4. Click the Request Bond button when the request form is complete. Result: You receive a confirmation (below) and the agent is notified via email of the request. The Request List in SurePath, which is viewable by both client and agent, is updated.



HOW TO GENERATE A REQUEST LIST 1. Select one of the following as your first step:


Bottom navigation bar Request hyperlink.

Left-hand navigation bar Request List button.

2. Use any of the following options to modify or navigate through the request list:

Field Name Definition

Bonds Per Page SurePath by defaults to 10 requests per page. Green and white lines help delineate the requests on a page. To view more or less requests per page, select another option from the drop down list. Buttons for moving to the next/previous and first/last page are located at the bottom of the screen.

Order By This option dictates the sort order and defaults to Requestor. To change the sort order, select another option from the drop down list.

Jump to Page This option lets you go to a specific page on the request list. The options on the drop down list vary depending on Order By. For example, if Order By is Obligee, Jump to Page offers you a range of Obligees. If Order By is Effective Date, Jump to Page offers you date ranges. Select the range that your request falls within.

BOND LIST SurePath How To for Clients


Bond List INTRODUCTION

SurePath keeps a list of all your bonds. When a bond is executed in SurePath this list is automatically updated. The bond list is available to you at any time.

Only executed bonds are viewable on the bond list. To see a list of bond requests, refer to the Bond Request section of this document.

The bond list is a launching place for several SurePath functions. From the Bond List the user can view Bond Details and enter bond-specific Comments.

HOW TO GENERATE A BOND LIST 1. Select one of the following as your first step:


Navigation (button) bar on the left Bond List button.

SurePath Start Page here hyperlink in the View List of Outstanding Bonds frame.

2. Determine the bonds you want to appear on the bond list by checking or un-

checking available options.

3. Click the Submit button to display the bond list.

SurePath How To for Clients BOND LIST


HOW TO MODIFY THE BOND LIST 1. Display the bond list. Refer to the previous page for instructions on

displaying the bond list.


BOND LIST SurePath How To for Clients


How to Modify the Bond List, continued 2. Use any of the following options to modify or navigate through the bond list:

Field Name Definition

Bonds Per Page SurePath by default displays 10 bonds per page. Green and white lines help delineate the bonds on a page. To view more or less bonds per page, select another option from the drop down list. Buttons for moving to the next/previous and first/last page are located at the bottom of the screen.

Order By This option dictates the sort order and defaults to Bond Number. To change the sort order, select another option from the drop down list.

Jump to Page This option lets you go to a specific page on the bond list. The options on the drop down list vary depending on Order By. For example, if Order By is Obligee, Jump to Page offers you a range of Obligees. If Order By is Effective Date, Jump to Page offers you date ranges. Select the range that your bond falls within.

Find Bond Number

This option takes you to the page in the bond list containing the bond number entered in this field.

HOW TO PRINT THE BOND LIST Important: You must have Excel 95 or better to print a bond list. 1. Generate a bond list. 2. Modify the bond list if needed. 3. Go to the bottom of the page. 4. Click the Import to Excel button. 5. At the prompt, �Please allow time for the report to download�.�, click OK. 6. When prompted to open the file from the current location, click Open.

Result: A new browser window opens and displays your data. 7. Click the Tools button on the toolbar to activate the Excel toolbars.

8. Make changes as needed. Continued on Next Page

SurePath How To for Clients BOND LIST


How to Print the Bond List, continued 9. Perform any of the following:

To�. Then�

Print the document Click the printer icon.

Save the document 1. Click File on the menu bar. 2. Click Save As. 3. Enter a File Name. 4. Change the Save As Type from Web Page to

one of the Excel options. 5. Click the Save button.

10. To return to SurePath, close the browser window.

HOW TO ADD COMMENTS TO THE BOND LIST 1. Generate a bond list. 2. Click the Edit hyperlink located in the upper left hand corner of the bond list.

This opens up the Comments column on the bond list. 3. Locate the bond(s) on the list and enter comments in the Comments column.

Important: The agent sees all comments.

4. When you have finished entering comments, navigate back to the upper left hand corner of the bond list.

5. Click the View hyperlink to save the comments.

OUTSTANDING LIABILITY SurePath How To for Clients


Outstanding Liability INTRODUCTION

SurePath maintains your outstanding liability without any extra work by you or your agent. Your outstanding liability is automatically adjusted as bonds are executed and then modified (i.e., closed) in SurePath.

SurePath reports your liability first by issuing carrier, then by the subsidiaries to which you�ve been granted access.

HOW TO GENERATE AN OUTSTANDING LIABILITY REPORT 1. Click the Liability button on the navigation (button) bar on the left.

SurePath How To for Clients VIEW A BOND


View a Bond INTRODUCTION

When a bond is executed the following happens: ! The Bond List is updated. ! A Bond Details or execution report is created ! A Bond Form is created. The Bond List is discussed in the previous section of the manual. The Bond Details and Bond Form are discussed in this section of the manual.

HOW TO VIEW AND PRINT BOND DETAILS 1. Select one of the following to display Bond Details.

If you �. Then�

Know the bond number

Type it in the Find Bond field in the Navigation (button) bar or the View List of Outstanding Bonds frame on the Start Page.

Do not know the bond number

1. Generate a report or bond list containing the bond. For instructions on generating a bond list, refer to page 12. For instructions on generating a different type of report, refer to page 24.

2. Click the Bond Details button or hyperlink.


VIEW A BOND SurePath How To for Clients


How to View and Print Bond Details, continued

2. To print Bond Details, click your right mouse button. 3. Select Print from the pop-up menu. 4. Modify the Windows print screen if needed. 5. Click Print.

HOW TO VIEW AND PRINT THE BOND FORM Important: You must have SureForm installed to perform these steps.

1. Go to Bond Details. 2. Scroll down to the Transaction History section of Bond Details. Documents

associated with various bond transactions are listed in the Document column as hyperlinks. If there is no hyperlink, there is no document.


SurePath How To for Clients VIEW A BOND


How to View and Print a Bond, continued 3. Click the document hyperlink. The hyperlink is entitled Original Bond

Document Created at Bond Execution for a new document. Result: SureForm opens and displays the bond form.

4. Perform any of the following as your next step:

To� Then�

To print the bond form Click the Print iconon the toolbar or from the menu bar select File / Print.

To view a different page

Click the appropriate tab at the bottom of the form. If there is only one tab, there is only one page to the bond form.

To close the form and exit SureForm

Click the X button in the upper right-hand corner (on the SureForm title bar).

To Exit

To look at another page

To Print

BID BONDS SurePath How To for Clients


Bid Bonds INTRODUCTION

There are several additional functions that can be performed once a bid bond has been executed. These are: ! Generate an Outstanding Bid Bonds report. This is a variation of the bond

list. It lists bid bonds that as of today have an �in effect� status. From this report the user can access Bond Details or view/enter bid results.

! Generate a Bid Bonds Past Bid Date report. This is a variation of the bond list. It lists bid bonds that have an �in effect� status and that have a bid date less than today�s date. From this report the user can access Bond Details or view/enter bid results.

! View and/or enter bid results.

This section discusses each of these functions.

HOW TO GENERATE AN OUTSTANDING BID BOND REPORT 1. From either the Start Page (Standard Reports frame) or Reports option, click

the Outstanding Bid Bonds hyperlink. 2. If you selected this report via the Reports option, click Submit to generate the

report. Otherwise the report automatically generates.

SurePath How To for Clients BID BONDS


HOW TO GENERATE A BID BONDS PAST BID DATE REPORT 1. From the Reports option, click the Bid Bonds Past Bid Date hyperlink. 2. Click the Submit button.

HOW TO VIEW BID RESULTS 1. To access the Bid Results screen, perform one of the following:

" Generate a Bid Bonds Past Bid Date report. " Generate an Outstanding Bid Bond report. " Go to the Bond Details page for the desired bid bond.

2. Locate the Bid Results hyperlink or button on the selected output. 3. Click Bid Results.

HOW TO ENTER BID RESULTS 1. To access the Bid Results screen, perform one of the following:

" Generate a Bid Bonds Past Bid Date report. " Generate an Outstanding Bid Bond report. " Go to the Bond Details page for the desired bid bond.

2. Locate the Bid Results hyperlink or button on the selected output. 3. Click Bid Results. Result: The Bid Result Page displays.


BID BONDS SurePath How To for Clients


How to Enter Bid Results, continued 4. Review the information in Project Information to verify you have selected the

correct bond.

5. To enter where you ranked in the bidding process, scroll down to the Your Bid Results section.

6. In the Where your Bid Ranked field, enter a number representing where you ranked in the bid process. For example, if you were 2nd bidder, enter 2. Result: If you ranked in the top 3, SurePath grays out your slot in the Bid Results section.

7. In the Your Bid Amount field, enter your bid amount. Note: Do not use $ or commas, only decimals.

8. To enter the top 3 bidders, scroll up to the Bid Results Information section.

9. In the Bidder Name field, enter the name of the bidder. Note: If you completed the Your Bid Results section and you ranked 1, 2 or 3 you do not need to complete your information in this section.

10. In the Bid Amount field, enter the bidder�s bid amount. Note: Do not use $ or commas, only decimals.


SurePath How To for Clients BID BONDS


How to Enter Bid Results, continued 11. Scroll down to the Bid Spread Percent section and review the bid spread

calculations.

12. Enter the Engineer�s Estimate if known. 13. Click the Update Bid Results button. Note: If you were not low bidder

SurePath automatically closes your bid bond.

REPORTS SurePath How To for Clients


Reports INTRODUCTION

There are several standard reports available in SurePath. Most are accessed either from the Start Page or from the Reports option. Most are variations of the bond list. The table below briefly describes each report.

Report Name Brief Definition

Bonds Up for Renewal aka Expiring Bonds Report

This is a variation of the bond list. It lists bonds with an expiration date that falls within the date parameters provided by the user. From this report the user can access Bond Details or enter comments. This report can be generated from the Start Page or Reports.

Transaction Report This report lists all transactions occurring within a user specific date range. Transactions include executions, renewals, riders, etc. From this report the user can access Bond Details or view the bond. This report can be generated from the Start Page or Reports.

Riders Pending Obligee Acceptance

This is a variation of the bond list. It lists bonds that have riders that as of today are awaiting obligee approval. From this report the user can access Bond Details. This report can be generated from the Start Page or Reports.

Recently Closed Bonds This is a variation of the bond list. It lists bonds that have been closed within the date range specified by the user. From this report the user can access Bond Details. This report can only be generated from Reports.

SurePath How To for Clients REPORTS


HOW TO GENERATE A REPORT FROM THE START PAGE 1. Click the Start button to display the Start Page.

2. Scroll down to display the Standard Reports frame. 3. Click the hyperlink for the report you want to generate. 4. Set up any report parameters, such as dates, if prompted. 5. Click the Submit button.

HOW TO GENERATE A REPORT FROM REPORTS 1. Click the Reports button on the left-hand side.


REPORTS SurePath How To for Clients


How to Generate a Report from Reports, continued 2. Click the hyperlink for the report you want to generate.

3. Set up any report parameters, such as dates, if prompted. 4. Click the Submit button.