Wisconsin Mutual 8201 Excelsior Drive Madison, Wisconsin 53717-1907 (608) 836-4663 FAX# (608) 836-1645

AGENT SWEEP

Overview The Agent Sweep feature was designed to accommodate collecting payments and binding coverage in the agency's office. This would eliminate the agency having to deposit the money in their account and then send in an agency check. After a payment is uploaded, Wisconsin Mutual will withdraw the amount from a specified account and send a detailed withdrawal summary email. This feature is different from direct deposit of agent commissions. If your agency has previously signed up for commissions being direct deposited, you must separately sign up for this feature. Separate accounts may be specified for each option.

Instructions The Agent Sweep feature is located in the Policy Navigation section on WMI Agent Access page @ www.wiins.com/agent_access.htm. On the initial entry screen you will need to enter Policy Number, Amount Paid, Payment Type, and Received By. Once you click the Submit button, it will take you to a Verification Screen, that includes the policyholders name according to policy entered. This Verification Screen will include all of the sweep information for you to verify. From there you will press the Complete Payment button to complete the payment or use your browser's BACK button to return to the form. Then the Receipt of Payment screen will be displayed to print. The payment has not been submitted until the Receipt of Payment has been displayed. You will receive an email of the withdrawal summary when the withdrawal has been submitted to the bank. The email will be from [email protected]. It will have a .txt file as the subject and as an attachment. The text file is the itemized listing of sweeps that make up one withdrawal.

If you have any questions regarding the Agent Sweep feature, contact Jenny Lietz.

Wisconsin Mutual 8201 Excelsior Drive Madison, Wisconsin 53717-1907 (608) 836-4663 FAX# (608) 836-1645

ATTN: Jenny Lietz AGENT SWEEP

AUTHORIZATION AGREEMENT - FOR AUTOMATIC WITHDRAWALS FOR AGENT SWEEP Bank account information may take 1-2 business days to verify.

AGENT NAME

AGENT NUMBER

EMAIL ADDRESS This address will be used to email withdrawal summaries to your agency. Only one email address may be used per agency.

I (we) hereby authorize WISCONSIN MUTUAL INSURANCE COMPANY hereafter called COMPANY, to initiate withdrawals or deposits to my (our) account indicated below and the depository named below, hereinafter called DEPOSITORY, to withdraw or deposit the same to such account.

DEPOSITORY NAME BRANCH TRANSIT/ABA NUMBER

CITY, STATE, ZIP ACCOUNT NBR

TYPE OF ACCOUNT CHECKING SAVINGS (Select One)

This authority is to remain in full force and effect until COMPANY has received written notification from me (or either of us) of its termination in such time and in such manner as to afford COMPANY and DEPOSITORY a reasonable opportunity to act on it.

NAME (PLEASE PRINT) DATE

SIGNATURE

ATTACH COPY OF CHECK HERE

WMI 5-1-02