Coffee House Wireframes

X
NEW
UPDATE
✓ VD
✓ UI
VD
UI
?
✓
!
Wireframe in progress
Wireframe approved
Visual design in progress
Visual design approved
Item / page updaHenry
New item / page
Discontinued item / page
Item / page approved
Item / page needs discussion
Item / page needs immediate attention
STATUS BADGES LEGEND

TABLE OF CONTENTS
New User 4
Sign Up 9
Returning User 12
About Coffee House 15
First Time UX 18
Dashboard View 21
Get New Quote 27
Cancel Application 36
View Quotes Received - Single Policy 39
View Quotes Received - Package Policy 42
Renewals 47
Role Management 51NEW
UPDATE
UPDATE
✓ UI
✓ UI
UPDATE
✓ UI
✓ UI
✓ UI
✓ UI
✓ UI
✓ UI

Login 5
Googlehttp://coffeehouse.com/user/Login
I am a New User
Get New Quote !COFFEE
H O U S E
Login / Sign Up
COFFEE
HOUSE
I am a Returning User
What is Coffee House?
1. User lands on this page when he/she clicks on the Login /
Sign Up button on the top right corner
2. Click on the I am a New User section to view the contents
under it
3. Clicking on the Get New Quote button on top right without
signing in will take user through the filling new quote process
and will ask for login at the last step
4. The application is designed with 960px grid in mind so that it
fits most screen sizes and can be scaled to a mobile / tablet
version in the future when required
5. The “Coffee House” logo is just a placeholder and will be
replaced by a new one during visual design

New User 6
Googlehttp://coffeehouse.com/user/New User
H O U S E
Login / Sign Up
COFFEE
HOUSE
I am a New User
Enter your activation code here
Start BrewingI want to Sign up!
1. User lands on this page when he/she clicks on the I am a
New User section
2. The existing sections contract and the New User section
expands to show information under it
3. A new user needs to put in his activation code to set up the
email and password
4. The Start Brewing button will remain disabled until the user
puts in a valid activation code
" Remember me

Enter Activation Code 7
Googlehttp://coffeehouse.com/user/Enter Activation Code
I am a New User
234-CR-SD43
ContinueI want to Sign up!
H O U S E
Login / Sign Up
COFFEE
HOUSE
"Activation Code:
1. The Start Brewing button will becomes enabled when user
2. Clicking on the I want to Sign Up! button allows user to view
how to sign up to Coffee House
# Remember me

Enter Credentials 8
Googlehttp://coffeehouse.com/user/Enter Credentials
Just enter the following details and we’ll set your
account up in no time!
H O U S E
Login / Sign Up
COFFEE
HOUSE
Start Brewing
abc@xyz.comEmail
Password
Re-enter password
∠

Enter Activation Code 2 10
Googlehttp://coffeehouse.com/user/Enter Activation Code 2
H O U S E
Login / Sign Up
COFFEE
HOUSE
1. The Start Brewing button will becomes enabled when user
2. Clicking on the I want to Sign Up! button allows user to view
how to sign up to Coffee House
I am a New User
Enter your activation code here
Start BrewingI want to Sign up!
" Remember me

I want to Sign up 11
Googlehttp://coffeehouse.com/user/I want to Sign up
Just enter the following details and we’ll call you back
within 24 hours
H O U S E
Login / Sign Up
COFFEE
HOUSE
Done
Name
Agency Name
Phone Number
Or, simply call us at
432-567-9810"
1. Clicking on the I want to Sign Up! button flips the Sign Up
pane to reveal this
2. Clicking on the back icon on top left will flip it back to the
New User section
3. Clicking the What is Coffee House button will open the
About Coffee House page∠
Zip

Use Case: Returning User
Returning User3

Login 2 13
Googlehttp://coffeehouse.com/user/Login 2
H O U S E
Login / Sign Up
COFFEE
HOUSE
I am a New User

Returning User 14
Googlehttp://coffeehouse.com/user/Returning User
H O U S E
Login / Sign Up
pCOFFEE
HOUSE
Start Brewing
I am a New User
1. User lands on this page when he/she clicks on the I am a
Returning User section
2. The Start Brewing button will remain disabled until the user
puts in a valid username and password
3. If the user forgets the password, a reset link is sent to the
email address provided
xxxxxxxxxxPassword
" Remember me
henry.styles@abc.comUser ID
Forgot Password

Use Case: About Coffee House
About Coffee House4

What is Coffee House 16
Googlehttp://coffeehouse.com/user/What is Coffee House
H O U S E
Login / Sign Up
COFFEE
HOUSE
I am a New User

About Coffee House 17
Googlehttp://coffeehouse.com/user/About Coffee House
H O U S E
Login / Sign Up
○Demo Video
About Us
Completely impact multifunctional processes and
wireless supply chains. Dynamically engage business
meta-services for market-driven data. Collaboratively
restore cross-platform users before client-centered
manufactured products.
Assertively evolve long-term high-impact vortals
through visionary solutions. Professionally harness
standardized portals vis-a-vis resource maximizing
deliverables. Continually coordinate stand-alone
applications rather than virtual communities.
Dynamically optimize fully researched results before
stand-alone human capital. Completely predominate
seamless synergy via interoperable methodologies.
Dramatically provide access to fully researched
infrastructures.
About Coffee House
Sample Quote Comparison
#Quote Comparison Screenshot
1. User lands on this page when he/she clicks on the What is
Coffee House section / button
2. The demo video plays by default

Use Case: First Time UX
First Time UX5

New User Activation Code 19
Googlehttp://coffeehouse.com/user/New User Activation Code
Just enter the following details and we’ll set your
account up in no time!
H O U S E
Login / Sign Up
COFFEE
HOUSE
Start Brewing
abc@xyz.comEmail
Password
Re-enter password
∠

Empty Dashboard 20
Googlehttp://coffeehouse.com/user/Empty Dashboard
HenryGet New QuoteDashboard !"
1
COFFEE
H O U S E
Get New Quote
Just click the button below to get a new quote and we’ll set up everything for you!

Use Case: Dashboard View
Dashboard View6

Dashboard 22
Googlehttp://coffeehouse.com/user/Dashboard
Policy Number: MI3JGU5WJ
Pete Fisheries
$690.61
$723.54
Policy Number: G6RDXO71F
AK Food Company
$1493.84
∠
∠
Policy Number: 4P70N7OQC
Kim’s Nails
∠
$862.28
∠$1035.76
∠
Policy Number: 4PFEIOXW3
Hart Productions, LLC
Policy Number: 8TA7EKZ2I
Carl’s Electronics
Policy Number: 1Q1L0DVKI
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
Policy Number: ZCNWXE1UV
iRepair Inc
Policy Number: 7SILJOFXM
Fine Plumbers
∠
Quote Number: OZHDEAYC6
Mike’s Gym
$950.26
General Liability ∠
Package
$778.02
Quote Number: GLCGTD83T
ERP Marketing LLC
Quote Number: 595RBLBPR
Tom’s Flower Senders Inc
$1340.99
—
General Liability
Worker’s Compensation
Quote Number: U61J21BHF
AD Food Company
$1576.60
$1232.43
∠
Quote Number: MJLW7EY2I
Jim Property, LLC
$1000.23
Quote Number: YIDS6I11W
Sam’s Deli
Quote Number: 9TGXA45G3
Absolute Dry Cleaners
∠
∠
∠
∠
Package
Inland Marine
Business Owner’s Policy
Pending Quotes "
Renewals (15)
Henry
Henry Styles
Last Login at:
23 Apr 2015 at 07:30 PM
Settings
Account Information#
Logout$
%
Get New QuoteDashboard &"
Today ∠
14( 6) 3*
1
Incomplete ApplicationsApplications DeniedNew Quotes
+
Status PremiumApplicant Details Insurance Types
COFFEE
H O U S E
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
PremiumInsured Details
Tomorrow ∠
30 April 2015 ∠
1. User lands on this page after he/she successfully logs in
2. By default, the quotes under “All Quotes” section will be
sorted by reverse chronological order (starting from the
newest)
3. Clicking on any of the boxes above “All Quotes” will sort
the list to view relevant data
4. User can Filter or search for a quote in the section
5. The table is easily sortable. User can simply click on the
column headers to sort them by it
6. Renewals are also sorted by reverse chronological order
7. Clicking on the blue bar will collapse the items under it
"+
2 Declined
1 In Progress
3 Received
2 In Progress
4 Declined

Filter Options 23
Googlehttp://coffeehouse.com/user/Filter Options
Pending Quotes !
Premium Range
$500 $2000
Insurance Type
Application Date Range
From To ""
!
Pete Fisheries
$690.61
$723.54
AK Food Company
$1493.84
∠
∠
Kim’s Nails
∠
$862.28
∠$1035.76
∠
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
iRepair Inc
Fine Plumbers
$
Renewals (15)
HenryGet New QuoteDashboard %$
Today ∠
14' 6( 3)
1
COFFEE
H O U S E
Tomorrow ∠
30 April 2015 ∠
$!
∠
Mike’s Gym
$950.26
Package
$778.02
ERP Marketing LLC
$1340.99
—
General Liability
AD Food Company
$1576.60
$1232.43
∠
Jim Property, LLC
$1000.23
Sam’s Deli
∠
∠
∠
∠
Package
Inland Marine
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
2 Declined
1 In Progress
3 Received
2 In Progress
4 Declined

Filters Applied 24
Googlehttp://coffeehouse.com/user/Filters Applied
Premium Range
$500 $2000
General Liability
Application Date Range
From To !!
"
Premium From $700 to $2000 General Liability Insurance Clear All
Pete Fisheries
$690.61
$723.54
AK Food Company
$1493.84
∠
∠
Kim’s Nails
∠
$862.28
∠$1035.76
∠
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
iRepair Inc
Fine Plumbers
Pending Quotes $
Renewals (15)
HenryGet New QuoteDashboard %$
Today ∠
14' 6( 3)
1
"
COFFEE
H O U S E
Mike’s Gym
$950.26
$778.02
$1340.99
General Liability
General Liability
AD Food Company
Sam’s Deli
∠
∠
2 Declined
1 In Progress
3 Received
6 Received
3 Declined
3 Received
Tomorrow ∠
30 April 2015 ∠
$"

Notiﬁcations Dropdown 25
Googlehttp://coffeehouse.com/user/Notiﬁcations Dropdown
2 Quotes Received for Mike’s Gym - SDFSC38D
May 14 at 09:44PM
Application Declined for Jim Property, LLC -
MSAD2342D
09:30AM
3 Quotes Received for Tom’s Flower Senders Inc -
CVCVJ9834
Mon 10:44AM
View All
!
1
Pete Fisheries
$690.61
$723.54
AK Food Company
$1493.84
∠
∠
Kim’s Nails
∠
$862.28
∠$1035.76
∠
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
iRepair Inc
Fine Plumbers
Pending Quotes #
Renewals (15)
HenryGet New QuoteDashboard !#
Today ∠
14% 6& 3'
1
(
COFFEE
H O U S E
Tomorrow ∠
30 April 2015 ∠
#(
∠
Mike’s Gym
$950.26
Package
$778.02
ERP Marketing LLC
$1340.99
—
General Liability
AD Food Company
$1576.60
$1232.43
∠
Jim Property, LLC
$1000.23
Sam’s Deli
∠
∠
∠
∠
Package
Inland Marine
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
2 Declined
1 In Progress
3 Received
2 In Progress
4 Declined

View All Notifications 26
Googlehttp://coffeehouse.com/user/View All Notifications
May 14 at 09:44PM
May 14 at 09:44PM
May 14 at 09:44PM
May 14 at 09:44PM
May 14 at 09:44PM
3 Quotes Received for Tom’s Flower Senders Inc -
CVCVJ9834
Mon 10:44AM
May 14 at 09:44PM
Application Declined for Jim Property, LLC -
MSAD2342D
09:30AM
May 14 at 09:44PM
May 14 at 09:44PM
May 14 at 09:44PM
May 14 at 09:44PM
Pending Quotes !
All Notifications
HenryGet New QuoteDashboard "!
14# 6$ 3%
1
&
COFFEE
H O U S E
∠
∠
Mike’s Gym
$950.26
Package
$778.02
ERP Marketing LLC
$1340.99
—
General Liability
AD Food Company
$1576.60
$1232.43
∠
Jim Property, LLC
$1000.23
Sam’s Deli
∠
∠
∠
∠
Package
Inland Marine
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
2 Declined
1 In Progress
3 Received
2 In Progress
4 Declined
1. The Notifications section slides in from the right edge
2. Clicking on the arrows on the header will side it back

Use Case: Get New Quote
Get New Quote7

Start New Quote 28
Googlehttp://coffeehouse.com/user/Start New Quote
COFFEE
H O U S E
COFFEE
HOUSE
HenryGet New Quote !"
1
Start New Quote
Mary’s Good EatsName of Insured
1
No. of Years in
Business
4421 Main StreetAddress Line 1
ZipCAState
PleasantonCity Phone
Effective Date
Cancel
Enter Basic Information1
Type of Business Restaurant 16916Class Code
Check Market Availability
Insurance Type Business Personal Property Business Income Auto
1. User lands on this page after he/she taps on Get New Quote
2. All the questions are mandatory on this page. The Check
Market Availability button will be disabled until complete
information is filled in

Market Availability 29
Googlehttp://coffeehouse.com/user/Market Availability
COFFEE
H O U S E
COFFEE
HOUSE
1
Market Availability Cancel
Select Carriers2
Edit
# #
The following carriers can quote for you. Select the ones you want to quote with:
Grind the Beans!
#
1. This process might take a bit of time so user can choose to go
back to the dashboard and come back when he’s received
quotes from all the supported carriers
2. The carriers overplayed with a gray shade symbolise that they
will not provide quotes for the insurance seeker
3. On the left, application gives user the ability to edit the basic
information by tapping on the Edit button
4. Once user gets the quotes, he/she can select the desired
carriers and click on Grind the Beans to fill in the complete
application
Back to Dashboard

Insured Details: Building Details 30
Googlehttp://coffeehouse.com/user/Insured Details: Building Details
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Building Details
Cancel
Select Carriers (3 selected)2
Edit
Edit
Do you own the building?
Construction Type Joisted Masonry
500Square Footage
Yes No
1950Year built
Sprinklered? Yes No
Is UL300 in place? Yes No
0% of area sprinklered? %
Insured Details3
Building Details
Alarm Systems
Last Updates
Business Information
1. The information being asked here changes on the basis of
selections made under “Insurance Type” dropdown. For
instance, if user is only looking for Auto Insurance, there
might not be a need to fill in same set of information
2. At any time, user can discard the application by clicking the
“Cancel” button
3. Alternatively, to fill in the application later, user can click on
the “Back to Dashboard” button.
4. Each application will have sections as shown in the left side of
the screen. They are dependant on the type of insurance
being asked for
5. The panel on the right is scrollable and can contain more
information if all the options cannot be shown in a single
page
NextBack to Dashboard

Insured Details: Last Updates 31
Googlehttp://coffeehouse.com/user/Insured Details: Last Updates
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Last Updates
Cancel
Edit
Edit
When was the building last updated?
Rooﬁng —
2010Wiring
2014Plumbing
Insured Details3
Building Details
Alarm Systems
Last Updates
1. The left hand panel allows user to backtrack at any point of
time. He/she can update information by clicking on either the
Edit button or on the hyperlink of the sections under Insured
Details

Insured Details: Alarm Systems 32
Googlehttp://coffeehouse.com/user/Insured Details: Alarm Systems
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Alarm Systems
Cancel
Edit
Edit
Do you have any alarm systems installed? YES
Burglar Alarm Type
Fire Alarm Type
Local Central Station
Local Central Station
Insured Details3
Building Details
Alarm Systems
Last Updates
1. By default, the toggle will be ON
2. On turning the toggle OFF, the fields below it would become
disabled
None
None

Insured Details: Business Information 33
Googlehttp://coffeehouse.com/user/Insured Details: Business Information
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Cancel
Edit
Edit
$350,000Business Personal Property
$100,000Business Income
$20,000Annual Liquor Receipts
Insured Details3
Building Details
Alarm Systems
Last Updates
Submit ApplicationBack to Dashboard
1. After filling in the application, user can tap on the “Submit
Application” button. This will take them back to the
Dashboard where this application will be added on the top of
the “All Quotes” section
2. As soon as the quotes come in, user can click on it to view
them
3. User can also add another address by clicking on the “Add
Business Location” button to add new location and enter
information
Add Business Location

Insured Details: New Location Added 34
Googlehttp://coffeehouse.com/user/Insured Details: New Location Added
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Building Details
Cancel
Edit
Edit
Insured Details3
Building Details
Alarm Systems
Last Updates
Address 1
Building Details
Address 2
Do you own the building?
Construction Type Joisted Masonry
500Square Footage
Yes No
1950Year built
Sprinklered? Yes No
Back to Dashboard
ZipCAState
Next
Remove
Remove

Application Submitted 35
Googlehttp://coffeehouse.com/user/Application Submitted
Pete Fisheries
$690.61
$723.54
AK Food Company
$1493.84
∠
∠
Kim’s Nails
∠
$862.28
∠$1035.76
∠
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
iRepair Inc
Fine Plumbers
∠
AD Food Company
∠
Sam’s Deli
—
—
General Liability
Inland Marine
∠
General Liability
$1340.99
Quote Number: ASDADJ55C
Mary’s Good Eats
∠
$778.02
Mike’s Gym
Jim Property, LLC
Package
∠
∠
Package
$1576.60
$1232.43
∠
$950.26
Pending Quotes "
Renewals (15)
HenryGet New QuoteDashboard #"
Today ∠
14% 6& 3'
1
(
COFFEE
H O U S E
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
Tomorrow ∠
30 April 2015 ∠
"(
1 Declined
1 In Progress
4 Received
6 In Progress
Application successfully submitted!
It might take upto 24 hours to receive quotes from the selected carriers.

Use Case: Cancel Application
Cancel Application8

Insured Details: Last Updates 2 37
Googlehttp://coffeehouse.com/user/Insured Details: Last Updates 2
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Last Updates
Cancel
Edit
Edit
Rooﬁng —
2010Wiring
2014Plumbing
Insured Details3
Building Details
Alarm Systems
Last Updates

Insured Details: Last Updates 3 38
Googlehttp://coffeehouse.com/user/Insured Details: Last Updates 3
COFFEE
H O U S E
COFFEE
HOUSE
1
Insured Details
Last Updates
Cancel
Edit
Edit
Rooﬁng —
2010Wiring
2014Plumbing
Insured Details3
Building Details
Alarm Systems
Last Updates
The page at http://url says:
Cancelling will discard your progress and
application will not be saved.
Cancel OKSave and go to Dashboard

Use Case: View Quotes Received - Single Policy
View Quotes Received for
Single Policy
9

Application Quotes V1 - Single Policy 40
Googlehttp://coffeehouse.com/user/Application Quotes V1 - Single Policy
Jim Property, LLC
!
HenryGet New Quote "!
1
#∠
Bind?
Yes
No
SDFN8896D
Agency Bill
Yes
Writing Company
No
Direct Bill
Credits Available?
$1228.20
$1220.93
Agency Bill
Yes
Yes
Billing
Options
12%$1238.12
WJYOUG1ED
Binding
Authority
Enhancements
10%
17%
Premium
NoView
PKCNTBEBS
Commission
Yes View
View Yes
AuditableCarrier
DashboardCOFFEE
H O U S E
View ApplicationBusiness Owner’s Policy
3 Applications Declined Show
Bind
Bind
Bind

Application Quotes V1 - Single Policy - View Declined Quotes 41
Googlehttp://coffeehouse.com/user/Application Quotes V1 - Single Policy - View Declined Quotes
Jim Property, LLC
!
1
#∠
Bind?
Yes
No
SDFN8896D
Agency Bill
Yes
Writing Company
No
Direct Bill
Credits Available?
$1228.20
$1220.93
Agency Bill
Yes
Yes
Billing
Options
12%$1238.12
WJYOUG1ED
Binding
Authority
Enhancements
10%
17%
Premium
NoView
PKCNTBEBS
Commission
Yes View
View Yes
AuditableCarrier
DashboardCOFFEE
H O U S E
View ApplicationBusiness Owner’s Policy
3 Applications Declined Hide
Coverage requested not available
Coverage requested not available
Application Declined
Bind
Bind
Bind

Use Case: View Quotes Received - Package Policy
View Quotes Received
Package Policy
10

Application Quotes V1 - Package Policy 43
Googlehttp://coffeehouse.com/user/Application Quotes V1 - Package Policy
Jim Property, LLC
!
1
#∠
%
%
%
%
Agency Bill
ViewNo
Yes
PKCNTBEBS
Agency Bill
WJYOUG1ED
$1220.93
12%
Yes
No No
Yes
Premium
Yes
Credits Available?
$1238.12
Carrier
View
Binding Authority
10%
17%$1228.20
Direct BillYes
Billing Options
SDFN8896D
Writing CompanyCommission
ViewYes
Auditable Enhancements
DashboardCOFFEE
H O U S E
Compare (0)Package Policy
View Application

Application Quotes V1 - Package Policy - Select Quotes 44
Googlehttp://coffeehouse.com/user/Application Quotes V1 - Package Policy - Select Quotes
Jim Property, LLC
!
1
#∠
%
&
%
&
Agency Bill
ViewNo
Yes
PKCNTBEBS
Agency Bill
WJYOUG1ED
$1220.93
12%
Yes
No No
Yes
Premium
Yes
Credits Available?
$1238.12
Carrier
View
Binding Authority
10%
17%$1228.20
Direct BillYes
Billing Options
SDFN8896D
Writing CompanyCommission
ViewYes
Auditable Enhancements
DashboardCOFFEE
H O U S E
Compare (2)Package Policy
View Application

Application Quotes V2 - Package Policies - Overview 45
Googlehttp://coffeehouse.com/user/Application Quotes V2 - Package Policies - Overview
Overview
General Liability Inland Marine
1
DashboardCOFFEE
H O U S E
Jim Property, LLC
∠ View Application
Bind?
$423.87
SDFN8896D
$435.67 $234.75
$453.32$456.23
WJYOUG1ED
General Liability
$782.21
Business Personal Property Inland MarineCarrier
Bind
Bind
Business Personal Property

Application Quotes V2 - Package Policies - Separate Quotes 2 46
Googlehttp://coffeehouse.com/user/Application Quotes V2 - Package Policies - Separate Quotes 2
General Liability Inland Marine
1
DashboardCOFFEE
H O U S E
Jim Property, LLC
∠ View Application
"
Bind?
No
SDFN8896D
Yes
Writing Company
No
Direct Bill
Credits Available?
$1220.93
Agency Bill
Yes
Billing
Options
12%$1238.12
WJYOUG1ED
Binding
Authority
Enhancements
10%
Premium
NoView
Commission
Yes View
AuditableCarrier
Bind
Bind
Overview

Use Case: Renewals
View Renewal Details11

Dashbaord 3 48
Googlehttp://coffeehouse.com/user/Dashbaord 3
Pete Fisheries
$690.61
$723.54
AK Food Company
$1493.84
∠
∠
Kim’s Nails
∠
$862.28
∠$1035.76
∠
AD Food Company
$1345.94
$1790.84
∠
∠
$1095.92
∠
iRepair Inc
Fine Plumbers
Renewals (15)
HenryGet New QuoteDashboard "#
Today ∠
14% 6& 3'
1
COFFEE
H O U S E
Tomorrow ∠
30 April 2015 ∠
#(
∠
Mike’s Gym
$950.26
Package
$778.02
ERP Marketing LLC
$1340.99
—
General Liability
AD Food Company
$1576.60
$1232.43
∠
Jim Property, LLC
$1000.23
Sam’s Deli
∠
∠
∠
∠
Package
Inland Marine
Pending Quotes #(
2 In Progress
4 Received
2 Declined
1 In Progress
3 Received
3 Declined
3 Received
4 In Progress
2 Declined
Application
Declined
2 Declined
1 In Progress
3 Received
2 In Progress
4 Declined

Renewals 49
Googlehttp://coffeehouse.com/user/Renewals
1
DashboardCOFFEE
H O U S E
∠ View Application Market this Account
PKCNTBEBS
WJYOUG1ED
SDFN8896D
Carrier Auditable
Yes
Enhancements
Direct Bill
Inland Marine $423.73
Yes
Premium
Yes
Agency Bill
Binding Authority
NoNo
$454.67
Writing Company
View
$324.32
General Liability
View
View
Insurance Type
Agency Bill
Billing Options
Yes
Existing Policies
Update this Account
1. Clicking on Update this Account will renew the policy for this
year
2. Clicking on Market this Account will allow user to edit the
application and resubmit it for getting new quotes (shown in
the next screen)

Fill in Changes 50
Googlehttp://coffeehouse.com/user/Fill in Changes
1
DashboardCOFFEE
H O U S E
∠ Save & Market
COFFEE
HOUSE
Market Account
Please check and edit the necessary information
Mary’s Good EatsName of Insured
1
No. of Years in
Business
ZipCAState
May 23, 2015Effective Date
Cancel
Edit Basic Information1
Type of Business Restaurant 16916Class Code
Check Market Availability
Insurance Type Business Personal Property Business Income Auto
$

Use Case: Role Management
Role Management12

Returning User 2 52
Googlehttp://coffeehouse.com/user/Returning User 2
H O U S E
Login / Sign Up
pCOFFEE
HOUSE
Start Brewing
I am a New User
xxxxxxxxxxPassword
" Remember me
henry.styles@abc.comUser ID

Team Members 53
Googlehttp://coffeehouse.com/user/Team Members
Team Members
1
COFFEE
H O U S E
Team Members
Jill Andrews
Account Manager
Last Login: Yesterday at 09:30 AM
Add New Member
Amanda Smith
Account Manager
Last Login: Today at 02:30 PM
Mark Mochrey
Administrator
Last Login: 12 May 2015 at 12:30 PM
Adam Richardson
Administrator
Sam Scott
Account Manager
Invitation Not Accepted
# # # # #
Activity (per week)
23 Quotes Submitted
Activity (per week)
21 Quotes Submitted
Activity (per week) Activity (per week)
12 Quotes Submitted02 Quotes Submitted
Sort By: Select
Resend Invite
Select
Role: Administrator
Role: Account Manager
Quotes Submitted: Low - High
Name: Z - A
Name: A - Z
Quotes Submitted: High - Low

Add New Member 54
Googlehttp://coffeehouse.com/user/Add New Member
Team Members
1
COFFEE
H O U S E
Team Members
Jill Andrews
Account Manager
Last Login: Yesterday at 09:30 AM
Add New Member
Amanda Smith
Account Manager
Last Login: Today at 02:30 PM
Mark Mochrey
Administrator
Adam Richardson
Administrator
Sam Scott
Account Manager
Invitation Not Accepted
# # # #
#
Activity (per week)
23 Quotes Submitted
Activity (per week)
21 Quotes Submitted
Activity (per week) Activity (per week)
12 Quotes Submitted02 Quotes Submitted
Sort By: Select
Add New Member
Name
Email ID
Account Manager
Role
Send Invite
Cancel
Resend Invite

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