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CompuOffice®, "Innovation, Integrity and Expertise"(tm)



CompuOffice Software Inc. is a strong and rapidly growing specialty professional software firm. Since its beginnings as a partnership formed in the late 1980s, CompuOffice is an innovator of custom software for the professions and for business and in the production of "turn key" application software. The name CompuOffice was chosen in the late 1980s to reflect the firm's expertise in software for the computerization of office operations. CompuOffice was also the name given to one of the firm's earlier products, the CompuOffice® office management and database system. Since its inception in the late 1980's the Registered Trademark "COMPUOFFICE® " - as well as other marks of the firm - have become well known and synonymous with excellence, high value, reliability and top-notch service. Since its beginning the firm has enjoyed a successful and rapid, yet safe, growth without compromising on product quality, service, reliability and value. The structure of the firm was changed from a partnership to a corporation in 1992. The firm is a private firm and its shares are not traded on any stock exchange. CompuOffice's clients include notable professionals and respected prestigious firms. Products and Services: LifeGuide®: THE PROFESSIONAL CHOICE® The LifeGuide Professional software is one of the well known and respected products of our firm. LifeGuide was designed to serve the professional needs of consumer interest oriented insurance and financial planning practitioners. In addition to its comprehensive financial planning modules, the LifeGuide Professional software is the most advanced and most comprehensive self-contained independent multiple-company financial and insurance research, evaluation, comparison, information and quotation software. The LifeGuide Professional software continuously sets new and higher standards for all multiple-company life insurance comparison, survey, evaluation, quotation and information software. LifeGuide IS The Professional Choice®. As we continuously enhance the LifeGuide Professional software, the wide consumer service and competitive advantage of LifeGuide subscribers continues to grow. Our mission is to provide ever increasing value and benefit to our customers and thereby to our customers' clients while maintaining the firm's leadership, consumer-oriented service and innovative character. For knowledgeable financial planning and insurance professionals, the LifeGuide Professional software is very easy to use. LifeGuide is modern Windows software, designed for the Windows platforms - including Windows XP. The installation and updates procedures are automated and require no computer skills. Use of the LifeGuide Professional software does, on the other hand, require good knowledge and understanding of financial concepts and of life insurance. The LifeGuide Professional software, therefore, is most attractive to professional and knowledgeable consumer-interest oriented practitioners. In addition to its comprehensive and advanced modules, the LifeGuide Professional Software includes the ProFin(tm) Financial Tool kit described below. Furthermore, the LifeGuide Professional Software now also includes the standard setting and most advanced field risk evaluation software, PrefMaster-2000(tm). All LifeGuide subscribers are eligible to receive and use the advanced PrefMaster-2000 field risk evaluation at no additional cost. The LifeGuide Professional software is updated regularly, at least once a month. Ongoing software upgrades and data updates are distributed to LifeGuide subscribers on CD ROM as well as by automated hassle-free uploads from the dedicated LifeGuide update servers. Twelve months subscriptions to the LifeGuide Professional software are reasonably and fairly priced at only $439.45 plus tax. To subscribe to the LifeGuide(R) Professional Software, please contact our office toll-free at 1-888-316-5433. Alternatively, you may subscribe to LifeGuide one by clicking on the on-line subscription button, second-last on the left side. The ProFin(tm) Financial Tool kit: The Profin Financial Tool kit in Windows provides a compendium of advanced, yet very simple and easy to use suite of financial and financial planning modules. Designed and produced to high standards of exactitude, ease of use and objectivity, the ProFin Financial Tool kit software includes: -Investment analysis -Cash flow and Return on Investment Analysis -Commuted Values -Comprehensive, yet very easy to use, Life Insurance Needs Analysis -Comprehensive, yet very easy to use, Retirement Income and Savings Needs Analysis -Comprehensive, yet very easy to use, Disability Income Needs Analysis -Comprehensive, yet very easy to use, Mortgage, Investment & Loan Analysis and more. The life insurance, disability insurance and retirement income needs analysis modules are highly advanced and detailed. For ease of use and virtually no "learning curve", the analysis modules provide a step-by-step Wizard to guide you through the various aspects of the respective analysis. While enhancing ease of the use the Wizard functions also provide easy to understand explanations of each of the aspects being considered. The Mortgage, Investment and Loans Analysis modules provide easy and comprehensive computations and analysis of mortgages, debt instrument investments and loans. These computations and analysis provide for the flexibility to handle various payment frequencies, including Daily, Weekly, Bi-Weekly, Half-Monthly, Quarterly, Semi-Annual and Annual. The same flexibility is also provided for computations and analysis involving Daily, Weekly, Bi-Weekly, Half-Monthly, Quarterly, Semi-Annual and Annual compounding. Furthermore, 'prepayments', 'increased payments', 'reduced payments', 'skipped payments', 'fixed payments', interest adjustments, etc. are all provided for in the Custom Schedules. "What if" studies as well as comprehensive, detailed schedules are as easy as point and click. The ProFin Financial Tool kit is priced at $39.95 U.S. plus tax and shipping. Financial information updates for the ProFin Financial Tool kit are priced at $9.95 plus tax per annum. The CompeteUS(tm) Insurance Comparison Software for the United States The CompeteUS(tm) Insurance Comparison Software is part of the new "Competitor" suite of software products for the insurance and financial planning professions in the United States. Although substantially different from the LifeGuide® software mentioned above, the CompeteUS(tm) software is designed to the same high standards of quality, reliability and consumer benefit as is the LifeGuide software. More information on the CompeteUS(tm) software is available at the Competitornet site: http://www.competitornet.com. (Please note that the CompeteUS(tm) software covers term products offered by insurance companies for sale in the United States. The CompeteUS(tm) is designed for research and comparison of Term products and does not include Universal Life or Specialty products as yet) Interactive Forms Our Interactive Forms Division produces custom, interactive electronic forms for various applications. One of these, and also included with the LifeGuide Professional software is the ExecuApp(tm) interactive electronic generic life insurance application form. Interactive Computerized Office and other electronic forms, such as the ExecuApp(tm) form, are designed to automate and simplify the form production, completion and communication process. This includes automated and 'on demand' context-sensitive help and diagnosis, form printing and encrypted electronic storage and transmission. Interactive Electronic forms are custom designed to client specifications. For a quotation, please e-mail your request including contact information to colg@compuoffice.com . The CompuOffice® Database Management Software The CompuOffice Database management Software is an advanced, multi-purpose, flexible database and contact management software. With advanced features, including multiple-field and/or field segment quick find and group search, easily modifiable fieldnames and filed properties, provision for multiple independent and self contained databases, text and sound, import and export, encryption for security, easy portability and backup, etc. CompuOffice(R) is an excellent choice where user-customization, efficiency, portability and security are important. The CompuOffice Database Management Software also provides unique FUD(tm) scripting for activation and running of external applications as well as for automation of CompuOffice maintenance procedures. The CompuOffice Database Management software is priced at $399.95 U.S. plus tax and shipping. ExecuWeb(tm) ExecuWeb(tm) is a self contained package software that provides interactive tutorials, training and manuals. Pricing is quoted on individual specifications basis. For further details, please contact CompuOffice Software Inc. FUDR(tm) FUDR(tm) is a very easy to learn and use software utility and script language. FUDR(tm) uses the FUD(tm) scripting language of CompuOffice(R) to activate and run various applications. For information and fees please contact CompuOffice Software Inc. PrefMaster-2000(tm) PrefMaster-2000(tm) is a highly specialized field underwriting and risk evaluation software for intended for use by Canadian financial services brokers and agenst, Canadian life underwriters and actuaries. PrefMaster-2000(tm) is the only multiple-company software available on the Canadian market to field underwrite and evaluate qualification criteria for both "standard" and "preferred" underwiting products. The annual subscription fee for PrefMaster-2000(tm) is $299 plus applicable taxes. PrefMaster-2000(tm) is available to all LifeGuide subscribers without additional cost. AutoWeb(tm) AutoWeb(tm) is an automated "push-technology" software updating package for easy and reliable updating of software and data. AutoWeb(tm) consists of two modules, "Server" and "Client". The "Server" module is installed on the provider's servers whereas the "Client" module is installed on the customer's machine(s). AutoWeb(tm) automatically advises the customer, through a pop-up window, whenever a software or data update is available for retrieval from the server. The customer then is given the option to download immediately or to defer to a more convenient time. AutoWeb(tm) also provides for Username and Password access control and protection. In addition, the client module of AutoWeb(tm) can also serve as an Internet browser. AutoWeb(tm) is available for annual licensing for a tax-exluded fee of $199 for the server module plus $5 for each client module that is distributed. COBBS(tm) The COBBS(tm) is a full featured, Username and Password protected messaging and bulletin board system. COBBS(tm) is quick and very easy to install on any Internet or Intranet server and provides for multiple messaging and message threads as well as for select access messaging, bulletins and threads. COBBS is available for licensing at a fee of $299 per annum plus applicable taxes (minimum of a 3 year contract). Hosting by CompuOffice Software Inc. is also available at very reasonable fees. WinQuote(tm) WinQuote(tm) is an automated on-line life insurance survey, comparison and evaluation software package. WinQuote(tm) provides functions and capabilities of the LifeGuide(R) professional software, including the Ascertain(tm) functions and the Multi-Life(tm) functions among others. A free access version of WinQuote(tm) is accessible at http://www.winquote.net. Customized versions of WinQuote(tm) are available at very reasonable rates from CompuOffice Software Inc. The licensing fees for customized versions of WinQuote include web hosting by CompuOffice Software Inc. For information, please call toll-free 1-888-316-5433 or e-mail to: colg@compuoffice.com Custom Software Our expertise and experience puts our firm in a position to be able to offer 'drawing board to distribution' software design, writing, testing, distribution and support. Consulting Services We provide consulting services for various needs and situations, including Y2K. Consulting services are quoted individually as per client project specs. Hourly consulting services are also available at the rate of $150 per hour plus applicable taxes. Contact Information Address: Administration Offices CompuOffice Software Inc. 650 Hwy #7 East Suite 300 and 308 Richmond Hill, Ontario, CANADA L4B 2N7 Distribution Offices CompuOffice Software Inc. 650 Hwy #7 East Suite 307 Richmond Hill, Ontario, CANADA L4B-2N7 Telephone: (905)886-3314 Toll Free: 1-888-316-5433 Fax: (905)886-0479 Web Sites: a. CompuOffice® Software Inc.: http://www.compuoffice.com b The LifeGuide® Professional life insurance & financial planning software: http://www.lifeguide.com c The WinQuote(tm) insurance cost comparison site for Canadian consumers: http://www.winquote.net d. The WinQuote(tm) term insurance cost comparison site for United States consumers: http://www.term.us e. The CompeteUS Professional Software for insurance agents and advisors in the United States: http://www.competitornet.com TRADEMARKS LifeGuide®, Multi-Select®, Across the Board® "The Professional Choice"® and CompuOffice® are Registered Trademarks of CompuOffice Software Inc. Multi-Scope(tm), Overdrive(tm) , Multi-Life(tm), RIF(tm), CCVA(tm), Multi-Calc(tm) , RINA(tm) , LINA(tm) , DINA(tm), MILA(tm), WinQuote(tm) , PrefMaster-2000(tm), AutoWeb(tm) NICE Bar(tm), ExecuApp(tm), CompeteUS(tm), CompeteCA(tm), "The Competitor"(tm) and otherTrademarks belonging to CompuOffice Software may be mentioned herein. Other Trademarks, Registered Trademarks and Service Marks may also be mentioned herein and are the property of their respective owners.




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