LOOMIS Smart Safe Guide

Maximizing Security and Efficiency with the Loomis Smart Safe

In today's fast-paced Alpa insurance environment, ensuring secure and efficient cash management is essential for both customer satisfaction and business operations. At Alpa Insurance, we prioritize safe handling of all transactions, and our partnership with Loomis Smart Safe technology offers our team a reliable tool for securely managing cash on-site. This guide highlights essential procedures for using the Loomis Smart Safe, allowing our agents and managers to streamline cash deposits, end-of-day reporting, and more.

Key Features of the Loomis Smart Safe

1. Effortless Deposits with the Bill Acceptor Depositing cash has never been easier. Simply select "Insert Bills" on the main screen, enter your PIN, and insert bills as directed. The total amount will update on the screen, allowing for quick and accurate tracking.

2. Daily Reporting Made Simple To print an End of Day or Shift Report, go to "Other" on the main screen, enter your PIN, and select the report type. This process ensures each shift’s transactions are accounted for, streamlining cash management and providing clear oversight of daily activities.

3. Adding and Managing Clerks and Managers Properly assigning and managing user access is critical. Managers can add new clerks or make changes to existing accounts directly from the "Clerk Accounts" option under the "Other" menu. For security, every change is protected by PIN verification.

4. Flexible Drop Options When it comes to making manual drops, the Loomis Smart Safe allows users to select deposit types (cash, checks, or other), ensuring each transaction is logged accurately. Remember to complete a bank deposit ticket and log the bag into the Loomis Consignment Log for added security.

5. Scheduled Loomis Courier Process Our Loomis Courier Process is designed for secure, timely cash pickups and change orders. Every Loomis representative is easily identifiable in uniform, with identification available on request, ensuring peace of mind for all personnel involved.

6. Comprehensive Safe Reporting The Loomis Smart Safe’s reporting options provide our team with instant insight into transaction history, vault activity, and balances. These reports can be accessed on-demand, allowing managers to monitor cash flow and ensure compliance with company policies.

Troubleshooting Common Issues

To keep the Loomis Smart Safe operating smoothly, be prepared to troubleshoot minor issues:

• Bill Acceptor Needs Cleaning: The system will prompt when cleaning is necessary. Follow the recommended procedure to maintain peak performance.

• Printer Malfunctions: If the printer won’t print, ensure paper is loaded correctly, and the loading door is closed. A green light signals it’s ready for use.

On-the-Spot Help and Training Resources

New users can access the Loomis Smart Safe Help/Tutorial section for step-by-step guidance on all features. This built-in resource mirrors the Loomis online interactive training module, providing quick answers to everyday questions.

By leveraging the advanced capabilities of the Loomis Smart Safe, we’re able to offer clients secure, reliable transactions while keeping our daily operations efficient and transparent. If you have questions about the Loomis Safe process or need assistance, don’t hesitate to reach out to your supervisor for support.

Customer Service and Support LOOMIS

For equipment, service and online report support

1-877-877-0560

cpr@us.loomis.com

Phone Support available 7 days a week, 6:30am – 11:30pm CST

***Onsite support as part of a service call will take place 24hrs. from the date of the reported call during applicable business hours of Monday – Friday. Weekend calls resulting in service call will be dispatched for service Monday with an SLA of Tuesday or next applicable business day.

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