Renewal Report

Generate Reminder letters for upcoming policy renewals Other Features/Functions

Send/Receive Emails

Contact Manager/Phone Directory·

Custom Reports,  suite of ready-to-use standard reports.

Complete /integrated Diary System for Follow-up on Notes, Letters, Change   Requests, Etc,  Error & Omission Diaries

Extensive Reports from different Line of Business, Company, Transactions & More

Producer / CSR Commission & Fee Statements

Eliminate Lost or Misplaced Files,

On-Screen Training Videos Provide Quick Start-up, Webupdates

Easy access to Staff, Company and Vendor Database (contact phone numbers and email addresses )

Includes storage for company producer codes, NAIC codes and vendor account numbers

Fully supports Transactional Filing

Diary/Suspense Policy History

Use the diary to track important dates ,Reporting ,Expiration,Production,Company Billing ,Ranking Analysis ,Earned Premium ,Billing Comparison,Claims

Establish uniform documentation procedures to reduce E&O exposure

Create a permanent record of all policy activity

Customize suspense items to automatically create future suspense dates

Agents Commission & Statements

Associate Agents at the Policy level or at the coverage level within a policy.

Setup Commission due based on Written Premium, on Invoicing or on Premium Payments.

Generate Agent Statements or Statement Preview on demand.

Functions for easy entry and validation of 'Net Of Commission' Payments from agents.

Configure your own Agent rates and tiered incentive commission rates.

Agent folder provides detailed information on agent's commission and financial data.

Application Administration

All application configurations and business rules setup options are supported by a very easy to use business user interface. It does not require any technical knowledge. This minimizes vendor dependence and allows quick deployment of changes to business rules.

Versatile policy product configuration function allows users to create new policy products, risk types, rate classes, coverages, limits, discounts, custom rated / non-rated stats and charges with associated business rules.

Renewal Lists, Form Letter history,In-Office messaging & e-Mail,Scheduling Calendar, Electronic To-Do list,Alarm reminders

Family Members/Demographics Database

WebReport Capability

Commission Split Defaults Capability

Calenders/Alarms/Reminders

Allows for Database Mass Updates

Links Agents to Clients and Policies,

Claims listing and Export & Import data from other windows programs, appointment scheduling, prospecting., Production Reports, company listings, lien holder listings, past due memos, past due applications, family driver employee lists

Tracks payroll numbers for each employee

Categorize sales transactions by line of business, group, broker, client and customer. Calculate Commissions.

Track unpaid outbound commissions. Update balances when you generate payables checks.

Print commission statements for each intermediary

Submission Clearance , Quotation ,Binders , ,Business Directory & Control Files

Users can setup application reference codes and lists and other parameters that represent the business rules of the company. Reporting