Store/View/Search basic client Information,and summary details.

Make notes and memos on policy to keep track

Make follow-up notes to remind you of pending tasks·

Eliminates re-entering Customer & Policy Information

Automatically Calculates Pro-Rata & Policy Term Premium Changes, Point of Sale Receipt Issuance

Point of Sale Receipt Issuance

Easily access client and policy information

Easily access prospect information

Stores contact phone numbers and email addresses

Shows all policies for each contact and which companies they are insured .

Supports multiple issue companies, product lines, states, year policies, including blended risks and coverages

Create, rate and issue policies. Full suite of policy transactions - New Business, Renew, Endorse, Cancel, Reinstate, Reissue, Expire

Efficient Out Of Sequence Endorsement process.

Interface to external reporting system enables printing of policy forms.

Rules can be established in the system to automatically generate forms based on policy products, coverage and policy transactions

View full premium details, including rating worksheet.

Transact each term independently.

User Diary to manage scheduled tasks on policies.

Declare premium dividend to policy holders based on their policy premium.

Interface to external reporting system enables users to create custom reports and include in application menu.

Using the Policy Product Definition interface, users can easily set up new policy products, risks, coverages, discounts and charges. Users can also set up several processing and validation rules for policies.

Interface to external reporting system enables users to create custom reports and include in application menu.

Policy Product Definition interface,

FSC rater import

Automatic Renewal Letters

Track Clients & Policies,  Store Quotes & Applications

Tracks Submitted/Pending Cases Through Underwriting,

Coverage Screens - Home, Auto, Commercial, Water Craft, Air Craft,  Scheduled items, Crop, Life & Health and Miscellaneous coverages.

Data filternation