features
Client Services
- In-Force Policy List
- Transactional History
- Full Policy Detail
- Accounts Receivable
- Payment History
- FollowUp System
- Notes
- Integrated Word Processing
- Rating integration with 3rd party software
- Pro/Short Rate Calculator
- Sticky Notes
Acord Forms
- Applications
- Binders
- Certificates
- Loss Notices
- Plain Paper Laser Printing
Upload ~ Download
Accounting
- Agency Billing
- Invoicing
- Cash Entry
- Disbursement Entry
- Late Charges
- Company Statement Reconciliation
- Customer Accounts Receivable
- Aged Accounts Receivable
- Customer Statements
- Producer Commission Statements
- Company Account Current Statements
- Unreconciled Commission Report
Reports
- Accounts Receivable
- Binder Log
- Book of Business
- Cancelled Business
- Expirations
- FollowUps
- In Force Policies
- Marketing
- New Business
- Production
- Sales Analysis
