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Interface to Your Favorite
Comparative Rating Software
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Eliminates re-entering Customer & Policy Information
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Automatically Calculates Pro-Rata & Policy Term Premium Changes
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Point of Sale Receipt
Issuance
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Handle
Customer Payments With EFT Tracking & Co. Check Writing
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End of
Day Cash Drawer Balancing & Deposit Preparation
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Complete Management of Agency Trust Account
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Seamless Agency Accounting
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Invoicing Automatic Premium & Commission
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No
Monthly Closing Required
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Extensive Reports by Line of Business, Company, Transactions & More
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Producer / CSR Commission & Fee Statements
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Agency
/ Broker Fee Accounting
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Complete Accounting for Add-ons
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Handles Split Down Payments & Other Monies Due Agency
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Document Imaging & Digital
Photo Management
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Images
& Photos Stored in Customer Folder for Easy Retrieval
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Batch
Scan Supports Fast Scanners With 50 Page Document Feeders
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Archival of Old Images & Photos
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Transactional Filing Support
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Handle
All Customers & Calls and From Your Computer Screen
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Eliminate Lost or Misplaced Files
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Batch
Entry Provides Quick, Easy Processing of All Documents
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Company Download
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Download Lets Your Companies Keep Your Data Up to Date
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Companies Supply Initial Data for Loading Your Customers
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ACORD Forms
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Much, Much, More!
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Complete Diary System for Follow-up on Notes, Letters, Change
Requests, Etc.
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Easiest System To Learn & Use
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On-Screen Training Videos Provide Quick Start-up
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Knowledgeable & Friendly Support Staff With 800 Number Access
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