Online Insurance POS / Broker Management System for Insurers.
Web-based customizable point of sale and underwriting system to manage sales of insurance products.
- Manage multiple brokers, branches and users.
- Website For your Brokers to log in and write business.
- Customized POS for each product to handle binding, quotes and applications (referrals).
- Customized binding logic to automatically determine bindable, referral, or not-written for each transaction type.
- Underwriter section to approve, ammend or deny refferals. No more emailing applications or quotes.
- Configure base rates with rate tables and configure Discounts, Surcharges and Fees.
- Keep a transaction history of transactions (new policies, endorsements, renewals, cancellations and re-instatements).
- Add new rate versions while maintaining previous rate versions on endorsements and cancellations.
- Print Declaration Pages, applications and quotes.
- Notify your brokers of renewals.
- Process premium collection and broker commissions.
- Claims History.
- Sales Reports and Loss Ratios.
- Email Alerts.
- Fully customizable.