Silverlight Version

The Difference is Clear

              and it is here…

Billing 

• Calculates agency and producer commission.
• Converts policies into invoices from your favorite rating software.
• Accept multiple mortgagees.
• Double interest premium schedule.
• Automatically calculate assessment charge calculation.
• Print customized invoice with payment coupon and necessary copies for customer, producer and for file.
  

  Account Receivables 

  • Powerful customer account statement.
  • Policy and invoice history.
  • Complete set of A/R process and reports.
  • Totally integrated General Ledger .
  • Automatic posting.
  • Balance sheet & Income statement.
  • Budget control.
  • Account Current.
  • Send your account current report electronically via e-mail or FPT.
  • Supported format EXCEL, PDF, XML, TIFF, DBF, TEXT.
    

    Producers 

    • Producer relation manager.
    • Commission payments, statistic and statement.
    • Tax withholding, including 480.6B form.
      

    Collection

    • Automatic and manual cancellation notices.
    • Interacts via internet with premium finance companies.
    • Interface with our task manager.

     Claims 

    • Claim tracking.
    • Status reports. 

    Task Manager/ Customer  Relation Manager 
    

    • Manage customer or producers request.
    • Workflow manager.
    • Status reports.
    • MS Office document and data merge.
    • MS Word Merge.
    • Collection letters.
    • Policy declarations.
    • Policy certificate.
    • Any form, your imagination is the limit.
    •  MS Excel Merge.
    • Transaction history analysis.
    • Auto schedule.
    • Properties schedule.
    • Custom reports. 
    • Your can create your own report using any Microsoft Office product or using any third party software like Cristal Reports.

    Digital document processing
    

    • Scan and store any document or picture.
    • Ease access to merged document.
    • Compatible with all mayor brand scanners.