ESE Finance/PRO 2009

 


Silverlight Version Rss
Rss


A specialized software application for the Insurance Premium Finance Business. Our best selling software for the last 23 years.


  New Features Released 08/17/2009

  • Updated user interface with MS Office style menu.
  • Improved error and omission trapping for more control, convenience, and flexibility.
  • Excellent control and features over contract approval.
  • Includes a new statistic status report for approved and rejected loans.
  • Enhancements to the general ledger, more detailed report by categories, sub-categories, and forecasting.
  • ESE BankLink fully integrated, for ACH, OFX or XML processing in one step.
  • NO MORE DUPLICATE DATA ENTRY - ESE Finance/PRO will directly import approved applications from ESE Omni/PRO.
  • Improved cost & profit control.
  • Now you can create more specific operational cost description parameters.
  • More detailed insurance agent profile.
  • Improved security access. 
 

What do you get when you buy

ESE Finance/PRO Enterprise Edition

 
·         A cutting edge software to maintain a well organized business.
·         A rich software easy to learn, and to maintain that runs with a minimum of support.
·         Statistical reports that allows you to know about your company's health.
·         Features that protect your cost and profit .Complete the cost and profit screen and the system will make sure your data entry person makes his or her work without errors and always profitable for your company.
·         Enhanced error and omission handling. You can configure the system to check many aspects (like making sure the dates are accurate, the amounts are correct and balanced, that the rate is the correct one for that risk and many more) that will make your operation as error and omission free, and as profitable as you want it to be.
·         Pre-printed or plain paper forms. If you have printed forms there is no need to order new pre-printed forms, most of the time we can have our software use the ones you already have.
·         Print installments book with barcode, OCR, or MICR contract number.
·         Set preferred language for each contract letter, statements, and notices (English/Spanish).
·         A software that gives you that solid and professional look and feel with customized logos, installments stubs, cancellation and reinstatements notices and memos, welcome letter and state of the art statistic reports.
·         No need to spend hundreds of dollars on returned mail; our system verifies the address using the US Postal Service database. No special connection required.
·         ESE Finance/PRO has the capability to expand as your business needs grow.
·         No preset limit on the number of contracts supported. The capacity automatically expands up to available system resources. 
·         The system has a special collection handling method for your VIP's customer.  
·         Effective collection cycle with late payment, cancellation notice, and reports for your producer and agencies are part of our system.
·         Powerful graphic statistic system to review Agency/Producer performance is also available.
Complete end of the month cycle with productions, A/R aging, interest accruals, and printed statements.
·         Totally integrated accounting system.

 

Package includes

  • ESE Finance/PRO - Provides all the tools necessary to manage an Insurance Premium Finance business. 

  • ESE Omni/PRO Office Manager - Provides the central  management control for all quotes and loan applications in the main office.

  • ESE Omni/PRO Producer's Tool -A customized setup installation CD's  that you will use to distribute copies to your agents, agencies, companies, etc. to provide them with a great marketing tool.

  • ESE BankLink/PRO  - Import/Export ESE Finance/PRO data from and to other applications.

System requirements

·         MS Windows NT,2000 or XP both professional. (required for corporate environment)
·         CPU and memory requirements are the same as that of your current Windows version. For Windows Servers the requirements depend on the number of stations or users connected. We recommend for the workstations at least 300Mhz CPU and 128MB of RAM .
·         Minimum disk space 32MB.
  

Prices

    ESE Finance/PRO Enterprise Package   Call for a quote.
  
·         Unlimited computers and users.
·         24 hours 7 days a week support via website.
·         Monday to Friday 9:00am 5:00pm EST telephone support (except on holidays).
·         Free new version upgrades and documentation.
·         Includes ESE Omni/PRO Office Manager.
·         Includes ESE Omni/PRO Producer's Tool.
 
    Initial setup cost will include the following. Call for a quote.
 
·         Form customization.
·         On site setup.
·         On site training.
·         Data conversion. (if needed and if possible)
·         ESE BankLink/PRO (import/export plugging) is included but requires API customization.
·         Technology escrow account.
 
 
A specialized software for the Insurance Premium Finance Business.