ESE Ultrilium / PIA
Paquetes de licencias de software en la nube
ESE Ultrilium / PIA Ultra-Light
Precios especiales solo para productores, agencias o compañías de seguros
Sistema avanzado de gestión para agentes de seguros (productores) y agencias.
ESE Imagetika: integración completa de documentos escaneados
Prerrequisitos
Exclusivo para empresas con menos de 2 millones al año en ventas
Suscripción opcional a un servicio de pasarela de pago.
ESE Ultrilium / PIA Enterprise
Para productores o agencias de seguros con 5 o más usuarios y más de 2 millones en ventas.
ESE Ultrilium / PIA - Gladiator R1
Sistema avanzado de gestión para agentes de seguros (productores) y agencias, con módulos adicionales para ofrecer planes de pago o financiamiento de primas a sus clientes.
Incluye:
ESE Ultrilium / PF Enterprise R1
Sistema avanzado de gestión para préstamos y cuentas por cobrar, especializado en financiamiento de primas de seguros.
ESE Imagetika: integración completa de documentos escaneados
ESE Web Reports & Mass E-mailing: entrega automática de documentos
ESE Ultrilium / PFQ, Office Manager y Producers Tools: genera y aprueba préstamos centrales.
ESE Ultrilium / PFQ Producers Tools: genera y aprueba préstamos centrales.
ESE Ultrilium / WA, portal de aplicación web que ofrece acceso a clientes, productores, agencias y compañías para verificar préstamos o estado de producción, realizar pagos y preparar cotizaciones y contratos de financiamiento.
ESE Ultrilium / WS, servicios web que proporcionan una interfaz XML e intercambian datos con otros sistemas de seguros, contabilidad, cotización, cobranza o IVR de su empresa.
ESE Ultrilium / BL, interfaz bancaria totalmente integrada y personalizable con procesamiento en un solo paso para ACH, CREDIT CARDS, CSV, OFX y XML
Facturación
Cuentas por pagar (comisiones)
Informe de cuentas por cobrar
Contabilidad (G/L integrado)
CRM - Gestión de relaciones con clientes
Cobranza
Renovaciones
Cancelaciones - formatos estándar de compañías
Producto opcional
ESE MobilPay Android / iPhone, aplicación móvil (aplican cargos adicionales de licencia)
ESE Ultrilium / PIA - Gladiator R2
Igual que R1, con:
ESE Ultrilium / PF Enterprise R2
Todas las características de R1
Tipos de préstamos multiproducto: permite crear y administrar préstamos estándar de financiamiento de primas, planes de pago diferido o préstamos simples para diferentes mercados, estados o países.
Maneja envíos, estados de cuenta, talones de pago, cancelaciones, reinstalaciones, cartas y avisos de cobro en múltiples idiomas. Inglés y español están incluidos como estándar; otros idiomas pueden configurarse a solicitud del cliente.
Configuración mínima de servidores virtuales
Component | Requirement |
|---|---|
Server 2019 Datacenter | • Minimum: 2 processor, 16G memory, 2T SAS drive
|
Features
Key Features
Billing
Accounts payable (commissions)
Accounts receivable reports
Accounting (Integrated G/L)
CRM - Customer Relationship Manager
Collections
Renewals
Cancellations - standard company formats
Invoice processing and printing
ESE Ultrilium / PIA includes powerful billing tools. Billing and maintenance screens are designed for fast data entry. The billing screen calculates agency and producer commissions transparently and also computes assessment charges. Euristika can customize invoice forms, helping you present professional invoices to your customers. You can also take advantage of the OCR feature in the payment coupon included at the bottom of your customized invoice.
Interact with your preferred
insurance company rating software
This reduces work time and errors. ESE Ultrilium / PIA can read data from Cover-All or other rating software and automatically generate the policy invoice. This interface calculates assessment charges and can also calculate agency and producer commissions.
This module also supports Puerto Rico Double Interest handling.
Powerful and accurate collection process
No additional software is required to process cancellation forms and reports. It also includes an interface with most premium finance companies.
Easy step-by-step process:
Review every open invoice, contact the applicable premium finance companies, and generate cancellations in a batch.
Add, delete, or edit any cancellation.
Print all related reports and forms.
Digital document processing
ESE Imagetika is a fully integrated document imaging processor in ESE Ultrilium / PIA.
Cancellations, reinstatements, invoices, credits, letters, premium finance contracts, and other documents related to the customer account are handled directly from the account statement screen.
Account current report (company payable)
Send your account current report electronically by email or FTP. Supported formats include Excel, PDF, XML, TIFF, DBF, and text.
Powerful statistical reports
Show production summaries by:
• Renewal/New/Cancellation
• Commission and net commission earned
• Processed cases
• Distribution by year/month
• Profit distribution
You can view next year’s forecast using information from previous years.
Licensing Costs
We provide our software under an annual license. The license allows the end user to run our software on unlimited computers or for unlimited users. To keep our software running properly, Euristika Software LLC provides the following services:
Help you establish and grow your business and market using our software.
Business and I.T. consulting.
Web design and development.
24 hours, 7 days a week support via website.
Telephone support Monday to Friday, 9:00 AM to 7:00 PM EST, except holidays.
Interim releases with fixes.
Two official releases every year, with new features, upgrades, and fixes.
Initial setup costs may include additional charges for the following:
Printed form customization.
On-site setup.
On-site training.
Data conversion, if needed and if possible.
Web services and other related modules that require customization.
Technology escrow account.
Here are our standard rates. Please contact us so we can help you make the right decision.
Prices are subject to change. Some products have maximum limits. Please contact us for current pricing.
ESE Ultrilium / PIA
Product | Annual Licensing Fee - Pay in Advance | Monthly Payment |
|---|---|---|
ESE Ultrilium / PIA Ultra-Light for Insurance professionals only - 2 users | $1,440.00 | $132.00 |
ESE Ultrilium / PF R1 Ultra-Light for Insurance professionals only - 3 users | $3,450.00 | $316.00 |
ESE Ultrilium / PIA Ultra-Light for Insurance professionals only - 7 users | $5,460.00 | $501.00 |
ESE Ultrilium / PIA Enterprise - 10 users | $8,400.00 | $770.00 |
ESE Ultrilium / PIA R1 Enterprise - 25 users | $18,900.00 | $1,733.00 |
ESE Ultrilium / PIA GLADIATOR R1
Product | Annual Licensing Fee - Pay in Advance | Monthly Payment |
|---|---|---|
ESE Ultrilium / PIA - GLADIATOR R1 Ultra-Light for Insurance professionals only - 2 users | $238.00 | |
ESE Ultrilium / PIA - GLADIATOR R1 Ultra-Light for Insurance professionals only - 3 users | $569.00 | |
ESE Ultrilium / PIA - GLADIATOR R1 Ultra-Light for Insurance professionals only - 7 users - | $901.00 | |
ESE Ultrilium / PIA - GLADIATOR R1 Enterprise - 10 users | $1,386.00 | |
ESE Ultrilium / PIA - GLADIATOR R1 Enterprise - 25 users | $3,119.00 |
ESE Ultrilium / PIA GLADIATOR R2
Product | Annual Licensing Fee | Your Monthly Cost |
|---|---|---|
ESE Ultrilium / PIA - GLADIATOR R2 Ultra-Light for Insurance professionals only - 2 users | $322.00 | |
ESE Ultrilium / PIA - GLADIATOR R2 Ultra-Light for Insurance professionals only - 3 users | $772.00 | |
ESE Ultrilium / PIA - GLADIATOR R2 Ultra-Light for Insurance professionals only - 7 users | $1,221.00 | |
ESE Ultrilium / PIA - GLADIATOR R2 Enterprise - 10 users | $1,879.00 | |
ESE Ultrilium / PIA - GLADIATOR R2 Enterprise - 25 users | $4,227.00 |