Feature Overview
This feature overview only scratches the surface. When it came time to list the features for this web page, we had a hard time keeping down to a reasonable size for the page.
Policy detail record keeping for:
• Auto
• Boat
• Commercial
• Earthquake
• Flood
• Fire (homeowner, mobile, etc.)
• Health
• Life
• Umbrella
• Worker's Compensation
• Financial/Investment
• and others
Invoicing
Commission Tracking
Automatic renewal date updates
Single click send email to client
Things-To-Do list per employee
Employee task reminders
Scheduled office-wide reminders
Automatic log entries
Manual log entries
Log entries can't be deleted or altered
Account level user defined fields
Policy user defined fields (every LOB)
Pre-filled ACORD® forms
Unlimited premium finance policies
Inter-office messaging
Large letter library
Create custom letter library
Personal prop. replacement guide
Instant return to prior account
Undelete accounts & Policies
Automatic veh. make model lookup
Automatic lien holder lookup
Auto premium finance co. lookup
Property Management List lookup
Show client preferred language
List family member & relation
Automatic City lookup from Zip
You can customize all drop-down lists (i.e. BI, PD, Comp, etc.)
Maintain employee HR information
Commission Reconciliation tools
Quick policy count statistics
Detail policy statistics by Carrier
Customer locator (you choose: Google Maps, Bing, or Mapquest)
Open Carrier web site directly from policy information
Card File for non-client contacts (i.e. glass shops)
Marketing Campaign event reminders
Simple predefined query generator
Powerful yet easy custom queries
User definable custom report generator
Selection of standard business reports
labor saving tools & Settngs
Office-wide, multi-person appointment calendar
Customer lookup by almost any field
Enormous phone number storage
Simple Certholder assignment from drop-down list
Optional Document Manager
Optional Receipt Manager
and more...