Efficiency Tools

Reduced Average Handling Time thru Easy navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules
  • Send emails with One-click in-application Email feature: Makes it easy to email customers by pre-populating email-ids from within policy information and by using multiple customizable email templates.
  • Voice-To-Text (Microsoft VTT) and Spell Check: Effectively dictate emails or create customer service notes on policies, accounts and claims in ¼ the time it would take to type in the same note.
  • Intuitive and Smart Navigation: Allows quick and often single-click access to information, which is built into transaction workflow, greatly reducing Average Handling Time. This is best seen on a working version of our application to be appreciated.
  • Parking Lot: Save work-in progress, navigate away and come back to the application to pick up where you left off. This is a unique and very user friendly way of working with multiple policies at the same time.
  • Dual Monitor Display: Effectively use multiple displays to view previous term policy information, compile notes, create emails, and diaries without interfering with work on main information pages. View financial information on one display, policy information on the other, compare details of reports from previous years, etc.
  • User friendly but powerful search capabilities: Application comes with progressive filtering within search results, making searches a breeze. Efficiently supported by Elastic Search, results are retrieved instantaneously, even for very large result sets.
  • Query all client associations with the company: All stages, like prospect calling to discuss a quote, a policyholder, a lienholder, an additional interest, a claimant on claim, a surveyor, or adjuster of the company, an agency, can be queried and ascertained instantly. This feature helps provide a great customer experience.
  • Lazy loading or Progressive loading of data: Cuts wait times for the display of data when retrieving large amounts of information into lists.
  • Short Cut Keys: For frequently used features like Save, Close, Navigate between pages, etc.
  • Multi-Lingual application page labels: Select by user preference (English, French, Spanish). Helps service ethnic consumers, minimizing challenges in communication.

Our truly Integrated,
Multi-Line Insurance Platform Comes With

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Policy
Management

Manage full policy lifecycle of transactions - Rate, Validate, Quote, Bind, Issue & Policy Changes

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BILLING & INSURANCE ACCOUNTING

A full-fledged double entry accounting system to manage all policy and claims related financial transactions

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CLAIMS
MANAGEMENT

Auto-Verify Policy coverage in real time. Manage reserves, loss payments & expenses at a claims feature level.

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CLIENT
MANAGEMENT

A powerful customer service feature. Locate policies and claims by people; Insureds, Addl Interests, Mortgagees, Claimants, Surveyors, etc.

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AGENCY
MANAGEMENT

Manage agencies including profiles to quote, bind & endorse polices. Also manage commission rates & payments

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INTERACTIVE
BOT

Tara the BOT is always aware of where you are in the application to assist and provide context relevant information.

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EFFICIENCY
TOOLS

Reduced Average Handling Time thru smart navigation, Integrated Email, Phone, Voice-To-Text & Real time data available to all modules

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BUSINESS
INTELLIGENCE

Analyze your key business performance indicators through standard and customizable BI Dashboards

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POLICY HOLDER SELF-SERVICE PORTAL

Policyholders can verify coverage, print policy docs, review claim status, review accounts & make payments

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PARTNER
INTERFACES

Application has several pre-built interfaces; Payment Gateway, Repl Cost Valuation, Ins Credit Scores, MVR, eSign, etc.

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ADJUSTERMATE MOBILE APP

A mobile app that brings easy mobility to field adjusters. Instantly get assessments & photos into the claims system

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SECURITY &
COMPLIANCE

Robust built-in security. Data in Transit is encrypted. VAPT & PCI complaint. OAuth/Single sign-on

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