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Define workflow processes and automatically generate email messages, diary entries, forms and downstream messages at any point in the policy production process.
Create and update rating algorithms and tables, underwriting rules and policy processing rules for any line of business. And customize user interfaces to meet company design standards.
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Features & Benefits
- Quotes, proposals, submissions and issuance
- All standard policy transactions
- Web portal for agents, consumers and partners
- Security management for all types of users
- Deploy rating, underwriting, submission management and policy processing services to the Web
- Streamline policy production process
- Customize website with modern web features such as AJAX, Web 2.0, portal features, etc.
- Define workflow processes that automatically generate email messages, diary entries, forms and downstream messages at any point in the policy production process
- Customize the user interface to meet company design standards
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