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Direct & Agency Bill

Payment Plans

WC Pay-As-You-Go & Monthly Self-Reporting

Premium Invoicing

Commissions & Payments

Deductibles & Reinsurance

Online Payments

Check Generation

New Business Applications, Quotes, Proposals

Policy Changes

Out-of-Sequence Endorsements

Streamlined Renewals, Cancellations & Reinstatements

Rating

Underwriter Workbench

Premium Audit

Supports Internal & External Stakeholders

Multiple Users: Underwriters, CSRs, Adjusters, Agents, Insureds, Claimants, Vendors

Personalized and Guided User Journeys

Enables Straight-Through Processing

Self-Service Capabilities (Policy Submission, Payments, Policy Changes, FNOL, Claim Status, ID Cards/Certs, etc.)

Built In Dashboard Widgets & Reports

Embedded Analytics for Contextual Decisioning

Role-Based Dashboards

Standard Report Templates

Integrated Report Designer

Automated Report Distribution

Data Extracts

Risk Assessments

Corrective Actions

Audit Checklists

Inspection Checklists

Loss Prevention Tips

Disaster Preparedness

First Notice of Loss

Triage & Assignment

Reserves & Payments

Settlement

Specialist Functions: SIU, Subro, Legal, Reinsurance

Vendor Management

Workers’ Comp Compliance