Quoting your agents is simple and easy.

Contract Profiles - Simply create a contract profile that emulates your contract with the company, assign business type, insuring carriers for those business types, and corresponding invoice lines. The system knows what's admitted and what's not. Taxes are added when they are called for. This eliminates billing errors and simplify the billing process. With each contract you can define quote & binder templates on each business type.

Submissions - Create submissions to track incoming business. Reports to monitor hit ratios are available. See which agents are bringing you business and which are wasting your time.

Quoting - From the submission create a quote, then print, fax or email (pdf) to your agent. Attach documents to the quote. As always, multiple documents and forms are sent in a single transmission.

Binding - Once you get the request to bind request from the agent, the system automatically takes the quote and creates a binder with it. It even creates the correct invoice.

Then of course, the accounting system takes over from there.

• Your commission is posted automatically.
• The producer's commission is posted automatically.
• A company payable is established.

The correct General Ledger and all subsidiary ledgers are updated instantly to satisfy your special accounting needs. This is all done without posting.

Other special features are also available. We maintain a development staff available to integrate policy issue packages or other related industry products.