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Streamline Your Operation by Generating Policies Automatically | |||||||||||||||||||||||||||||||||||
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DecisionMaker Policy enables you to generate policies automatically from existing quotes, which saves time and ensures greater accuracy. In addition to converting existing quotes to policies, which eliminates the need to re-enter information manually, a new policy can be entered as quickly and easily as a quote if one does not exist. Features include a customer index to locate policies by number, term, customer name, and state. An electronic diary includes referrals and comments that let you create reminder notices regarding underwriting or customer activity for a specific policy. There are also management reports that provide comprehensive information for tracking user activity and the number of policies in force by account, state, and territory
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DecisionMaker Suite |
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Features
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