Manage your inventory effectively. Know
what the operations are, last years recovered premium and
other critical information. Quickly enter findings and close
Automated Assignment thru territory and
rules YOU develop.
Block manual assignments allowed where
automated assignments not used.
Block review and release of assignments
to the field.
Keep insured in the loop by sending
audit results instantly via email.
Manage uncooperative accounts with
automatic second and third request letters
and notification to the agent.
Ad Hoc querying of data allows you
instantly to see the information you need.
Workflow tracking lets you quickly
identify outstanding and late work.
Premium recovery reports by account type
and class let you identify the most
productive accounts to audit.
Manual premium calculator simplifies the
management of accounts not supported by your
Automated interfaces between the policy
systems, PAMS, and the billing and rating
Assignment review and audit review
supported by rules that YOU design.
Advice to underwriting supported with
automatic notification via email.
Emailing of mail audits and on-line
complete of mail audits by the client reduce
data entry and overhead.
Automatic notification to Fee Companies
via email or XML interface simplify
management and tracking of vendors.
Integrated spreadsheet and database
design manages the flow of information
between the policy systems and data
Full SSL / SSH encryption of page
retrieval and data transmissions.
A full complement of 20 off-the-shelf
management reports including:
• Service Reports
• Additional / Returned Premium
• Auditor Scorecard
• Associate Management (Mail Audits)
• Fee Company Management
• Production by Auditor or Associate
• Productivity by Auditor or Associate
• Audit Status
• Outstanding Mail Reports
Sarbanes Oxley Compliance
Integrated common elements with loss
control including sharing of account
information, claims, and description of
Streamlined work flow.
Better staff management.
Enhanced premium recovery.
Better sharing of information between
auditor, underwriter, loss control, and the
Enhanced management of uncooperative
accounts due to consistent follow-up
Reduced clerical expenses due to
automated production of mail audits and