Prime Features
Management tools
- Integration with carrier websites via TransactNOW®
- Support for the paperless office through support for image processing and file attachment
- Auto-memo and letter library
- Multiple agency management
- ACORD® forms, including e-mail submission
- Rating integration
- Automatic filling out of policy forms
- Explorer policy tree screen view
- Database of certificate holders
- Daily activity report
- Tickler reminder system
- Contact screen alerts
- Multiple printers
- Numerous predefined reports
- Pick list
- Transactional filing
- Integrated word processing
- Cross-selling/marketing support
- Client detail
- Policy summary report
- Password security
- Field-sensitive help system for “fly by” help
- Customer service center
- Claims data management
- Accounting
- Agency billing
- Checking accounts
- Checkbook reconciliation
- Direct broker billing
- Agency status reports
- Laser invoices and statements
- Commission grid
- Installment billing
- Cash receipts journal
