Insurance Tracking
The Insurance Policy Tracking system is designed to reduce your insurance exposure by providing timely Information on policy renewals, coverages, premiums and payments. Policies are categorized by major classes such as life, auto, property, etc The Insurance Policy Tracking module provides an automatic Interface to the Accounts Payable system to record billing or payment activity. This ensures that newly purchased insurable items are noted in the Insurance files, even if the particulars of the policy are not yet available.
The Insurance Tracking System will help you to:
- Identify pending expirations in sufficient time to renew or secure comparable coverage elsewhere
- Review a client's entire insurance portfolio
- Determine your business volumes with each agent or underwriter
The Insurance Tracking System Features
- Capture of policy pending information on purchase of new items
- Policy renewal notification
- Policy Detail Reporting
- Unlimited number of user defined policy types
- Analysis of activity by agent
- Automatic recording of payments via the Accounts Payable system
The Insurance Tracking System's Representative Reports
- Agent Directory
- Insurance type code definition report
- Policy master report
- Policy expiration report
- Policy detail reports
