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Monthly Title Review
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| Title
- NaviSys Front Office |
| Author
- NaviSys |
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Short Description
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| Offers
unmatched customer sales experience to producers, policyholders
and home office staff alike. As a provider, you can also look
forward to streamlining your sales and service, completing illustrations,
quotations and applications quickly, closing sales in record
time, and building lasting customer relationships. |
| NaviSys Front Office Download |
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| - AgencyInsight |
| AgencyInsight
Description |
Terraces agent & broker system (a.k.a. AgencyInsight) is a complete solution for employee benefits brokers, wholesale insurance brokers and retail insurance agencies.
The Terrace system is an end-to-end solution that improves the overall quality and efficiency of both front and back office operations. The system has open, powerful capabilities for marketing, policy management, premium accounting, claims tracking and client servicing.
The systems adaptive design allows users to use as much or as little of the system as they need. Use the systems powerful marketing features to track prospects, submissions, market quote requests and proposals. Use the systems rich policy management features to track policy information, bill and invoice. Streamline your collections and payments processing with our simplified premium accounting features. And, expedite client servicing using the systems simple wizard guides.
The system is smart. Simply create policy information, bill and invoice when there is no marketing. If you do market, the system will carry forward any information entered during marketing into the policy management area to expedite billing and collections. And the system is does not rely on obscure codes — all key statuses, accounts, etc. are all presented in meaningful English which accelerates training and makes the system easier to use.
Underlying Architecture
The heart of the system is our insurance processing pipeline. The pipeline architecture facilitates a logical flow of information from step to step accelerating processing times and decreasing data entry errors. |
| - AgencyInsight
Download |
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