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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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| - In4Arch Commissions Management |
| In4Arch Commissions Management
Description |
Streamline the process of recording commission revenue earned from the sale of insurance policies, mutual funds and/or securities. Automate computation and tracking of commission, or other payments due to agents/intermediaries.
Establish commission schedules for specific agents/intermediaries and transactions. Specify multiple agents as well as multiple types of commissions for each transaction. Organize transactional activity with account numbers, intermediaries, and user defined categories. Modify intermediary computation schedules at any time.
Simplify sales process with single integrated solution.
Eliminate duplicate data entry and dual recordkeeping.
Increase accuracy with automated commission computation.
Save time with batch processing.
Product Highlights
Analyze Revenue. Configure data fields to meet the sales reporting and analysis needs of your organization. Categorize sales transactions by line of business, group, broker, client and customer.
Calculate Commissions. Assign split commission structure to each transaction, and calculate outbound commissions due to intermediaries when you generate sales transactions.
Pay commissions. Track unpaid outbound commissions. Update 1099 balances when you generate payables checks. Print commission statements for each intermediary.
Advanced Billiing
Create schedules for installment and recurring transactions: set number of payments, billing frequency and billing amounts. Generate projected sales analyses based on installment transactions.
Great Plains/Small Business Financials Integration. Recurring and installment routines create batches, which are posted through to Receivables and the General Ledger. Adjusting credit entries may also be posted to Receivables. |
| - In4Arch Commissions Management
Download |
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