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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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| - ORION |
| ORION
Description |
A one-person operation and an agency with an infinite number of employees alike, can maximize their office automation with the unsurpassed power of Orion. More importantly, ease of use and depth of features distinguish InStars Orion system from those of our competitors.
The Perfect Balance of Forms and Functions
Customer information and policy servicing functions are never more than a point and click away with InStars most popular product. Current ACORD forms are always at your disposal, and can be integrated quite simply with Word, Excel, Outlook, or any of a number of third-party applications.
Orion integrates seamlessly with several all-important rating and premium finance companies. Whats more, Commercial Line, Personal Lines, and Life and Health applications are easily accessible from Orion, as is a fully loaded accounting module.
Timing Is Everything
Were proud to announce that Orion now offers complete integration with the power of IVANS Transformation Station. The ability to make secure agency-to-carrier transactions in real time adds real value to the InStar system.
Orion Comes Fully Loaded with Features
Client Information: Name, address, phone, contact, and policy information is immediately available
Policy Information: Complete policy detail is available at a click of a button. Never pull a file again
Marketing: InStar makes marketing and account development easy
Download: Personal and Commercial lines download with automatic invoicing
Correspondence: Send letters, faxes, or emails along with attachments right from the Orion program
Notes: All notes pertaining to the client are easily accessed, time and date stamped, and unalterable for E&O protection
Diary: Follow ups automatically prompt the user so as to prevent missing a task. They stay open until closed
Client Ledger: All accounting transactions are readily available from the customer screen making it extremely easy to answer any question
Accounting: Orion features a full insurance accounting system that significantly reduces effort and errors
Transactional History: T-filing with InStar is easy with a full transactional record for each client
ACORD Forms: InStar provides the full ACORD applications, binders, certificates, evidence of insurance, etc. integrated with the policy data to eliminate duplicate efforts
Claims: Submit claims easily and track the experience with InStar
Imaging: InStars EDocs imaging module (sold separately) allows full electronic document management
Top Notes: Like a sticky note on file, you can put a Top Note on a client record so everyone has immediate information regarding that client for marketing or extra service
Reporting: InStar has full management, accounting, and policy reporting necessary for an insurance agency in an easy to access format |
| - ORION
Download |
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