Renewals Management
Features
Reminder notices are automatically sent to Brokers/Agents regarding upcoming policy expirations. Renewal applications are easily created using the Broker Submission Management Tool, making it easy for Brokers/Agents to renew policies without having to re-enter all the Insured application data, making it more likely that they will renew with your organization.
Online Authentication - Secure sign-in utilizing 128 bit SSL encryption.
Message Center - Renewals Clerks can view communications such as newsletters, announcements, or updated forms.
Real-time Status - Work queues display a real-time number of applications requiring attention.
Rating - Integrated online real-time quote capabilities are available to Renewals Clerks. Unlimited number of quotes can be obtained for each renewal application, allowing the Clerk to provide various options for Broker and Client approval.
Policy Issuance - Policies can be created online in seconds and communicated with Brokers and Carriers.
Communications - Quote and Policy requests can be communicated with Carriers and managed electronically. Additionally, inspection requests, requests for additional information or documents can automatically be submitted electronically and efficiently.
Client Management - Renewals Clerks can manage all client information in a single, user friendly, web interface. Additionally, Renewals Clerks have the ability to view all quotes, binders and policies for booked business.
Additional Requests - Renewals Clerks can create endorsement requests and request cancellations online.
Audit Logging - Every action causes an audit record to be generated identifying the date and time of the action, what the action was, and who performed the action. Additionally, every change in the application creates an iteration of the application so no information is ever lost, thus reducing E&O exposure.
Contact Single Entry Systems for a Live Demo
1-888-526-2605