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BRIEF DESCRIPTION |
MORE INFORMATION |
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| Spreadsheet Assistant - SOV (Schedule of Values) |
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Eliminates duplicate data entry in creating a schedule of values
Simple workflow creates spreadsheets from ACORD applications.
Underwriters are using spreadsheets to model their exposure to catastrophes and many require the agency to re-enter client data into THEIR spreadsheet. |
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| Spreadsheet Assistant - AmRisc |
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Eliminates duplicate data entry in creating spreadsheet for AmRisc |
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| Spreadsheet Assistant - New spreadsheets |
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Eliminates duplicate data entry in creating spreadsheets YOU NEED for your underwriters
Let us customize your service with a spreadsheet. |
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Pre-Fill Assistant
- TurboStorm |
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Eliminates duplicate data entry in getting TurboStorm quotes
Internet-based system uploads client data to TurboStorm web applications reducing time in re-entering client data.
Commercial Multi-Peril - habitational |
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Pre-Fill Assistant
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Citizens ePAS |
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Eliminates duplicate data entry in getting Citizens quotes from ePAS. Internet-based system uploads client data to Citizens web application reducing time in re-entering client data.
Homeowners (Multi-Peril)
Dwelling Fire
Mobile Homeowners
Wind only (eWind) |
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Pre-Fill Assistant
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Citizens Multi-Peril |
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Eliminates duplicate data entry in getting Commercial Multi-Peril quotes from Citizens
(expected late in 2nd qtr, 2008) |
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Pre-Fill Assistant
- Underwriters web pages |
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Eliminates duplicate data entry in entering data into carrier web pages
Includes preparation of data such as:
Using defaulted values that you set up for fields NOT found in the ACORD app
Prepare construction and other fields (interpreting abbreviated, misspelled words)
Find Bldg., BPP limit (Subject of Insurance |
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| Web Entry Assistant -
Certificate Products
Inspection Services |
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Eliminates duplicate data entry for other websites
Internet-based system uploads client data to web sites reducing time in re-entering client data. |
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| Book Profile Assistant |
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Profiles your "book of business" creating a detailed spreadsheet
Thinking of moving or selling a "book" of business?and you want something to show underwriters or buyers what the "book" looks like (size, location, operation, etc. )
Book Profile Assistant provides you:
easy way to pick which accounts to be profiled (potential book to be moved)
enhanced profile of book (not available from your management system) |
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| Data Entry Assistant |
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Eliminates data entry into PC based programs
Agencies often need to enter client data into programs hosted at their agency such as their management system
New prospects or clients
Perfect for large schedules of properties, fleets of vehicles |
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718 Wyndsor Creek Drive
