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Quoting (including built-in rating engine) |

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Quotes converting to live policies |

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Premium collection |

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Policy Documentation in custom Word templates, output in letter, fax or email |

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Policy maintenance - mid-term adjustments, renewals, cancellations, etc. |

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Claims |

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Bordereaux (reporting) to underwriters |

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Accounting journals |

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Management reporting |

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Audit trail |

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Diary and Notes |

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Document Management |

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Secure log-in and controlled access |

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Open Integration (e.g. Microsoft® Word/Excel, accounting systems, web site, etc) |