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Features Overview

How Can ISIS help your business?

ISIS 7.0 has been developed as a powerful business tool to help companies get organized and stay organized. By streamlining key information you can build stronger, more profitable relationships with customers and prospects by communicating effectively and efficiently. Case turnaround times greatly improve thus giving you the ability to handle higher production with your current staff.

  • Save time and money by automating many of the daily manual processes

  • Improve Professionalism by standardizing all case related quotes and emails

  • Track your organization’s growth and potential using standard and customizable reporting

  • Become Paperless

  • Instantly conform with the new HIPAA technology requirements

 

Powerful Tools

Unlike many expensive software packages, there is no charge for additional functionality. ISIS 7.0 comes standard with a number of powerful tools to assist with case and submission related activities.

  • These tools include:

  • Submission, RFQ, Renewal, Case and Quote Wizards

  • Phone Call, Email, Documentation and Note Tracking

  • Prospect List Import

  • Case Related Dates and Reminders Tracking

  • Documentation Encryption

  • Custom Reporting

  • Database Search Tools

  • Full Audit Trail

  • Underwriting Worksheets

  • And much more…

Features Overview
The ISIS Datastore
Detailed Database Records
Microsoft Outlook™ Email Integration
Built in Document Management
The ISIS Explorer
Built-In Wizards
Customer Prospecting
Submission/Renewal System
Detailed Underwriting Worksheets
Intelligence Driven RFQs
Customizable Quoting
Case Management
Powerful Reporting
Integrated Security
Fully Customizable User Profiles
 
 

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