ISIS 7 organizes and
streamlines all your
case information,
documentation and
reports. All Case
information is combined
into one central
location, providing
quick and easy access to
the information you
need. You can use the
built in checklist to
make sure that all case
related tasks are
completed. When
your case is ready for
renewal, the system will
automatically create the
new Quote Requests so
you can easily research
next years rates.
Case Manager Features: Specify Related Group,
Broker, Claims Admin,
MGU, and Carrier Email Related Contacts Store Related Case
Documentation and Email Track Coverage Specific
Plan Details Create a Case Checklist
With Reminders Generate Sold Case
Reports Track Financial Data Enter Notes
...
