ISIS 7 can store more
than just basic address
and contact information.
We have built in
extensive database
record options so you
can set defaults and
store as much detailed
information about a
contact, customer or provider as needed. Once
entered, this
information can be
accessed by other areas
on the system to easily
create Submissions,
Quote Requests, Quotes,
Reports, and many other
electronically generated
items. All you
need to
do is enter it once.
Every database view in
ISIS utilizes a tab
system so all of the
related information is
accessible from one
view. With the built in
security you can even
limit what users can do
with each specific
record, as well as
preventing them from
accessing, editing or
creating them with each
specific record, as well
as preventing them from
accessing, editing or
creating them.
Samples of
ISIS Database Records:
Prospects
Contacts
Groups
Brokers
Claims
Administrators/TPAs
MGUs/Intermediaries
Carriers
Every database view in
ISIS utilizes a tab
system so all of the
related information is
accessible from one
view. With the built in
security you can even
limit what users can do
with each specific
record, as well as
preventing them from
accessing, editing or
creating them with each
specific record, as well
as preventing them from
accessing, editing or
creating them.
