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   ISIS 7 Features

 
 
Built-In Document Management

Documentation is easily managed using the built in document management system. ISIS sets up a unique file structure based on the record within the system that is used to automatically file customer and case related information. ISIS also has the ability to import and store any type of document file which can be imported from your computer or the email system. With the aid of a scanner or other imaging device, your organization can even store faxes and any other paper documents for instant retrieval.

With The Document Manager You Can

View and Edit Datastore Files
Import Emails and Attachments
Import Files From your Local Computer
Quickly View RFQ, Quotes, and Other System Generated Documentation
Forward Documentation Through Email

 

 

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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