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Built-In Wizards |
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ISIS comes standard with
these powerful automated
tools to assist with all
your day to day
activities. |
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Submission Wizard
Easily enter new cases
into the system and
record the related group
information and contacts
as well as assign
internal sales reps and
case managers. You will
also be able to store
all case related emails
and documents. |
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RFQ (Request For Quote)
Wizard
This wizard allows you
to send out quote
requests to the various
producers that you work
with. Built in logic
lets you set options
like minimum and maximum
group sizes to guarantee
your case meets specific
guidelines set forth by
the Underwriters. |
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Quote Wizard
Building custom and
combination quotes for
your customers are quick
and easy with this
wizard. You can add
different types of
coverage, their options,
carriers, terms, current
and renewal pricing, and
other related
information through this
easy to use drag and
drop interface. |
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New Case Wizard
Once you have sold a
particular coverage to a
client, recording the
related information is
made easy with this
wizard. The group
information, pricing,
commissions, coverage
specifics, coverage and
reminder dates are
entered and stored in
the case file. |
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Renewal Wizard
This wizard allows you
to take your current
case information and
documentation stored
within ISIS and easily
convert it into a
renewal. Quickly
marketing and renewing
your current cases was
never easier. |
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