The
Submission/Renewal
system was built to
handle all of the day to
day processing and
administration tasks
that your organization
deals with. In addition
to assigning case
managers and sales reps,
emails, documents and
notes can be imported or
created, dates and
reminders can be set,
and many other related
tasks can be easily
performed and
automatically filed with
each record. No need to
keep separate paper
files or email folders
to track your important
business information.
From The Submission
Snapshot You Can:
View/Edit Submission
Reminders
Import Previous Case
Information For Existing
Customers For Renewal
Change Related Groups,
Brokers, and Claims
Administrators
View/Edit/Email Related
Contacts
Build Underwriting
Worksheets for Multiple
Coverage's
Create Quote Requests
Receive and Track
Received Quotes
Create Custom Quotes
Send, Store, View, and
Reply to All Submission
Related Email
Import, View, and Edit
Related Group
Documentation
Create and Edit Related
Notes
And Much More ...
The opening view of any
submission or case gives
you an instant view of
the status and details
of any submission or
case. The ability to
change or input new data
as well as send emails,
set and send reminders,
and various other
related tasks through a
single and simple to use
interface. Supporting
pages give you more
detail if necessary and
are accessible by
clicking on each
individual section.
