We
invite you to review the
following ISIS 7 sample videos.
These videos demonstrate the use
of some of the wizards and
features that come with the
software. Each video
demonstrates some of the
automation features of ISIS 7.
They will walk you through the
separate processes step-by-step,
demonstrating different examples
of daily workflow.
Please note: some of these
videos were created in previous
versions of ISIS. Elements of
the videos may look different
from the current version.
The ISIS Explorer
The ISIS 7 Submission
Wizard allows you to 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.
The ISIS 7 Submission
Wizard allows you to 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.
The ISIS 7 Submission
Wizard allows you to 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.
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
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.
The quotation module
provides all the tools
required to quickly
assemble, modify and
issue professional
looking quotes with
optional cover pages and
coverage information
attached. And because your quote
information is stored in
the central database,
you will be able to
quickly make revisions
and view past
quotations. You may also
customize the quote
template to better fit
your organization.
