Solutions

POLICY MANAGEMENT
Insurance policy management for multi-line and multi-state

PRODUCER MANAGEMENT
Keep track of your agents, licenses, and book of business.

APPLICATION ENTRY & TRACKING
Manage new business submissions with statuses and follow-up.

QUOTING & PROPOSALS
Generate professional proposals and accurate quotes.

ENDORSEMENTS & FORMS
Manage policy changes with endorsements and proper forms.

OUT OF SEQUENCE ENDORSEMENTS
Properly handle changes to policies which requires sequenced revisions.

RATING ENGINE
Integrated with SpearRating™

CANCELLATION
Manage cancelation with rule-based logic and proper notices.

RENEWALS
Simplify the renewal process with automated workflows and document distribution.

CERTIFICATES OF INSURANCE
Track and generate certificates for coverage.

PREMIUM AUDIT
Track and manage premium audit results.

UNDERWRITING WORKBENCH
Create a dashboard to help UW manage their book an individual policies.

EXPERIENCE MOD CALCULATOR
Bulk process experience mods and apply to your member accounts.

ELECTRONIC PAYMENTS
Accept electronic forms of payment for real-time collection.

COMMISSIONS MANAGEMENT
Maintain commission plans, special programs, and payments.

DEDUCTIBLES & DIVIDENDS
Calculate deductibles and dividend payouts.

API’S & CONNECTORS
Tap into the rich world of third-party integrations.

CLAIMS MANAGEMENT & OVERSIGHT
Multi-line, multi-jurisdiction claims administration.

FNOL/FROI
Multi-line, multi-jurisdiction notice of loss intake with form.

TRIAGE & ASSIGNMENT
Workflow-driven assignments to route new claims.

DIARIES, NOTES, & TASKS
Comprehensive claim activity tracking with templates to streamline and add consistency.

PAYEE MANAGEMENT
Claim payee by type with W9 tracking.

DASHBOARDS & DATA VISUALIZATION
Dynamic, drill-down, actionable information with intelligent insights.

RESERVE MANAGEMENT
Automated reserves, tracked reserve categories, and subtypes.

PAYMENTS & CHECK PRINTING
Flexible payments with one-time, recurring, and bundled options.

SUBROGATION
Track multiple subrogation opportunities, potential and separate subro adjuster.

LITIGATION
Track multiple cases, parties, litigation calendar.

SETTLEMENTS
Track Settlement Type, Potential, Negotiation and Acceptance.

CASE MANAGEMENT
Includes Telephonic & Field Case Management, Medical and Physician Tracking.

RETURN TO WORK
Lost time tracking, RTW dates, and Restrictions.

RISK RANKING
Integrated models for predictive analysis (litigated claims, subrogation, reserve estimates, etc.).

DOCUMENT MANAGEMENT
Document storage, Versioning, OCR, Indexing, Form Processing.

LETTER TEMPLATES
Automatic letter generation using Word with data merge capabilities..

STATE FORMS
Generate state forms with pre-populated data for seamless compliance.

CMS SECTION 111 & ISO INDEXING
Direct to CMS Mandatory Insurer reporting or integration with 3rd party vendors.

RECEIVABLES MANAGEMENT
Track payment by invoice type.

DIRECT INVOICING
Invoice and billing statements to Policyholder.

PREMIUM BILLING
Invoice and bill Premium/Member Contributions, Fees, Taxes/Surcharges.

ACCOUNT LEVEL BILLING
Bill centralized by account (single bill across multiple policies and periods).

COMMISSION PLANS
New vs Renewal standard rates and overrides.

COMMISSION SIPS
Additional commission points based on program parameters.

DEDUCTIBLES
Small & Large Filed programs, Gross vs Net, Per Claim, Occurrence & Aggregates.

DIVIDENDS
Distribution or application as Policy credits.

CHECK PROCESSING
Issue premium refunds and dividends via checks.

MONTHLY SELF REPORTING
Pay-as-you-go premium billing.

E-PAYMENTS
Premium payments via digital payments.

REFUND MANAGEMENT
Return premiums or general credit balance tracking.

POSITIVE PAY
Check fraud detection in partnership with your bank.

LOCKBOX
Deposit, scan and payment remittance in partnership with your bank.

CHECK RECONCILIATION
Check matching and clearance; Treasury management.

COLLATERAL
Line of credit, non-working deposit.

BROKER/AGENT ACCESS
Extend access to your broker/agents with an elegant and easy to use website.

POLICYHOLDER ACCESS
Extend access to your insureds/members with an elegant and easy to use website.

FNOL / FROI
Easy and quick online access to submit first reports.

QUICK QUOTE
Make it easy for your agents to assess your UW appetite and receive a quick quote on demand.

NEW BUSINESS SUBMISSIONS
A modern and EASY method for agents to submit new business and receive quick quotes.

AUTOMATED UNDERWRITING
Supports complex rules and evaluation criteria based on your business rules to automate underwriting in real time.

BOOK OF BUSINESS
Give agents access to their entire book of business to review details and download documents.

ENDORSEMENT REQUESTS
Make it easy for policy changes to be requested.

SELF REPORTING
Deliver an easy to use mechanism for policyholders to self report weekly/monthly payroll.

CLAIMS INSIGHT
Share claim details and trends in easy to understand dashboards.

ELECTRONIC DOCUMENTS
Make documents available online for easy download and viewing.

FORM LIBRARY
Generate forms on-the-fly with a comprehensive set of customizable forms.

ONLINE BILL PAYMENT
Allow electronic payments to be submitted as one-time or recurring.

FILE & MEDIA LIBRARY
Share a wide range of files, including photos, videos, and documents.

FAQ
Provide answers to common questions directly within the portal with self-help tools.

COMMISSION STATEMENTS
Give broker/agents access to commission statements to review or download.

LIVE CHAT
Offer real-time live chat support with integrated partner solutions.

AUTOMATED MESSAGING
Provide real-time automated messages via chat, email, or text.

DASHBOARDS & DATA VISUALIZATION
Create stunning graphs and charts with drill-down capabilities.

ON-DEMAND REPORTS
Publish reports for portal users to access and run in real-time.

SECURE ACCESS & ENCRYPTION
End to end encryption to keep all communications secure and away from prying eyes.

SAFE & SECURE
Datacenters are encrypted, and all public endpoints are secured using industry-standard TLS.

FLEXIBLE
We offer various cloud options and support levels to meet your needs.

SCALABLE
Need a little? Need a lot? Our loud solution scales to meet your needs and grows with you.

ENHANCED SECURITY
The industries strongest and most secure cloud built on Microsoft’s proven infrastructure. 

BACKUP, RECOVERY, & FAILOVER
Everything you need to feel your data is protected and always systems available.

COMPLIANT
Learn on the Microsoft Purview compliance portal to assess and manage various levels of compliance.

MONITORED
The cloud infrastructure is monitored and maintained every hour of every day.

HIGH PERFORMANCE
Tackle complex calculations or extremely high volumes on-demand.

OPERATE HYBRID SEAMLESSLY
You decide which systems are in the cloud, and which are housed elsewhere.

YOU’RE IN CONTROL
Fully managed or shared administration, our cloud services pave a way.

WORRY FREE & FUTURE READY
With over $1B invested annually by Microsoft in security, you can sleep soundly knowing things are in good hands.