- Group Billings
- - Billings may be sorted in any order
- - Individual plans and premiums may be listed on the billing for each policy
- - Back Bill option is available
- - Billings are generated automatically by the system or may be requested on-line at any time
- - Group billing Fee option available
- - Multiple sub-groups may be billed with the master group
- - Payment Credits/Debits may be reflected on the billing at the users discretion
- - Individual Bills may be reviewed on-line by billing due date
- - All billing modes available
- - Annual
- - Semi-Annual
- - Quarterly
- - Monthly
- - Bi-Weekly
- - Bi-Monthly
- - 8, 9, or 10 bill option also available
- Group Maintenance
- - Group total inquiry available on-line, real-time.
- - Groups may be scrolled by policy number or by last name
- - Entire group may be cancelled, or reinstated with a single transaction
- - Agent Commission structure and/or Commission percentages may be updated for each policy in the group with a single transaction
- - Group system interacts with the policy system in a real-time mode
- - Individual policies in the group may be suspended from the billings and/or payments without changing anything in the policy system
- - Supports future Transaction processing
- Group Accounting
- - Escrow and Premium Deposit Fund available for any group. Managed by each policy within the group
- - Group payments are entered through a batch screen and automatically update the group master showing date received and payment amount
- - If amount paid is "Paid as Billed" , system will automatically make the payment, updating each policy on the group
- - Policy billed amounts may be adjusted to reflect coverage changes. This automatically adjusts the total amount for the group without operator intervention.
- - Over payments/Under payments reflected in Group Transaction Tracking
- - All payments applied automatically update the general ledger
- - Multiple groups may be paid with one on-line transaction
- - Multiple Policy Cancellations/Suspend screen automatically cancels or suspends policies within the group, also adjusting the total for the billing in question.
- - Supports future Transaction processing
- Group Master Information
- - Information for the group such as billing name and address available on-line
- - Groups may be linked together and billed with a master group
- - Available plans that may be sold to the group may be maintained on-line for customer service questions
- - Memo area available for Customer Service for notes and coverage information
- - Supports future Transaction processing
- Group Transaction Tracking
- - Lists all transactions which have occurred for the group in date order
- - Reflects all billings and payment history for the group
- - Group Exception item accounting items may be viewed on-line
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