- Application Entry:
- - The system will accommodate entry of virtually any type of policy
- - Multiple insured may be entered and maintained for each policy
- - Specific agent structure and commission information contained within each benefit
- * Permits independent treatment of commissions and advances
- - Comprehensive Editing
- - Automatic premium look-up, verification and calculation
- - Policy fee maintained automatically
- - Agent advances generated automatically
- - General Ledger entries are automatic upon entry of application
- Underwriting:
- - All underwriting requirements are user defined
- - Automatic policy tracking of elapsed days
- - Pending reports by plan, agent and company
- - Requirements pending may be assigned to agent or the home office
- - On-line underwriting request form available upon demand
- - Each insured on a policy may be rated
- Policy Issue:
- - On-line entries for individual or multiple policies
- - Automatic generation of policy forms:
- * Policy Schedule pages
- * Non-Forfeiture pages
- * Cost Disclosure statements
- * Additional rider and policy forms
- * Automatic policy transmittal forms
- * Multiple insured or policy cancellation methods available
- * Jet (automatic) issue available
- Policy Delivery:
- - Automatic policy fee maintained
- - Automatic delivery dates user defined
- - Capability to deliver individual or multiple policies
- - Automatic accounting functions upon delivery
- - Automatic billing date maintenance
- - Automatic tracking of agent commissions
- - C.W.A. shortages charged to agent available
- - Automatic C.W.A. overage refund
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