User Control System
Master Tracking System
Vendor/Provider System
On-Line Documentation

  • Plans/Products defined by user control options (Parameters)

  • New products quickly defined to meet rapidly changing market conditions

  • Processing rules uniquely set up for a specific policy form or shared by multiple plans

  • New products installed onto the system in hours instead of weeks/months and ready to market immediately

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  • The Master Tracking System provides the ability to track:

    - Correspondence
    - Paper Documents
    - Transactions
    - Micro-Filmed documents

  • Phone Tracking System for calls received and placed by your employees

  • Mail Tracking System:

    - Any documents may be input into the mail tracking system
    - After entry, the exact location and status of each document tracked until placed in permanent storage
    - On-line status report available upon demand
    - A comprehensive monitoring and reporting system included
    - Any document in the system can be requested on-line via a document distribution list to be routed to the requesting user
    - Outgoing mail tracked until the appropriate response occurs
    - Documents in the mail tracking system may be automatically converted to entries in the transaction tracking system where they can be referenced by micro-film index

  • Transaction Tracking System:

    - Complete transaction history for each policy and agent available on-line for immediate access
    - Transactions stored in date order sequence
    - Memo notation may be entered and permanently stored with the history
    - Inquiry provides information regarding what was done and when it occurred

  • Micro-Film Indexing:

    - Provides indexing to documents stored on micro-film
    - The location of a document on the micro-film, the document description and the date available on-line for retrieval purposes
    - Optical disk interfaces available also
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  • Comprehensive on-line analysis of disbursements to vendors and providers

  • Automatic check generation

  • Maintains name and address information for the check writer and other systems

  • Inquiry by number, name or city/state

  • 1099 information for agents and providers accumulated automatically

  • Duplicate payment protection available
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  • On-line documentation available as learning and/or review aid

  • Available documentation for all screens includes:

    - Screen overview and purpose
    - Available user commands
    - Field editing requirements
    - Field descriptions
    - Results of user input
    - Error correction procedures
    - Cautions and suggestions for screen usage

  • Screen may be viewed while reviewing the documentation on separate page

  • Excellent training tool for inexperienced users

  • User defined area available to enter company information such as:

    - Policy forms descriptions
    - Benefit and coverage information
    - Claims examiner information
    - Claims adjustment procedures
    - Company training procedures


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