Organized dashboard views for users and managers allow for a single-click option to work policies based on expiration dates, omitting the need to run reports and manually work these.
- View policy expirations that are 30, 60, 90, and 120 days out.
- Single-click from the user dashboard directly into the policy.
- Renew policies to Quotes or Submissions for Re-marketing without re-keying in policy details.
“Wonderful and very helpful support in learning the processing of Direct Bill Commission Statements! Kimberly is patient, explains well, quick to respond, and provides resource links, pages as attachments, screenshots, and such for referencing as reminders and visual help.”Kevin – League City, TX