Some details
A single database that helps manage customers and business records as well as track all the insured and self-insured assets. It is aimed to organize and streamline all the processes related to risks, claims, and insurance in one system.
Progressive CRM
It helps improve collaboration with clients or employees through unlimited teams and role-based security management.
Budget management
Capture the data and report it by the third-party administrators (TPAs), or create your own report.
Incidents and claims management
It aligns losses with assets across business units, accelerates the claims handling process, creates reports.
Mail and Document management
Integrated mail and document handling throughout the system strengthens compliance by having all your documentation in place within the same solution.
Innovative risk management
This feature helps boost risk awareness and and optimize efforts to minimize exposures. Sophisticated scorecards bring an overview of the vulnerability or security level.
Policy management
Rating, Quoting, Policy issuing, Certificates, Binding and Billing. All in one solution.
Integrated management of the workflows
Task management and a smart reminder about the relevant tasks help to stay focused and become more productive.
Advanced search
Innovative filtering capabilities help find data fast and prevent losing valuable content.
