Insurance Carrier Underwriter Software

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Your Home Page Online access anytime from anywhere Web based business and administration software Online access to all your Member information and history Access anywhere using an Internet browser and connection Private labeled back office management area Use your own domain names Use your own SSL security certificates Unlimited user logins with custom access levels Quick and easy access to your database

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Members-Members Take control of your Members Unified view of all your Member information Define your Member database information Internal and external Member database forms Add and assign Members to Agent Setup multiple Member products with custom pricing Setup multiple Member payment methods View complete billing transaction history Extensive search capabilities to find Members quickly Add, edit and view Member notes Send custom and personalized emails with attachments Track Member calls and interactions Upload and categorize Member documents Automated database update tracking for each Member Track key products dates: active, next billing, hold, inactive

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Leads-Prospects Capitalize on opportunities Add and assign leads to internal and external Agents Easily create and work a lead list from start to sale Track key lead database fields: source, next step, status Track leads calls and interactions Customize lead tracking options Extensive search capabilities to find leads quickly Import leads from 3rd party sources Round-robin leads between sales representatives Add, edit and view lead notes Send custom and personalized marketing emails Bulk email lead lists with marketing messages

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Agents-Affiliates Take control of your Agents Unified view of all your Agent information Create Agent in a tree hierarchy downline Define your Agent database information Assign and customize product information and pricing Add and assign Members to Agent Extensive search capabilities to find Agents quickly Add and append Agent notes Send custom and personalized emails with attachments Automated database update tracking for each Agent Create unlimited user logins Store bank accounts, licenses and credentials Setup internal and external representatives Upload and categorize Agent documents

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Groups-Associations Solutions for groups and associations Unified view of all your group information Create groups in a tree hierarchy downline Define your group database information Assign and customize product information and pricing Add and assign Members to groups Extensive search capabilities to find groups quickly Add and append group notes Send custom and personalized emails with attachments Automated database update tracking for each group Create unlimited user logins Store bank accounts, licenses and credentials Setup internal and external representatives Upload and categorize group documents

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Web Sites Replicated ecommerce web sites Build simple or complex ecommerce websites Create your own website template Multiple in-house templates to select Complete control of page content and text Personalized Agent replicated websites Each Agent receives a replicated website URL User your own domain names Customize product and pricing display Multiple methods for Member Enrollment Create websites for the general public Create private websites for existing Members only Create tracking websites for marketing Setup Google Analytics website traffic statistics

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Enrollment Forms Internal and external ecommerce forms Customize ecommerce forms for your Members Multiple internal back office ecommerce forms Multiple external website ecommerce forms Real-time API and file import processing methods Define your ecommerce form questions: contact, demographic, custom questions Ensure information meets specified criteria before form is complete Instantly authorize and process credit card and check payments Automated and personalize confirmations and receipts Enter Members using paper, phone, fax and in-person forms

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Products Build and sell your products Configure your products for your business Setup an unlimited number of products Setup internal and external products Setup custom price points and fee structures Recurring subscription, trial fee and one-time fee pricing Manage your product descriptions and images Customize products for each Agent Configure automated workflows for a product Track sales by products throughout the system Track key products dates: active, next billing, hold, inactive View and export product sales reports and statistics Extensive search capabilities to filter Members by product Automated product fulfillment

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Billing-Subscriptions Automate payments and recurring billing Recurring subscription, trial fee and one-time fee billing Setup custom price points and fee structures Setup recurring billing subscriptions Setup initial trial start billing Batch recurring billing and subscription billing Integrated with Member product status dates Robust financial reporting with up-to-the-minute transaction information View detailed billing reports, statistics, charts Extensive search capabilities to find transactions quickly Create customized billing and transaction lists Filter lists and reports by Agent and product Filter lists and reports by payment method and processor Setup product re-billing and step down billing Automated invoice and receipt generation Reconcile billing transactions and payments

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Payments Secure online payment processing Set up your own merchant accounts and payment gateways Unlimited number of merchant accounts and payment gateways Load balance transactions against your merchant accounts (MIDS) Real-time credit card and debit card authorization and processing Real-time ACH bank drafts and echecks authorization and processing Accept paper checks, purchase orders, cash, wire transfers, payroll deductions Setup list bill invoices for group payments Easily customize and split product payments Track approved payments, declined payments, refunds, chargebacks Batch process payments using NACHA ACH files and custom file exports Reconcile payments using NACHA ACH files and custom file imports Payment Card Industry (PCI) and HIPAA compliant

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Invoices Instant custom invoices Create and send elegantly formatted invoices Customizable invoice templates Brand the look and feel of invoices Send PDF invoices and email based invoices Add unlimited Member products Automate follow up on overdue invoices Track your outstanding invoices Track invoice payment history Track and make invoice adjustments Automate sending of recurring invoices Impress Members by sending timely invoices

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Account Payables Real-time payables tracking Real time vendor account payables tracking Track your liabilities and balances due to vendors Setup product vendors and their costs Automatic payable adjustments credits and debits Track vendor payments and pay electronically Extensive search capabilities to find payables quickly View and export account payables reports and statements

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Commissions Real-time commission tracking Real time sales commission tracking Setup custom product commission structures Setup weekly, monthly, residual and one-time commissions Setup advanced and split commissions Automatic commission adjustments credits and debits Track commission payments and balances View and export commission reports View and export commission statements Pay commissions electronically Print and email commission statements

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Database All your information in one location We keep your data safe and secure Define and customize your database information Import and export your data to and from the system Information transmitted and stored is encrypted Independent daily security check audits Daily virus definition updates and real-time virus scanning 24/7 hosting, redundancy and data backup Automatic daily and hourly data backups Separate hourly, daily, weekly, and monthly backups On-site and off-site database backups Secure and redundant web and database servers Control access to database by limiting administrator access Customize user login security access and preferences

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Reports Extensive reporting features Customized and standard business reports Unlimited access to create all your reports Generate custom Member, sales, financial, and product reports Develop reports containing exactly the data fields selected Use advanced filtering options to generate custom reports Produce detailed financial audit and reconciliation reports Create Member retention reports and statistics Save, archive and email reports Export reports to multiple file formats Excel, Text, XML Export reports to 3rd party applications Analytics and business intelligence capabilities

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Import-Export Get your data in and out Export your data at anytime from the system Import your data at anytime to the system Real-time API and batch file import processing methods Batch process payments using NACHA ACH files and custom file exports Reconcile payments using NACHA ACH files and custom file imports Custom vendor file formats including HIPAA EDI 834 file formats Track administrators who import and export data Create and save custom data export files Trasmit data to vendors using their real-time API Trasmit data to vendors using their batch file import specifications Secure transmission of data using secure FTP (SFTP) Secure transmission of data using PGP encryption

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Interactions-Calls Track agent support and customer service Monitor the interactions occurring with your Members Track customer service agents Reports on service and support questions Reports on agent support productivity Track sales agents productivity History of Member calls and interactions Track service and support calls to products Easy to use Member data entry forms Tools to drive customer satisfaction and improve communications

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Operations Business workflows and processes Streamline administration and operations Setup your custom workflows and processes Manage and market your products online Manage your Member information in one location Quickly and easily view, add or edit information Enter Members using paper, phone, fax and in-person forms Setup an array of product options and transactions Setup custom ecommerce forms and Member questions Build product websites and secure Member areas Create, send and track email messages Generate detailed reports to view and export Store historical Member, billing and product data Setup users with usernames, passwords and accessibility

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Search Powerful database search capabilities Extensive database search tools and functions Save time and find information quickly and easily All your database content is searchable Execute simple and complex database searches Add extensive data filters to your search criteria Search: Members, Agents, payments, products Search your database from any page

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History Track your employees and administrators Track your users, employees, administrators Automated data update tracking by user Track system pages users view Track database searches users enter Track reports users generated Track user login history

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Notes Notes, notes and more notes Unified view of all your Member information Add unlimited notes to Members Append and update notes to Members Quick and easy methods to add notes Quick and easy methods to view notes Add internal notes for administrators only Search on your Member notes

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To Do Calendar Your personal task list calendar Setup to do tasks for Members Assign to do tasks to be handled Notifications and reminders Track open and completed to do tasks Set to do action date and time Setup multiple types of to do tasks Types: phone calls, email, fax, mail, meeting, payment, reminders Prioritize to do tasks by importance View to do tasks in a personal calendar

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Email-Letters Send mass marketing emails Easily communicate with your Members Quickly and easily email a Member list Personalize emails with your Members information Schedule emails to be sent automatically based on Member information Automatic confirmation, reminder and receipt emails Create unlimited custom and personalized email templates Setup HTML graphic emails and text based emails Insert Member information to personalize Customize emails by product Add attachments and documents Send bulk emails to mailing lists Track emails sent and emails delivered Email marketing tools to drive customer satisfaction and improve communications

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Media Files All your business content online Share, manage and access all your business content online Organize all of your content online in a familiar file and folder structure Easily upload and manage your documents and files Store: PDF, DOC, XLS, TXT, PowerPoint, JPG, GIF, Video, Audio files Integrated throughout websites, emails, letters and forms Organize all of your content online Share content with direct links to files and folders Secure your media files SSL encryption, redundant storage, configurable permissions

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Secure Documents Store and share secure documents Store and share Member and Agent documents Securely share content as a link or a shared folder Share with anyone - inside or outside your company Easily upload and manage Member and Agent documents online Store: PDF, DOC, XLS, TXT, PowerPoint, Graphics, Video, Audio files Label and categorize Member and Agent documents Track and report on Member and Agent document submission Share documents with staff and Members Secure your Member and Agent documents SSL encryption, redundant storage, configurable permissions

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Message Boards Broadcast messages and materials Deeply engage Members, partners, and prospects Share messages and files with your Members Broadcast messages and announcements Upload and manage documents and files Upload: PDF, DOC, XLS, TXT, PowerPoint, JPG, GIF, Video, Audio files Add, update, delete messages at anytime Setup access restrictions for viewing files and messages

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Customization Extensive configuration and customization We offer extensive configuration and customization capabilities Setup your custom workflows and operational processes Define and customize your database information and questions Setup custom ecommerce forms and Member questions Easily setup custom questions attached to your products Customize products, content and pricing for each Agent Setup custom product price points and fee structures that span the Agent hierarchy Generate reports containing exactly the data fields selected Use advanced filtering options to generate custom reports Setup custom product commission and vendor payout structures Customize user login security access and preferences Create unlimited custom and personalized email templates Define the terminology used for names and labels throughout your system

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Private-White Label Brand your company name not ours Differentiate your company as the preferred choice for customers in an increasingly commodity-driven, better, faster, cheaper world of competition Your company name, NOT our name, is used exclusively Advanced private branding (white label) the entire system Private Branding allows you to customize the look and feel of your sales websites This feature is known as white labeling or creating custom skins Private label the entire back office management area Use your own domain names Use your own SSL security certificates Create private websites for existing Members only Build simple or complex ecommerce websites Create your own website template

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Help-Training 24/7/365 live support and service Industry knowledge and experience We pride ourselves on customer intimacy Contact support and receive assistance instantly Free professional and friendly support via email, phone, on-site Live assistance through our live chat system U.S. and Canadian based support and development teams Toll-free telephone support On-demand after-hour emergency support Experienced account managers Professional training services On-site or off-site training options

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Consulting Project consulting and professional services We offer extensive configuration and customization capabilities We look at your desired business outcomes and then we develop an appropriate approach that will help you achieve them Comprehensive set of integrated solutions that include technology, strategy, and creative services Flexible information technology plans to proactively manage your business Cost-effective, strategic expertise that makes your business more competitive Focused on building scalable, flexible, and reliable web-based solutions that ensure client satisfaction Professional methodology to development, helps us ensure that we deliver projects on a timely and cost effective basis Our commitment is to make your success our success

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