The initial Underwriter’s screen allows the user to select a policy to view or edit and to add or delete policies. The endorsements are shown to the right of the selected policy. The user may view or edit the endorsements and add or delete endorsements. Initial screens for accounting and reporting are also available from this screen.

The user may select Edit or View Details for the selected policy. A screen like  the one below will be displayed. All relevant policy information may be viewed or edited by clicking the tabs on this screen.

This screen displays tabs that provide detailed information on the selected policy. Each tab produces a  more detailed screen to view or edit the policy information. Some detailed screens also have tabs or buttons to show further detail. In this example, the Locations tab is chosen. This tab then shows other tabs to select to view or edit  details. The Rates & Values screen and the Ratings screen are shown. A lot of information is presented in an organized, easy to follow system.
Other tabs on the larger screen above go directly to a screen to view or edit details. The Taxes detail screen is shown.

The system  also provides complete policy-level forms management and printing.  Printing is available from the initial menu and at other appropriate places.

We will work with you to customize the software to meet your company’s unique needs.
 Let us build a custom system for your company.