Document Management

Document Management

  • The document system handles all document production, i.e. policy schedules, certificates, claims letters etc, as well as reports
  • A document can be delivered via email, ordinary mail or on the screen
  • A journal is kept of all communications with all parties and it is automatically recorded for any document sent from the system
  • Documents are automatically linked to relevant Parties, Quotes, Policies, Claims etc
  • Document templates can be created in a variety of formats, including Word, HTML, Text etc
  • Output for attachments and archive can be created in various formats such as PDF, XPS, HTML etc
  • Static documents, such as a policy booklet can be created in e.g. PDF and attached to emails

 

Online Report Graphics Sample - New and Total Policies

New And Total Policies