Home
Solutions
Services
Customers
About
Contact Us
Document Management
Introduction
Agility
Price Innovation
Functionality
Party / Client
Account / Billing
General Ledger Interface
Policy / Quotation
Product Configuration
Claims Management
Reinsurance
Commission
User Management
Document Management
Multi Lingual / Currency
Other
Technology
Try It
Download
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