Custom Software's The Underwriter's Workstation (TUW) offers a full system with accounting, quoting, issuance, claims management, and reporting all in one integrated package to address the needs of an MGA office.
The features and benefits include the following:
Full Accounting functions with EFT capabilities
Full Customer Relationship Management, including
Client folder maintenance
New, Renewal, and Endorsement Policy Issuance
Subscription Policy Issuance, Billing, and Reporting
Policy Number management
Customization for Underwriter Authority levels
Bordereaux completion as simple as running a report, and no more data entry!