Fast, Accurate Rating
We offer standard rating as well as support for products that deviate from ISO/AAIS. Our rating engine is highly configurable and lightning fast. Give us your Product, we will implement it online.
We are experts in both specialty and standard programs. |
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Policy Summary
The Summary tab presents a quick snapshot of the Policy Effective and Expiration Dates, Insured, Status and Producer Details. The Policy, Claims and Billing modules are fully integrated. Navigating between the different modules requires only a single click. |
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Robust Forms Management
Forms are “rules” driven with mandatory forms pre-selected based on the risk characteristics, and optional forms available for selection. |
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Account Application
Any custom or ACORD Application driven application data can be presented; you decide what is “required”, and what is not. |
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Document Management
As with all TopSail modules, document management is integrated. No need for an external 3rd party solution, all policy documents are organized by type, and available from the policy for viewing based on access determined by roles. For example, Underwriters may see certain system generated documents that are not available to Producers. |
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Data Visualization
This is a great way for an executive to evaluate the profitability of a program. From Hit Ratios (in any number of drill down modes), to premium and loss development and premium to incurred loss ratios over time by any number of break outs, we can keep you up to date with how and what is needed to grow your business, and reach your goals. |
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Agency Management
Extremely robust Agency Group, Agency, Sub Agency (for Wholesalers) information is captured and can be part of management reporting and incentive plans. You can add contacts, titles, producer or key person, all configurable given your needs. |
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Find Your Accounts Instantly
Finding a policy or account is easy and intuitive. You can search by name, effective date, and many other options. You can also filter on status to see open quotes, pending endorsements, or any other “state” of in the policy lifecycle. . |
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Workflow Engine
At ITS, we do not pursue the “one size fits all” approach to workflow, or anything else for that matter. Our Workflow Engine is able to meet your needs. We offer several out of the box workflow templates for inward and outward facing operations. We can also work with you to define your own process/workflow and adapt to your needs. |
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Integrated Management Reports
Reportes can be viewed online or downloaded in PDF format. Our integrated approach means you can view written premiums and losses on the same convenient report. |
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Context Sensitive Help
Rich and informative, context sensitive help is a feature that enhances TopSails intuitive nature. Underwriting Guidelines and other critical documentation can be also be made available with a titled icon presented on any page or tab. |
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