General Agency Work Management System
Fulcrum's General Agency Work/Management System allows MGA's, E & S Brokers and insuring companies to manage policy file maintenance for the entire policy life-cycle, from submission through expiration and renewal with all attendant accounting transactions.
English
Supported Technologies
Netware,
OS/2 Warp,
Windows 95/98/ME,
Windows XP/2000/NT
Software
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Pricing
Users (# of seats)
$15,000
info@fulcrumit.com
(707) 224-7700
Additional Product Information
;
- Fulcrum has developed and is marketing a general;agency workflow management system, designed for industry-wide application. This automated tool;allows MGA's, Excess and Surplus (E&S) Brokers and Insurance Companies;to manage policy file maintenance for the entire policy life-cycle, from submission through expiration and renewal;with all attendant accounting transactions.
;This includes the ability to:;;
- issue multiple quotes;
- bind and issue the selected quote;
- execute policy changes during the policy term;
- solicit or decline renewal;
- renew the policy;
- retire policy files as appropriate;
- report required policy and premium information from the agent/broker to insuring companies and regulatory;agencies;;Use of this product eliminates the need for multiple keystroke entry of information in quoting, policy management;and billing systems thus reducing both costs and attendant opportunity for input error and E&O exposure at;both the agent/broker and the company levels.;;
- The market for this product includes:;;
- all MGA's responsible for the issuance and maintenance of policies and the insurance carriers to whom they;report;
- all E&S brokers with responsibility for surplus lines fee collection and filings.;;;
- Pricing allows incremental product usage, thereby providing affordable access;to product benefits. This allows smaller organizations to take advantage of previously unaffordable capabilities;and larger organizations to implement broadly functioning multi-user systems.;;