The Broker’s Workstation
Business Management System includes user-friendly
modules including general ledger, and accounts payable/receivable
that are integrated with the policy entry system.
This enables brokers to focus on insurance business
as related accounting entries from policy transactions
activity flow automatically. Even greater efficiency
and accuracy is realized when this is coupled with
data download features…all part of our Single
Entry design. This system also includes:
- Comprehensive tools to manage brokerage accounts
payable and accounts receivable including reports,
reconciliation tools and statements.
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- Quick Pay feature makes writing cheques fast and
easy
- Customize and design reports specific to your
operation
- Utilize predefined reports including Expiry Lists,
Productions Reports, and Bordereaux Report
- Combined one-time entry of policy transactions
and the resulting accounting system entries
- No month end or year end closing delays - daily
transaction entry can continue without interuption.
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- Multi-Branch capability. Multi-agency, branch
and department reporting capability allowing financial
reporting on a single branch, single agency or consolidated
basis.
- Customize security and access to control and protect
the privacy of accounting data and ensure that transactions
are recorded by authorized staff only
- Users have toll free access to a team of qualified
support personnel for assistance with implementation
and day-to-day issues. For more complex issues,
the support team has full access to resources with
brokerage operations and professional accounting
backgrounds.
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