The premier auto insurance broker management software in British Columbia
Work with a vast library of ICBC document types
- Connects directly with ICBC’s data system for manual or automated data downloads.
- Batch capability from one central location for multi-branch operations.
- Easy to read screens with document search functions.
- Easily adaptable to ICBC PolicyCenter system changes.
- Documents are tracked by user specific codes.
Robust inventory management and allocation features
- No more “Screen Grabber”.
- Connects directly to the ICBC data mainframe system.
- Records obsolete and defective inventory.
- Track mobile agent’s inventory allocation.
- Track stock item movements throughout your entire operation.
Generate clean, easy to read PDF files for storage, emailing, and printing
- Get agency commission reports with adjustable commission rates.
- Generate transaction reports.
- Productivity reports for tracking producer activity and trends.
- Renewal lists defined and sorted based on user entered criteria.
- Streamline the renewal process using mail merge for letter, labels, and envelopes.