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Connections™ Policy Administration System

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Overview

Spear Technologies' world-class Connections Policy Administration solution drives premium and retention through streamlining every step of your underwriting process. From the first interaction with your network of agents, to the rating/assessment of risk, through policy issuance, billings/invoicing, audit, and finally renewals, our solution provides an immersive experience for your team to better manage their day-to-day operations.

Key Features

  • Contact Relationship Management System (CRM)
  • Underwriting Submission Tracking
  • Rating, Quoting and Policy Issuance
  • Billing
  • Renewals
  • Audit (Workers' Compensation)
  • Reports
  • Tasks/Notes/File (Document) Archives

Key Benefits

  • SaaS Cloud Solution
  • Integrate/Connect with Accounting General Ledger or Claims Third Party Administrator (or leverage integrated Claims Solution)
  • Integrate with Workers' Compensation Third-Party Auditor
  • Integrated Loss Control if desired
  • Integrated Experience Modifier Calculator for Self-Insured Groups
  • Open for Discussion for additional Integrations (ie DMV)

製品/サービス名 details