Software Modules
Basic Module
Includes:
- Completed CSIO Download Listing
- Transaction Comparison For
- Renewals
- New Business
- Policy Change
- Cancellations
- Reissue/Rewrite/Reinstatement
- Renewal Management, Including Identification of Type of Renewal (Manual/Download)
- Billing Check To Ensure Completed Transaction Involves a Completed Billing Cycle
- User Metrics
- Portfolio Management Option
Advanced Module
Testing CSIO download transactions against established brokerage standards by class of business. Filters and logic are completed by the company and by class for personal insurance.
Product Pricing
Pricing consists of three components:
- Installation
- Server License
- Client License
Note: Licensing is based upon the Vertafore's SIG licensing convention. The number of licenses is determined by using the number shown on the Help screen.
A pricing proposal will be forwarded upon the receipt of the required information. Please email sales@eip4u.ca for additional information.