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Uploading of scanned documents
WebPolicy has a special tool for quick uploading of scanned documents directly from your folder to the database.
You can create your own list of attachment types, set the default obligatory types by insurance product and you can edit the requirements for the specific policy. Than you can get reports about the missing documents.
This solution allows you to control storing of important documents.
BASIC FEATURES:
Accounting of Insurance Policies
Uploading of scanned documents
Financial accounting module
Multi-company database
Bills for the insurance premiums
Bank and cash accounts
Automated inserting of payments
Commission statements for insurers
Statements of issued policies for insurers
Debts management
Renewals
Activities
Accounting of blank policies
Analytic reports
Performance reports
Financial reports
Multi-currency
Import of policies
User permissions management
Data quality control
Contact us:
Phone: +370 5 2059318
Mobile: +370 6 8728952
welcome@webpolicy.eu