
SOLUTIONS
Billing & Enrollment
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Recurring subscription and one-time fee billing;
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Custom price points and fee structures;
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Recurring billing subscriptions;
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Batch recurring billing and subscription billing;
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Integrated with product status dates;
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Financial reporting with up-to-the-minute transaction information;
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Detailed billing reports, statistics, charts;
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Extensive search capabilities to find transactions quickly;
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Customized billing and transaction lists;
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Product re-billing and step down billing;
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Automated invoices and receipts;
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Reconcile billing and payments.
Reporting
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Customized and standard business reports;
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Customer, sales, financial, and product reports;
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Reporting containing exact data fields;
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Advanced filtering options for custom reports;
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Detailed financial audit and reconciliation ;
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Customer retention reports and statistics;
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Save, archive and email reports;
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Export reports to multiple file formats Excel, Text, XML;
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Export reports to 3rd party applications;
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Analytics and business intelligence capabilities.
Customers & Members
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Unified view of all your insurance customer information;
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Define your Customer database information;
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Internal and external Customer database forms;
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Add and assign Customers to Agent;
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Setup multiple Customer products with custom pricing;
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Setup multiple Customer payment methods;
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View complete billing transaction history;
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Extensive search capabilities to find Customers quickly;
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Add, edit and view Customer notes;
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Send custom and personalized emails with attachments;
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Track Customer calls and interactions;
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Upload and categorize Customer documents;
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Automated database update tracking for each Customer;
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Track key products dates: active, next billing, hold, inactive.
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License and appointment tracking.
Commissions
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Real time sales commission tracking;
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Custom product commission structures;
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Weekly, monthly, residual and one-time commissions;
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Advanced and split commissions;
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Automatic commission adjustments credits and debits;
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Track commission payments and balances;
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View and export commission reports;
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View and export commission statements;
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Pay commissions electronically;
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Print and email commission statements.
Enrollment
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Customize e-commerce forms for your Customers;
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Multiple internal back-office e-commerce forms;
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Multiple external website e-commerce forms;
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Real-time API and file import processing methods;
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Define your e-commerce form questions: contact, demographic, custom questions;
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Ensure information meets specified criteria before form is complete;
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Instantly authorize and process credit card and check payments;
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Automated and personalize confirmations and receipts;
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Enter Customers using paper, phone, fax and in-person forms.