Process Step | InsureVue Features | |
|---|---|---|
 | Accounting | InsureVue transactions can be electronically fed to an accounting package like QuickBooks. QuickBooks is used for all accounting processes such as invoice receivable management and carrier remittance. |
 | Bordereaux reporting | InsureVue records transactions down to the coverage/market/Lloyds contract level. Bordereaux reports can be generated for each market/Lloyds contract term. |
 | Management reporting | A drag and drop report builder in InsureVue allows you to create reports on any data to manage and run your business:
• Policies in force by broker
• Open claims
• Workload by underwriter
• Etc
|
