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Accounting and Reporting 

Process Step
InsureVue Features
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

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Step 5: Audit, Contract Management, Claims