WebPolicy

by Baltsoft

Rate this product

Specialized insurance brokerage management system; saves time, manages routine tasks and reports.

  • Accounting Integration
  • Business Specific Applications
  • Captive Brokerage Management
  • Carrier Specific Applications
  • Carrier Upload
  • Claims Management
  • Client-Definable Algorithms
  • Client/Broker Self Service
  • Commission / Incentive Management
  • Contact Management
  • CRM Integration
  • Custom User Interface
  • Customer Service Integration
  • Customizable Fields
  • Customizable Functionality
  • Customizable Reporting
  • Data Import/Export
  • Document Management
  • Email Integration
  • Legacy System Integration
  • Money Collection & Payment Instruction
  • Multi-Currency
  • Multi-Language
  • Multi-Line Industries
  • Multiple Product Tracks
  • Policy Management
  • Quote Management
  • Renewal Reminders
  • Reporting
  • Wholesale Program

Available on the following platforms: Windows, Web Based, Other
Support available: Regular Business Hours, Online/Self Service

About Baltsoft

Year Founded: 2003
Location: Lithuania
Number of Customers: 15
Industries Served: Insurance brokers, Insurance agencies
Annual Revenue: $0-1 Million

Visit homepage