MGA / MGU PRODUCTS

 

Custom Software's The Underwriter's Workstation (TUW) offers a full system with accounting, quoting, issuance, claims management, and reporting all in one integrated package to address the needs of an MGA office.

The features and benefits include the following:

• Full Accounting functions with EFT capabilities
  
• Quoting
  
• Full Customer Relationship Management, including
  
• Client folder maintenance
  
• Integrated Email
  
• Word processing
  
• Claims management
  
• New, Renewal, and Endorsement Policy Issuance
  
• Subscription Policy Issuance, Billing, and Reporting
  
• Policy Number management
  
• Customization for Underwriter Authority levels
  
• Bordereaux completion as simple as running a report, and no more data entry!

 

To learn more about The Underwriter's Workstation, request more information.