ISI + is even more flexible and accessible than its predecessor
Administration
ISI + offers the ability to perform administrative tasks with rigor and efficiency, while enabling you to keep an eye on the performance of your staff and your partners:
- Automatic archiving of all transactions
- Simplified billing
- Management of access rights of your users, producers or subagents
- Effective financial operations
- Advanced marketing tools
- Scheduling Tasks
- Effective monitoring of the performance of your staff
- Vast opportunity customizable reports
Links integration
To ease your work, we offer a link between your various useful services. You can access it directly from our software:
- Brovada: Link to the portals of your insurers.
- Tarifs Experts: Tarification services.
- Policy Works : Commercial policies integration.
- Google Map :Link automated map search
Multi records sheets and multi-screen
ISI + now gives you the ability to work on multiple client cards and various interface modules at the same time, using one or more screens:
- Consult multiple records sheets or reports at the same time
- Increased work efficiency
- Multitasking
- Quick search engine
- Uses several software simultaneously
Paperless :
With the advent of information and concern more pressing in our society when a responsible use of our natural resources, ISI + is more than ever ready to meet these challenges and offers the opportunity to work in an environment free paper.
- Archive
- Send Email
- Creation and archiving of documents
- Mailings
Task:
System complete tasks for you and your staff to plan your work effectively and structured way, with a reminder system.
- Birthday
- Chart review (pricing, renewal, endorsements)
- Reunions
- Solicitation
- Trackings
Automatically archived to keep track of your transactions and protect you in case of dispute.
Download:
Our enhanced interface that simplifies the treatment of downloads and follows the standards of the CSIO / CEPA allows you to receive directly in the customer record ISI +, transactions made with most major insurers. You no longer have to manually enter the information about your customers’ contracts.
- Cancellation
- Endorsements
- New Business
- Reissue
- Renewals
- Automatically downloads and PDFs EDOCS RSA