Policy Processing
CentIS is an integrated rating and policy processing system. With CentIS, you will rate and issue policies, schedule declarations and mandatory forms, and produce DEC packages. Plus, you’ll have the ability to endorse, cancel, reinstate, renew, expire, and audit policies. Rating
CentIS features a multi-location, multi-state, multi-product comparative rating system. Rates, products, and underwriting are loaded from the master files, which are set up by you. Quotes and applications are completed from your on screen questions.
Reporting
CentIS’ reports are both comprehensive and easy to use. Every report begins with filters and choices to narrow to your specific needs at that time. For example, you can create a focused list of Current Policies, by Agency, by Company, by State, or by time period.Client testimonials
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Fabulous & Wonderful!
Cindy S., Office Manager. -
Fabulous & Wonderful & Affordable!
Belinda R., President. -
Fabulous & Wonderful & Affordable & Effective!
Victoria C., Accounting Manager. -
Easy To Learn And Use!
Jackson S., Underwriter.
Details
Life Cycle
Create Policy and Invoice Detail Record(s) with Installment and/or Finance Agreements. Archive Policy as PDF, including DEC pages and all other documents. Integrate Applications and Photos. Agencies
CentIS uses Agent Master Files for instant propagation throughout the system. You control and track the Agents’ logins, licensure, and commission rates.
Quoting
CentIS features a multi-location, multi-state, multi-product comparative rating sytem. Rates, products, and underwriting are loaded from the master files, which are set up by you.
Application
Quotes and applications are completely filled out, from your on screen questions, greatly enhancing data accuracy and underwriting efficiency, which can then be printed or e-mailed.
Daily Business
Daily Business is a way for your business to track all the payments that are coming into the mail room. Daily Business allows you to track each check that came in today, and it creates reports from that information.
Month End
The Accounting Reports are also available in Excel format. Incoming and outgoing cash transactions are recorded, and month-end and year-end reports are part of the system.