Additional Interest - Additional Interest allows you to globally set up loss payees, first, second and third mortgagees, etc. that you can use later when selecting the Additional Interest tab in any of the lines of business you are entering a policy for.
Agency Setup (Agency, Agency Groups, Other Carriers and Personnel Assignment) - Agency Setup allows agencies to be established, edited, closed, non-renewed or suspended. Additionally, lines of business, producers, interface and EFT information is also entered on a per agency basis.
Audit Personnel - If your company is processing Premium Audit Transactions in Commercial GL, Workers Compensation or Garage, this function is used to add, edit and delete "outside" auditors. This is much the same as adding, editing and deleting outside adjusters used in the Claims System.
Process Checks - Used to process, update, clear, unclear and void agency commission, claim, return premium and suspense account checks. Checks can also be exported, using the Positive Pay Exception function, and they can also be imported from a bank using the Cleared Checks Import function.
Process General Ledger: The Process General Ledger function is used to process and send General Ledger information to a company defined 3rd Party accounting software.
Reset EOP Running - This allows a user to reset the EOP Running flag in the EOP Running table when any of the End of Period Processes "hang" and appear to be in a perpetual loop.
Security Groups and Templates: This function allows users and authorities to be grouped so that "sets" of authorities can be assigned to or removed from multiple users quickly.
Users and Workflow Queues - Employee Setup - This is used to set up employees' names and addresses. User Setup - The primary purpose of User Setup is to establish each user's login criteria as well as each user's type and authority limits. User Email Notification List -Allows you to maintain the users on the Policy Task Transfer Email Notification List (Company Configuration Tool / System Email. Workflow Queue - Workflow Queues are used to assign tasks to a group of users instead of a specific user.