An end to end account management functions for prospects and clients with compliance controls, business checklists. Supports complete business development module tracking business development activities, Leads, Opportunities, and prospects. Auto insurance companies, brokers and insurance agents can stay on top of their prospects and clients using full life cycle account management features.

Policy management supports flexible workflows for auto insurance quotes, compare insurance quotes from different insurance companies, multi-insurer policy cover structure setup, approval, table of benefits(TOB), comprehensive insurance, combined single limit (csl) insurance policies, premium rates, policy documents and options for easier renewals. Auto Insurance companies, brokers and Insurance agents can setup the policies, manage day to day policy endorsements, policy operations on behalf of their clients.

Seamless auto insurance policy transactions operations workflow to add and remove vehicles from group car insurance policy coupled with secured data exchange between clients and major insurance companies through broker, insurance agents portal. Supports all major insurance companies with options for direct data exchange & API interface.

Automatic billing, invoice reconciliation, direct billing, third party payer, premium payment approval workflows for group auto insurance policies and endorsements.XML based integration available to send the payment data to other financial systems.

Supports automated workflow for self-service claims management, auto insurance claims, claims support, and pre-approval requests with direct data exchange via API integration with all major auto insurance companies through broker, auto insurance agents portal.

Secured client Self-Service portal access to self-manage auto insurance policy, manage vehicles, drivers, drivers shift scheduling, fleet management, fleet operations, fleet cost allocation, vehcile valuations, drivers driving history,policy endorsements, billing, and claims for the group auto insurance policy with direct access to the auto insurance companies via API interface.

Organize your vehicles or fleets into fleet groups and categories for easier organization ((owned vs. rented vs. leased), management of fleets, insurance cost allocation and control across multiple cost centers.

Client portal allows to manage your field assets, field workers and drivers, driving history, driving license data, vehicle/driver assignment and scheduling. Manage all your vehicles, fleets along with assigned policy, insurance quotes, vehicle history, vehicle valuation summary, vehicle repair and maintenance in one place.

System provides several business intelligence (BI) based reports, dashboards, benchmark reports and analytics to help the insurance companies, brokers, insurance agents and clients to make informed decisions about their auto insurance plans and insurance costs.