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Includes the following options:
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Files |
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Clients |
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Companies and Conditions |
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Insurance Sectors and Products |
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Parameters |
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Currency |
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Proposals |
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Policies |
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Receipts |
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Receipt Production |
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Renewal |
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Refund |
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Supplements |
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Claims |
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Payments of Bills |
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Management of billing |
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Outstanding bills for payment |
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Outstanding bills for payment |
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Automatic Generation of Renewal
notices of Policies by expiry date |
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Consultation of Renewals |
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Renewal of Policies |
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Renewals Report |
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Settlement of Companies Accounts |
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Bills Pending Payment |
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Settlements of Bills |
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Settlements of Refunds |
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Reports |
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Profitability Report |
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Payments on Account Reports |
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Statistical Reports |
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Correspondence |
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Agenda or Diary |
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Calculator |
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Utilities |
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Backing up Database |
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Online Help Manual |
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Historic |
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Internet Connection |
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Navigator |
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E-Mail |
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GENERAL CHARACTERISTICS:
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Unlimited number of clients, policies, receipts, claims.....
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Permits definition of products by companies so as to establish conditions
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Search by distinct fields (code, name, fiscal identification number, registration or license plate number, policy, receipt...)
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Foreign Currency conversions
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Management of Payments
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Control of Payments on Account
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Reports of policies by client base, Companies, Insurance by Sector, Products, Period of Cover, by due date, date of emission
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Management of Proposals with automatic capture from policies
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Clients extracts, indicating all movements produced by each client
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Control and monitoring of billing system: Outstanding, paid, Annulled, Returned, Paid to the Company
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Reports of unpaid bills: Companies, by Sectors, Period of Cover, by due dates, by emission date
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Listing of receipts by method of payment: payment through agent, direct debit, company bank account
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Automatic calculation of commission in the generation of bills
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Management of accident claims with a follow up of processing and updating of diary
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Report of accident claims: Paid in full, pending payment, by date of claim, by date of communication
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Payments to Companies establishing state of billing: by length of time, days over-due, amounts
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Insurance proposals, Policies, Receipts, accident claims can all be accessed from Clients base
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Mailing can be generated from any option; Clients, Policies, Bills, Accident claims
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Reports of Clients by City, Province, Profession, Marital status, Sex, Type, Language, Driver's License date, Date of birth, Name index
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All Lists and Reports are shown on screen
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Data can be exported in the following formats: Word, Excel, Html, Lotus, Access and other Data Bases, Text Files,
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Integrated with Internet, Navigator and E-mail
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All Reports and Documents can be sent by E-mail
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Diary with alarm
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Calculator
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Management of Previous Years' Accounts with automatic access to Bills, Payments, and Reimbursements
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Entry of automatic policy renewal data
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Search and Reports of automatic renewal of polices before and after emission date
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Online Help can be accessed from any screen
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Profitability Report by Clients, Insurance Sectors, Companies
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Reports of Payments on Account by Company
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Statistics by Company and by Insurance Sector
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Technical Characteristics: |
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Designed for Windows 98, ME, NT, 2000, XP
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Minimum Pentium II or greater
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Minimum of 64Mb. RAM memory
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50Mb. of hard disk space free
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CD-ROM drive unit
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SVGA monitor with resolution minimum of 800x600
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Single workstation |
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