ISI Supporting Modules

SecurityIn order to fully harness the potential of the fully-integrated design of ISI Enterprise, it is important to tailor the data, functions and processes to the different user audiences. ISI Enterprise allows you to set permissions on various levels of information, from policy notes right up to reports and high-level business rules.  Security and access can be defined and enforced at field, policy and module levels. User authority defines what functions a user can or cannot perform within the application.

Key Features

  • Set permissions for user access at multiple levels within the system
  • User authority for policy and claims processing
  • Specify policy limits, deductibles and claims reserves and payment limits
  • Minimize maintenance setup by assigning users to groups or roles
  • Create queues for managing distribution of tasks to specific workgroups
  • Define the view the user will have within a module

Key Benefits

  • Restrict or grant user access at multiple levels
  • Maintain accountability by enforcing the approval process for user authority
  • Reduce maintenance effort by setting security at group or roles level

Scanning

ISI Enterprise's integrated scanning and imaging enables paperless workflow and eliminates costly integration with third-party scanning systems. Documents can be indexed by client, policy, claim, agent, reinsurer and other key entities. Documents flow automatically into the Communications/CRM module and can be accessed by any authorized employee from any core module.

ISI Enterprise provides a comprehensive set of standard reports, summarized and detailed, to enable superior performance analysis and better decision making throughout your organization.

Understand your business with up to the minute data at your fingertips presented in a meaningful format ready for viewing, exporting or ‘slicing and dicing’.

Reports

 

Key Features

  • Standard reports for all facets of insurance with real-time data
  • Analyze key performance indicators
  • Regulatory reports
  • Financial reports
  • Broker analysis
  • Monitor underwriting results
  • Create your own customized reports
  • Summarized and detailed reports available
  • ISO statistical reporting out of the box
  • Data can be exported in multiple file formats
  • Archiving of reports in the integrated document management module

Key Benefits

  • Online standard reports available with the click of a mouse
  • Real-time data facilitates up-to-date analysis
  • Customized reports are easily available
  • Export data into multiple file formats

DashboardsManagement dashboards provide valuable, customizable, real-time information on key performance indicators. Managers and senior executives can customize what they want to see, when they need to see it, in a format that is most convenient for them. Start with the big picture and drill down to analyze issues and opportunities in each piece of the puzzle.

Key Features

  • Real-time results with a click of the mouse
  • Customize the data specifically for various audiences
  • Intuitive graphs, charts and gauges
  • Drill down to the details

Key Benefits

  • Management information at your fingertips
  • Up-to-the-minute data
  • No sifting through paper reports to get your answers
  • Tailored content and layout

DocumentsSave time and money by managing and maintaining your documents, declaration pages, policy forms and other correspondence within the intuitive Document and Forms Engine. Set-up industry-standard forms with a few mouse clicks and quickly create custom policy forms including manuscript endorsements that are unique to your business. Leverage the powerful component-driven design to decrease the ongoing maintenance effort of your documents by re-using components where necessary.

Key Features

  • Create unique manuscript endorsements
  • Merge variables into wordings and documents
  • Define triggers to automatically generate or print documents as part of a process
  • Create ad-hoc letters and documents for any entities in the system
  • Digital signatures

Key Benefits

  • Customize forms and wordings to reflect your business needs
  • Integration of policy, claims, billing, reinsurance or financial information into wording and documents
  • Automatic generation of documents
  • Extensible component-based design for streamlined maintenance
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