Rudd and Wisdom, Inc.
Software Division

9500 Arboretum Blvd., Suite 200
Austin,TX 78759
Main Phone: (512) 346-1590
Main Fax: (512) 345-7437
info@ruddwisdomsoftware.com

Insurance Policy Administration -                                           Secure and Private Underwriting and Case Management

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QL.Admin is a full-featured yet simple policy administration system specifically designed to meet the needs of insurers that offer life, health and annuity products. Call 512-346-1590 to schedule a demo.

The QL.Admin underwriting tab allows your case managers and underwriters to document, review, track, and edit financial and medical underwriting for pending policies on one screen.

The QL.Admin underwriting feature includes:

• Date tracking for new, unresolved, and satisfied underwriting requirements
• Customization for underwriting codes
• Memo window to input notes and track other underwriting documentation
• Multiple security levels to keep medical information private
• Direct MIB interfacing capability for medical background inquiries

Imagine...all of these underwriting tools in one location, with security privileges to restrict access to personal medical information.

Medical underwriting is likely the lengthiest process of issuing and placing new business. Pending requirements that continue to remain outstanding can cause an agent to lose the case. With one-click access to a policy’s underwriting status, and an organized display of unresolved requirements, your underwriting team can be proactive and more productive.

QL.Admin runs a policy validation when a policy is released from a Pending status to an Active status, and will offer a warning message if a policy has outstanding underwriting requirements. All underwriting codes must first be resolved, which allows your new business staff to easily coordinate with the underwriting staff.

QL.Admin is very flexible and lends itself to doing business the way you do business not the way the software wants you to. It combines the affordability of an off-the-shelf policy administration system with the flexibility of a custom-tailored application.
Call 512-346-1590 to schedule a demo today.