Rudd and Wisdom Insurance Software Division
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The QL.Admin System

Insurance Administration Software –
Many Reporting Options for Different Users Needs

QL.Admin is a completely user-friendly, customizable, and compatible system, which automatically processes policy and coverage updates based upon client and product data stored in your existing product and plan files. Policy data can then be extracted in numerous ways to provide detail or summary reports for supervisors, department managers or senior executives, depending on their needs.

What Types of Reports will QL.Admin Provide?

This Insurance Administration Software has tailored reporting capabilities along with a wide variety of standard reports that are part of the base system. All reports are retained for searching, viewing, and printing until they are either archived or purged from the system, depending on the client’s settings. Users may also create ad-hoc reports via third-party reporting tools, such as Crystal Reports, which support the .dbf format. Call 512-346-1590 to schedule a demo.

QL.Admin Report Management system includes:

  • Master file lists
  • Billing notices
  • Billing registers
  • Premium application reports
  • Past due reports
  • Premium suspense reports
  • Premiums by state reports
  • Cash With Application reports
  • Agent commission statements
  • Agent balance reports
  • Agent payments reports
  • Annuity annual statements to policyholders
  • Reports on claims, surrenders, loans, dividends, etc.
  • Policy exhibit reports
  • Transaction audit reports
  • IRS 1099/5498 reports
  • Reserve valuation reports
  • Annual privacy notices

The QL.Admin Report Management system also includes a Document Editor application with mail-merge capabilities to create customized policy correspondence and contract forms with ease. Documents can be generated on demand or scheduled in advance to automatically print during system-specific transactions such as with newly issued policies, or policies crossing an anniversary.

With the flexibility of the QL.Admin reporting system, your company can easily access, display, and analyze the current status of your agents and their production. As a business professional, you understand the importance of establishing objectives and measuring your firm’s results and progress.

The QL.Admin Report Management system gives you the ability to identify low performing agents or products with fast growth. Solid reporting allows you to effectively manage your day-to-day operations.

QL.Admin combines the affordability of a small policy administration system with the functionality and flexibility of a larger more expensive application. Call 512-346-1590 to schedule a demo today.


"...we have worked with Rudd and Wisdom since 1998 and have been consistently impressed with the quality of their products. The support staff is courteous and professional and always willing to go that extra mile to help, regardless of the situation."
Nancy Nestor, CUMIS