Policy
   Premium Application
   System Configuration


Click to enlarge QL.Admin's policy display window shows information about a policy on a single window using multiple tab pages. Complete coverage information, premium history, policy values, beneficiaries, assignees, agent information including rates and earnings, policy memos and user defined fields, claim information, underwriting requirements are available.

A policy is selected by specifying the number, name, social security number, or date of birth. Changes to a policy can be tracked with a complete policy transaction audit trail. The user can quickly access pop-up displays of complete transaction histories. The system also allows the user to quickly navigate from display to the edit or maintenance screens.

The system integrates with the mail-merge function in Microsoft Word to create policy correspondence. Documents may be generated on request or during system-specific transactions. All correspondence is saved for future review or re-print.

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