WorldPOINT

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InStar
Agency Management System

For more information, and a personal demonstration, contact Teresa at teresa@worldpointinc.com, call 866.505.4-ASP (Toll-free) or fill out our online form

InStar offers a fully integrated automation solution for insurance agencies which provides increased efficiency and reduced cost of delivery. Single entry processing, which occurs from generating a quote proposal, client/policy record, policy issuance, policy management, billing, renewals, accounting, full claims management and management reporting. InStar is a comprehensive agency management solution that integrates Microsoft Office and various Multiple Rating programs.

Other features include:

  • Integrated Rating - Rate and quote programs, fax to broker, and issue without the need to duplicate data entry.
  • Marketing - cross-sell and prospect with ease.
  • Correspondence - Send letters, faxes, and forms while automatically addressing and referencing the related policies.
  • Download personal lines with automatic direct bill invoicing.
  • Notes are permanent, eliminating E&O problems. Time and date are stamped on changes and notes are unalterable.
  • Claim tracking - claims are easily submitted and tracked.
  • Top notes - act as sticky notes so that everyone that accesses the client screen is aware of recent developments and important information concerning the account.
  • Imaging - Image Edition allows full Electronic Document Management (future ASP feature will make available on-line imaging via Internet-based server).
  • Reporting - Full management, accounting, and policy reporting necessary for an insurance agency in an easy to use format.
For less than $3 per user per day your agency can enjoy the benefits of the InStar Agency Management System


 
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