Program 01 Main program, allows us to view any quotations or live records that a client has
Program 02 Set up manual policy
Program 03 Copy of Program 1 but allows change to be made (for non-rating factors)
Program 07 Lapse policy
Program 09 Confirm policy - this releases the client’s Certificate of motor insurance
Program 10 Input Renewal Terms
Program 12 Process Renewal with current insurer
Program 15 Payment program, used to process payments manually
Program 16 Amend accounts manually
Program 29 Used to run Pending Report
Program 32 Advanced search report
Program 35 Three Payment Scheme report
Program 37 Diary system, uses include making notes & sending documents
Program 38 Daily Diaries Report
Program 39 A CDL record breakdown that insurers sometimes request
Program 46 Copy Quote details to another branch
Program 50 Print documents manually (usually to test or check them only)
Program 52 Insurer Proposal Form
Program 66 Direct Debit amendments
Program 81 Premium Breakdown
Program 82 Annual insurance quote
Program 84 Setting a policy live – starting cover
Program 86 Mid Term Adjustments, Cancellations, Optional Extras/Add Ons
Program 99 Change to another branch
Program 111 Liability Insurance MTAs
Program 125 Reinstate insurance on same day as cancellation (Management only)
Program 149 Advanced client search.