Agency System

Techcusp.com custom build cloud based Insurance & HealthCare Agency Systems for Agents, Brokers, MGAs and Providers. We deliver for agencies of all sizes with reliable, full featured, state-of-the art agency management software systems within their budget to help them effectively manage & scale their business.

The Salient features of Insurance Agency System / Portal – B2B & B2C

 

• Accounting Center- Commission
• Analytics Center – Dashboards, Trends, Performance Management
• Apps Center – Mobile Apps
• Claims Center – First Notice of Loss (FNOL) log & tracking
• Client Center – Client info or Client page with edits
• Communication Center – emails, chat, fax, text
• Compliance Center – Agents License, Renewals
• Documentation Center – Policy upload, workflows
• Knowledge Center – KX of Insurance Products, Plans & Policies
• Marketing Center - Campaigns
• Quote Center – Insurance Quote
• Rating Center – Insurance Rating
• Training Center - On-Boarding  Agent, Staff & New Book of Business
• Reporting Center – MIS, Reports

The Salient features of Insurance Agency System / Portal – B2B & B2C

Setup Center

• Sign On
• Help Center

Form Center

• All Forms Supported by ACORD 
• Certificate Holder Database
• Coverage Database - Limits/Deductibles
• Drivers Database
• Electronic Signature
• Email ACORD Forms Directly from Program
• Equipment Database
• Property Database
• Vehicle Database

Client Center

• Claims Database - Track Birthdays; Demographics: Interests: Nicknames; etc.       
• Client Notes Area
• Policy Management System  
• Documents Management - Scan/Attach ANY file type to Client's File. 
• Family Member Database:
• Email & Fax integration + Mail merge
• Transactional Filing System

Reporting Center  

• Direct Bill Reconciliation Statements      
• Management Reports: Book of Business by Company/Producer; Commission by Insurer; etc.   
• Multiple Reports including X-date, Mailing Labels, Custom Report Writer 

Accounting Center      

• Accounting Reports: Balance Sheet, Trial Balance, Income & Expense Report, Accounts Receivables,  Aging Report, Register Reports, Transaction Detail etc.     
• Accounts Receivable: Invoices & Statements      
• Checkbook and Credit Card Ledgers      
• Direct Bill Reconciliation      
• General Ledger (GL) System Integration
• Payment Gateway integration      

Line of Business (LOB) Center

• Auto
• Commercial Lines    
• Group Health
• Individual Health
• Individual Life
• Group Life
• Personal Lines  
• Workers Comp

Knowledge & Support Center

• Online Updates
• Survey Questionnaires
• Video Tutorials
• ASI Printer to automatically attach anything you can print to client's file    
• Automated access to Company Websites

Techcusp.com Agency Software Screens

• Acord Form Preview
• Acord Form selection
• Acord Forms
• Acord Forms by State
• Certificate Holder Database
• Drivers Database
• Phone Number Database
• Vehicle Database
• Client A/R
• Client Database
• Client Notes
• Client Notes Linking 
• Calendar
• Claims
• Company Website access
• Custom Reports
• Direct Bill Reconciliation
• Images
• Ledger
• Letters
• Letters Sample
• Policy Detail
• Policy Management
• Reports
• Sending Email
• Survey
• Track email sent
• Transactional

HealthCare Agencies – Agents, Brokers, Home HealthCare, Providers

Techcusp.com engineers can also custom build Provider Systems:

• Analytics - CMIO
• Billing
• Calendar 
• Claims
• Credentialing
• EDI
• Eligibility
• EMR/EHR Integration
• Enrollment
• Forms
• Integrated patient and staff scheduling
• Mobile Apps
• Payer integration
• Reports
• Streamlined invoicing and A/R
• Web & Portal
• Workflow management