PolicyWriter: Account Manager
Account Manager is used by agents, underwriters and customers to quote, issue and administer policies, including integration with third-party systems.
Account Manager is fully integrated with Product Designer to provide configuration-driven and context-sensitive web page presentation, navigation, transaction processing and integration with third party systems and services.
Account Manager provides comprehensive policy life cycle support for all P&C lines of business:
- Support for internal users as well as agent and direct-to-consumer channels
- Support for role-based processing
- Quick Quote and Full application data capture flows
- Configured (STP) processing
- Complete quote, issue, bind and service functionality including what-if scenario building
- Full policy lifecycle management including new business issuance, changes, cancellations, reinstatements, renewals and comprehensive support for out-of-sequence transactions
- Complete historical views of policy information with full audit capability