Reports / Policy Schedule  

A number of pre-configured reports are readily available in a drop down menu making it unnecessary to purchase and run any third party applications. The reports can also be exported to programs such as Excel or as data files. Reports that are not standard can be generated and added to the list of available reports. Policy schedules are printed via the policy front end and are also automatically selected to a printing queue for processing as a batch. Welcome letters and/or standard letters can be set up and printed with your schedule. For the e-mailing of schedules the system generates a HTML form of the schedule whereby sensitive information such as banking details are suppressed. The clients can also be notified of amendments via SMS.

.::View a Schedule::.