Manage your insurance sales programs more effectively using comprehensive data provided by EAI’s Insurance Processing Module.  It can be used independently to track all forms of life, long-term care, disability and health insurance, or in conjunction with other modules to understand a client’s total investments and anticipate future needs.

Insurance Module features:

• Life insurance order entry tracks all new account generation including customer profiling, the application process, written and issued policies
• Collects and displays complete transaction data including basic, rider and total premiums, policy service fees and other critical information
• Stores vendors’ premium accumulation policies and applies them to transactions
• Tracks renewal dates and automates the renewal process
• Monitors production and sales performance by agent, office and company
• Simplifies commission accounting and distribution

For more information or to request a demonstration, Contact Us.