Summary

Displays a summary of key data associated with a policy in a single view.

Rate Model

Applicable to auto and property policies. Allows users to select coverages and limits for an individual policy.

Claims

Displays claims recorded for an individual policy.

Proposals

Allows for the creation and retrieval of quotes prepared for a customer associated with an individual quote or policy. Proposals would normally show up in the quote process, but not later.

Underwriting Reports

Allows users to collect and manage underwriting information associated with an application. These reports are sometimes ordered during the application process and sometimes after an application is submitted.

Documents

Allows users to collect and manage documents associated with an application.

Third Parties

Applicable to auto and property policies. Allows users to collect and manage information describing other parties who have an interest in insured property. Examples include a loss payee for an automobile loan or a mortgagee on real property.