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More Information
PURPOSE:
This ITSBITS software package is designed to do billing for the successful insurance brokerage that is selling life/health products, especially group life/health.
WHY YOU NEED IT:
If you are selling group life/health plans made up of products from more than one insurance company to a number of different customer-companies, you know how difficult it is to keep your billing straight, let alone prepare it on a monthly basis.
The recipe reads something like this: take a hundred or so companies with a number of insureds working for each one, throw in administrative fees of varying amounts on some companies, five or six insurers' products are being sold in different mixes, several sales people are working for you (and want a commission check). Now, try to do monthly billing with pencil and paper!
This ITSBITS software package does your monthly billing in seconds, not days.
FITS YOUR SIZE AND NEEDS:
You already know that one size does not fit everyone.
- For the small brokerage, a peer-to-peer networking implementation with just one or two computers will probably be sufficient.
- If you have a larger clientel you'll probably need a small client/server network--we recommend Microsoft's Small Business Server and yes, we can do a complete turn-key system for you. Just contact us and lets talk about your specific situation.
- If your customer base is still larger, you can implement a website that will allow your customers' employees to update their own data, thus moving most data entry and maintenance from your staff to the customer.
HOW TO DO IT?
Contact IHS to discuss your needs today!
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