Agency Systems - Insurance Management Automation (test)

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Express Billing

This new feature provides enhanced policy and invoicing with integrated cash and billing wizard. It improves through-put with integrated policy, invoicing and cash. It eliminates several steps in the billing process and provides an even simpler search. It contains additional hot keys to optimize navigation for experienced users (no mouse required).

Benefits Include:

Invoicing now takes in cash and automatically applies it to the invoice, making this a single step process.
The enhanced interface eliminates extra screens and steps.
It now handles up to 99 installments.
It provides an option to print the down payment on the invoice.
All billing information is contained on a single screen.
The billing wizard takes multiple-line invoicing and turns it into a single line entry. The setup is defined by company class and transaction.