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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Users can provide real-time rates, contracts and dealer menus via eRating or eContracting. Users can issue policies with electronic signatures, and present products to customers through their own sales channels or their partners. Our network has 140+ partners that allow dealers to connect to the eMenu and DMS systems of their choice. Our policy administration software allows for billing, commissions and cancellations. This allows for seamless coverage rating, contracting and contract remittance. Integrating with your accounting system allows you to create, manage, modify, and change your agents, dealers and coverages. Your agents also have direct access to our Agent Portal. The F&I software allows the Dealer Principal and Field Representatives to access integrated reports for F&I forecasting, sales, and overall dealership performance in real time with powerful analytics.

Description

WaterStreet’s platform for property and casualty insurance, along with its policy administration services, empowers your organization to achieve greater efficiency. This comprehensive suite not only provides business process outsourcing for insurance but also enhances the customer experience through advanced technology and streamlined procedures. By improving visibility and interactions with policyholders, your agents can more effectively pinpoint cross-selling opportunities and offer proactive support when customers are in need. The integration of process automation, along with real-time access to documents and data, guarantees prompt delivery of accurate information that fosters accountability and transparency. The WaterStreet P&C Insurance Suite consolidates all your data and operational processes, thus removing the necessity of juggling multiple software systems for your business. This seamless integration exemplifies outstanding customer service, providing a robust link between clients and agents, as well as between agents and insurance companies. Ultimately, this holistic approach not only increases efficiency but also enhances overall satisfaction for all parties involved.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Lightspeed DMS Yes 
Truepic Yes 

Integrations

Lightspeed DMS No 
Truepic No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PCMI

Founded

2005

Country

United States

Website

www.pcmicorp.com

Vendor Details

Company Name

WaterStreet Company

Country

United States

Website

www.waterstreetcompany.com

Product Features

Claims Processing

Adjustor Management Yes 
Case Management Yes 
Claim Resolution Tracking Yes 
Co-Pay & Deductible Tracking Yes 
Compliance Management Yes 
Customer Management Yes 
Electronic Claims Yes 
Forms Management Yes 
Paper-Based Claims Yes 
Payor Management Yes 
Policy Administration Yes 

Insurance Policy

Cancellation Tracking Yes 
Claims Tracking Yes 
Policy Generation Yes 
Policy Issuance Yes 
Policy Processing Yes 
Quotes / Estimates Yes 
Rating Engine Yes 
Reinstatement Tracking Yes 
Reinsurance Administration Yes 
Renewal Management No 
Underwriting Management Yes 

Product Features

Insurance Claims Management

CRM No 
Claims tracking No 
Customer portal No 
Document management No 
EDI data exchange integrations No 
Electronic claims No 
Fraud management No 
Reporting No 

Insurance Policy

Cancellation Tracking No 
Claims Tracking No 
Policy Generation No 
Policy Issuance No 
Policy Processing No 
Quotes / Estimates No 
Rating Engine No 
Reinstatement Tracking No 
Reinsurance Administration No 
Renewal Management No 
Underwriting Management No 

P&C Insurance

Billing & Invoicing No 
Broker / Agent Portal No 
Claims Management No 
Commission Management No 
Customer Portal No 
Document Management No 
Insurance Rating No 
Marketing Automation No 
Policy Management No 
Quote Management No 
Reinsurance Administration No 
Underwriting Management No 

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