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design
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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

In today's fast-paced business landscape, the need for user-friendly and efficient processes is paramount. Our Web-enabled Rate, Quote, and Issue solutions are designed to be both adaptable and scalable, ensuring they can handle the demands of even the most high-volume scenarios. Featuring a versatile Workflow Framework, we can customize solutions for both internal and external use according to your specific requirements. This allows MGAs, MGUs, and Carriers to present their offerings in a secure and controlled manner. From the fundamental aspects of rate quoting to comprehensive forms management, policy issuance, and endorsement processing, TopSail aims to transform your underwriting portal into the most convenient platform for conducting business. Additionally, TopSail includes advanced email notifications and alerts, automated renewal processing, and compatibility with any necessary back-end systems. Once the submission and underwriting phases are finalized, users benefit from a wealth of data, which is essential for generating crucial Management Information to maintain a competitive edge in the marketplace. This holistic approach not only streamlines operations but also enhances overall business intelligence.

Description

Process automation for NNAs to aid in issuing ISINs. Process automation of large volumes of unformatted text information to be used in Exchanges and CSDs. Process automation for LOUs that will assist in the issuance LEIs. pTools solutions are flexible and driven by design excellence. They also offer exceptional user experience. Our focus is on digital transformation to existing processes in order mitigate risk, increase efficiency, automation, and improve regulatory compliance. pTools offers a complete range of transformation services that help clients quickly assess the potential for digital transformation.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Insurance Technology Solutions

Founded

2000

Country

United States

Website

www.its-llc.com/PolicyAdministration.aspx

Vendor Details

Company Name

pTools Software

Founded

1999

Country

Ireland

Website

www.ptools.com

Product Features

Insurance Policy

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Product Features

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management

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