Modules & Systems
Each module is fully integrated and interactive with one another.AGENTS This acts as a database for information about agents, brokers and adjusters. Other systems allow you to assemble information from this module in a usable format, such as printing lists and labels. |
CHEQUE This stores information about cheques being produced from other systems. It permits the user to maintain the cheque information and bank reconciliations. |
CLAIMS This allows the user to set up claim and reinsurance information. The information will be classified into categories such as property, liability and automobile. It works with other modules to generate accounting and statistical data. |
GENERAL LEDGER This processes and generates various reports regarding account information. This module interacts with other sub-Systems and performs financial and accounting functions including budgets. |
INVESTMENT This allows the user to manage an active investment portfolio. It tracks current and historical values of investments, income, accounting, statistics and trends. |
POLICY This allows the user to input and maintain client and policy information. Policies are categorized into farm, residential, commercial and automobile. It interacts with other modules to create accounting information and statistical data. |
PREMIUMS REC. This maintains the information on each policy. It tracks billings and payments, agents' commissions and various payment plan information. It creates payment schedules and allows for policy endorsements and the regular flow of monies. |
RATING This allows the user to set rate tables for the specific packages they offer. The computer performs the necessary calculations. This provides the user with an easier and time-saving method for underwriting property, liability and automobile policies. |
STATISTICS This processes information from other modules to create statistical data. Property, liability and automobile statistics on premiums and claims may be reported to IBC or OMIA. The data can also be used to keep track of past performance and future trends. |
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ABEYANCE This is integrated into many modules to process information. Any policy, claim, or user can set up an abeyance to be recalled and reminded at some future time and date automatically. |
ENCRYPTION Is your data safe and secure on your server? Of course it is. We want to make sure that the data is as secure as we can keep it, within the server. All databases, images and output files are encrypted. No need to worry! |
IMAGING This is tied to the Policy and Claims modules. The ability to view an underwritten risk online saves time and avoids mistakes. It can handle many formats: JPG, TIF, PDF, DOC, WPG, XLS. All are stored in encrypted format within the Systems. |
INSPECTION This is designed for the risk inspectors. It reminds a company when an inspection is due. Along with the inspection report and policy inspection statement, inspections are all organized and filed in the SEH Insurance Systems. |
NOTES This is integrated with many modules and individual programs allowing the user to save notes on policies, claims, items, and vehicles. With this system, you will be able to document all your insurance needs within the online data. |
PAYMENT PLAN You asked for it, and now we have it! This was automated in conjunction with requirements from various financial institutions such as CIBC, RBC, Bank of Montreal, VISA, Mastercard, and American Express. The list is still growing. |
QUOTE No more red tape! This is designed to help your company maintain quote records. The users can also perform a quote search and inquire the payment schedule in this system. |
REFUND Does your company issue a refund from surplus? This calculates the percentages and amounts and issue the cheques all with a simple user interface. |
| From these various modules, you can generate various reports at any time. Only to mention a few: |
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Titan Insurance Software for Companies
Pathfinder Insurance Software for Brokers
Trailblazer Insurance Software for Agents
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