You can set up unlimited numbers of bill plans. Parameters for billing, cut-offs, reminders and fees are user defined for maximum flexibility. You can apply direct billing plans to one or many plans of insurance or policy. The system is ready to collect premiums from client's payroll deductions. Bill multiple policies under a single statement, and use different combinations of billing processes in conjunction with one another.

Premium accounting features:

• Easy to use.
• Customizable.
• Unlimited bill plans.
• Policy specific bill plans.
• Automatically changes premiums based on defined parameters (birthdays, etc.)
• Manage premium payments by payroll deductions, checks and refunds.
• Contribution accounting for annuities.
• Generate list bills for your carriers.
• Generate payroll deduction change reports for your corporate clients.
• Generate bills with consolidated single statements for your clients.
• Import and export your data to other programs.
• Generate automatic workflow actions assigned to employees triggered by events.
• Keep notes and view transaction history.
• Compatible with Core Document Management System for paperless document archiving and retrieval.
• Standard and ad-hoc reporting.
• Much more!