The complete solution for marketing and managing commercial lines

The P&C Survey module lets you perform a complete assessment of your clients property and casualty exposures. Issue detailed submissions to as many underwriters as you want. P&C Survey tracks each response and instantly creates easy-to-read proposals clients will treasure. Once the account is secured, P&C Survey will track every policy transaction until its time to remarket.

More than just a marketing tool

Produce complete, professional submissions that get results fast.

Track quotes as they come in.

Monitor the status of quotes unanswered, accepted or rejected.

Create proposals from one or more quotes instantly.

Create cover notes in the office while the client waits.

Track all policy transactions once the risk is placed.

Endorse, renew, cancel or reinstate policies.

Single entry means data is entered into the program once and flows from submission to proposal, to cover note, to policy and back to submission at renewal.

Remarket in minutes rather than hours.

Full marketing and policy history provides solid E&O protection.

Reduce time wasted locating paper files with instant access to the insured’s underwriting and coverage details.