
Zero Implementation.




Inland Marine
enforcement of underwriting & rating guidelines
for all states supported by AAIS
- Building
- Property
- Spoilage
- Crime
- Boiler & Machinery
- Builder’s Risk
- Motor Truck Cargo
- Contractor’s Equipment
- Installation Floater
- Riggers
- Scheduled Property



Quote Dashboard
Instantly access, search and sort all your quote transactions in one place.Guided Flows
Users are guided through the quoting process, while the system enforces validations and provides help along the way.Secure Cloud Hosting
Powered by Microsoft Azure. SOC2 and PCI compliant with daily backups and redundant data storage.Sales Proposals
Branded, elegant, easy-to-read quote proposals with simplified quotation summaries.Data & Reports
Rating worksheets, monthly and real-time bordereaux extracts.Ongoing Bulletin Updates
Rates, rules and forms kept current with latest AAIS Bulletin updates.



Speed and Accuracy
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Schedule Uploads Save data entry time by importing schedule of locations and loss history information from spreadsheets.
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Location Pre-Fills Pre-built integrations with Google location search services for address lookup.
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Coverage & Form Selections Rules-based enforcement of AAIS underwriting guidelines by jurisdiction to drive coverage and form selections.
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Premium Calculations State, effective date based premium calculations. Downloadable worksheets provide summary and detail view of calculations.
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Standard Rate Modifiers Users can manually input LCMs, territory, and underwriting relativities, and refer to company rates to establish manual premium.
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Manual Price Adjustments Adjustments to manual premium can be performed at coverage, risk or policy levels to arrive at final premium.



Dashboards & Reports
Activity Dashboard
Snapshot view of transactional activity provides critical summary information about quotes.Quick Search
Users can instantly retrieve quote transactions by using unstructured or structured search techniques.Bordereaux Reports
Real-time and scheduled monthly extraction of quotetransactions in Excel format.



User Experience
Page Validations
Validations performed keep users notified at every step inthe quoting process to ensure accurate data capture.
Access to AAIS Manuals
Redirection to AAIS Direct for instant access to multi-state orstate-exception manuals and form library.
Branded Sales Proposals
Elegant, professional sales proposals branded toyour company that are easy to read and understand.
Help Texts
Informative description of data capture fields that provideusers more context about what to input or select.
Rating Worksheet
Easy to understand rating worksheets providesummarized and detailed view of premium calculations.



You Can Count On
- SOC 2 Compliant
- Automated Daily Backups
- Auto Scaling
- Multi Factor Authentication



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