enforcement of underwriting & rating guidelines
for all states supported by AAIS
- Boiler & Machinery
- Builder’s Risk
- Motor Truck Cargo
- Contractor’s Equipment
- Installation Floater
- Scheduled Property
Quote DashboardInstantly access, search and sort all your quote transactions in one place.
Guided FlowsUsers are guided through the quoting process, while the system enforces validations and provides help along the way.
Secure Cloud HostingPowered by Microsoft Azure. SOC2 and PCI compliant with daily backups and redundant data storage.
Sales ProposalsBranded, elegant, easy-to-read quote proposals with simplified quotation summaries.
Data & ReportsRating worksheets, monthly and real-time bordereaux extracts.
Ongoing Bulletin UpdatesRates, rules and forms kept current with latest AAIS Bulletin updates.
Speed and Accuracy
Save data entry time by importing schedule of locations and loss history information from spreadsheets.
Pre-built integrations with Google location search services for address lookup.
Rules-based enforcement of AAIS underwriting guidelines by jurisdiction to drive coverage and form selections.
State, effective date based premium calculations. Downloadable worksheets provide summary and detail view of calculations.
Users can manually input LCMs, territory, and underwriting relativities, and refer to company rates to establish manual premium.
Adjustments to manual premium can be performed at coverage, risk or policy levels to arrive at final premium.
Dashboards & Reports
Activity DashboardSnapshot view of transactional activity provides critical summary information about quotes.
Quick SearchUsers can instantly retrieve quote transactions by using unstructured or structured search techniques.
Bordereaux ReportsReal-time and scheduled monthly extraction of quote
transactions in Excel format.
Page ValidationsValidations performed keep users notified at every step in
the quoting process to ensure accurate data capture.
Access to AAIS ManualsRedirection to AAIS Direct for instant access to multi-state or
state-exception manuals and form library.
Branded Sales ProposalsElegant, professional sales proposals branded to
your company that are easy to read and understand.
Help TextsInformative description of data capture fields that provide
users more context about what to input or select.
Rating WorksheetEasy to understand rating worksheets provide
summarized 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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