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Ventiv Policy – Setting the standard for modern policy-administration systems

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Automate Policy Administration for Enhanced Efficiency Ventiv Policy automates administrative tasks, reduces data redundancy, and improves overall efficiency. Administrative tasks that took hours, days, or even weeks can now be accomplished in a fraction of the time, without sacrificing underwriting reliability or security. Key administrative features of Ventiv Policy include: » Seamless quoting, invoicing, and binding, all within the same workflow. » Easy access to email correspondence and a comprehensive log of incoming communications. » Comments and notes recorded by category. » A data-management hierarchy that efficiently coordinates policy, coverage, and risk exposures. » Configurable underwriting questionnaires that accompany each workflow. Additional configurable loss- control questionnaires are sortable by insured, site visit, and recommendations. Policy Management Capabilities Policy Management Renewal Processing Multi New Business Quotes Endorsement Processing Exposure Tracking Out-of-Sequence Endorsements Premium Management Personalized Rating Bulk Processing: ExMod/Loss Ratio Lookup Table Management Import Rate Management Diary and Underwriter Workbench VENTIV POLICY | 3

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