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Customized Web Homeowner's Rate and Bind Program

© United Software Developers Inc.
  • Quote
  • Bind
  • Print Homeowner's Application and Binder(s)
  • E-mail, fax or mail to clients
  • Done!
  • Built in company guidelines and notification of reason for non-qualifying items (i.e. ABC Insurance Company only writes for owner occupied.')
  • Request to bind features allows supervision of employee's applications as the employee sends the Request to Bind to management for approval.
  • User cannot request to bind or bind until all required fields by Insurance Company are completed. (i.e. 'Please complete all required fields: Number of families, Distance to water, Type of Residence')
  • Set default quotes to avoid re-entry of common data
  • Mapquest feature for distance to water
  • Breakdown tab to view all coverages and premium
  • Built in payment options and financing option with ETI Finance
  • Print or email quote, binder, Acord 80,88,89, Dec Page or any other forms required.
  • Uploaded applications are read-only to ensure that no changes are made after upload.
  • Add/Edit agencies and employees
  • Assign account numbers and passwords
  • Set employee user rights including binding authority, quoting, printing (preview and print binders, quotes, applications, policy declaration page), e-mailing (quotes, applications, binders) and guidelines access.
  • Notes section for documentation (date and time stamped)
  • Disable employee feature
  • Disable binding rights in select County areas in case of inclement weather. Policies cannot be bound until Admin allows binding in the selected County areas.
  • Assign automated policy numbers and reference numbers to policies.
  • Export quotes to Microsoft Excel spreadsheet
  • Search by User ID, Acct #, First or Last Name, Agency Name, Policy Number.
  • Sort by broker, first, last name, premium, effective date
  • View applications by time frame (date of bind, effective date, process date).
  • Monthly comparisons for subtotals for agencies and employees
  • Print report and multiple quotes.
  • View change requests submitted by users

United Software Developers, Inc. (USD) web based homeowner's program is a proven all-in-one, simple to use quick quote and bind system. The USD web homeowner's program can be customized for your Insurance Company's rates and guidelines. Guidelines are built directly into the system which greatly reduces the risk of cancellations due to employee error and overlooked guidelines.

Admin panel allows management to set rights for employees including a notes section for time and date stamped documentation. Agents will be able to give a client a quote in seconds and process an application in minutes. Reporting features include customized reports that can be searched, sorted, printed and exported to a Microsoft Excel spreadsheet. All of the built in features allow for a simple, easy to use program that will save time and increase productivity. Your company's volume of business will significantly increase using this proven rating system.

Upon request, USD will supply a daily output file that can be dumped into your insurance company's own management system. All you have to supply is the specs for the file layout. This will save time by eliminating data entry for all new applications.

For your insurance company's customized web homeowner's program, please contact Jody Windland or Erica Gelb at (718) 648-5300 for a proposal.

  Screen shot "Customized Web Homeowner's Rate and Bind Program - Residence"

  Screen shot "Customized Web Homeowner's Rate and Bind Program - Coverage"

Copyright 1995- United Software Developers Inc.
1718 Jerome Ave., Brooklyn NY 11235 Phone: 800-353-3755