All-in-one Business Operating System is what you need for Customer Relationship Management, Document Management, Project Management, Workflow Management, Service Call Management, Quality Assurance Management and Business Process Automation. Stop paying multiple subscriptions and dealing with clunky integrations. Try FlowRocket’s cloud based modular solution for FREE until you decide to buy.

Underwriting Workstation

Can we track Policies to be renewed real time?

Yes. There are widget enabled dashboards, integrated with your policy administrative systems, give you access to the policies to be renewed in near future. The timeline can be decided by you based on your priority. The default time period FlowRocket provides are as mentioned below.

  • Policies to be renewed Today and Tomorrow
  • Policies to be renewed in 15 days
  • Policies to be renewed in 30 days
  • Monthly Calendar of Policies to be renewed

FlowRocket also generates the Renewal Reminder letter for the agents and their insureds to give them a reminder about the policies are expiring and it is about time to renew the policies.

Can we track Retention business by line of business and by Agents?
Yes. The Retention or New Business analytics can be tracked by both Line of Business and Agents. That means, you can know your business retention ratio for each line of business separately and also for each agent separately.
Can we track Outstanding Payments?

Yes. There are widget enabled dashboards, integrated with your policy administrative systems, give you access to the premium due in near future. The timeline can be decided by you based on your priority. The default time period FlowRocket provides are as mentioned below. This works in the similar way of Policies to be Renewed.

  • Premium due Today and Tomorrow
  • Premium due in 15 days
  • Premium due in 30 days
  • Monthly Calendar of Premium due
Is FlowRocket, updated real time with an integration with Policy Administrative System?
Yes. We integrate with Policy Administration System real time and any updates in Policy Administrative system will immediately also reflect on FlowRocket. You never have to worry about inaccurate or old information on FlowRocket.
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