Solutions for:




PolicyExpert™
The PTS Workers Compensation PolicyExpert™ module includes all of the configurability, workflow, document management and other features of our Commercial Lines Platform.

On-Line Application Quoting and Processing

  • One stop agent portal; applications, quotes, in-force policies, commissions, renewals and claims
  • 100% web-based online application processing and quoting
  • Real time status views for agents and/or customers
  • Automated identification of duplicate quote applications by customer name, phone, and/or FEIN
  • Quote export via PDF files and/or e-mail
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Underwriting

  • Generates multiple rates per application based on different WC plans such as guaranteed cost, deductible
  • Supports accompanying coverage such as USL&H, Maritime, Voluntary Compensation, FELA and other
  • Handles underwriting for:
    • Multiple or multi-state locations
    • job classifications
    • Payroll
    • Loss history
    • Additional coverage
    • Other pertinent data (e.g., including or excluding coverage for officers, owners)
  • Supports taxes and surcharges
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Policy Administration & Management

  • Policy issuance and endorsement
  • Policy renewals
  • Policy cancellation and reinstatement
  • Payroll management
  • Agency information management
  • Supports WCPOLS, WCSTAT, URE, DCI reporting
  • Alerts and notification groups
  • Customer portal
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Business Analytics Data Warehouse

  • Business intelligence dashboards for key management functions
  • Robust business analytics tools across an integrated database for mining customer, policy, claims, financial and other data
  • Enables trend forecasting and predictive modeling; supports rapid new product development and pricing changes
  • Ad-hoc reporting tools enable real time analysis supporting improved decision making
  • Report formats and schedules tailored to user needs
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