Insurance Agency Management Application. (IAMA)

Insurance Agency Management Application. (IAMA) (Currently in Clarion ,want updated and made web based) Project Description: IAMA is an electronic filing application, mailroom and customer service center that stores client files, commission information, agency production, and automates renewals and other daily operations. IAMA is designed to work independently or together with your current rating system. IAMA is enhanced with the added power of quote and application storage, allowing you to view a client's original quote & application and to quote endorsements and renewals automatically. Store and track Active, Expired and Cancelled clients/policies Print plain paper applications, ACORD and generic forms Store documents and images Customizable agency production reports Intranet and Internet Office Messenger Log, Calendar and To-Do List Schedule Reports Broker Tracking and Commissions Multiple Office Support Expiration Date Tracking Carrier Download Real Time Inquiry and Quotes Reminders and Memos Dashboard Clients Expiration Dates & Policies Expiring/Intent to Cancel Mailroom Link Client Accounts. Preferred Technologies: HTML 5 PHP JAVA (Jquery) MYSQL CSS3 Smarty ## Deliverables Insurance Agency Management Application. (IAMA) (Currently in Clarion ,want updated and made web based) Project Description: IAMA is an electronic filing application, mailroom and customer service center that stores client files, commission information, agency production, and automates renewals and other daily operations. IAMA is designed to work independently or together with your current rating system. IAMA is enhanced with the added power of quote and application storage, allowing you to view a client's original quote & application and to quote endorsements and renewals automatically. Store and track Active, Expired and Cancelled clients/policies Print plain paper applications, ACORD and generic forms Store documents and images Customizable agency production reports Intranet and Internet Office Messenger Log, Calendar and To-Do List Schedule Reports Broker Tracking and Commissions Multiple Office Support Expiration Date Tracking Carrier Download Real Time Inquiry and Quotes Reminders and Memos Dashboard Clients Expiration Dates & Policies Expiring/Intent to Cancel Mailroom Link Client Accounts. Preferred Technologies: HTML 5 PHP JAVA (Jquery) MYSQL CSS3 Smarty