How will your business benefit from using DORIS?

DORIS is designed to give you the key benefits of agency automation, at an affordable price. Online delivery means you don't have to make an upfront investment in servers or other hardware, or lose productive hours to system maintenance chores.

• Automated workflows and procedures. Save time and effort, and improve office productivity and efficiency.
• Fingertip access to client and policy information. Maximize customer service by accessing needed information with a few mouse clicks, including scanned-in documents and digital photos so you eliminate the hassle and storage costs of paper files.
• Diary/suspense history for risk control. Maintain a permanent record of all policy activity, and establish uniform documentation procedures to reduce E&O exposure.
• Rich marketing features. Track referral sources, find cross-sell and up-sell opportunities, and send emails or prospecting letters automatically.
• Freedom to work from anywhere. Work conveniently from any Internet connection – at home, on the road or satellite office.
• No maintenance costs. Free yourself from the technical side of maintaining a system, with routine database maintenance, daily backups, system updates, daily downloads and security protection all done for you.
• Easy scalability for future growth. Add new producers, CSRs and satellite offices anytime, as your business grows.
• Automated interface with 300+ carriers. Eliminate the time spent accessing Web sites to view coverage details, and keep policy details current without manual data entry. Rely on daily download updates, or access the most current information with a few mouse clicks through full integration with IVANS and Transformation Station.
• More than 450 ACORD forms. Merge client/policy information into any ACORD form, electronically sign, and then fax or email from within the system. Integrate with most rating software, and pull the rating automatically into the appropriate ACORD form.
• Complete claims tracking. Enter and track claim information by policy, and run claim reports.
• Full accounting with integrated general ledger. Track commissions, generate invoices, output checks, and maintain multiple checking account ledgers with reconciliation, and see the big picture of your financial performance with a full reporting package.