How will your business benefit from using Vision?

Vision is insurance technology for large agencies and brokerages, especially those with complex needs or writing highly specialized coverage.

• True single-entry system. Save time and effort, reduce E&O exposure, and realize big productivity and performance gains so you ultimately sell more insurance.
• Support for agency expansion and acquisitions. Accommodate unlimited combinations of agency structure including multiple profit centers and regions with separate income/expense reporting.
• Data import/export. Save time with electronic import and export of customer-generated lists of scheduled property, fleet vehicles or assets calling for specialized coverage, to make your marketing initiatives more efficient.
• Advanced contact system and marketing tools. Develop strategic, targeted campaigns and tailor communication to prospects and customers using multiple names, numbers and addresses, to increase renewal retention and cross-sell/upsell more effectively.
• E-filing with integrated imaging, faxing, and email. Scan attachments to the client file at the policy level with one easy workflow, create bar codes to index attachments, and view incoming faxes and attach them to the client's e-file.
• Full accounting and general ledger. Generate invoices and statements, track and reconcile agency payables, record payments and returns, and build financial statements that allow you to compare to previous-year total and budget figures.
• Highly scalable enterprise database. Gain the high security of the SQL Server database engine, and the ability to handle more than 800 users with ease.
• Integration with third-party software. Navigate to other programs you need for conducting daily business from within Vision.