ConceptOne™ Design

Our clients quickly discover the design of ConceptOne™ positively impacts productivity, helps eliminate frustrations, and provides a framework designed with them in mind.  ConceptOne™ is designed for the Microsoft Windows Product Family and is built upon an open SQL database. The design provides your enterprise a single point of entry for data minimizing  wasted time and possible errors from data entry duplication.

ConceptOne™ is designed with standard production capabilities including:

• User Defined Workflows
• Clearance
• Quoting
• Submission tracking
• Policy Management
• Policy Issuance
• Rating Integration
• Claims Management 
• Document Packaging & Filing
• Accounting Management Reports (Billing, Payables, Receivables, and General Ledger) available through Open Data Access
• Policy rating is available via full two-way integration with Rackley, Microsoft Excel™ Ratesheets, or on a custom basis

These standard design features paired with the flexibility of ConceptOne™ to adapt to the diverse needs of our clients results in a solution designed for success.