ConceptOne™ Designed for You

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 internal slot/custom rating or full two-way integrations with Microsoft Excel™ Ratesheets, 3rd party ISO rating applications, or carrier rating systems

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.