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Vantage System

Vantage System. Insurance Solutions for a Changing Marketplace www.vantagedata.com. History. Version 1 1987 for Commercial Lines. Focus on small to medium size clients New York Tri-State User base Developed with close ties to Insurance Companies, no “Ivory Tower” approach

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Vantage System

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  1. Vantage System Insurance Solutions for a Changing Marketplace www.vantagedata.com

  2. History • Version 1 1987 for Commercial Lines. • Focus on small to medium size clients • New York Tri-State User base • Developed with close ties to Insurance Companies, no “Ivory Tower” approach • A subsidiary of a Surplus Lines Insurance Company

  3. Benefits • Low Cost Solution. • Built with the needs of the MGA-Company-Regulatory relationship. • Support for ISO and NAII reporting requirements. • Vantage promotes Open access to it’s database. • Database scheme (common db for all product lines.) • Access to Insurance data elements. • Implement adhoc reporting. • Develop your own adhoc queries with your favorite products.

  4. Modular Design

  5. SUBMISSION LOG/CLEARANCE SYSTEM MODULE

  6. Submission Clearance • Begin the process by clearing a risk.

  7. Submission Reporting – Parameter Driven Reports • Analyze submission activity and Hit Ratio’s

  8. Submission Log SummaryReport by Broker

  9. Submission Log SummaryReport by Underwriter

  10. Additional Submission Reports • Submission Log Detail • Submissions Bound but not Issued • Submissions by Producer • Quote Letters • Declinations • Additional Information Requests

  11. POLICY ADMINISTRATION MODULE

  12. Policy Issuance • Multiple Search Criteria

  13. Policy Issuance • Policy Browse

  14. Policy Issuance • Declaration Page General Information

  15. Policy Issuance • Optional Coverage Selections

  16. Policy Issuance • Additional Insured

  17. Policy Issuance • Multiple Risk Locations supported

  18. Policy Issuance • Risk Location Information Capture

  19. Policy Issuance • Liability Coverage Information

  20. Policy Issuance • Liability Classification Detail

  21. Policy Issuance • Fees or Assessments

  22. Policy Issuance • Policy Forms Selection. Mandatory or Optional Selections.

  23. Policy Issuance • Policy Print Options.

  24. PREMIUM STATISTICAL MODULE

  25. Premium Statistics • Detail by Annual Statement Line with ISO Statistical Information.

  26. Premium Statistics • Options

  27. Premium Statistics • Detail by Annual Statement Line and Reinsurance Contract.

  28. Policy Inquiry • All premium and cash activity for a policy.

  29. Policy Inquiry • Receivables and outstanding balances.

  30. Policy Inquiry • Options.

  31. Policy Inquiry • Premium statistical recap.

  32. Policy Inquiry • Loss History.

  33. Premium Statistical Reports • Premium /Losses by Bureau Classification • Cancellation Entry & Print Program • Cancellation P O Receipt Report Hermitage • Recap of Premiums by Producer (curr/prev yr) • Recap of Premiums by Month (curr/prev yr) • Recap of Premiums by Month by Regional Office • Producer Recap by Class of Business • State Recap by Producer Premium Written • Producer Recap by Underwriter • Exposure by Construction with Inv Date Range • Total TIV by Zip Code

  34. A/R,A/P MODULE

  35. A/R • A/R Inquiry by Policy Number.

  36. A/R • A/R Inquiry display of invoices and applied cash.

  37. A/R • Cash application.

  38. A/R • Cash applied from check payment.

  39. A/R • Disbursements.

  40. A/R,A/P,Cash Reports • Print Cash Disbursement Checks from Drafts • Print Cash Disbursement Check Detail Advises • Daily / Monthly Cash Report • Cash Receipts / Disbursements Posting • Monthly Producer Statement • Monthly Direct Bill • Overdue Receivable Report • Producer Ageing Report • Create Offset report • Create cash application from offset report • Fax Overdue List to Specific Producer • A/R Inquiry by Policy Number • Account Current • Payable Disbursements Register

  41. CLAIMS MODULE

  42. Claims • Financial Details Captured

  43. Claims • Examiners’ Comments

  44. Review Open Calendar Items Report of all losses by Producer Print Pre-Check Report for Approvals Print Claims Drafts (Laser Check) Open Claims in Suit Report by State Loss Expense Report Open Claims by Supervisor & State Loss Expense Summary Diary Date Reported Claims by Producer & Office Claim report by State in report date range Claim report by Cause Loss Incurred Register Report of Excess Losses by Accident Year Report of Excess Losses by Report Year Outstanding Direct/Recoverable Register Paid Loss Register Supervisory Diary Print Average expense payment report New Claim Count Report Closed Claims Reported period of settlement Claims Reports

  45. SQL Data Warehouse/Data Mining Support

  46. SQL • Import of data from front-end application to any SQL compliant database. • Common data views for inquiry. • Stored procedures used to provide meta-data requests.

  47. MS SQL/2000 support

  48. SQL Adhoc Queries

  49. SQL Normalized data relationships

  50. SQL data exports

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