OpenInsure will be an open Source Insurance Agent Automation system

  • Will use ACORD standards for all insurance transactions(www.acord.org)
  • Will have the capabilities to run as either a Web Application or WinForms Application.
  • Integrated Windows Security (Optional)
    • 2 Prong approach for users
      • Windows Authentication
      • Custom Authentication
      • Can be mixed and matched for users without Domain access
  • Marketing tool
    • Create Mail, or email campaigns to gain new business
    • Multi-Step and follow-up process
  • Complete Audit Trail of all transactions
  • Complete Customer Contact Management
  • Document Tracking and generation syste

Last edited Jan 25, 2011 at 11:44 PM by mbulava, version 2

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