ConceptOne
Insurance and Software Solutions for the Enterprise.
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Functions of ConceptOne
Collaborative Workspace
API
Document Management
Automatic Reminders
Project Workflow
Change Management
Email Templates
Contact Management
Contact Database
Sales Reporting
Customer Portal
Payment Processing
Knowledge Management
Self Service Portal
General Ledger
Client Portal
Financial Reporting
Custom Reports
Reminders
Disaster Recovery
Cancellation Tracking
Claims Tracking
Commercial Lines
MGA Administration
Policy Management
Rating Engine
ACORD Forms
AL3 Downloads
Admin Alerts
Agency Portal
Annual Statements
Business Specific Tools
Captive Brokerage
Captive Sales Force
Carrier Upload
Casualty Insurance
Claims Management
Claims Reporting
Dashboard Interface
Estimates
Flexible Workflow
Insurance Rating
Login Preferences
Multi-Line Industries
Multiple Line Rating
Multiple Product Tracks
Online Certificates
Policy Generation
Policy Issuance
Policy Processing
Prospecting
Quotes
Reinstatement Tracking
Renewal Management
SOC-1 Certified
Single Data Entry
Underwriting Management
Wholesale Program
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