Product Info -> Software -> The CIM-Data System

The CIM-Data System - Highlights

Client Processing

Account and Risk Header Management

* Formal support for 4 Account Code Styles.
* Up to 100 Risks per Client Code.
* Search by Account Code, Name, Telephone Number, Policy Number, etc.
* Fragment Seraches.

* Change Client Account Codes
* PIPEDA Support.

Client Accounting

* Transactions stored by Risk.
* Easy to understand, detailed ledgers.
* Full transaction sets - makes it easy to choose and enter transactions.
* Pac Plan - Pre-Authorized Payments.
* Renewal Requests.

Text Processing

* CIMMail - Full Text Messaging and Pending System.
* COMTracks - Immutable Text Filing/Logbook System provides
   Transactional Filing Support.
* Automatic Word Processing for speedy creation of letters by non-typists.
* Word Pro - built-in text Editor with fast, simple, built-in Mailmerge.

Policy SubSytem

* Full CSIO Personal Lines EDI.
* New Business, Policy Change, Download Support.
* CSIO Application Print.
* Built-In Quick Quote.
* Full Point of Sale.

Marshall & Swift RCT

* Built-in RCT.

ICBC Inventory

* Full support of ICBC transactions.
* Full ICBC Inventory and reporting system.
* Commission calculations.

Commercial Policy System

* Simple, general purpose, easy to use Commercial Policy Info.
* User setup of wordings.
* Summary reports list not covered coverages for renewal.
* Policy Issuance.

And More...

* Earned Premium Calculator, Short Rate Calcualtor

* Laser Liability Slip

* Sticky Labels (Dot Matrix AND Laser)

* Claims Tracking, Pending, Analysis, CSIO First Notice of Loss

* etc.

Reports and Batch Processing

* Set default printers for individual reports.

* Rerun accounting reports from previous periods.

* Full multi-office support for invoices, deposits, cheques, etc.

* User security is set for each report.

* Print on paper or view on screen.

Setups

* Multiple Office Configuration.

* Can enable and disable various system options to customize.

* Full User security and options selection.

* Detailed Company setup options.

* etc.