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Data Management |
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A powerful Microsoft SQL Server database
provides storage and efficient management of
critical company and employee data in a single
secure location. User defined screens and tabs
allow customization to meet data management
needs. |
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Form Completion and Group Email |
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Select, extract and link data from your OneApp
Agency database to auto-populate any form,
application or document. Generate group emails to selected employees while incorporating employee specific information into the email message. |
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Document Management |
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Organize and securely store critical company and
employment documents for convenient access from
a single location. |
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Alerts and Reminders |
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Track and manage expiration dates, deadlines and
time-sensitive documents. Automatically generate email reminders to employees about important deadlines. |
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Search |
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Authorized users can search and quickly access
any record within your OneApp
Agency database. |
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Audit Trail |
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Archive and report all additions, deletions and
changes made to your OneApp
Agency database. The Audit Trail enhances
database security and identifies data changes
which must be reported to regulatory agencies. |
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Reports |
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Extract summary and detail information from your
OneApp
Agency database to enhance decision making and
support monitoring of professional licensing and
carrier appointments. |
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Tracking / Workflow |
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Manage ongoing projects including license
submissions and surplus lines tax filings with
this customizable tracking tool. |