iAutomate - Enterprise Company Product Features & Options

Base Offerings Add Ons
Application Streamlined Surety Bond Workflow & Automation X
SOC 2 / PCI Compliance (Type I & II) X
Agency Bond Request Portal / Agency Dashboard - Automated Underwritting X
Client Bond Request Portal / Client Dashboard
Multi - Office (supports multiple divisions and departments) X
User Dashboard Driven Processing X
Contract Bond Processing X
Commercial Bond Processing X
Client Financial Information Management, Processing and Analysis
Financial Statements X
Work on Hand X
Transactional Bond Processing (New, Endorsements, Cancelation, Reinstatement, Renewals and Final) X
Correspondence Management X
Multi - Language Support X
Built In - Document Management & Storage X
Customizable Drop Down Menus X
Customizable Rating X
Bond Form Library - PDF fillable Forms X
Fillable PDF Bond Form Management and Generation X
Approval & Alert Management & Processing X
Electronc Signatures and Surety Seals Support
Claims & Collateral Management X
SOX compliance - Auditing (temporal history tables) X
3rd Party Application & Data Integration (API)
Electonic Biding Integration - Surety 2000 X
Billing Systems (Ability to drive to separate Billing System per Division/Office
Applied EPIC X
Applied TAM
Vertifore AMS 360 X
Vertifore Segitta
Quickbooks X
Custom Legacy Systems (Development Services) X
Credit Report Processing - Optional for Agency Commercial Bond Request Module X
Credit Card Processing - Optional for Agency Commercial Bond Request Module X
Document Management System Integration X
Reporting (Excel Driven)
Base System Reports X
Adhoc/Customizable Reporting X
B2B - Carrier Integration Module - Carrier Driven Executed Commercial Bonds
iAutomate - Company Surety iAutomate - Broker X
iAutomate - Company Surety Iautomate - Agency X
Acord Implementation & Automation
Client On-boarding Form X
Contract Bond Request Form X
Commercial Bond Request Form X
Application & Database Support
Application Maintenance & Updates X
Security - Penitration Testing & Remediation X
(M-F) 8am-8pm Eastern Standard Time Support X
(24x7) Electronic Help Desk & Enhancement Request Processing X
(24x7) Application & Database Support X
After Hours support X