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On-demand Insurance Solutions

WinBEAT Ledger Services

  • Merge 2 or more WinBEAT Ledgers to form a new ledger.
  • Split clients and policies for one or more account managers from the existing portfolio to create two separate portfolios.
  • Copy and Clear client, policy and accounting information. Keep Classes, Underwriters, WinBEAT Forms and other setup information.
  • Convert Sunrise Executive policies into a WinBEAT database. Standard classes and Sunrise products are set up but no balances or schedule data can be converted.
  • Convert data from any existing Broking System or CRM into WinBEAT Clients and/or policies.

WinBEAT Database Services

Allows merging of one or more Underwriters, Account Managers, Subintermediaries, Client Groups or Policy Classes. The Database Services programs have been written to allow you to 'clean-up' your database by deleting old and unused Underwriters, Policy Classes, Sub Intermediaries, Account Managers and Client Groups and merging them into other Underwriters, Policy Classes, Sub Intermediaries, Account Managers and Client Groups.

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Latest Version of WinBEAT

Version: 4.2

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