Advanced Billing enhances the receivables capabilities of Great Plains and Small Business Manager with functionality designed specifically for the Insurance industry: recurring transaction processing, split commission schedules with multiple commission types, paid premiums tracking, and the automated calculation of commissions.
All product functionality is available from within Great Plains and Small Business Manager.
- Simplify billing process with single integrated solution
- Eliminate duplicate data entry and dual recordkeeping
- Increase accuracy with automated commission calculation
- Save time with batch processing
- Maintain detail premium records with associated commission schedules
- Process premium due schedules at any time
- Maintain unlimited custom commission schedules
- Track paid premiums and detail commission records by agent, insurer, and policy number
- View projected premium revenues for multiple years
- Customize user defined transaction fields and master record fields
- Utilize on-screen account reconciliation
- Track supplementary data for third party transactions
- Import recurring and non-recurring transactions
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