ISi's Customizable Platform

Customization That Reflects Your Brand and Operational Needs

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The ISi system's customization capabilities go beyond choosing colors and layouts. Each account is tailored according to specific client underwriting rules, available discounts, applicable fees, desired processing flows and other operational preferences.

ISi is more than an insurance customer management software. It is a customizable business process automation software that can adapt to insurance business requirements through a combination of database settings, client-specific code overrides, and flexible data structures.

The Look

Logo placement, display colors and layouts are all based on client preferences. You choose everything, including how your dashboard looks and how the policyholder portal looks.

The Function

Business processes and workflow can be customized based on the company-specific underwriting guidelines and other customization requests submitted to Modotech's service department.

Specialized data fields can be configured and so can permissions for viewing and/or taking specific actions, like editing or deleting uploaded files or fields.

The Controls

You determine which fields insurance agents can and cannot see. You can also choose how your insurance policy management software functions. See some of the customizable features below.

Customize Insurance Policy Administration Features in ISi:

  • Accounting functions and financial processes
  • Client-specific code templates
  • Client-specific settings
  • Client-specific tasks and processes to automate
  • Coverage and product offerings
  • Custom report generation
  • Custom third-party integration
  • Custom underwriting guidelines
  • Customized account dashboard and dashboard charts
  • Customized policyholder portal
  • Data validations
  • Database management
  • Discounts
  • Document content and types
  • Flexible data structures
  • Permissions for viewing or changing specified fields
  • Policy terms and dates
  • Renewal process
  • Single Sign-on (SSO)
  • Special data fields
  • Surcharges
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