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.
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.
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.
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.