Reporting and Correspondence

Reporting and Correspondence

 

 

More on this page:

arrowDetail Data for Ad Hoc Reporting
arrowSort / Select Options
arrowFull Function Word Processing
arrowAdvantages
In addition to standard FIMMAS reports, new reports can be created through the FIMMAS reporting module or any third-party reporting tool that is ODBC-compliant.
 

Detail Data for Ad Hoc Reporting

Reports can be generated against any information in the database, and can be requested at any time by any authorized user. Transaction detail — not just summary information — is retained on-line for as long as you designate, so reports can include detail and summary data for historical and current time periods.

  

Sort / Select Options

In FIMMAS, each report has multiple user-defined sort and select options, so that one report replaces several predefined reports in traditional systems.

For example, from a basic Submitted Application report, users select the fields (Agent ID, status code, benefit amount, etc.), specific data ranges (e.g., benefit greater than x dollars, applications entered before 06/06), and the sort sequence (e.g., by status code within Underwriter ID) to be used. With this flexibility, one FIMMAS report can create many different "views" to meet specific reporting requirements.

  

Full Function Word Processing

The FIMMAS Correspondence Link provides an interface to the full-function capabilities of standard word processing packages. Data from FIMMAS can be integrated with standard formats and user-created variables to create custom correspondence.

  

Advantages

Users create custom correspondence with familiar word processing tools. Administrative correspondence can be stored in the same logs as marketing materials and other corporate correspondence for better customer service.

Signatures, logos, graphics, standard text, special fonts, and seasonal messages are easily incorporated into letters, billing notices, reports, EOBs, requests for requirements, or any other correspondence for individuals, groups, agents, reinsurers, banks, or other organizations.