1. Odyssey Management System
• Designed for the Managing General Agency and Surplus
Lines Broker.
• Customized version for the P&C Insurance Carrier.
• Key components provide for Invoicing/Statistical Entry,
Premium Accounting, General Ledger, Policy Administration,
Claims, Experience Reporting.
3. Quotation and Binding
• First screen of the quote process.
• Based on the line of business selected, multiple screens are presented to
capture all of information necessary for quoting.
• Entered information is carried forward for Binding and Policy Issuance.
4. Policy Issuance
• First screen of the policy issuance process.
• Based on the line of business selected, multiple screens are presented to
capture all of information necessary for printing the policy.
• Information is carried forward from the Binding process.
• An invoice and statistical entries are generated automatically.
5. Invoicing
• Invoice entry screen
• An invoice will be generated automatically from the Binding or the
Policy Issuance process.
• Invoices may be manually entered.
6. Premium Accounting
• First screen of the Premium Accounting process.
• Supports Agency Receivables, Company Payables, State Taxes,
and Stamping Fees.
• Allows for easy application of agent checks.
• Generates return premium checks to agents.
7. Direct Billing
• Billing History Screen
• The Direct Bill System supports a true
• Commission Statements and Checks
• Multiple pay plans
8. General Ledger
• System integrated summary General Ledger.
• Supports automatic posting for Cash Receipts,
Cash Disbursements, and Journal Entries.
• Support for issuing operating checks.
10. Claims Tracking
• Simplified claims tracking primarily designed for Lloyd’s
contract support. For full claims processing, refer to the full
feature Odyssey Claims System.
• Supports loss and expense payments, loss and expense
reserving with automatic takedowns, and salvage and
subrogation.
11. Integrated Diary
• First screen of the diary process.
• Supports diary entries from any process in the system.
• Allows for system flags to be setup on a field by field basis
throughout the system.
• Provides support for system generated letters and the appropriate
tracking.
12. Business Directory and
Control Files
• First screen of the Business Directory depicting
Agent/Producer Maintenance.
• Full sub-system that controls system editing; such as
Company/State/Control table, all entities that a client does
business with, policy numbers, etc.
13. Specifications
• All systems operate on Windows Server 2003
or greater.
• Client workstations require Windows XP or
greater.
• HP compatible printers are required
14. Availability
• All products are currently available.
• Normal delivery dates are within 60 days for
“off the shelf” products.
• For a complete system demo, contact ITC.
