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CMS by LIDP is a robust, complete solution for managing agent contracting, licensing, compensation, and reporting. Built on the JEE platform allows for the scalability, stability, and portability insurers desire in the digital world.
Features include:
· Multiple sets of contact information · Addresses · Phone numbers · Email addresses · Unlimited hierarchy · Multiple open contracts · Multiple channels · Dynamic hierarchy · Tax rules · Notes system · Agent specific notepad · Message priority feature
· State license · Appointments · State and company specific rules · License renewal · 1st and 2nd renewal notices · Renewal fees · Continuing education requirements · Validation
· Table driven · Contract · Plan · Duration · Issue age · Source system · Percent of premium · Percent of face · Percent of writing agent commission · Carve out options · Contest period rate specials · Pre-calculated feeds · Service fees
· Training allowance · Expense allowance · Trail commissions · Bonus · Table driven · Accumulate points · Multiple thresholds/rates · Catch up
· On submit · On premium · Anticipated premium · Any factor on annual commission · Increasing percent · Multiple levels of caps · Multiple years to earn back · Policy level detail and balancing · Recovery · Advance fee · Interest on unearned balance
· User defined rules · Vest until date or duration · Collection fees · Revert commissions
· Online views · Statement · Balance · Annualization details · Statement · Earnings reports · Minimum · By state · Gross · 1099-MISC forms and e-filing · Clearinghouse · Report scheduler
· Multiple statement frequencies · Financial assignment · Deductions · Adjustments · Hold options · Third-party payee · Check writing · EFT · Salary options · Deferred compensation · Loans with auto-repay
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