Aspire offers complete financial tracking capabilities. Any activity that affects financial tracking properties of a policy is recorded with complete and detailed audit trail histories.
Each addition or alteration to payments, payment schedules, or premium made in Aspire is tracked and time-stamped. This feature not only assists in tracking productivity and user errors, but also allows an end user to view a snapshot of a policy as of a certain date or time.
The financial tracking system allows for easy entry of payments, corrections, premium disbursements, checks, and deposits. Aspire boasts full premium billing capabilities, while also supporting premium financed or prepaid risks. In addition, Aspire has account current and bordereau capabilities.
Some of the many features found in Aspire’s Accounting module include:
Aspire also offers comprehensive analytical capabilities to generate reports that are critical to your business operations. Aspire includes a suite of reports that are ‘stock’ to the system. Or we can customize any report that is necessary to your business profile (provided the data for that report is captured).
Some of the ‘stock’ reports include: