Encore Management System Features List

“Includes Full General Ledger Accounting”

Customer & Policy Management

  • Policy Management

  • Claims Management

  • Certificate Management

  • Import Carrier Transactions (aka download)

  • Departments / Profit Centers Supported

  • ACORD Forms

  • Expirations

  • Book of Business Customizable Report

  • Diary

  • Customizable Diary Types

  • Customizable Lines of Business

  • Customizable Policy Status

  • Document Storage

  • Letter Writer

  • User Security

  • Hosted Agencies Can Access Data From Anywhere

  • Standardization of Procedures

  • Errors & Omissions Protection

Accounting

  • Agency Bill Invoicing

  • Account Current Management

  • Direct Bill Management

  • Producer Commission Management (supports multiple producers / policy)

  • Check Writer

  • General Ledger

  • Customizable Chart of Accounts

  • Customizable Default Accounts for Invoicing

  • Departments / Profit Centers

  • Reporting

    • Profit & Loss

    • Trial Balance

    • Balance Sheet

    • General Ledger

    • General Journal

    • Many more journals and registers