- Technology
Tims™
Access to TIMS™ for the management of trust insurance activity includes the following capabilities:
Web-enabled accessA windows type environment at no additional cost to financial institution users.
TreeviewAlso known as 'Explorer' view, provides summary and easy navigation.
Quick QuoteRequires minimal information,saving time.
Tracking SystemTrack Trusts, Assets, Coverage, Interested Parties and Claims so information is organized
and easily accessible. Tracking includes the issuance of evidences, invoices and activity reports for the Master Trust Policy.
Document Retrieval and ManagementMakes evidences and invoices available for printing, e-mailing and saving to personal desktop.
History ReportProvides chronological audit trail of all activities for viewing, printing, e-mailing or saving to personal desktop.
Underwriting Information(COPE)Provides tracking and reporting on COPE information. All the information required by insurance carriers is contained in one database. Fields now address flood and earthquake data.
Tracking multiple co-owners and/or multiple trustsTIMS™ produces appropriate billing invoices based on percentage of ownership.
External PoliciesEnables you to centralize insurance database information and to monitor all assets.
Automated LettersProvides consistency and increases efficiency. Minimizes potential for lapsed externally placed policies.
Automated BillingStreamlines billing and accounting processes and can significantly reduce administrative costs.
Systems-to-Systems communicationCan be expanded to include periodic uploads and downloads between the Bank's trust real estate system and TIMS™ for specific fields of data.
Quote and OrderEasy and instantaneous on your desktop.
On-line Management ReportsCan be printed or exported to your desktop for ease in managing your internal and external insurance data.
SearchLots of information fields available with all queries easily exported to Excel, Word and PDF formats.
