Includes all elements of underwriting and rating, with integrated document management.
Manages data for statutory reporting while simplifying case management processes.
The only system that manages the entire client relationship by consolidating all communications, notes, calendars and documents in one easy to navigate page.
The system creates and issues invoices, controls receipts and matches/reconciles them to the invoices, and manages receivables.
Multi-Tasking: Users don’t have to exit one client’s record to work on another. Our unique tab structure allows you to work on many tasks at once without losing your data.
Most systems limit or don’t allow shared contacts, accounts or companies. Megalodon allows any configuration, where each individual or entity can be assigned many different roles within the system. A person can be a captive owner, a policyholder, an insured, a claims adjuster or any other contact type as defined by the user. Assigning roles prevents duplicate entries and makes tracking individuals a simple task.
The button and tab structure allows you to quickly and easily manage complex transactions that require many data elements in underwriting, claims and billing functions.
Our built-in client management function creates a 360-degree view of your insureds, including all communications, documents, notes, rating, underwriting, claims and billing. Once integrated with your company’s Gmail Business or Microsoft Exchange account, any email pertaining to a client, whether internal between co-workers or external with an insured, will automatically be attached to their record.
Megalodon is a truly paperless policy and claims management system. Drag and drop electronic files - Word, PDF, Excel, JPEG, etc. - right into client records. Even better, creating documents is as easy as copying and pasting hyperlinks into a Word document, so that when the document is called for in the software, it is populated with the correct, applicable data.
Obtain the power and functionality of a contemporary software solution that performs like it was created for large corporations yet is affordably priced for the small to mid-size insurance company. Web-based, software-as-a-service, Megalodon’s all-in-one suite has several unique features that set it apart from other systems.