West Point Insurance Services Knowledge Database
Follow our step-by-step guides on how to use InsurSys™ products to maximize and simplify your daily insurance processes. Explore frequently asked questions and find the solution using InsurRate, InsurClaims, InsurBill, InsurTakeout, InsurFlow, InsurAnalysis, InsurTest, or InsurScript. If you have any further questions, reach out to the helpful staff at West Point Insurance Services.
How do I manage policy counts and/or TIV in certain areas?
To discover how to streamline your policy account and TIV management with InsurRate, click here.
When a big storm is coming, how quickly can I pause writing new policies?
To learn how to close down any area in under 15 seconds with InsurRate, click here.
I need to update my rates! Can I do it myself?
To find out how InsurRate allows you to update your rates using Excel, click here.
We have new agents! How can I set them up in the system?
To explore how to use InsurRate’s Agency Maintenance tool to add new agents and control their plans, click here.
How do I transfer a book of business from one Agent to another?
To learn how to transfer policies between agents using InsurRate, click here.
I need to update and maintain my Mobile Home parks, where do I do that?
To find out how to manage and control your Mobile Home parks using InsurRate, click here.
How do I batch process our payments?
InsurBill allows for streamlined management of all payment processes. To find out how, click here.
How can we ensure client satisfaction when our insurance company is closed?
To learn how to build your own client portal so customers can access their documents, pay their bills, and report claims even when you are away using InsurRate, click here.
How do I see all of the documents submitted in the past day to process policy and claims changes?
InsurFlow allows you to manage and view your daily documents for claims, underwriting, customer service, and billing. To learn more click here!
Our Claims Department is sending out a lot of letters and it is a slow manual process. How can we make this more uniform and automate that?
To discover how to set up, manage, and automate the process of sending letters with InsurClaims, click here.