West Point Insurance Services Knowledge Database

Streamline P&C Insurance Processes

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?
When a big storm is coming, how quickly can I pause writing new policies?
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.

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