Outline Systems

Outline Systems is a software-development firm that helps insurers efficiently and effectively put control where it belongs — in their hands. ProducerOne puts everything you need to manage your distribution channels on one platform. It lets you consolidate information, eliminate redundancy, save time and money, and write more business more efficiently: 1. Its Compliance Management module streamlines and automates the activities of onboarding agents including credentialing, reconciling appointments for state renewals, terminating producers who aren’t active, ensuring they’re background checked, and ensuring they’re compliant with your company standards. Its Performance Management module lets you create contests, campaigns, or bulletins; track performance against plans; and manage follow-up communication. You can segment sales channels to selectively communicate important information. And you can create plans for agents or agencies, and track their progress to help them be more productive. Its Compensation Management module tracks results and applies incentives to drive and reward behaviors that align with your objectives. You can customize commission and incentive schedules, integrating with your policy system to align rewards with results. And you can let agents access commission reports, submit inquiries, and review performance reports. SecureOne maintains enterprise-level security one one platform, enabling user-determined authentication, authorization, and entitlement. It also features Identity Management (IdM) for employees, external partners (financial and agency), and policyholders, giving each group its own Delegation and Entitlement Model. POSOne is a policy administration system specifically for professional liability insurers. If you have liability products for doctors, lawyers, accountants, real estate agents, architects, engineers, or other providers or professional services, POSOne will have you writing coverages in no time.