New features of iAutomate: Erlon Surety streamline operations and boost profitability; its newest partnership with Applied Systems paves the way for advanced integrations

WESTBROOK, ME – November 1, 2016 – Insurance Automation Group has joined the Applied Systems Platinum Partner Program and has released a new version of its iAutomate: Erlon Surety software, a surety workflow automation solution that streamlines the creation and management of surety bonds. New features are designed to make it even easier for agencies to track and manage every aspect of the surety bond process, streamlining operations and boosting profitability. All features are available in both customer-hosted and cloud-based licensing options.

The new alliance with Applied Systems is designed to strengthen the relationship between best-in-class software providers coupled with further innovation of industry-leading integrations. Insurance Automation Group will continue to offer its iAutomate: Erlon Surety solution to North American insurance agencies and brokerages with Applied-certified integrations to both Applied Epic and Applied TAM. Through this collaboration, agencies and brokerages benefit by automated end-to-end surety bond processing and workflows, eliminating manual re-keying of billing, bond policy insert, and transactional data to improve profitability and reduce errors and omissions exposure. The Applied Partner Program is a technology and industry partnership program focused on increasing the availability of best-in-class software and enhancing automation and connectivity across the independent insurance distribution channel.

New features and enhancements to iAutomate: Erlon Surety version 5.3 include:

  • A reporting tool that enables users to create custom reports.
  • Enhanced functionality for Principal Branch, including search, diary task assignment, reporting, and web request.
  • Additional features for Commercial Bond Scheduler, including updating bond status.
  • Diary updates that enable users to identify the principal associated with a diary task.
  • Dashboard updates, including ability to view alerts, search functionality, and diary functions via the user’s home screen.
  • STEM # log specific to the principal and assignment and reporting for Canadian bonds.
  • Enhanced security functionality.

“We work closely with our surety agency partners to build new features in iAutomate: Erlon Surety that help them grow their business and manage them more effectively,” says Jeff Bucci, National Sales Manager, Insurance Automation Group. “We are committed to proactively identifying and responding to industry changes, as we continue to innovate and evolve the iAutomate line of surety automation solutions.”

This latest version of iAutomate: Erlon Surety is available now. The solution has an Applied Systems Certified Integration with Applied Epic and Applied TAM. It also offers robust integration with Vertafore’s Sagitta and AMS360; QuickBooks; and Peachtree.