New features enhance integration with agency management systems including Applied Systems’ TAM, streamline usability for surety bond processing

WESTBROOK, ME – October 10, 2012 – Insurance Automation Group announces version 5.0 of its iAutomate: Erlon Surety software, a surety workflow automation solution that reduces the costs and the potential for error in developing and managing surety bonds. New functionality includes administrative features as well as improvements in how iAutomate: Erlon Surety integrates with agency management solutions, including Applied Systems’ TAM.

New features and enhancements to iAutomate: Erlon Surety include:

  • TAM interface: When users export a new policy into their TAM agency management system, iAutomate: Erlon Surety will now create the transaction information needed to process the invoice. Additional transactions against policies now capture updates to the billing screen to include change in status and to update effective and expiration dates. These new features allow a more efficient workflow for users, and help reduce errors and omissions caused by multiple re-keying of information.
  • Manage user lists: The new version enables clients to identify system users as Active or Inactive, enabling them to better manage users lists within iAutomate: Erlon Surety.
  • Multiple transaction codes: iAutomate: Erlon Surety can now identify multiple transaction codes against a transaction type, e.g. NEW for New Business, and NEW1 for New Business First Year. Previously, the solution allowed only one transaction code per transaction type.

“This latest version of iAutomate: Erlon Surety is a culmination of technical expertise and user input, with advanced intuitive features and expanded interface capabilities that will deliver a significant improvement to the results produced,” says Jeff Bucci, National Sales Manager, Insurance Automation Group. “Our agency customers heavily rely on iAutomate: Erlon Surety to improve their surety bond workflow processing, and we are pleased to work with them to include the features and functionality they request.”

The new version of iAutomate: Erlon Surety is available now and integrates with the Epic, Vision, and TAM agency management systems from Applied Systems; Vertafore’s Sagitta and AMS 360; AFW; QuickBooks; and Peachtree. Insurance Automation Group is an Applied ConneXion® Integrating Vendor.

About Insurance Automation Group

The Insurance Automation Group is a wholly owned subsidiary of Workgroup Technology Partners, a provider of advanced technology solutions and services based in Westbrook, Maine. The Insurance Automation Group develops software solutions that help insurance firms and Plans grow their businesses and capture more revenue without adding personnel overhead. The product line includes iAutomate: Erlon Surety, iAutomate: CompanySuretyiAutomate: Claims DataManager, iAutomate: OPL CaseManager and iAutomate: Overpayment CaseManager. The Insurance Automation Group is an Applied ConneXion® Integrating Vendor and a Vertafore Integration Program Company. For more information, call 207-856-5300 or visit www.insuranceautomationgroup.com.