Method and system for quoting, issuing, and administering insurance policies including determining whether insurance policies are self bill or list bill

摘要: Described is a method and apparatus for automatically quoting, processing, maintaining, claim billing, renewing life, health related coverages clients, especially group clients—without duplicative data entry. An integrated computer system contains several processing modules. The Quoting Engine module produces quotes, maintains describes available, rates the insurance, generates proposal. Soldcase administers sales commission provides information regarding selected coverage to other Advanced Relational Database Information System billing premium payment of commissions. A Document Generator documents such as policies certificates. Claims performs adjudication, history, payment. Renewal monitors updates client insurance determine if renewed should be sold and, so, at what price.