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Getting the most out of CBSI iComp’s Selection Criteria

Basic Selection Criteria

Most data entry forms in CBSI iComp provides a List page with Selection Criteria fields just above a list grid on the page in addition to the standard data entry form. This provides you with a way to retrieve a Data Set based on a certain criteria.

Introducing Data Sets

One of the differences you will notice about CBSI iComp is that it uses the concept of retrieving Data Sets from the database. In other words, you can limit the amount of data you retrieve from the database by entering a value in one or more of the List tab selection criteria fields. The only records available at any given time will be the records in the current data set. Continue reading “Getting the most out of CBSI iComp’s Selection Criteria”

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How to Use the User Defined Fields Feature

You can leverage CBSI iComp to store much more information than just the basic insured or policy details. CBSI iComp enables you to track unlimited custom information about each one. User-Defined Fields are one of the shared modules in of iComp and is fully integrated with the Applications, Audit Tracker, Agents, Insureds and Policies forms. You can add and store as many User-Defined Fields as you want.As a Marketing Representative, for example, you might create a User-Defined Field for each client’s birth date, dog’s name or favorite sport, will help you in the next sales call – and the customer will think he’s the most important one on your list. Continue reading “How to Use the User Defined Fields Feature”

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How to use iComp’s Mail Merge Feature?

Why Mail Merging?

Every business requires a set of standard documents to do its work. Examples include proposals, statements, invoices, fax cover sheets, and so on. Many businesses create boilerplate templates for their documents using Microsoft Word, and then distribute these templates to the employees who need them. CBSI iComp facilitates this process by providing a templates library where shared boilerplate templates can be stored and accessed by any CBSI iComp user. Continue reading “How to use iComp’s Mail Merge Feature?”

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A Complete Workers Compensation Insurance Software

Our flagship product, a fully integrated, multi-state workers compensation and general liability processing system. iComp consists of several integrated modules in Policy Administration, Claims and Financial Management to cover the complete workers compensation and commercial general liability business cycle. iComp supports full-service carriers, Third Party Administrators, and Self-Insured funds, MGA, TPA, or other insurance entities.

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CBSI iComp Insurance Management Software Passes Microsoft Platform Tests

FOR IMMEDIATE RELEASE

VeriTest® Passes CBSI iComp v2 for two Microsoft Platform tests

BATON ROUGE, Louisiana – Dec 7, 2009 – Computerized Business Solutions, Inc., a software developer and insurance technology pioneer, today announced that CBSI iComp v2 passed two Microsoft Platform Tests for ISV Solutions; the Microsoft Windows Client and Microsoft Office tests. Testing was conducted independently by VeriTest®, a testing service of Lionbridge Technologies. Continue reading “CBSI iComp Insurance Management Software Passes Microsoft Platform Tests”