Sharing Our Passion for SERVICE, SOLUTIONS and EDUCATION to Benefit Your Family and Ours
Endless Possibilities
The System You Need
WALT’s powerful options, along with its open structure, lets you integrate how your agency needs. WALT allows you manage many different lines of business with different workflows.
WALT is loaded with useful features, each one with its own meaningful purpose. We listen to our users and integrate their feature requests on a regular basis. WALT is not only built by us, but also by our users.
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Policy Management
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Advanced Imaging
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Powerful Workflows
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Policy Issuance
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Forms
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Integrated Accounting
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Payments & Portal
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Data Export
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Connected to Web
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Dashboard
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New business submission login, underwriter assignment and duplicate check
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Manage new business
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Create policy worksheets, enter rating
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Memos and quote tools
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Microsoft Outlook and Google Apps for Business Integration
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Quote Status tracking
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One step binding from a quote
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Integrated certificates of insurance
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Integrated MVR processing
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Manage tasks and follow ups
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Unlimited forms and memos
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Easily manage renewal policies
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Integrated Claims module
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Crystal Reports Integration
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Google Chrome Search Plugin
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Premiums billed and balances due
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Policy documents
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Links to finance company detail
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Integrated FAX – Send and Receive
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Remote Audits via Website
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Open-Item or balance forward
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Broker statements
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Receivables management
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Full aged receivables reporting
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Vendor payable tools
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Fully integrated general ledger
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Installment billing
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Direct Bill