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3 <br />Organizations ●Ability to log organizations such as <br />adjusters, legal council, brokers, <br />insureds. <br />Assets ●This module is divided into five <br />subsections (record types): <br />❖Properties <br />❖Buildings <br />❖Vehicles <br />❖Equipment <br />❖Mobile Equipment <br />●Building Values (contents, equipment, <br />building value, income) will roll-up to <br />related property <br />COPE ●Ability to create stand-alone COPE <br />records that relate to Building records <br />Policies ●Create individual Policy Sections within <br />Policy records <br />●Log policy subscriber (including share <br />and commission percent) information <br />●Claims analysis per policy (Total <br />Incurred, Reserved, Paid, Recovered) <br />●Link individual policies to insurance <br />programs <br />●Functionality will not allow <br />interconnectivity of policy limits (i.e <br />policy towers) <br />Insurance Policies ●Aggregating of deductibles, premiums <br />and limits from all attached policies <br />●Claim analysis per program (Total <br />Incurred, Reserved, Paid, Recovered, <br />and Aggregate Remaining) <br />Reports & Dashboards ●Ability to create, edit, and delete <br />reports & dashboards (if <br />license/access allows) <br />Misc. Features ●Ability to add Tasks, Notes, Files to <br />records (if license/access allows) <br />DocuSign Envelope ID: BD441C19-1E7C-4FDE-8321-A4585AF240A5