Web Solutions Library

Wynsure’s library of web services provides uncompromised functionality. All web services are available on demand; some services are listed below:

Customer Service

• Search for Customers
• Enter New Customers into Wynsure
• View and Modify Customer Information
• Submit Policy Endorsements
• View Customer Communication History

GBP Enrollment and Maintenance

• Search and Modify Legal Entities and GBPs
• View GBP and Legal Entity Members
• Renew Contracts
• Save, Suspend and Resume Quotes

Individual Enrollment and Maintenance

• Apply for Policies
• Quotes and Enrollments: Suspend, Save, Resume, Abort
• Renew Contracts
• Modify Customer Information
• View Policy Summary

Accounting

• View Payment/Disbursement History
• Track Payments
• Manage Bank Deposit Tickets
• Search and View Client History
• Manage General Ledger Types, Accounts and Entries

Premium Management

• Manage Claims, Invoices and Disbursements
• Transfer Money
• Create General Ledger Entries
• Reconcile Bills
• Mass Reconciliation

Claims

• File Individual Claims
• Search and Modify Claims
• View History of Claims
• File Group Claims
• Calculate Benefits

Printing

• Print Reports
• Create New or Modify Existing Letters
• Print Several Different File Formats