Mutual Expert
Rating and Policy Management
Mutual Expert is a robust software package that helps you manage your mutual insurance company from quote to policy. This complete package is versatile, scalable, flexible and accurate.
Mutual Expert is built on the highly tested and proven Microsoft Visual Basic® platform and uses the powerful Microsoft SQL® server database to ensure reliability and high performance.
Mutual Expert allows for multiple processes/windows to be open at the same time while providing you with complete policy management over many insurance policy types including homeowners, farm owners, dwelling fire, mobile homeowners, inland marine and business owners.
Contact us for a demo of the Mutual Expert Web Window - a Web-based solution that allows agents to create quotes, submit applications, and view policy information and documents.
If you've received a demo username and password, you can test out the Mutual Expert Web Window now!
Rating system
All basic and endorsement rating modules are included for inquiry and maintenance. You can also track personal lines rating and writing and automatically apply most rate changes and rule revisions. Mutual Expert easily process endorsements and renewals, and includes an automatic renewal process with a custom annual coverage increase amount.
Billing system
With Mutual Expert, you can issue direct, agency or mortgage bills. Your company can easily define your own payment plans. Also included is an ACH billing and LockBox transfer module for multiple ways of receiving premium payments.
Claims processing system
Mutual Expert tracks a complete history of all claims. It is integrated to the policy master file. You can have multiple claimants per accident; and view separate reserves by claimant, claim payments, and catastrophe tracking.
Flexible search capabilities
No longer are you limited to finding a policy by strictly name or policy number. With Mutual Expert, you can find what you are looking for with a broad range of search criteria, such as address, phone number, e-mail address and Social Security number as well as by name or policy number.
Reporting
A broad range of reports exist in the Mutual Expert report library. There are full premium, claims, receivables and statistical reporting; data for annual state reports; data for state insurance audit; print preview and reprint capabilities. There are more than 130 reports, ranging from loss runs and reinsurance reports to reports by peril and annual statement line.
The Best in Service and Support
The software development team behind Mutual Expert has been solving problems for mutual insurance companies since 1980.
At ECCA, our relationship begins when you choose our software to help manage your insurance processing. We deliver timely and effective service that allows you to focus on managing the insurance company.
Our commitment is to quality software and service. Our goal is to see you succeed.
For more information about Mutual Expert, please download these brochures:
For more information about ECCA Payroll + Business Solutions, please call toll-free 1-800-864-2843.
Or, complete our online Business Solutions form for a no-obligation quote.
