Rarely do we encounter a company that is not possessed with a multiplicity of transaction systems. Companies with individual and distinct CRM systems, placement, binder, accounting, contract, claims and MI systems are often found to be the norm and not the exception. What we have found to be the exception are companies where all such discrete systems communicate easily with each other, in real time, and can produce MI data for senior management immediately.

Pivot Point is the antithesis of the multiple system approach. Pivot Point utilizes common data base elements to ensure that data entered at any juncture of the transaction is instantly passed through and appropriately keyed automatically into the correct data field of a placement, statement, claim, etc. The same contract, placement, claims and accounting specialists can continue to work on their tasks but via system role access each such specialist is working on the Pivot Point System rather than on a separate system.

The contract or placement is constructed on line, in real time, on one system. Once data is entered by one party it can be made available to another party in a different work sector or a different continent. The system becomes virtually organic, expanding to accommodate the scope of your business and growth in number of users.

Finally, since the system is 100% web based, you automatically inherit a set of decisions to make. Pivot Point has an extra-net capability that permits you to invite your clients, markets, or brokers on to your system. You can choose not to open this door at all. Or you could allow business partners to access your system only to a specific degree to obtain proposals or statements, for example. Claims management is also greatly simplified by use of the extra-net facility. Whatever access you choose to offer you will be able to monitor movements down to the keystroke.

When demonstrating Pivot Point 2.0, the .Net system, the reaction we typically receive is one of bewilderment that the presentation concept embodied in Pivot Point 2.0 has not been considered before by others. We learn by listening. Pivot Point 1.0 produced thousands of bits of data inputs from users globally. The achievement of 2.0 belongs as much to those users as it does to us.