The Compline Healthy Account System is designed to make all the information you have in Compline about your clients and prospects accessible with one simple lookup. It is intuitive and simple to use.
It works the way insurance people work using a folder and tab paradigm and allows you to move simply between the Riskscreen, the WCU X-Mod Calculator, and Integrated Rating. It even provides more information than you’ve ever had before. So when you look up a risk (and you’ve used either the WCU or Integrated Rating for the accounts) it will provide at a glance on the tab data about what years you’ve calculated an X-Mod, when you last rated the specific risk and the total payroll for the risk.

Dale’s Overview and demo (12 minutes)
Video of how to use the system overview (6 minutes – included above)