• 2017 FSIOasis Quarterly

    2017 FSIOasis Quarterly

    We've released our 2017 Quarterly module. The Quarterly is expanding upon existing features, such as FSI Alerts for project management of your filing with customizable due dates and page alerts for all filings and companies in one window, speed improvements and much more! Read More
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FSIOasis

FSIOasis at a glance

FSIOasis transforms the filing process through its intuitive navigation and helpful wizards that guide you effortlessly through each step. Screen views in FSIOasis are designed to resemble the printed page, and the system uses many familiar Windows application features. Our easy-to-use crosschecks run quickly and take you directly to the error in question.

 

Key Features

• Main screen displays pages, current period, current company and the latest date each file has been saved.

• Prior Year Transfer runs in one step for any filing.

• Create custom PDFs of any or all pages from the main screen or using the Print Utility.

• Data controls and instant data tests to reduce data entry errors.

• Custom Data Mapping tool to allow the importing of data from virtually any source file - setup one time and refresh data at any point.

• Context-sensitive help to provide guidance with the task currently being worked on by a user.

• Verify Wizard – Links directly to pages, so by double-clicking any error reference you can jump to the page and see the issue.

• NAIC Filing Wizard – Walks through the filing process with just a few easy steps.

• Multi-company batch jobs allow processes such as verify, PDF creation, printing, data importing or NAIC file creation to be processed for multiple companies at the same time.

• Scheduled tasks – Schedule tasks (such as backing up files) to run daily or on a custom schedule.

• Pre-populated and customizable state specific forms. 

 

FSI Technology

Multi-state insurers have been subject to increasingly complex and standardized directives since 1871 with the development of uniform financial reporting by insurance companies. Since then, new legislation, new levels of data collection and delivery, and the automation of annual financial statements have led to the need for the expertise of Financial Software Innovations, Inc. (FSI). Financial Software Innovations, Inc. (FSI) has been the innovative leader in automated financial statement for insurers since its inception. Founded and staffed by seasoned industry veterans, the FSI team has significant experience and a proven track record. Ongoing R&D investment allows FSI to lead the industry in annual statement software efficiency. 

 

Optimized Annual Statement Insurance Software

In the development of the FSIOasis Annual Statement System, the FSI R&D team conducted focus groups to design the Annual Statement system for an accountant's perspective and financial manager’s needs. We found ways to pre-populate cells and automate the creation of statement pages to reduce your workload. The validations and calculations update continuously as you enter data, to immediately notify you of any errors.

 

Want to learn more? Click here to read more detailed information about the product.