Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
NOBL represents a cutting-edge evolution in agency management systems, prioritizing the oversight of daily operations related to insurance trust accounts and ensuring financial stability for premiums, which distinguishes it from traditional systems. By utilizing advanced trust ledger accounting and innovative outsourcing technology for trust accounts, NOBL maximizes workflow efficiency and dramatically improves operational productivity for property and casualty (P&C) insurance agencies. Similar to payroll services, agencies simply submit their source documents, while Paulmar, the designated outsourcing partner, takes charge of managing premiums from the point of transaction until they are completely disbursed to the rightful owners. The integration of NOBL occurs seamlessly with new accounts and renewals, ensuring that the agency's daily activities continue without interruption. This groundbreaking technology is fully prepared for deployment and is set to significantly boost the performance of P&C independent agencies, making them not just more productive but also substantially more efficient in their operations. As a result, agencies can expect a transformation in their financial processes that could lead to enhanced profitability and client satisfaction.
Description
TotalTrust is a robust accounting software designed for professionals such as attorneys, accountants, and fiduciaries who manage estate, trust, and guardianship clients. It offers an intuitive visual presentation of fiduciary reports, emphasizing a logical and user-friendly approach. With its straightforward design and reasonable pricing, TotalTrust stands out as an excellent option for practitioners of any scale. You can download it now and enjoy a risk-free 30-day trial, allowing you to start generating reports immediately without any commitments or extensive paperwork. This accounting system is specifically tailored for Windows and facilitates the creation of financial reports required by fiduciaries for various estates, trusts, and guardianships. Our standard features comply with National Fiduciary Accounting Standards, including Charges and Credits, and cater specifically to the State of Florida's regulations on Capital Gains and Losses. Additionally, TotalTrust provides enhanced flexibility in reporting through its custom reports feature, enabling users to define specific report parameters and save templates for future use, ensuring a streamlined workflow for your accounting needs.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$349 one-time payment
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Paulmar Group
Founded
2009
Country
United States
Website
www.paulmartrustaccounting.com
Vendor Details
Company Name
Exhibit One Software
Country
United States
Website
www.exhibitonesoftware.com
Product Features
P&C Insurance
Billing & Invoicing
No
Broker / Agent Portal
No
Claims Management
No
Commission Management
No
Customer Portal
No
Document Management
No
Insurance Rating
No
Marketing Automation
No
Policy Management
No
Quote Management
No
Reinsurance Administration
No
Underwriting Management
No
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
No
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
No
Tax Management
No
Product Features
Trust Accounting
Accrual Accounting
No
Activity Tracking
No
Asset Gain & Loss Reporting
Yes
Check Writing
No
Compliance Management
No
Cross Ledger Posting
No
Customer Statements
No
Fee Calculation & Posting
No
Receipt Management
Yes
Tax Management
No