Full Monitoring & Control
360 View to Partners Business with Flexible Reporting & Dashboard
Customer Account Management
Customers fill in their information only once, and can then get new quotes instantly, as well as access their earlier policies and quotes.
Bordereaux / insurer reports
We create reports that are directly integrated to your products, and thus can carry the entire relevant information with no re-keying.
Graphical KPIs Dashboard
You decide upon your KPI, and we deliver the metrics. KPI's time trends, with full analysis breakdown. tracking on-line situations with re-keying in one click.
Commission Reporting
Who gets how much for what? Enable transparent commissions monitoring, reporting and accounting for your team, and your distribution partners
Accounting/Fixed Assets Reporting
P&L and Financial Statements Analysis based on your needs. Fixed assets reporting and depreciation calculations.
Connection to Other Systems
Connect to your accounting, business intelligence or other management software solutions. Wish to market your products on Aggregator sites? Through our API this is now possible
Portfolio Management
Manage Your Portfolio Policies/Endorsements/Renewal/Claims with Ease
Flexible Products Setup
Life/General/Health insurance products could be setup. Covers, Limits, Commissions, Claims, Risk types and parameters are taken care of. Rating table is also provided for auto calculation.
Adjustments/Endorsements/Cancellations
MTA-s and endorsements can be processed in entirety by the requesting broker/customer, with customizable safeguards that give you control over this process. Process cancellations and pro-rata refunds easily
SIngle or Group Policies
Multiple objects (e.g. houses, vehicles) under one group policy is covered. Complex policies with multiple risks and covers are covered.
Dynamic Shared Documents
Generate documents/Reports dynamically. You can send/Upload documents immediately from policy/Claims/Quotes. You can share information and documents with multiple partners.
Renewal Process
Automatic dashboard reminders for all policies about to expire for you to follow up on. At the right time, our system puts together the renewal quote for you and you can amend and send it to the client.
Team Work Platform
Together we can achieve more. Users can add other agents, managers, expert to the communication loop to follow-up. Any actions on any document (policy, claims, quotes, bill) will send automatic updates to followers where they can see the history.
Accounting Management
No Accounting Administration Hassles, Focus on Value
Billing & Collection
Create and send invoices automatically from policies. Monitor your collection process.
Debts
Prevent debts by automatic payment reminders by email or SMS; and track debts and reconcile payments by importing bank statements
Multi Currency / Language / Company support
Invoices, instalments and payment tracking in multiple currencies simultaneousl. Booking to books currency as well using FX rates entered.
Installments
Support for all installments options, with premium mapping to payment schedule and a full billing integration
Premium reconciliation
Map your receivables and payables policy by policy and insurer by insurer
Tax accounting
Configure unlimited number and any type of tax rates and schemes
Distribution Management
Manage Your Teams, Boost Your Revenue
Multi-level distribution support
Manage multi-level teams with with great oversight and override commission calculation reporting
Referrals
Internal and external referrals are captured and reported. Referral fees are recorded with billing cycle.
Deals with Multiple Proposals
create / send offers to your customer with multiple proposals to choose from. Send winning proposal as a last quote. convert winning quote to policy saving manual time to create policy.
co-insurance
Adjust commission share percentage between multiple insurers with full invoicing cycle.
Go Online
On-line quotes can be added to your website based on back-end rating with full integration with back-end policy/accounting modules.
Online Payment
Integrations with a wide range of credit card payment processors, and Pay Pal.
HR Management
All-in-one: Recruitments, Appraisal, Expenses, Leaves, Attendances.
Employees Information
Oversee all important information for each department at a glance. Restrict visibility of sensitive information to just HR managers, or make other information public for all employees to see such as employee directory.
Time Attendance
Keep track of the employee hours worked. Easily access statistics to record and analyze time-sheets as well as check each employee's attendance.
Leaves Management
Automated work-flow: Employees enter their requests (paid time off, sick leave, etc). Managers decide to either approve or refuse time off requests. Notification is sent to the employee and their calendar is updated automatically
Employees/Office Expenses
Employees can easily submit and justify expenses. Managers can review all expenses and either approve or reject individual requests as needed. Once approved, expenses are immediately updated in Accounting.
Appraisals
Easily set up your evaluation process and calendar. Design form-based questionnaires to collect feedback from everyone in the company, from employees to managers, as well as self-evaluations. Automate the entire process so that you can focus on people, not administration duties.
Recruitment
Set up a job board to post open positions in just a few clicks and easily keep track of submitted applications. Oversee and manage your applicant pipeline and integrate Survey to create a screening questionnaire which automatically associates with the candidate record.