General Broker Features

Full-cycle EDI
Quotes, new business, renewals and MTA processing on-line for private motor, motor cycle, taxi and commercial vehicles; plus household building and contents. EDI system to be extended to include commercial insurances in 2011

Transferable Commission (Client Bank Account)
Commission automatically posted to the accounts system (prevents keying errors) where it is automatically tracked through Suspense, Transferable and Received nominal accounts, with automated procedures for passing transferable commission from the Client to the Office bank accounts.

Policy Database
For group and personal policies, including motor, household, medical & personal accident, commercial (such as property, PI, public and employer liability, retail shops, works, etc, with screen selections for different types of business), marine, photographic and many more. Includes facilities for linking policies in group scheme.

Renewals Check-list
Renewals can be easily be listed in advance by type and date due to allow bulk processing

Reports
Extensive reporting for Bordereaux, Percentage of Business, Pipeline commission, Complaints Register, Compliance Checking, etc

Paperless Office
Document viewer for letters, scanned images, emails, spreadsheets, etc

Links to Word (Policy Registers)
Word templates can be pre-populated with data

Links to Excel (Bordereaux)
Spreadsheets can be generated with data taken directly from the system to produce user-defined policy bordereaux, etc

Links to Outlook
Emails can be initialled from a client record and then saved in the Document Viewer

Mail Shots
Can be issued by email (via Outlook) or on paper (via Word)

Contact Management
Records for clients, prospects, insurers, etc, organised in “Address Sets” with up to 54 searchable data fields tailored to your specific needs

Activity Log
Free-format client notes with associated reports and “To do” lists in case individual staff are ill or on holiday

Diaries
Diaries for each user can be viewed and updated by others (e.g. receptionist) which can be linked to clients and policies and appointments can be issued to groups (e.g. for meetings) and recur periodically

Tasks
Create memos to yourself, or send them as instant messages to other users

Security
Password protected login controls user access rights with extensive transaction trail

Accounts
Multiple sets of accounts (for different currencies, years or separate companies). Automated posting direct from policies, each with up to seven commission pay-aways. Sales & purchase ledgers entries may be traced by policy-holder, number or insurer. Cashbook for receipts and payments with simple reconciliation facilities. Multiple bank accounts, Journal entries and Nominal ledger. Reports for Profit & Loss, Monthly Spreadsheet, Aged Debtors, Statements, VAT, etc