Key Features

Quote & Bind

Schemas (Products)

  • Definition of any insurance product
  • Visual design of quote submission forms
  • External connections to 3rd party data sets
  • Submission form versions management

Quotes

  • Registration and updates of submissions
  • Any types: new, adjustment, termination
  • Generation any document in the process
  • Transition to custom defined stage/status

Policies

  • Full scale issued policies admin
  • Mid term policies adjustments
  • Tracking and controll of renewals
  • Automatic renewal policies generation

Clients

  • Managing corporate and private clients
  • Direct client linking with policy, invoice
  • Multiple contacts and addresses
  • Clients inter relations managing

Binders

  • Master and annual (limited) binders concept
  • Binder related documents upload
  • Annual binders controll & renewals
  • Risks, insurers, proportions admin in binder

Endorsements

  • Specific conditions/endoresements libraries
  • Predefined conditions/subjectivities
  • Custom endorsements linking to quote
  • Endorsement parameters: product, limit, GWP

Workflows

  • Custom designed workflow stages
  • Separate flows for renewal or MTA
  • Visual representation of workflow
  • Workflow versions management

Notifications

  • Notifications inside the application
  • Notifications send as email messages
  • Referals or acceptance as notification
  • Possibility to mark as processed

Invoices

  • Financial invoices management
  • Issuing for agents or direct client
  • Mark invoice as paid, track outdated
  • Printouts as credit/debit notes

Payments

  • Creating payment and relating to account
  • Fully or party mapping with invoices
  • Multicurrency payments and settlements
  • Specific payment terms by brokers

Agent Statements

  • Managing ad-hoc agent statements
  • Including agent recievables in statement
  • Calculating period agent recievables
  • Automatic agent statements generation

Tasks & Diary

  • Custom tasks/activities creation
  • Linking task to client, policy, invoice
  • Open tasks diary with filters
  • Notifications on overdue tasks

Agents & Brokers

  • All details about retail network
  • Managing headquarters and subsidiaries
  • TOBA dates and control
  • Product specific commissions

Users

  • List & manage system users
  • Brokers self registration
  • Two Factor Authentification (TFA)
  • Remind password functionality

Roles & Permissions

  • Over 300 permissions to control any angle
  • Grouping permissions to the roles
  • Multiple roles linking to user
  • Custom permissions, handling in quote

General Settings

  • General: currencies, countries, counties, etc.
  • Regional, formating settings per instance
  • Recievable transactions configuration
  • Payment accounts and plans configuration

Documents

  • Document templates direct uploading
  • Document templates multilanguage
  • Generated document by templates
  • Full document templates versions control

Emails

  • Email sending from system
  • Email templates management
  • All sent emails history log
  • Automatic email sending from quote

Scheduled Jobs

  • Jobs to process reports or renewals
  • Setting up job run schedule
  • Jobs execution history log
  • Manual job execution

Export & Import

  • Export possibility of entered data
  • Export only structure templates
  • Import data using Excel template
  • Full import data preview & validation

OneDrive Integration

  • Live connection to the company OneDrive
  • Files upload to OneDrive via platform
  • Client folders linking with OneDrive
  • Quotes/policies documents upload to OneDrive

Data Models

  • Custom data models from raw DB structure
  • Data model setup based on SQL queries
  • Support OData standard for live data export
  • Link with BI tools: Power BI, Tableau

Reports

  • Standard admin and financial reports
  • Customer and bespoke reports
  • Permissions based reports access
  • Reports in decent formats: XLS, CSV, Json

API Access

  • Over 600 API enpoints for remote access
  • Token based authentification
  • Permissions based API endpoints access
  • Possibility to access from 3rd parties system

Multilanguage

  • Out of the box multilanguages
  • UI in 15 most common languages
  • Each user can use specific language
  • Custom quote form UI translation

Broker Portal

  • Separate UI for brokers/producers
  • Simplified(limited) quote submission forms
  • Broker based data (quotes/clients) access

Custom Design

  • Change UI to match your brand
  • Custom logo upload
  • Custom CSS styles management
  • Custom image for login screen

Contextual Help

  • Separate help sidebar inside of platform
  • Static help matching system page
  • Related help articles