Modules

WORKFLOW

Implement specific workflows, change existing ones to test optimum efficiency and and effectiveness. Workflow driven by product / claims questionnaires results. Robot capability to automate process steps of entire tasks.

INTEGRATION

Model the structure of your organisation with its hiearchy. Assure users have the appropriate access rights and restrictions on the data they can view. Manage distribution channels and available products.

ASSISTANCE

Comprehensive customer database to manage interactions with current and future clients. Allows version control and editing history of records and to define relationships between different customers.

CLAIMS

Integrated product builder to setup a wide variet of prodct types and custom tailored products in an easy way. Complete rating engine indluded with comprehensive calculation methods ability.

PAYMENTS

Full policy administration including quotations, policy insurance, renewals as well as cancellations, amendments and refunds. Display of all policy conditions and automatic electronic policy email delivery.

KPI's for company, branch, team or even individual employee. Standard report generators utilised allowing for individual ad-hoc reporting. Full dimension output for dataware house solutions.

Eletronic banking and payment integration, credit card gateway connectivity, multi-currency capability. Agent and user group commission handling with ability to reverse commissions.

Automated, semi-automated and manual claims handling. Repricing and supplier / client settlement. All information stored on the relevant case. Incoming / outgoing customer communication.

Ability to store providers and suppliers with ratings and geo-mapping for turn directions and graphical presentation. Notes on providers and previous case references as well as financial data for cost and savings.

Real-time case or batch integration. Two-way integration with full dimension hand-off- Reserve check and adjustment with claims and settlement sign-off procedure. Automatic transfers. Dataware house integration.

Impressum