Client, policy & claims

The dashboard is the central navigation hub from where users can quickly view, search or access the policy platform. User roles and permissions enable access to be restricted to sensitive information. Portlets display recent activity and shortcuts to other parts of the platform.

Gain a holistic view of your clients and partners by capturing in-depth information about each business relationship. Configure an unlimited number of profiles and user defined data fields to capture and reuse key information. Map the relationships by flagging associations between prospects and clients, in order to see a centralised view and create opportunities.

Efficiently manage your policies and products throughout the policy life cycle. Connect to insurance services, generate documentation and streamline the renewal process. The platform handles the full management of insurance accounting including calculation of premiums, brokerage fees, taxes, levies and invoicing and debtor management.

Our platform can manage the claims process for both brokers and agencies. Functionality includes claim registration, validation, assignment, supplier management and claim financials. Easily track the progress of a claim and receive regular, automated updates.

Permanently save file notes, emails, images and other files against a client, policy or claim. Document storage is secure, accessible from any location and has unlimited capacity.

Reports can be scheduled, run in-line to an insurance process or ad hoc. Use ‘Smart Reports’ to mine data tables, enabling both real-time and periodic reporting directly from the platform. There is a comprehensive audit trail of all system and user activities.

The platform’s architecture allows best practice workflows to be configured, including notifications, events and tasks. Create and assign tasks, add reminders to proactively manage a team, clients or business network. Tasks and status reports are managed from the dashboard.