Complete Policy Life-Cycle Management
Quotes through to Renewal and Lapsed

Advanced Policy Lookup / Search Facilities

Policy Quickview and Dashboard

Diary Notes and Tasks

Document and Email Generation

Document Linking: Quick access to all docs

Logging and Auditing Facilities

Revision History: Track all changes

Email Tracking

Accounting Functions
Reconciliation, Payments, Reporting

Payment Facilities: Card, Premium Finance, On-Account

Advanced Commission Engine

Custom Workflows

...and more

Centralised Database of Agents and Brokers

Advanced Lookup / Search Facilities

On-boarding workflows and processes
Approval process, ToBA and Renewals Management

FCA information capture for compliance

User Management for Broker Portals

Linked Accounts for Sub-Accounts / Offices

Accounting Integration
Transactions, Commission, Payments, Statements

Bulk Policy Import / Bordereau Management

Bulk Payment and Reconciliation

Notes and Documents Facilities

ToBA and Specialism Management

Custom Commission & Product Management

Meetings and Review Facilities

...and more

Single Sign-On Support

Integration with Active Directory and LDAP

2FA Support; hardware and/or software keys

User Self-Service facilities

Internal and Customer User Management

Bulk Import policies and MTA / cancellation data

Bulk Import policy payment data

Bulk Import Agents & Brokers

Import & Export Products

Self-service mapping and data transformation

GUI tools for importing and exporting

Configuration via GUI

Flexible Form Builder
Create simple or complex product data capture forms

Distribution Options
Aggregator, Internal, Portal, B2C, B2B, Bordereau/Scheme

Various Configuration Options
Renewable, MTA, NCD, Cover Period, Grace Period, Commission, Variable Commission and more

Mapping and Report Configuration

Web Services Mapping
Integration with third parties, such as postcode, flood, motor reg. lookup and more.

Document Management

Customisable and default charges
Inception, MTA, Cancellation, renewal and more

Configurable Workflows

...and more

Simple and advanced rating functions

Logic Engine supporting nested rules

Maths engine for rating calculations

Matrices and rules tables

GUI to manage matrices and equations

Third-party 'value' lookup via web services

Supporting real-time rate updates

Assign different ratings for different channels

Assign different ratings on a per agent/broker basis

Support for setting ratings in the future

Simulation Mode

Logging and reporting

Aggregator support

API for rating services

...and more

Double entry accounting core

Customisable chart of accounts

GUI for management of all accounting functions

Dynamic Reporting
Pre-defined and custom reports

Ledgers, Chart of Accounts, Trial Balance

Commission Handling

Clawbacks, refund & reversal facilities

Manual and Automated Journals

Policy Deposits

Claims Reimbursements

Pay Insurer / Bordereau Facilities

Pre-defined and custom Workflows

...and more

Pre-created reports for common tasks
Accounting, Marketing, Sales, Debtors, Claims, Renewals, Logs, Agents & Brokers and more...

Report Engine supporting complex dynamic reports

Export of report data

Report Schedling

Support for 3rd party tools
AWS Quicksight / PowerBI and more

Support for custom permissions per report

Support for dedicated reporting databases

Support for Excel Pivot Engine

Dashboard with KPI and MI customisable widgets

Surfacing of reports to Broker and Claim portal

Claims handlers and notifiers permission sets

Complete life-cycle, from FNOL through to reimbursement

Customisable workflows for claim status progression

Diary and Task Integration

Document upload facilities

Integrated Reports

Settlement facilities

Standalone Claim Portal for Claim managers

Support for C2MS Claims Mobile App

GUI blocks editor for managing content

Creation of documents and emails
Policy & Claim Docs, B2C / B2B emails and more

Workflow enabled document and email engine
Automatic creation of documents and sending of emails based on certain rules and events

Secure document storage and retrieval

Documents available to internal users, agents, brokers and consumers where appropriate

Documents remain immutable and cannot be changed, only new documents can be regenerated

Support for digital signature

Consumer quote and buy portals (B2C)

Broker quote and buy portals (B2B)

Aggregator support
Automatic quote and user creation when landing from an aggregator. API provided for rating services.

Supporting the latest HTML standards
Bootstrap and responsive design for mobile/tablet

Multi-quote aggregator support

Rating Engine API (REST API / JSON)

Support for referral management and declines based on quote information and rating criteria

Run as a standalone service, able to scale to support any amount of business

Real-time pricing updates supported

Metrics and reporting data available

Supporting both REST and SOAP API services

APIs available for core system functions

Suitable as a Middleware deployment

API security supporting keys and JWT

Queuing and messaging system support

Surface C2MS functionality via Mobile

Claims Mobile App available in all 3 stores

Provide to Agents, Brokers and Consumers

White label Mobile App design

Your Branding in the App Stores

Quote & Buy portals based on Bootstrap
Provides complete design freedom

Custom domain(s) - yourdomain.com

Custom branded documents and emails

Multi-portal and multi-domain support

Supporting responsive design

Comprehensive backup routines

Regular backup and DR checks

Optional additional failover system
In-house failover, Off-Cloud, etc

Optional Escrow services

Maintain copies of your own data

Fully managed hosting services included
Optionally manage servers in your data centre

Scalable services hosted in the Cloud

Managed by Red Hat Certified Engineers

High Availability and Multi-Region support

Dedicated, not shared databases

Encrypted data at rest

Encrypted channels of communication

Optional dedicated instances for services

Optional dedicated Virtual Private Cloud

Optional hosting In-house within your data centre

All user actions are logged
Internal and External users

Extensive Enterprise logging
Logs searchable from a centralised database

Complete history of diary, task, policy and claim data

Business email and telephone support

Dedicated account manager

Optional training services