Features.
Unsurpassed Power, Functionality, & Performance
Designed and Built for Today & Tomorrow
Accredited imarket Business Integration
Comprehensive Management of Commercial Lines Business
Commercial Quotation Management
Comprehensive Management of Schemes Business
Comprehensive Client Money Management and Reporting
Includes Multiple Bank Account Client Money Control
Fully Automated Client Money Distribution for Lead to Sub-Accounts
Provider Management for Insurer and Wholesale Agents
Simple ‘1-Click’ RMAR Reporting
Document Request Control
Fully Integrated Third Party Finance processing
Real-Time Nominal Ledger Updates
Comprehensive Fee and Commission Management
Features Standardised Set of Risk Data Capture Forms
Comprehensive Management of Personal Lines Business
Comprehensive Introducer Management & Reconciliation
Comprehensive Agent Management & Reconciliation
Multiple Brokerage and Multiple Branch Management
Centralised Renewal Processing System
Batch re-broke Facility
Fully Integrated Double Entry Accounting Package
Postcode look-up for all entities
Intelligent User Task Management
Intelligent Document Generation and Management
Broker Specific Business Calendar
Broker Specific Business Calendar
Advanced Contacts Management
Integrated Email, Alerts and Messaging Centre
Auditable Field Level History and Data Change Audit Trail
Comprehensive Risk Archive
Customisable ‘Broker Add-On’ Management
Broker defined Custom Client Fields
Comprehensive Claims Administration including Conflict of Interest Search
Intelligent Business Process Wizards
Comprehensive Management Information and Reporting
Comprehensive Complaint Management and Reporting
Fully Integrated Client Management & Marketing
Comprehensive Employee Record Keeping incorporating FSA required Data
Utilises Microsoft Word, Outlook and SQL Reporting Services
Simple Highly-Intuitive Operation and User-Centric Design
Integrated Auto-Updating HelpDesk Knowledgebase
Intelligent Context Sensitive Search
Policy Number Generation
Ability to Personalise agencyPlus with Broker logo
Single-Screen Multi-Client, Multi-Activity Interface
Open Windows Navigation including categorisation
Single Database Application, .Net, SQL2005
Automatically Integrates Service Updates
Pro-Active and Reactive Security
Microsoft Windows Vista™ Native Application
Microsoft Windows XP™ Native Application
