Quotation
/ Firm Order Processing |
| The quotation module captures basic placing details which facilitates
the production of documentation and tracking. |
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Once placing is complete, the quotation becomes a
firm order and additional information is then recorded including
written lines. Once all lines have been entered, signing up and
down of the market is available. Binding authorities can be referenced
within the market. User defined documenation from Signing slips
/ Certificates / Cover Notes etc. can then be produced. |
Multiple client, multiple section and multi-currency risks
are catered for together with variable brokerage rates and client
discounts.
RiskPro has comprehensive search routines to locate quotes and
risks by such criteria as client name, vessel, placing broker,
post code, date created etc. and no codes need to be remembered
as selection screens are presented.
All elements of a risk can be copied for repetitive buisiness
and the renewal feature copies, renumbers and increments date
fields within a risk. |
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Quotation recording |
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Automatic document production |
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Multiple criteria searching for ease of access |
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Facility to turn a quote into an order which facilitates hit ratio reporting |
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Multi market capibility |
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Differing brokerage and taxation facilites per underwriter |
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Pool schemes catered for |
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Full and partial declarations to binding authorities. |
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Signing up / down facility |
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Single or multiple clients with differing discounts and taxation |
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Multiple sections |
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Multiple currency processing within a risk |
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Elements of a quotation / risk can be copied for repetitive business |
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Whole or order processing |
