Use your own custom created products.
Capture entry through your own website.
Multiple languages are supported.
Allow trading partners the ability to upload documents when submitting a quotation.
Create custom wholesale and retail entry screens.
Create complex rating based on the entry form detail.
Setup workflow that allows back and forth negotiation within your custom portal.
Allow an administrator the ability to adjust rates, commissions and premiums etc. during the negotiation process.
Create custom quotation documents that can be instantly downloaded or sent via email during the negotiation process.
Create NTU process for later hit ratio reporting and analysis.
Send automatic confirmation emails to trading partners.
Automatically update your own system with the new risk. Our custom Report Designer is used to create a bespoke data extract of the entry that is then automatically delivered to your systems using FTP or Dropbox into various formats such as CSV, XML and DBF.
Create custom certificates and invoices etc. that can be downloaded or sent via email.
Give your trading partners access to a document portal that will allow future access to quotations, certificates and invoices etc.
Use our custom Report Designer to analyse your data.
Easily create Bordereaux and Triangulations.
Automatically schedule reports to be delivered in various formats using various delivery mechanisms.
Send a spreadsheet weekly to a Dropbox account.
Send a PDF report on the last day of the month via email.
You may want to send bound risks to a third party claims administrator. You can send a CSV to their server using FTP each night.