Complete picture of Insurance Companies, Reinsurers, Agents and Clients is maintained by the system. Furthermore commissions paid either by the Insurance Companies or to our Sub-Agents are maintained at product level.
Flexible setup of multiple Products under multiple Insurance Companies with extensive parameterization, including items allowed and accounting interfaces for each type of transaction.
Complete set of policy business multicurrency transactions is supported according to the structure of each product, insurance company, client and agent. This includes new business, endorsements, renewals, declaration adjustments and cancellations.
Customization of Rich Text Wordings and Clauses on Policies.
Enquire and/or drill down to customers’, agents’, insurance companies’ related policies (or any other associated entity such as claims and clients) with a click of a button. User defined enquiries are available under each main entity’s window.
Claims are recorded against valid policy pictures along with all their related information (documents, pictures, claimant, third party, legal, etc).
Policy Reinsurances may be registered if your organisation handles directly its own reinsurances.
As per our systems’ standards, events (attachments, actions, events, etc) can be registered under policies, clients and all other entities mentioned above.
Flexible Accounting Interface templates to update your Clients, Agents, Reinsurers and Insurance Companies accounts. Memo accounting may be maintained for sub-agents unable to handle their own accounting.
An extensive set of standard reports is available. These can be accessed through the menu or directly from their related processing windows. As per our standards, all existing reports may be exported, modified or duplicated by the user and incorporated back into the system. This includes policy schedules, endorsements and cover notes. Please note that the user should have extensive experience in report writing.
As per SynPlus system standards, access to the system is secured. Each user can be restricted to the sections of the system he/she is allowed to access and furthermore to the modifications he/she is allowed to perform.