Sales

Product features include: 

• Your own organisations internal sales tool 
• Policy handling for quotations, insurance and renewals 
• Cancellations, amendments and refunds 
• Medical screening 
• Policy Issue on behalf of agents or direct consumer 
• Displays of policy conditions 
• Content section for general information 
• News section for immediate actions, special discounts or sales campaigns 
• Automatic electronic policy mail delivery 
• Handling of national agency chains 
• Multi company capability 
• Multi language capability - English delivered as standard 
• Multi currency capability 
• Electronic banking and payment integration 
• Giro integration with OCR labelling 
• Agent and user group commission handling 
• Online agent statistics 
• Agent / user group black listing with reversed commission payment 
• All agents overview or drill down by specific agent 
• Automatic agent billing in electronic file format or hard copy 
• Integration to claims system with direct overview 
• MS office integration - documents and log stored directly on the claim 
• MS Exchange integration - in- and outgoing email 
• Templates for all outgoing communications 
• Work flow handling 
• External policy import 
• Encrypted data exchange