Reduced Quote-to-Policy cycle time
Standardised Implementation & Enforcement of underwriting Guidelines
Improved risk assessment capabilities
Improved efficiency in quotation management & tracking
Seamless integration with back-office systems
Connects all Parties - Intermediaries, Marketeer, Underwriters, Reinsurers, UMAs, etc.
Quotation Registration,Routing, Approval
Survey requirements & management
Underwriting assessment
Quotation version management
Quotation printing
Conversion to policy
Risk accumulation by customer, location across business lines
Integrated document / imaging solution to retain all related documents
Integrated document / imaging solution to retain all related documents
Supports different ratings: Tariff based, Self & Industry-regulated
Identification & escalation of duplicate quotes
Categorization of Levels of Risks
Workload management for underwriters, surveyors
Custom Dashboard
Configurable Perils, Clauses, Warranty, Exclusions
Supports Co-in, Co-out, Re-in, Re-out cases
Supports Regional office approval
Configurable Document Checklist
Quotation Versioning
Workflow management