With our insurance software, launching new schemes is a joy. Take online payments via PayPal or Sage Pay (ProtX) or Direct Debit/BACS/DataCash,
control rating matrices, questions you ask clients/sub-broker, and PDF documents generated during the insurance policy life cycle.
With our insurance software, you get an online presence instantly, with your own public Get Quote pages and
editable areas where you can enter rich copy describing your schemes and business.
Our insurance software puts a vast array of reporting tools at your fingertips which you can tailor to your requirements.
Run any MI report in real-time and see live results there and then, print and export to other programs like Excel.
With our insurance software you don't need hordes of IT personnel in order to make changes to your global insurance strategy.
Everything can be edited by you in seconds, and in plain English via our simple Administration panel.
Give multiple username and passwords to any direct clients or sub-brokers you work with, and give them selective access to
insurance policy documentation so they can retrieve chosen PDF documents at any time without needing additional e-mails from you.
With our insurance software it's quick and easy to tailor your insurance policy documentation to suit your business needs and to give
the customer a truly personal experience via beautiful PDF documents of the very highest production standards.
Search for policies within seconds and view a complete history of the insurance policy life-cycle from start to finish. See custom warnings,
rating matrices, create claims, add notes, generate or upload PDF or image documents, and allow underwriting users to clear referrals.