Application for insurance brokerage companies

Key features and benefits

• The integrated system for supporting the operation of insurance brokerage companies includes all the functions necessary for normal daily work:
• Completed codes for all classes and subclasses of insurance, insurance companies, banks, municipalities and settlements
• Flexible and easy management of contracts with insurance companies in terms of brokerage for each subclass, policy records (non-life), grouped by insurance class and subclass
• Detailed entry of the policy with all data on it which are dynamically generated depending on the insurance subclass.
• Web-based solution made in Microsoft.NET technology.
• High data security and easy upgrade with new functionalities are provided.
• Possible simple connection with the application for financial operations made by us and thus you get automatic posting of the recorded cash and invoice payments.

System functionalities:

• Records of policies for all classes and subclasses
• Records of payment of policies and direct payments to Insurance Companies
• Strict records
• Debts to insurance companies
• Record invoices and transfer premium
• Preparation of outgoing invoices for brokerage
• Complete monitoring of incoming and outgoing invoices
• Statistical and managerial reports
• Reports according to ISA requirements (OBD4)

Additional functionalities:

 Fees for marketing agents
Issuance of documents for authorization of clients
• Records of bids and quotations
• Recording of compensations
• Generate correspondence without incoming invoices for premium transfer
• User management
• Ability to attach files (scanned
• Easy connection to vehicle inspection system
• Easy connection to other systems (ERP)
• Easy integration with NBO for automatic policy download

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    Following the modern trends and taking first the requests of the customers, our company offers 12 hour and 24 hour maintenance according to the needs of the clients as well as the Help Desk services
    Address
    Partizanski odredi 149 mezanin 2, 1000 Skopje, Macedonia
    Phone
    +389 2 3069 591
    EMAIL
    simt@simt.com.mk