Modules
POLICY ISSUANCE AND UNDERWRITING
This underwriting module helps you gather policy information. Computation of charges and due are automatic. This module are equip with user definable tables, codes and parameters for easy data inputting. Underwriting module can generate production registers and summaries. It can be group by branches and/or by agents. Statistics and Risk Profiles are also available. Endorsement transactions were provided for changing policy information and renewal transactions for renewing policies. It has an inquiry program that helps you see the production totals, current policy information, and series of endorsements at a glance. Transaction processing is provided to secure historical and current policies of unauthorized editing and deleting of policy information. Record backup was generated when this transaction processing is invoked. Accountable forms are already being monitored by the system. Including policy, invoice, official receipt, endorsement, certificate of cover and other liable forms. This functionality will help in determining which branches or agencies frequently skip their series for whatever reasons. Number of spoiled and cancelled documents of branches and agencies are accounted. Policy distribution is maintained in this module. It can handle proportional and non-proportional treaties.
REINSURANCE OUTGOING
This module caters for the facultative distribution and generation of
binders. Automatic computations RI commission and net premium. Inquiry
program for ceded binders, comparative premium analysis. Reports like
register per company, per line and per policy report layout. Before the
expiry of the binder, this module can generate hold cover report or
renewal notices.
REINSURANCE INCOMING
This module handles the incoming binders/transactions from other
insurance company for all insurance line. It has inquiry program to
check current binder information, production totals, treaty queries.
Statistics per line and registers can be generated.
FIRE BLOCK CARD
Fire Block Card inquiry module refers to the fire risk exposures per
block. It covers the fire direct underwriting transactions and fire
incoming binder transactions. It has a block tagging to group two or
more block (subject to one fire). It monitors block limit and retention.
CLAIMS
Claims module tracks the losses transactions and status of claims.
Submission of document and requirements can be monitored. Adjuster and
quotation information is being kept. It can handle multiple losses per
claims transactions. Statistical reports such as loss profile and loss
ratio can be generated. It has built-in workflow functionality and
recovery. Claims status can be viewed in a click of a button.
COLLECTION and COMMISSION
This module generates official receipts and agent commissions. It can
also monitor branch or agency remittances. It accepts multiple official
receipts per policy and vice versa. Payments can be cash, checks,
deposit slips and other forms of payment. Over payments can be applied
to the next policy or remittances.
ACCOUNT PAYABLE and RECEIVABLE
Monitor A/P and A/R balances. It can print vouchers, checks, statements and aging analysis reports.
GENERAL LEDGER
Financial reports can be generated in this module. Chart of Accounts
can accommodate unlimited levels. Monitoring of subsidiary accounts is
also part of the GL system. Financial reports are parameterized and
user-definable.
Security Administrator
Data Audit
Access Audit
- Integrated Modules
- Quotation and Policy Generation
- Endorsement Transaction Control
- Automatic Policy Renewal and Notices
- Definable Product Lines, Perils and Charges
- Facultative Reinsurance
- Automatic Computation of Premiums and Charges
- Accountable Forms Inventory System
- Expiry and Hold Cover Monitoring
- System Generated Alteration Advices
- Blocking and Zones Limits Validation/Inquiry
- Management and IC Reports
- Proportional and Non-Proportional Treaties
- Branch Limits Control
- Authenticated COC Interface Facility
- Claims Processing and Recovery Workflow
- Claims Status Inquiry and Reports
- Attachment of Photos and Images
- Cashiering and Disbursements
- Statement of Account and Aging
- Statement of Account and Aging
- System Generated Accounting Entries
- Parameterized and Definable Financial Reports
- Report Generator and Query Utilities
- Short Message Service (SMS) Interface
- Security Administration and Audit trails
INDUSTRY BENEFIT
- Obtain more reliable and timelier reports to better assist managers and planners in decision making.
- Establish a more streamlined process to reduce cost of sales and overhead cost.
- Collect more accurate, more complete customer information and make of this information to provide better customer service.
- Increase staff efficiency by reducing manual data manipulation.
- Designed that will support your business growth and operations.
SureWay INLIS Users
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