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It is possible to integrate an insurance product generator into portfolio management.
This option is reserved for independent offices that take on the role of insurer and thus create insurance products in their own name.
In addition, depending on the insurance branch, you will be able to manage your own rates.
Products and billing
- Multi-currency rate management.
- Periodic premium billing, individual bonuses, group bonuses.
- Management of renewals with edition of certificates or offers.
- Management of debtors, reminders, suspension.
- Management of claims and invoices from service providers.
- Creditor management, payment orders.
- Configurable statistical counts.
- Insurer statements, premiums and claims.
- Accounting link (Mega Gestion, WinBiz, Cresus,...).
- Lloyd's product management and official statements for London and Zurich.
Additional benefits
Different billing and pricing models are possible, which are very specific to each branch. In case of interest, only an interview will make it possible to specify specific functionalities and settings, in line with your business knowledge.