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GLOBAL XII || web front end |
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| The front-end interface component of the GLOBAL Product Suite, GLOBAL XII covers the entire business acquisition and ongoing maintenance processes and provides the ultimate in flexibility in how you engage with the market. Dependent upon your target market, XII can use the latest web and Rich Internet Application (RIA) technologies to provide a real advantage in quality of experience and performance. |
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Functions- Portal (Broker / Underwriter) workflow and process management
- Policy management (Quote, Bind, Endorse, Cancel, Renew)
- Automated underwriting via Polaris rating engine
- Referrals / Carrier risk evaluation
- Automated document production with integrated DMS
- Payment processing (broker account, direct payment, credit cards & premium finance)
- Claims Management
- Bordereau builder & production
- Finance & Accounting
- Product / Forms builder
- Provides brokers with structured management information, analysis and bespoke dashboards
- System integration with CRM, broker or carrier systems
Benefits- Minimal cost of acquisition / processing (remote brokers on Managing General Underwriter or MGU model)
- Ability to model auto accept / decline / refer percentages
- Ability to target resources on problem cases (underwriters)
- Speed of process
- Accessibility of information and documents
- Reduced cost of document production
- Automated processing (straight through process - STP) through to GLOBAL XB
- Improved customer / broker relationships
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