For years, Sistemas Seguros has been developing better systems for insurance brokers management, from “best sellers” systems like Broker 2000 and Production, to new technologies that leverage Corretor on-line, version 2.
This is the latest version of management system for insurance brokers.
Corretor on-line is designed based on expertise acquired from all previous software applications and has counted on contributions from 10 great insurance brokers used as model to the system study and development.
It is designed to address all management and control needs of any kind of insurance brokers, regardless of size; system’s data storage capacity and management power have no limits and both are subject to database managers and equipment used.
This is a fully configurable system whose screens fit to insurance broker operating mode according to parameters preset when system is deployed. This is when entire company framework, product offers, required compliances, commission forms, security levels, and a number of other configurations are set to virtually automate system navigation and decision making based on detail level applied.
Also, this is one of the easiest products to customize. It uses tools completely ready to manage version updates, which keeps customer customizations untouched. Moreover, it provides a number of features enabling a fast and secure maintenance.
This is the only system in the market running in LAN and through the Internet with the same front-end interface, which allows the industry lowest cost for branch offices and point of sale automation, besides the advantage of being always on-line and totally secure.
Corretor On-line provides one of the industry most complete and powerful security system and access control. It has passed many security audits run by international banks and software security specialized companies. It was approved in all requirements.
This is the only system to allow remote update and maintenance, ensuring greater agility to customer in terms of support and troubleshooting.
Today, Corretor On-line has 2 insurance broker-oriented versions.
1) Corretor on-line PROFESSIONAL
2) Corretor on-line STANDARD
See below differences between both versions:
Caption
PRO - Professional Version
- Available
STD
- Versão Standard version
- No Available
Technical Characteristics
PRO
STD
Multi-user Platform
Client/Server Framework
Three tier architecture
Runs in Windows 95
Runs in Windows 98/NT/XP/2000
Installation as service in Windows NT or 2000 servers
Executable applications with LAN access interface
Executable applications with Internet access interface (TCP-IP networks)
HTML and ASP applications to data queries through insurance broker website
SQL-SERVER, ORACLE and DB2 database storage
PC requirement starting from 300Mhz, 128MB RAM
Security Characteristics
PRO
STD
User-based access password control
Automatic requirement of password change
User-based lock of menus, screens, and Add/Change/Delete buttons
Hierarchic level-based access control (a producer cannot see another producer production)
Data audit (logs user who has changed or deleted each register)
Operating Characteristics
PRO
STD
Customer register (prospects, insurers and ex-insurers)
Customer relation management (CRM) – campaigns, events and actions
Inter-customer relation management (aggregate)
Scanned image view within customer register
Creation of customer satisfaction surveys
Controlling statistics of survey answers
Customer mailing list (letter and label)
Sales follow-up (quotes)
Management of refile control deals
Management of submitted, issue-pending proposals
Policy, Endorsement and Payment Installment management
General Use Screen to provide information on insured items and subject
Specific screens to insurance information - Automobile, Asset Protection, Life and Health Insurance
Specific screens to insurance information – Professional Liability, Warranty and Multiple Insurance
Profile questionnaire and health declaration management
Clause and general term text recording and printing
Policy co-brokerage management
Management of insurer inclusion in/exclusion from health and life insurance policies
Automatic generation of monthly payment to life and health insurance
Renewable, renewed and non-renewed policy management
Management of premium payment default and pending commissions
Commission payment management based on automatic receipt write-off
Management of co-brokerage commission receipts
Co-brokerage commission payment write-off
Creation of production level (branch offices, resellers, points of sale, etc)
Management of pending producer commissions and producer commissions released to producers
Management of loans and in-advance producer commissions
Producer commission payment management with receipt issue
Withholding tax calculation related to producer payments
Claim management
Management of document receiving and submission to claim adjustment
Register of claim service providers
Management of preferred medical entities for health insurance
Scanned image view in claim register
Production review report
Production review generator (including ranking)
Printing of Susep production log
Management of accounting reports to cash basis management
Extraction and calculation of deferrals related to accrual basis management
Deferred commission statement generation for accounting purposes
Cash flow management (payables/paid and receivables/received accounts)
Current account statements and banking reconciliation
Management of Service Agreements directly entered with customers
Management of payment installment receiving related to service agreements
Other Characteristics
PRO
STD
Allows customization to address insurance broker needs
Provides Chat to contact other on-line users
Personal Calendar to appointment management (by user)
Allows creation of customized menus containing more frequent accessed options
Electronic integration to main insurance companies
Automatic life and health insurer list import
Electronic integration to main market insurers
PRO
STD
Proposals
Issues
Commissions
Every month, Sistemas Seguros make available improvements made to its products. This implementations intend to make products update with new aspects added to system technology and insurance law arenas, and mainly to integrate user experiences as they send us their feedback.
Corretor On-line user is updated with every advance added to the system by accessing our website restrict area. Thus, they are always up-to-date and in touch with us.
Aiming constantly to minimize the daily efforts of insurance brokers, Sistemas Seguros develops software applications to integrate Corretor on-line com to the main insurance companies’ systems. It prevents re-work, including proposal typing, issued policy write-off, manual commission write-off, among other daily tasks of insurance brokers.
Contact us and schedule a demonstration without obligation.
