| "DESIGNED FOR WINDOWS" |
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| BrokerWorld |
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| An easy to use software for
Insurance Brokers to manage the clients’ requirements
by providing services of various Insurance Companies.
Also Integrated with AIMS. |
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| Introducing BrokerWorld... |
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BrokerWorld is for the General
Insurance broker who shops and finds out the right Cover
at the best price amongst the range of Insurance packages
available in the market place. BrokerWorld manages a Broking
organization's entire back-office operation, leaving brokers
to focus on procuring more business and spending more
time in the front office. The product enables the broker
to give a high quality of prompt and efficient service
to clients via various in-built tools and functionalities.
Features and functionalities of BrokerWorld
are grouped as follows: |
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| ProfileManager TM |
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BrokerWorld allows creation
and maintenance of comprehensive profiles of clients as
well as Insurance companies. Client profiles broadly contain
two knowledge/information bases i.e. client's personal
details and his/her policy details. A client's Policy
detail further contains a profile of all Insurance polices
taken by the client, claims reported, endorsement details
and upcoming policy renewals. Similarly, in the case of
a client being a Company/Corporate, BrokerWorld additionally
provides recording of information such as (whether it's
a) Group Company, Contact details of officers and directors,
Paid Up capital etc.
Profiles of Insurance companies contain detailed information
of individual Insurance Company such as their addresses,
contact details and comprehensive details of Insurance
products and their coverages. |
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| Business Management |
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| BrokerWorld is geared to manage
a Broking organization's daily needs. Ranging from assigning
revenue targets to its Sales staff, to tracking commissions
earned by the Sales staff and ultimately commissions earned
by the organization, are accurately monitored and recorded
through every policy transaction done within BrokerWorld.
The software allows business to be recorded from a Broker's
branch office as well with built-in secure and controlled
access rights and permissions. All insurance transactions
such as Creation of Proposals, issuance of Placement slips,
Cover Notes, Claims Registration, Renewal Notices and
Accounts are tightly integrated to one another and therefore
allows retrieval of effective and perspective information
instantly. |
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| Reports |
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| BrokerWorld is based on a relational
database management system and therefore allows you to
view your business and client's information in many different
perspectives. It also enables you to generate reports
based on your specific requirements apart from standard
provided reports such as: |
- Commission Statements
- Brokerage Register
- Premium Registers
- Upcoming Renewals Lists
- Customer Status Report
- Approved/Pending Policy List
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| Architecture |
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| BrokerWorld
is based on a client-server architecture whereby data
resides on a dedicated database server (RDBMS) and clients
on a local area network can access the data and process
information. BrokerWorld is available in Standard and
Enterprise editions which allows the flexibility to choose
required functionalities and features in BrokerWorld as
per business needs. |
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| Modules |
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Though tightly integrated,
BrokerWorld consists of three functional modules working
in tandem. These modules are:
UnderWriting
Comprehensive facilities are provided in the Underwriting
module to record Client, Insurer and Policy information.
The module covers all activities from Quotations, Premium
calculations to Policy writing and endorsements.
Claims
The Claims module provides recording, processing, reporting
and settling of Client claims of any class of business
in a fast, simplified and efficient manner.
Accounting
Accounting transactions generated for every Policy andClaim
is recorded automatically
within this module. Accounting includes General Ledger,
Receivables, Payables and Bank Reconciliation. |
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| System Requirement |
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BrokerWorld works on Microsoft
SQL Server version 7 or above as the database Server and
Seagate Crystal Report Version 8.5 or above.
BrokerWorld can be deployed on a Windows 2000 server,
Novell -Netware or Windows NT servers.
Client machines require a Pentium PC with a minimum of
64 MB RAM, Microsoft Office 2000 and running Microsoft
Windows 98 or higher operating system and/or Internet
Explorer 5.0 or higher for web based functionality. |
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