Below you can find more information about the underwriting module
The Underwriting module manages and covers all the operations in the life of the policy and endorsement in direct or indirect business. The system is very flexible and based on a modular architecture; it allows the user to add new insurance categories or to modify their parameters (charges, taxes, stamps, etc...) as well as their coverage and standard clauses.
The system allows managing all the parties involved in day to day operations of the company: customers, various insurance companies, sales force, etc.
the system includes a structured Products hierarchy that includes Categories (Class of Business) and underlying Sub-Categories (Products)
The system allows managing the quotations, it is fully integrated with the underwriting module, and issued quotations can be transferred to policies without re-entry of data.
The system allows creating new policies from scratch or based on existing offer.
Ability to create policies based on predefined or customized products.
The main Reports of the system are the following:
Managing the collections by broker/producer/insured in a simple and easy way.