Comprehensive Insurance System
SIS It is the Policy Management and Control Software created exclusively for the insurance market.
Currently the SIS includes:
. Policies. Collections. Administration
. Commissions . Sinister Module Sub Agents
. Documentary Control. Statistics
POLICIES registration of the policies of each client, issuance of placements, renewals, signs of upcoming policies, renewal of auto policies with their license plate and description, pending renewal of production, policy statements, canceled policies. All options are issued with net premiums and commissions to any period of dates by insurance and risk company, you can attach PDF, EXCEL, WORD, JPG files (images)
COLLECTIONS issues account statements for each client, provisional receipts, financing, each of the options issues reports with net and total premiums, commissions per Client to any period of dates by insurance and risk company.
COMMISSIONS Pending liquidation of commissions by Insurer, Commissions charged, registration of commission invoices (sales record) and production (including prizes and plus), liquidation by Sub-Agent or seller at any date period by insurance and risk company, Annual report for the SBS
LOSSES Depending on the risk, you can enter the claims of each policy and control the pending days with days of delay, you can also record the follow-up and details of each claim.
CONTROL OF DOCUMENTS can make your letters in WORD, store your TYPE LETTERS and they will be recorded in the SIS and filed in each policy and follow up or issue your pending, you can record the income and outputs of them and link them with the policy. Issues Remittance type of new policies, renewals, endorsements, canceled invoices for their customers, issuance of envelopes.
STATISTICS is the consolidated production for each Risk, Insurer of the production of its policies to any period of dates, per client or product of the medium. This report is required by the SBS because it manages production rates for net premiums and commissions. You can also perform comparisons by semester or annual production, collection statistics for any period of dates, technical table of claims, premiums accumulated by each client.
ADMINISTRACION is a PLUS of the SIS in which we incorporate modules so that it does a programming of FIXED EXPENSES and reports of the same one and also a modules of BOX CHICA to detail small expenses, everything according to reports to EXCEL.
Cel. (51) 99348-4481