- Directly email final documents to respective partner account
- View and renew or cancel expiring covers
- Print a detailed revenue report for a range period
- Produce an aging debit and credit due report
with the comprehensive reinsurance broker system, you are assured of efficiency
System Features
☑ Prepare and print cover notes and cover slips
☑ Capture and track claim process
☑ Capture, generate and prepare debit items
☑ Prepare profit commission statement
☑ Prepare premium adjustment statement
☑ Prepare portfolio debits
☑ Capture receipts and payment made
☑ Capture petty cash expenses
☑ Capture bank transfers
☑ Automate GL journals for debits, receipts and payment
☑ View claim report and payment due
☑ Produce a production report
☑ Produce a revenue report
☑ Produce aging debtors and creditors
☑ View cashbook statement
☑ Produce advanced accounting report
☑ Get reminders of task pending or incomplete
☑ Calendar feature on the upcoming events
☑ Multi-user access
☑ User access control
☑ Automatic Data backup
☑ Export data to MS-Excel
☑ Affordable
Key Features
- Multi-users, 1 to unlimited users
- User level and access rights
- Unlimited no of covers over unlimited period
- MS SQL Express database
- Support included in the annual renewal
- Desktop app supported on preferably windows 7 and above
- Current version ; Version 2.0.1
Benefits of the System
Time saving
The ease of producing cover note, cover slip, debit and credit item saves on time and money
Event reporting
The aging creditors and debtors report shows the due dates to avoid or charge penalty respectively
Payment tracking
The ability to track direct payment made to insurers by the customer ensures that no payments are missed out
Communication
The Email feature allow the user to send documents directly to the partner email account
Revenue Tracking
Will have the ability to see the total revenue earned from commission automatically based on the cover placed, as well as track commission check paid
Operation efficiency
The system provide automation on raising creditors note to payment tracking with clear workflow to achieving each step
Why Choose Us?
User friendly
The system has been designed with the user in mind to ensure quick adoption and minimum errors during data entry and in the reports
Payment plan
The installment payment plan allows you to have quality software today with a minimal impact on your cash flow
Multi user access
With unlimited system users and local area network support, we can have different users performing different roles using the same software
Data security
Automated backup to a local disk and to the cloud ensures that you never lose your data. Authentication help protect the data against malicious use
Contact Us
Email: info@bizsolutions.co.ke