Reinsurance Broker
The reinsurance broker is an easy to use and comprehensive reinsurance broker system designed to automate, centralize, analyze and extract critical data and information for reinsurance brokerage firms.  The system generally manages all the information regarding underwriting, claim and accounting while communicating accurate information to the organization and partners. This will improves the quality and accuracy of work. With a click of a button;
  • 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

Capture all type of Covers; Facultative and Treaty
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
Produce cover reports grouped by category
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
User friendly
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

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Time saving

The ease of producing cover note, cover slip, debit and credit item saves on time and money​

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Event reporting

The aging creditors and debtors report shows the due dates to avoid or charge penalty respectively​

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Payment tracking

The ability to track direct payment made to insurers by the customer ensures that no payments are missed out​

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Communication

The Email feature allow the user to send documents directly to the partner email account​

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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

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Operation efficiency

The system provide automation on raising creditors note to payment tracking with clear workflow to achieving each step

Why Choose Us?

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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

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Payment plan

The installment payment plan allows you to have quality software today with a minimal impact on your cash flow

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Multi user access

With unlimited system users and local area network support, we can have different users performing different roles using the same software

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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

Out of the Box Integrations

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Microsoft office

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Pdf reader

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Crystal report

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Dropbox

Kenya Business Solutions Ltd
Call: +254-724-302 232
Tel:  +254-202 172 596

Email: info@bizsolutions.co.ke







4th Floor, Bishop Magua House
Biashara Street, Kiambu Town