General

Designed for Small-Medium and corporate brokers, underwriting agencies, claims management companies

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Minimal setup time

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Optimised for use in Australia

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Optimised for use Internationally

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Easy to use

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Browser based

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Claims Capabilities

Claims Management

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Claims Recording Format

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Claims Documentation - Client and Underwriter

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Claims Accounting

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Included Document Management Capabilities

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CRM Capabilities (limited)

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Add-on Modules

Add-on Modules

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Financial Services

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Customer Self Service Portal

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Premium Funding

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Auto Rating/Rating Engine

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Time-costing

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Integration

Sunrise Interface

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Sunrise Online Quoting

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SCTP  (Steadfast Client Trading Platform)

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Industry Standard Premium Funding Interface

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Other Interfaces

3rd Party Document Management Interface: Organiseit, Technosoft  

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Generic XML Interface

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Security

Comprehensive Security Features

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Fully isolated client data

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Full disaster recovery process

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Activity Tracking

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Optional Branch Security

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Account Security

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User Profiles

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Password Security

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Two factor Authentication

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Highly Customisable Security Features

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Updates

Future program updates included

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No workstation updates ever required

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Features

Real time dashboards

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Extensive Task Management including MS Outlook Integration

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Cloud hosting

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Advanced Policy Processing Capabilities

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Sophisticated iFind search tool

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Multi-Debtor Invoicing

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Co-insurance and Risk Insurer Capability

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Insurer Pools

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Specific Underwriting Agency functions - e.g. automatic net sub agents, bordereau reporting, claims floats

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Overseas Underwriting

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Custom Designed Schedules (Rich text, Text-based, Field-based)

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Adress Checking Tool

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Instalment Billing

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Customisable Invoice Format

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Client Documentation

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FSRA Support

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Multi-associates - 2 per invoice

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Auto-rating Function

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Accounting Capabilities

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Full General Ledger - Trust Account with full Client, Underwriter, Associate and GST Accounting

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Multiple Bank Account Provision – Trust Accounts, Prescribed Securities Accounts

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Bank Reconciliation

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Statutory Reporting

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APRA Reporting

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Business Activity Statement

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Cheque Printing

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Insurer Settlements Formats

PDF / print / email / export / XML /ABA file

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BPAY Support

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Underwriting Agency Accounting

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Customisable payment options on invoice

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Online Payment Gateway (coming soon)

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Macquarie Premium Payments (DEFT) support

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Funder Settlements

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Strong Reporting Capabilities 

Report Output Type - Preview / Print / PDF / email / Export / XLS/CSV/html

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Custom Reports - via eXpress Report Writer

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Technical

Universe Database Engine

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Windows (Microsoft .NET)

UNIX

Windows

Cloud (MS .Net Framework)

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Support and Training

Full-service Australian based support

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Product Training Available

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Scheduled Classroom Training Available

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Comprehensive User Manuals

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