General

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

Minimal setup time

Optimised for use in Australia

Optimised for use Internationally

Easy to use

Browser based

Claims Capabilities

Claims Management

Claims Recording Format

Claims Documentation - Client and Underwriter

Claims Accounting

Included Document Management Capabilities

CRM Capabilities (limited)

Add-on Modules

Add-on Modules

Financial Services

Customer Self Service Portal

Premium Funding

Auto Rating/Rating Engine

Time-costing

Integration

Sunrise Interface

Sunrise Online Quoting

SCTP  (Steadfast Client Trading Platform)

Industry Standard Premium Funding Interface

Other Interfaces

3rd Party Document Management Interface: Organiseit, Technosoft  

Generic XML Interface

Security

Comprehensive Security Features

Fully isolated client data

Full disaster recovery process

Activity Tracking

Optional Branch Security

Account Security

User Profiles

Password Security

Two factor Authentication

Highly Customisable Security Features

Updates

Future program updates included

No workstation updates ever required

Features

Task Management System

Extensive Task Management including MS Outlook Integration

Cloud hosting

Advanced Policy Processing Capabilities

Multi-Debtor Invoicing

Co-insurance and Risk Insurer Capability

Insurer Pools

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

Overseas Underwriting

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

Adress Checking Tool

Instalment Billing

Customisable Invoice Format

Client Documentation

FSRA Support

Multi-associates - 2 per invoice

Auto-rating Function

Accounting Capabilities

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

Multiple Bank Account Provision – Trust Accounts, Prescribed Securities Accounts

Bank Reconciliation

Statutory Reporting

APRA Reporting

Business Activity Statement

Cheque Printing

Insurer Settlements Formats

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

BPAY Support

Underwriting Agency Accounting

Customisable payment options on invoice

Online Payment Gateway (coming soon)

Macquarie Premium Payments (DEFT) support

Funder Settlements

Strong Reporting Capabilities 

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

Custom Reports - via eXpress Report Writer

Technical

Universe Database Engine

Windows (Microsoft .NET)

UNIX

Windows

Cloud (MS .Net Framework)

Support and Training

Full-service Australian based support

Product Training Available

Scheduled Classroom Training Available

Comprehensive User Manuals