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SFS has being working very closely with AVIVA Insurance Turkey since 1994. All the agencies, banks, branches, central office and call center of AVIVA Turkey are working in an integrated CRM based environment...

Reduce Your Workload and Costs with THE RIGHT SOLUTION


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SFS Broker PDF

Insurance brokers have heavy operational workloads and ever increasing customer demands. Information Technology is crucial for operational efficiency and customer satisfaction.

SFS Broker provides a complete solution for brokerage companies and their subsidiaries for all business lines. The SFS technology infrastructure provides an adaptable application to business needs, resulting in long-term investment savings for brokerage companies of all sizes. SFS Broker solutions have been successfully implemented within top multinational broker operations since 1993.

SFS Broker software architecture is developed to respond to all complex business needs such as global account management, real-time affinity systems, Web based customer self-services. Although the application is easy to use and only requires simple training, it includes hundreds of complex insurance functions and calculation abilities. The solution provides a collaborative medium and a safe, interactive, knowledge-sharing, multi-lingual & multi-currency work environment among the company and its country subsidiary users. The solution also includes necessary data transfer and real-time integrations with the service providers and the head office. A standard solution is provided throughout the enterprise with detailed portfolio categorization, all business line definitions, and flexible country rule and regulation definitions.

SFS Broker Feature Benefits
•Project Management experience in complex insurance projects
• Global Internet Based Country Solutions in a Single Platform
    o Multi-Lingual Simultaneous Operation Including non-Latin Typing Characters
    o Multi-Company, Multi-Currency Web Based Architecture
    o County Based Rule and Regulation Predefinitions
•Global Customer Account Management
•Unique Real-Time Affinity Business and Customer Self Service Solution.
•Customer Based, All Business Lines Including Specialties
    o Aviation, Marine Property Damage / Business Interruption, Casualty, Political Risks, Reinsurance Brokerage, Intellectual Risks, Sports and Leisure, Waged Services, Special and Custom Risks and all others
    o Extensive Categorization and Reporting for Business Lines and Customer and Customer Groups (Global / Local / One Time / Renewal / New / Existing etc.) Also by territory, company size, customer representative, and other user defined and managed category creations
•Fully Integrated Brokerage Modules Including Automatic Financials
    o Policy, Claim, Online PDA and Web Based Quotation, Collections (AR/AP), CRM Modules, External System Integrators
•Brokerage Business Rule Definitions and Change Management without programming effort. Fast Strategy Implementation
•Domain Expertise & Deep Knowledge on Key Success Factors of Insurance Brokerage Solutions since 1997.
•Dynamic And Creative Intellectual Property Including Patent Technology for Corporate Software Products and Software Infrastructure Systems
•Experience in Diverse Technology Platform Integration Projects.

All Business Lines and Areas of Risk Management
Categorize and follow your portfolio according to
• Specialties Including Marine, Aviation, Financial Products, Reinsurance, Transportation, Political and Financial Risks Etc.
• Industrial Risks And Large Accounts
• Mid/Small Corporations
• Government Authorities
• Affinity Lines Including Associations, Brands, Corporate Customers' Potential Individuals, Personal Lines
• Property Damage / Business Interruption
• Reinsurance Brokerage
• Consultancy
• Waged Services

• New/Existing Business> One Time/New/Renewal/Volume Increase
• Global/Local Business
• Multinational/National Customer Business
• Customer Representatives
• Customer Groups
• Business Lines
• Segments
• Territories
• Business Not in Portfolio
• Other Customizable Category Definitions


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CUSTOMER INFORMATION SYSTEM AR/AP & COLLECTION MANAGEMENT
• Individual/Corporate Customers
• Major Accounts and Customer Groups
• Customer/Business Line Assigned Customer Representatives
• Global/Local Accounts Management
• Partner, Employee, Prospect, Subsidiary Tracking
• Potential Customers/Insureds/Relations
• Customer Data Processing
• Flexible Customer Information Definitions
• Chronological Customer Tracking System
• Customer Data Improvement System
• Duplicate Record Control System
• Customer Segmentation
• Documents, User Notes
• Customer Portfolio Transfer Management
• Customer Review System
• Cross Sales System
• Customer Portfolio Inter-Relations
• Two Way Distribution of Credit / Debit Transactions
• Automatic Premium Transactions
• Automatic Commission and Tax Transactions
• Manual or Automatic Distribution (FIFO)
• Collection Reservation System
• Single Transaction for Closing Foreign Currency Debits
• Debit Termination via Different Currency (Cancellation endorsements)
• Aging Reports
• Undistributed Collections Report
• Fixed Term Debit Reports
• Statements (Customer/Groups/Representatives)
• Cash Flow
• Collection Status & History Reports
• Insurance Company Payment Status & History
• Multiple Credit Card, Check, Bond and Cash Payment Records
• Automatic Currency Rate Download and Process
• Bank Integrations for Deposit Transactions
• Automatic Transaction - Accounting Integration
• General Ledger

 

RULE BASED DESIGNER SECURITY FEATURES
• All Marketing Mix Definitions and Rules of the Company
• Product Mix Definitions of Different Companies
• Parametric Regulations Definitions
• Flexible Tax and Commission Processors
• Change Management Without Programming Effort
• Document and Reporting Manager
• Flexible Adress Processor
• Proposal and Policy Management
• Renewal Processes
• Reconciliation Reports
• Claim System
• Reinsurance Brokerage System
• Health Insurance System
• Affinity Network System

• Single Sign-On
• Password History
• Virtual Keyboard
• VPN-SSL Support
• Password Expiration Control
• Predefined User & User Group Privileges
• Menu Definitions
• Password Length Setting
• Singular Passwords

 

OTHER FEATURES
• Multi-Channel
• Multi-Lingual, Multi-Currency Operation
• Microsoft Office Integration
• Automatic e-mail, Fax and SMS Notifications
• Supports a Variety of Databases
For more information info@sfs.com.tr