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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
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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
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Categorize
and follow your portfolio according
to |
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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 |

enlarge
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| CUSTOMER
INFORMATION SYSTEM |
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AR/AP & COLLECTION
MANAGEMENT |
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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 |
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SECURITY
FEATURES |
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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
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| OTHER
FEATURES |
Multi-Channel
Multi-Lingual, Multi-Currency Operation
Microsoft Office Integration
Automatic e-mail, Fax and SMS Notifications
Supports a Variety of Databases |
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