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Requirements
Leasing Insurance Broker



Recommended:
  Pentium 500Mhz+128Mb RAM
  50MB free disk space
  SVGA Monitor (1024x760)
  Windows 9x/NT/2000/XP

Minimum:
  Pentium 300Mhz + 64Mb RAM
  50MB free disk space
  SVGA Monitor (800x600)
  Windows 9x/NT/2000/XP


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Leasing Insurance Broker


Flexible Rule Based Solutions

Leasing Insurance Broker manages the complete policy cycle and provides an enhanced level of customer service throughout.

The comprehensive business controls and user-friendly features are evident from policy issue through to management reporting. Complex premium accounting and claims transactions are handled seamlessly within the system.

Leasing Insurance Broker is designed to enable the company to comprehensively deal with the customer at any point of interaction i.e. new business, customer service and claims. Leasing Insurance Broker's design facilitates single data entry point and real time updates which are accessible instantly by any authorized user. The high level of information control and availability ensures consistent and accurate customer interactions.

Built as a flexible Windows application, Leasing Insurance Broker creates a closed loop sales and customer service solution. It seamlessly links the entire organization to the full array of distribution channels and third party information providers.

Leasing Insurance Broker extends the information reach of the business by consolidating data on prospects and customers from sales, customer service and claims departments to the widest community of users. Information users can extend beyond employees to brokers/agents and consumers via the Internet.

Leasing Insurance Broker enables an organization to expand its existing distribution channel activity and diversify into new distribution channels. This can be achieved at low incremental cost with minimal system changes. It is both a single and an integrated all channel application.

Leasing Insurance Broker - Flexible Rule Based Solutions

New Business

A user-friendly application entry with automatic follow up for documents or additional information, integrated rating and a print engine are features of Leasing Insurance Broker.

Customer Service

Leasing Insurance Broker caters for all aspects of Customer Service. It provides a complete history of all policy endorsements attaching a time stamp and User ID to each transaction. Rules that manage the business process are currently implemented as SQL objects within Leasing Insurance Broker. The abstractions of these rules/processes into user accessible tables which provide easier control and manipulation (subject to security and role authorization) are provided through Leasing Insurance Broker. An integrated notepad facility provides a full history of all activity on a customer with the ability to enter manual notes.

Renewals

Leasing Insurance Broker includes a comprehensive renewals module. This provides for an automated renewal quote (dates and timing of which are fully parameter driven) and caters for all aspects of renewal management including generation of quote, aging of driver history, billing and generation of documentation.

Accounts

Leasing Insurance Broker's accounting, billing and cancellation process are customizable by table driven parameters. Leasing Insurance Broker caters for third party premium finance companies and incorporates an automated refund system.

Management Information

Leasing Insurance Broker provides a standard set of accounting and statutory reports, which will be customized to reflect the user's particular requirements. Leasing Insurance Broker will fully support a full range of reporting/analysis. Indeed, with the introduction of OLAP and data warehousing techniques within Leasing Insurance Broker we can now provide a whole new range of options and flexibility.

Agency Management

Cubique recognizes that the customer services demanded by today's policyholders is also required in managing the relationship between the agent and the company. Leasing Insurance Agency module provides the same level of functionality enabling the company to provide a superior level of service to its agents.

Claims

The Leasing Insurance Broker claims system uses the same intuitive interface used in the New Business System. This ensures customers will experience the same efficient service throughout the policy lifecycle.


Leasing Insurance Broker 2.6


  Windows XP
  Windows 2000
  Windows 98


Product Sheet
Screenshots
Leasing Proposal presentation kit
Leasing Invoicing presentation kit
Insurance presentation kit
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