
Workspace
LiveFrom the quote desk to the claim file, one workspace.
Menus sit under General, Insurance, Finance, Corporate and Administration, and each user sees only the menus they have rights to. Policy records cover a wide range of lines, from motor and traffic to life and machinery breakdown.
- Quote production, quote list, policies, endorsements, renewal tracking and new-business tracking
- Transfer: the agency's approved policies at a chosen insurer are listed read-only for a date range, and no record is created
- Claims: an expected-document checklist with progress, SLA and performance tracking, reserve splits, currency conversion, Excel import and export
- Requests: quote requests from the customer app (at pilot stage), and PDF offers that staff publish back to the customer
- Calendar, chat, announcements, staff and HR, departments, company credit cards and assigned company vehicles

