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
Real time dashboards
Extensive Task Management including MS Outlook Integration
Cloud hosting
Advanced Policy Processing Capabilities
Sophisticated iFind search tool
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