Cutting-edge solutions for the insurance broker market
The proposal, including software, professional services and outsourcing, is aimed at businesses of any size
The management system for every need
OMB is the software is designed on the basis of the needs of a typical insurance broker.
The functional allocation of OMB allows broker of any size to find a complete and reliable solution to the operational needs of the company: client management, and portfolio of claims, accounting, performance of other obligations arising from the regulations in force, and so on.
Available there are many tools to perform parametric extraction from the database to be used for controls and for the preparation of reports and brochures, which are exportable natively to the most common office automation programs.
To meet the growing demand for resource optimization and cost containment and integration with the outside world, OMB has a series of optional modules (i.e. purchased outside of the base module and anytime), responding to the needs of different nature:
- Administrative and accounting requirements, through the General Ledger module and the Analytical Accounting and management modules of parcels and invoices;
- business needs for managing special offers through management modules of conventions, Collective management of insurance policies, Securities Management
- necessity of communication with partners and end customers, via the Acquisition of data from external systems (typically companies), Lloyd's Brokers, of Remote Banking, Web access in question from customers
- need for optimization of internal organisation and work through the modules send integrated fax and email, archiving, partitioning (i.e. a portfolio can be categorized according to the Organization of business).
Professional services for a complete support
Upon completion of the offer, both software provides a range of professional services:
- corrective maintenance services, regulation and evolutionary and helpline users
- professional services development for customizations, conversions, generic activities on data
- training, professional services can be delivered at your location or online
- installation of services on the systems and other software on the customer's specific needs.
Cloud services management
Often insurance brokerage firms do not have personal information within them. For this reason, IT offers its customers a service-optional-complete outsourcing.
With this solution, the customer has a confidential environment in which the system is maintained and updated by the staff of the Data Center, and can ignore completely the tasks related to managing and updating technology.