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OMB (Omnia Millennium® Broker)

This product is designed for brokers of any size. Thanks to its ease of use and scalability it is capable of handling all required tasks from just a few up to hundreds of users.

OMB includes various systems which a broker needs to perform his/her tasks:

  • Management System for all customers having a relationship with the broker. The CRM-Customer Database of OMB has, among other things:
    • complete information for any person or company interacting with a Broker (customers, client leads, collaborators, companies/agencies, etc.)
    • an integrated marketing module which performs many of the most common market analysis tasks
    • a complete system to manage client contacts, which keeps track and follows each relationship in the best possible way for an agency
  • Management System for Portfolio Policies, which provides among other things:
    • The management of Premium Regulation, Register and Float Policies
    • The management of Conventions
    • The management of Lloyd's Broker contracts
  • Claims Management System, which featrues among other things:
    • The automated control of Technical and Administrative coverings
    • The separate management of distinct counterparts
    • The management of possible appointments to surveyors and Claims Adjusters
    • The management of requirements list
  • Technical Accounting System, which specifically allows the:
    • Flagging and management of accounting coverings
    • Management of different types of Accounting Statements: Customer, Company, Collaborators and Lloyd's Broker
  • General Accounting System, with automatic feed of premiums, commissions, return premium transfers and advances from the Technical Accounting system; The system manages a three-level Accounts Plan and allows the reclassification of the Balance Sheet (including EEC)

OMB gives brokers generic, non-tariffed, Non Marine and Global Automobile products, designed to fulfill all of the operational requirements related to Portfolio management. Upon request, specific products may be developed, complete with tariffs and rules for their issuing.