ClearBroker
Developed in Malaysia, Insurance Broking System software solution.
A comprehensive and customizable broking system for General (P&C), Reinsurance and Life brokers.
System Flow
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Modules Available:
- Direct Broking
- Quotation
- Debit/Credit Notes
- Addendum/Endorsements
- Insurance Slip Composer
- Premium Warranty
- Renewal Listing & Slips
- Claims Management
- Document Tracking with Attachments
- Modular (Standalone / Integrated)
- Workflow with reminders
- Customizable Merge and Reporting
- Accounting
- Accounts Receivables
- Accounts Payables
- Reconciliation (Bank and Creditor)
- General Ledger
- Life Broking
- Modular (Standalone / Integrated)
- Multi Insurer, Commissions structure
- Single or group insurance files
- Reinsurance
- Treaty – Proportional / Non-proportional
- Facultative Billing
- Reporting
- Ad hoc queries
- Analysis reports
- Detailed listings
- Supporting Sub-modules
- Audit Trails
- Integration – Automated or Batch Posting
- System Manager
- User Level Security
- Other Custom Modules
- Vehicles Sales
- Auto Fax, Email, SMS
- Reward Points
Features Highlight
- Fully Integrated System – Seamless integration with the front end modules as the system is on the same platform.
- Management Controls – Authorization controls (E.g. Only managers can override security)
- Security access rights can be defined on a per user basis to allow better security controls in the system and to provide overriding features to higher level personnel.
- Automated or Manual Posting – Allow unattended or batch posting of transactions to either improve real-time depiction of transactions or reduce error of human entries.
- Account Reconciliation, not only Bank Recon. – Allow reconciliation for both banks and creditors (insurer statements) to improve back-end processing productivity.
- Bank Account Transfer (Collection to Expenses) – A step by step wizard for transfer process – create relevant journals for transferring brokerage / commission from collection to expenses bank account.
- Printing control and routing (can only print debit/credit note once) – Allow printing of documents to be routed to different printers, and controlling access to the re-printing of important documents.
- Multi-Currency Support – Provides accurate and transaction level override of foreign currencies and exchange rates to capture the exact representation of the transaction as it happens.
- Multiple Report Definition – Allow creation of multiple final reports like Balance Sheet and Profit/Loss reports for better analysis of different aspects of business.
- Flexible Accounting without sacrificing integrity:
- Partial payments
- Multiple transaction write-offs with single payment
- Single click cancellations
