winsure functional overview Flyer - Steria

PORTFOLIO MANAGEMENT
www.steria-mummert-iss.de
winsure
Functional overview

winsure functional overview
Complete modular solution for insurance companies
The winsure policy management system is a complete and comprehensive
solution for insurance companies allowing the management of data relating
to partners, offers, contracts and claims. Its modular design means that winsure
can also be deployed as a component solution. The extensive range
of functions makes it possible to implement winsure quickly and simplifies
integration with existing environments.
General
¼¼No multiple storage of data (redundancy free)
¼¼Fast navigation within the application via the navigation tree
¼ ¼Object-switching via the navigation tree
¼ ¼Uniform dialog structure across all products
¼ ¼Functional design oriented to business processes
¼ ¼Uniform user guidance thanks to business transaction processing in
the entire application
¼ ¼Multi-currency processing
¼ ¼Multi-language processing
¼ ¼Country-specific modifications for Austria and Switzerland
¼ ¼Product-related default values in dialog fields
¼ ¼Product-related list values and plausibility checks in dialog fields
¼ ¼Historical partner and business data, logging and history of all
changes to data possibility of logging all table changes
at field level
¼ ¼Low training costs for clerks
¼ ¼Drag-and-drop functionality
¼ ¼Extended Customizing with Application Events: Individual
calculations and plausibility checks with field lengths and
process execution can be assigned
Policy management
¼¼Storage of data from product bundles (contracts) with different
product payment methods
¼¼Billing preview
¼¼Reversal of changes via an “Undo” function
¼¼Administration of clauses and conditions per contract
¼¼Premium profitability examination – claims payment via the contract
¼¼Presetting or selection of bank accounts from existing partner bank
details
¼¼Policy and invoice preview and printing
¼¼Assignment of any broker to the product
¼ ¼Specification of different recipients for correspondence, invoice and
bookings
¼¼Managing and processing easement confirmations
¼¼Additional charges or deductions possible at all levels
¼¼Calculation of premium or minimum premium via tariff calculator
including additional charges and deductions
¼¼Processing in the present, past and future
¼¼Preparing tenders
Claims processing
¼¼Support for claims processing within dunning and when checking
liability and cover
¼¼Settlement and regress processing also in foreign currencies
¼¼Differentiation of payments according to type of expenses or services
¼¼Access to the version of the contract valid at the time of the claim
¼¼Examination of the provision curve
¼¼No claims bonus reclassification
Partner management
¼¼Central storage of data for all natural and legal persons who are
connected with the insurance companies, including brokers and
external insurance companies
¼¼Phonetic searching possible
¼ ¼Stored customer groups
¼ ¼Allocation of partner roles
¼ ¼Assignment of any addresses to a partner
¼ ¼Stored partner relationships
¼ ¼Management of information about competing contracts
¼ ¼Premium profitability examination – claims payment via the partner
¼ ¼Specification of an unlimited number of partner bank accounts
¼ ¼Policy transfers and merging of duplicates
¼ ¼Automatic cancellation processes
Collections/disbursement
¼¼Different payment methods and broker collection procedures
¼¼Electronic data exchange with banks
¼¼Recording incoming and outgoing payments in the current account
¼¼Processing returned cheques
¼¼Processing returned direct debits
¼¼Various direct debit processes (incl. direct debits in Switzerland (LSV+))
¼¼IBAN/SWIFT/SEPA

Broker/commission
¼¼Management of all brokers
¼¼Option of storing general, broker and contract-related commission fees
¼¼Mapping of broker hierarchies
¼¼Inventory transfers, single contracts/entire inventory
¼¼Broker collection
Correspondence
¼¼Management of the entire outgoing and incoming correspondence
¼¼Functional interface to Word and Open Office
¼¼Interface to Crystal Reports
¼¼Link to the document management system
General ledger accounting
¼¼Posting premiums, commissions and claims
¼¼Voucher-oriented and account-related posting
¼¼Automatic and manual processing of posting transactions
¼¼Automatic determination of processing results
¼¼Annual closing, contribution accruals, contribution balances
¼¼Interface to financial accounting
Collection Procedure
¼¼Qualified, historical collection procedure complying with legal
provisions for first and subsequent premiums as well as regress
and partition of loss agreements
¼¼Multi-level process can be defined by insurance company
Passive reinsurance
¼¼Management of reinsurance contracts
¼¼Proportional and non-proportional reinsurance
¼¼Per risk loss
¼¼Accumulation
¼¼Reinsurer billing
¼¼Reinsurance tranche
Calendar management
¼¼Cross business unit calendar function
¼¼Switching between appointment and the assigned business unit
¼¼Automatic process creation
Product designer
¼¼Individual adaptation of existing and new products
¼¼Dialog behaviour can be controlled according to the product definition
¼¼Individual field contents and descriptions can be stored
The following products are integrated:
¼¼Liability
¼¼Glass
¼¼Combined buildings
¼¼Accident (single/groups)
¼¼Industrial fire
¼¼Interruption of operation
¼¼Commercial property
¼¼Combined household goods
¼¼Electrical equipment
¼¼Hail
¼¼Motor/motor vehicles
¼¼Travel insurance
¼¼Transport
¼¼Legal expenses
¼¼Financial loss liability
Co-insurance business
¼¼Administration and booking of the leading and participating
business
¼¼Stored historical distribution plans
¼¼Insurer billing
User and authorisation manager
¼¼Checking authorisations for transactions, brokers and products for
each authorisation group
¼¼Checking authorisations with regard to claims for the settlement
amount
¼¼Second signature function

winsure functional overview
winsure Webclient
¼¼Direct access by external partners to their own business information
via the web portal or web service interface
¼¼Direct retrieval of partner data, business data, reports (commission
statement, statistics ...), claims etc.
¼¼Direct modifications to business data and creation of new application
by external sales partners
¼¼Relieving clerks form unnecessary external inquiries concerning
business data as well as avoiding error-prone double entries
¼¼Full automatic processing
¼¼Changes made can be processed fully automatically or corrected
immediately by clerks if necessary. The clerk is always in control of
the changes
¼¼Direct linking of external or internal systems possible (extranet, tariff
calculator, broker portal)
¼¼Allows the web service to be integrated in existing customer systems
and internal customer system processes (e.g. batch processing)
¼¼High level of protection for the business data against unauthorised
access
¼¼The application is verified by security specialists in terms of OWASP
security gaps (SQL injection, command injection etc.)
¼¼Integration in the internal customer security architecture is possible
winsure Webclient functions at a glance
Other service programs
¼¼Statistics
¼¼Premium refund/distribution of profits
¼¼Index adjustment/dynamisation
¼¼Import/export (GDV, data import etc.)
¼¼Print (invoice printing, printer setup)
¼¼Motor (B/M reclassification etc.)
¼¼Archiving
¼¼Product change
Other customising service programs
¼¼System table: global company settings
¼¼System designer for editing system tables
¼¼Tariff designer: managing tariffs
¼¼Process designer: possibility of designing your own business processes
¼¼Options: user settings
Reporting and controlling system
Help system
¼¼Online help and manual
¼¼Partner management
¼¼Policy management
¼¼Calendar management
¼¼Tender preparation
¼¼Display of reports and statistics
(broker billing, claims statistics etc.)
¼¼Broker management
¼¼Claims processing
¼¼Product configuration
querying
¼¼Link to external systems
¼¼Provision for external
systems
Technical data
¼¼DB server application with Oracle capability,
¼¼E.g. under Windows XP/Windows Server 2003/2008, UNIX, Citrix
¼¼Windows client
¼¼Data storage: Oracle database version 10g or higher
¼¼Application server with Java capability for running the Webclient ,
e.g. Tomcat 6 or higher
¼ ¼JDK 1.6.*
Your contact
Friedhelm Stricker
Managing Director
Alexander-Otto Fechner
Managing Director
Steria Mummert ISS GmbH
Hans-Henny-Jahnn-Weg 29, D-22085 Hamburg
Telephone +49 40 22703-0
Hotline +49 40 22703-7679
Fax +49 40 22703-3679
Website:
E-Mail:
www.steria-mummert-iss.de
winsure@steria-mummert-iss.de
A3_14506_1108-ISS-e
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Steria Mummert ISS GmbH