winsure functional overview Flyer - Steria
winsure functional overview Flyer - Steria
winsure functional overview Flyer - Steria
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PORTFOLIO MANAGEMENT<br />
www.steria-mummert-iss.de<br />
<strong>winsure</strong><br />
Functional <strong>overview</strong>
<strong>winsure</strong> <strong>functional</strong> <strong>overview</strong><br />
Complete modular solution for insurance companies<br />
The <strong>winsure</strong> policy management system is a complete and comprehensive<br />
solution for insurance companies allowing the management of data relating<br />
to partners, offers, contracts and claims. Its modular design means that <strong>winsure</strong><br />
can also be deployed as a component solution. The extensive range<br />
of functions makes it possible to implement <strong>winsure</strong> quickly and simplifies<br />
integration with existing environments.<br />
General<br />
¼¼No multiple storage of data (redundancy free)<br />
¼¼Fast navigation within the application via the navigation tree<br />
¼ ¼Object-switching via the navigation tree<br />
¼ ¼Uniform dialog structure across all products<br />
¼ ¼Functional design oriented to business processes<br />
¼ ¼Uniform user guidance thanks to business transaction processing in<br />
the entire application<br />
¼ ¼Multi-currency processing<br />
¼ ¼Multi-language processing<br />
¼ ¼Country-specific modifications for Austria and Switzerland<br />
¼ ¼Product-related default values in dialog fields<br />
¼ ¼Product-related list values and plausibility checks in dialog fields<br />
¼ ¼Historical partner and business data, logging and history of all<br />
changes to data possibility of logging all table changes<br />
at field level<br />
¼ ¼Low training costs for clerks<br />
¼ ¼Drag-and-drop <strong>functional</strong>ity<br />
¼ ¼Extended Customizing with Application Events: Individual<br />
calculations and plausibility checks with field lengths and<br />
process execution can be assigned<br />
Policy management<br />
¼¼Storage of data from product bundles (contracts) with different<br />
product payment methods<br />
¼¼Billing preview<br />
¼¼Reversal of changes via an “Undo” function<br />
¼¼Administration of clauses and conditions per contract<br />
¼¼Premium profitability examination – claims payment via the contract<br />
¼¼Presetting or selection of bank accounts from existing partner bank<br />
details<br />
¼¼Policy and invoice preview and printing<br />
¼¼Assignment of any broker to the product<br />
¼ ¼Specification of different recipients for correspondence, invoice and<br />
bookings<br />
¼¼Managing and processing easement confirmations<br />
¼¼Additional charges or deductions possible at all levels<br />
¼¼Calculation of premium or minimum premium via tariff calculator<br />
including additional charges and deductions<br />
¼¼Processing in the present, past and future<br />
¼¼Preparing tenders<br />
Claims processing<br />
¼¼Support for claims processing within dunning and when checking<br />
liability and cover<br />
¼¼Settlement and regress processing also in foreign currencies<br />
¼¼Differentiation of payments according to type of expenses or services<br />
¼¼Access to the version of the contract valid at the time of the claim<br />
¼¼Examination of the provision curve<br />
¼¼No claims bonus reclassification<br />
Partner management<br />
¼¼Central storage of data for all natural and legal persons who are<br />
connected with the insurance companies, including brokers and<br />
external insurance companies<br />
¼¼Phonetic searching possible<br />
¼ ¼Stored customer groups<br />
¼ ¼Allocation of partner roles<br />
¼ ¼Assignment of any addresses to a partner<br />
¼ ¼Stored partner relationships<br />
¼ ¼Management of information about competing contracts<br />
¼ ¼Premium profitability examination – claims payment via the partner<br />
¼ ¼Specification of an unlimited number of partner bank accounts<br />
¼ ¼Policy transfers and merging of duplicates<br />
¼ ¼Automatic cancellation processes<br />
Collections/disbursement<br />
¼¼Different payment methods and broker collection procedures<br />
¼¼Electronic data exchange with banks<br />
¼¼Recording incoming and outgoing payments in the current account<br />
¼¼Processing returned cheques<br />
¼¼Processing returned direct debits<br />
¼¼Various direct debit processes (incl. direct debits in Switzerland (LSV+))<br />
¼¼IBAN/SWIFT/SEPA
Broker/commission<br />
¼¼Management of all brokers<br />
¼¼Option of storing general, broker and contract-related commission fees<br />
¼¼Mapping of broker hierarchies<br />
¼¼Inventory transfers, single contracts/entire inventory<br />
¼¼Broker collection<br />
Correspondence<br />
¼¼Management of the entire outgoing and incoming correspondence<br />
¼¼Functional interface to Word and Open Office<br />
¼¼Interface to Crystal Reports<br />
¼¼Link to the document management system<br />
General ledger accounting<br />
¼¼Posting premiums, commissions and claims<br />
¼¼Voucher-oriented and account-related posting<br />
¼¼Automatic and manual processing of posting transactions<br />
¼¼Automatic determination of processing results<br />
¼¼Annual closing, contribution accruals, contribution balances<br />
¼¼Interface to financial accounting<br />
Collection Procedure<br />
¼¼Qualified, historical collection procedure complying with legal<br />
provisions for first and subsequent premiums as well as regress<br />
and partition of loss agreements<br />
¼¼Multi-level process can be defined by insurance company<br />
Passive reinsurance<br />
¼¼Management of reinsurance contracts<br />
¼¼Proportional and non-proportional reinsurance<br />
¼¼Per risk loss<br />
¼¼Accumulation<br />
¼¼Reinsurer billing<br />
¼¼Reinsurance tranche<br />
Calendar management<br />
¼¼Cross business unit calendar function<br />
¼¼Switching between appointment and the assigned business unit<br />
¼¼Automatic process creation<br />
Product designer<br />
¼¼Individual adaptation of existing and new products<br />
¼¼Dialog behaviour can be controlled according to the product definition<br />
¼¼Individual field contents and descriptions can be stored<br />
The following products are integrated:<br />
¼¼Liability<br />
¼¼Glass<br />
¼¼Combined buildings<br />
¼¼Accident (single/groups)<br />
¼¼Industrial fire<br />
¼¼Interruption of operation<br />
¼¼Commercial property<br />
¼¼Combined household goods<br />
¼¼Electrical equipment<br />
¼¼Hail<br />
¼¼Motor/motor vehicles<br />
¼¼Travel insurance<br />
¼¼Transport<br />
¼¼Legal expenses<br />
¼¼Financial loss liability<br />
Co-insurance business<br />
¼¼Administration and booking of the leading and participating<br />
business<br />
¼¼Stored historical distribution plans<br />
¼¼Insurer billing<br />
User and authorisation manager<br />
¼¼Checking authorisations for transactions, brokers and products for<br />
each authorisation group<br />
¼¼Checking authorisations with regard to claims for the settlement<br />
amount<br />
¼¼Second signature function
<strong>winsure</strong> <strong>functional</strong> <strong>overview</strong><br />
<strong>winsure</strong> Webclient<br />
¼¼Direct access by external partners to their own business information<br />
via the web portal or web service interface<br />
¼¼Direct retrieval of partner data, business data, reports (commission<br />
statement, statistics ...), claims etc.<br />
¼¼Direct modifications to business data and creation of new application<br />
by external sales partners<br />
¼¼Relieving clerks form unnecessary external inquiries concerning<br />
business data as well as avoiding error-prone double entries<br />
¼¼Full automatic processing<br />
¼¼Changes made can be processed fully automatically or corrected<br />
immediately by clerks if necessary. The clerk is always in control of<br />
the changes<br />
¼¼Direct linking of external or internal systems possible (extranet, tariff<br />
calculator, broker portal)<br />
¼¼Allows the web service to be integrated in existing customer systems<br />
and internal customer system processes (e.g. batch processing)<br />
¼¼High level of protection for the business data against unauthorised<br />
access<br />
¼¼The application is verified by security specialists in terms of OWASP<br />
security gaps (SQL injection, command injection etc.)<br />
¼¼Integration in the internal customer security architecture is possible<br />
<strong>winsure</strong> Webclient functions at a glance<br />
Other service programs<br />
¼¼Statistics<br />
¼¼Premium refund/distribution of profits<br />
¼¼Index adjustment/dynamisation<br />
¼¼Import/export (GDV, data import etc.)<br />
¼¼Print (invoice printing, printer setup)<br />
¼¼Motor (B/M reclassification etc.)<br />
¼¼Archiving<br />
¼¼Product change<br />
Other customising service programs<br />
¼¼System table: global company settings<br />
¼¼System designer for editing system tables<br />
¼¼Tariff designer: managing tariffs<br />
¼¼Process designer: possibility of designing your own business processes<br />
¼¼Options: user settings<br />
Reporting and controlling system<br />
Help system<br />
¼¼Online help and manual<br />
¼¼Partner management<br />
¼¼Policy management<br />
¼¼Calendar management<br />
¼¼Tender preparation<br />
¼¼Display of reports and statistics<br />
(broker billing, claims statistics etc.)<br />
¼¼Broker management<br />
¼¼Claims processing<br />
¼¼Product configuration<br />
querying<br />
¼¼Link to external systems<br />
¼¼Provision for external<br />
systems<br />
Technical data<br />
¼¼DB server application with Oracle capability,<br />
¼¼E.g. under Windows XP/Windows Server 2003/2008, UNIX, Citrix<br />
¼¼Windows client<br />
¼¼Data storage: Oracle database version 10g or higher<br />
¼¼Application server with Java capability for running the Webclient ,<br />
e.g. Tomcat 6 or higher<br />
¼ ¼JDK 1.6.*<br />
Your contact<br />
Friedhelm Stricker<br />
Managing Director<br />
Alexander-Otto Fechner<br />
Managing Director<br />
<strong>Steria</strong> Mummert ISS GmbH<br />
Hans-Henny-Jahnn-Weg 29, D-22085 Hamburg<br />
Telephone +49 40 22703-0<br />
Hotline +49 40 22703-7679<br />
Fax +49 40 22703-3679<br />
Website:<br />
E-Mail:<br />
www.steria-mummert-iss.de<br />
<strong>winsure</strong>@steria-mummert-iss.de<br />
A3_14506_1108-ISS-e<br />
©<br />
<strong>Steria</strong> Mummert ISS GmbH