winsure functional overview Flyer - Steria

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