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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
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winsure functional overview Flyer - Steria

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