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Bancassurance - Key Features

  • Selling of insurance products through the bank’s branches through comprehensive solutions.
  • Front office application for sales staff and a back office application for the insurance company’s HQ.
  • Designed in a way to cover non-underwriting users’ needs.
  • Full retail production administration including proposals, quotations,  policies & endorsements.
  • Banks insurance business management for premium calculation, sales incentive & Bank commissions.
  • Various payment methods support such as account transfers and cash deposit.
  • Access to invoices, commission statements and reconciliations as per granted permissions.
  • Claims registration and status follow up..
  • Presenting the history of the policies with their initiated endorsements & claims.
  • Simplified and effective functionality of Importing of risks directly into the system.
  • Wide collection of reports and print-outs.
  • Powerful query tool for the issued documents and claims.
  • Full control of functionality and access rights for each bank user/group.
  • Integrated with Multi ESKADENIA Products.
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