BrokerX Features

Based on our toolset and XML technology, BrokerX can support all your sales and administration processes. It provides data capture and validation, premium calculations, enterprise communication and automatic document production, with any desired presentation. We develop, host and support the system to reduce to a minimum the IT implementation cost.

The features include:

• Full insurance life cycle including: quotes and new business, online referrals, renewals, MTAs, claims notification, document production and reprint, back office integration and borderaux.
• Build once deploy many: Products and transactions are reusable in any channels - broker, insurer, affinity group, MGA, whether business or consumer facing
• Internationalisation: Change the language file, the currency and the tax rules, and your product is ready to go in another territory
• White labelling: Any presentation can be used for a transaction allowing seamless transfer from any distributor website.
• Built in calculation engine: Our calculation engine handles single, multiple and well as comparative quotes, and can build calculation rules direct from a spreadsheet supplied by an underwriter.
• Tailored transactions: Transactions can be tailored by channel or user role.
• Automated document production: Our document production tools populate the captured data into tailored pdf documents, branded by broker or channel.
• Enterprise Communication: The system can handle data communication in various formats (structured text, PDF, CSV, XML) using several communication methods (emails, FTP, Webservices and others).
• Automated Payments: DD or Card payment is available. with automatic split and transfer to broker and insurer accounts.
• Back office Integration: Our platform supports any XML standard messages for ease of data transfer.
• Security: We can integrate with a variety of industry-standard security platforms enabling seamless authentication of users from corporate extranets
• Fully hosted: BrokerX provides a total IT solution including development, support and hosting .....
• .... or In-house: We can deploy and integrate in-house for companies who prefer this approach.