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Products & Services

Insurance OnLine

Insurance System for Brokers & Underwriters

IOL is a modular Insurance Policy Administration system designed for underwriters and brokers. The system also is aimed at assisting with ASIC licensing requirements. The application can track insurance policies from the initial telephone call requesting a quotation through to closure of the policy. With the Microsoft CRM, policies can be tracked back to the initial marketing activities

Key Features

  • Premium renewals follow up
  • Insurance claims management (under development)
  • Multiple advisors (brokers/agents) per policy
  • Multiple re-insurers per policy
  • Single point of contact for all customers/insured>
  • Insurance Policy notes
  • Insurance Policy Endorsements
  • Common-due dating of policies
  • Australian GST
  • Australian Stamp duty per state
  • Insurance Policy certificates
  • Automatic fax/email where appropriate

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  • Flexible payment terms - weekly, fortnightly, monthly, quarterly, half-yearly, annual
  • Flexible payment modes – Direct debit, payroll deductions,  or direct payment
  • Policy documentation can be sent to advisers or insured
  • Strong integration with other Microsoft products
  • Multiple policies per insured
  • Multiple insured per policy
  • Multiple insurance products per policy
  • Financial application integration
  • Affordable total cost of ownership
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“The extensive flexibility and customisability of the Microsoft CRM platform has been instrumental in streamlining the workflows of the TRB. The CRM has not only improved the processing speed of applications by 100%, but it has also greatly expanded its reporting capacities. The CRM solution has ensured faster access to more accurate data due to its comprehensive reporting capabilities.”

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