Our upgradeable software gives your company maximum security of investment and a secure future.
Flexible product design
The system can be implemented quickly and at low cost thanks to a standardised customising process.
The high degree of automation of all business processes provides you with a clear advantage in everyday clerical work.
Visualisation of organisational structures
The solution enables any number of hierarchies to be shown. There is a comprehensive overview of the sales structure.
Management of business units and conditions
The software supports the reallocation of brokers or organisational structures. Brokerage conditions can be set separately for individual brokers. It offers automatic document creation and free text typing with integration in the history book and archive. In addition the system supports dialogue-based policy migration.
Broker management subcomponentg
A separate subcomponent enables the management and reuse of brokerage commission agreements. Predefined commission agreements can be allocated to a group of brokers with the same conditions and to individual brokers.
This component supports the calculation of commission for any products, structures and commission types. It enables account statements to be generated in various formats and the visualisation of commission entries in the subledger.