Policy Manager
This is the most important subsystem, with the larger amount of options and where a great number of the documents issued by the SISme are produced.
New business, endorsements, renewals, cancellation, and all the policy work is made through this module. The SISme calculate automatically the annual premium based on the type of work registered in the policy.
The following is a schematic chart representing the different types of transactions and the documents issued in each case :
| Transaction Type | Invoice | Credit | Policy | Endorsement | Tag |
|---|---|---|---|---|---|
| New Policy | X | X | X | ||
| Change | Y | Y | Y | Y | |
| Renovation | X | X | X | ||
| Declaration | Y | Y | Y | ||
| Cancellation | X | Y | X | ||
| Rehabilitation | X | X | Y | Y |
"X" - Emission of documents
"Y" - Possible emission of documents
To calculate the premium to be billed or credited in cases of policies for a period less than one year, the SIS is provided with two forms of commonly used calculations, prorate and short term.
This module keeps history from issue policies, continuous changes and renewals, so you can check the status of a policy at any time after issuance.
Modules: SISme
- Client, Group and Company Manager
- Producer Manager
- Policy Manager
- Collection Manager
- Coinsurance Manager
- Reinsurance Manager
- Claim Manager
- Reinsurance Accounts
- Statistic Module
- Financial Modules
- Data Manager
- Data Warehouse ( Infomanager )
- Application Manager
« Back to Products and Services