Policy Managemen

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Real-Time Quotes

Automate

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Workflow

Insurance Management System

Powered by

Health Insurance | Asset Insurance | Life Insurance | Regulatory Reporting

The Glonetex Insurance Management System is a web-based insurance enterprise portal tailored for small to mid-scale insurance companies, brokers and agents. This solution automates 95% of your insurance operations using intuitive automation features and supports a paperless work environment throughout your entire enterprise.

Solution Overview

Our Insurance Management System is bespoke in nature. All modules are completely customizable and we offer API’s for integration with third-party systems. The interface supports multiple languages for the main system and quotation engines.

Feature Highlights

Our Insurance Management System is bespoke in nature. All modules are completely customizable and we offer API’s for integration with third-party systems. The interface supports multiple languages for the main system and quotation engines.

Administrative- Approval Management System- Change/Manage website

themes and colors- Create/Manage Users- Customized web site design- Customized Reporting- Data Backup Module- Email Auto-Responders- Graphical Dashboards- Import/Export- Integrated Email, Alerts,

Notification and Reminders- Master Data Entry Fields- User defined fields- User Rights Management- Website Content Management

System

Operational- Banking Management for

Direct Debit Payments- Basic Accounting System- Basic CRM Module- Create/Manage Dynamic

Forms- Document Management

System- Insurance Club Discount

Management- Payment processing

System- Plan Management Control- Policy Cancellation Control- Policy Management Control- Regulatory Reporting

Toolkit- Workflow Management

System

Portals- System Administrator Portal- Company User Portal- Insurance Broker Portal- Insurance Agent Portal- Underwriter Portal- Customer Portal

No other bespoke Insurance Management System enables your business to have seamless integration at the Administration, Broker, Agent, Underwriter and Customer level. Our system supports companies offering multiple lines of insurance products and tools for real-time reporting to insurance regulatory bodies for compliance.

Our system is web-based and supports real-time transactions and customer quotations. All review, approval and underwriting parties are notified via email or smart phone of pending items to work on.

After we clone your existing corporate website including images, flash content and other controls. We give your web masters, administrators and associate firms the power to manage most of your business operations on one platform.

The Insurance Management System supports virtually any time of insurance product or service. Most insurance companies have a corporate website where customers can view information on their products and services. We have the capability to clone your corporate website and integrate with out enterprise system. This includes the following components:- Complete Corporate

Website- Website Content

Management System- Insurance Quotation

Engine System

Insurance Portal Website

Our system includes a comprehensive Quotation Engine that enables your Sales Staff, CRM and Administrators to create the steps necessary for customers to get an insurance quote online. This first step displays basic information about the type of insurance plan being offered.

*All text in this web form is dynamic and can be entered by a delegated staff member and updated within seconds.

Quotation Engine: Step 1

To support your website identity, button controls and other objects can be including within your Quotation Engine.

Since this insurance plan is related to Travel Insurance, the potential customer has the option to select Residential or Non-Residential insurance. Once either of these options are selected, the customer can proceed to the next step. For other insurance types such as Health Insurance, these button controls can be replaced with items such as; Individual Plan, Family Plan, Group Plans.

Quotation Engine: Step 2

This form supports the selection of your state, date of birth and number of dependants. Each and every item listed within the Quotation Engine is defined and mapped in the back-office modules.

Quotation Engine: Step 3

This form displays of a list of available plans to the customer. If you notice, the quotation is listed in Great Britain Pounds. However, the system can be configured to display insurance plans in multiple currencies based on Country and preferred payment methods.

Quotation Engine: Step 4

Step 5 displays CMS based content related to the insurance plan selected. The Insurance Management System enables you to create/add/remove content on each Quotation Engine page. At this stage the customer has the option to Save, Download or Email the details of the insurance plan selected.

Quotation Engine: Step 5

This form is necessary for the customer to fill-in more personal information to complete the application. Based on the number of dependants selected, the system automatically generates the same number of fields for capturing their information.

Quotation Engine: Step 6

Fields listed in this form such as “CPAM” and “QP Number” are specific to this particular country and insurance company. All forms are dynamic and you will have the options to build your own forms related to your Quotation Engine.

The Policy Summary form displays policy confirmation detail prior to payment. The Insurance Management System includes integrated payment processing gateway tools for automated payment capture.

Quotation Engine: Step 7

Integrated Payment Methods

After the insurance payment has been accepted online, the customer receives a confirmation message and email and is prompted to register for online services. The customer portal displays policy detail, option to change their policy and payment history where they can download and print their policy details.

Quotation Engine: Step 8

Insurance Back-Office

Administration

This section is the heart of the application. After the system setup wizard captures basic company and insurance policy information, the System Administrator can then begin to create a list of Sub-Administrators, Sales Agents, Insurance Brokers, Accountants and Underwriters associated with their business.

Administration: Home

This form supports the creation of system Admin Users. After the user type has been created, you can then delegate system access rights.

Administration:Managing Admin Users

Our insurance management system enables you to create an unlimited number of company departments and delegate specific department member functions throughout the application.

Administration:Department Setup

Insurance companies can create an unlimited number of insurance plans that can be marketed to customers on their website.

In this form, companies can create, view, and edit insurance plan rates and make active or inactive. They also have the options to import associated documents related to the plans.

Administration:Plan Listing

After the creation of your insurance plans, you can utilize this form to setup insurance rates. This can be weighted against parameters such as Age, Location, Vehicle Type, Year, Model, Health Condition, etc.

Insurance companies have the option for dynamic creation of insurance plan rates based on managerial, underwriting and regulatory guidelines.

Administration:Plan Rates

Managing forms is made easy with our insurance management system. Here you can create and modify any type of form application. During the form creation process, you can build dynamic fields which can be inserted anywhere within the form.

When form creation is complete, they can be readily available for customers or employees to view and download on the front-end website.

Administration:Letter Management

Our form letter management modules enables you to create and post forms in the following formats:

This form shows a grid of all available letters. The pop-up window displays instructions for completing certain insurance applications. Again, all content is managed by the insurance company and can be posted at any time and made active or inactive.

Administration:Letter Management_P2

Our system includes a robust document management system that supports Static Documents, Dynamic Documents and PDF Documents. These documents can be created specifically by the insurance company and either completed online or in paper form.

The same forms can be included in a company-wise workflow process for approval, rejection or general review.

Administration:Document Management

The IMS has expandable workflow and document management capabilities to support paperless insurance environment and increased effeciency.

This form displays a grid of all available website pages that can be edited and updated immediately. The content management system includes a fully functional text editor for managing the front-end web content. This section doesn’t require an experienced web master to operate and text can even be copied and pasted from Microsoft® Word.

Administration:Content Management

This form displays a list of insurance brokers identified by the insurance company. During the insurance broker setup, you can identify their status and commission rates base on insurance plan sales.

Other factors may be identified prior to the broker setup process such as; Broker Qualifications and Broker Approval process manager.

Administration:Insurance Broker Listing

Insurance Broker Agent

Management

Insurance Brokers have complete access to the policies associated with their agencies. After a list of Insurance Brokers have been built by the insurance company. Based on the insurance products they’re handling, they will automatically see the associated policies in their dashboards. In other words, all automobile policies are linked to insurance brokers that offer this type of product.

Insurance Broker:Agent Dashboard

Insurance Brokers can perform a quick search for clients, policies and other documents in all pages of their web-portal.

This screen shows a list of associated customers along with their Policy Number, Postal Code, Policy Start Date and Status.

Brokers can click on the Policy Number link to see the details of the policy for that customer.

Insurance Broker:Customer Policy Listing

After clicking on the on the Policy Number brokers can see a detailed view of the policy details. The detailed sections included; Contract Notes, Policy Details, Dependants, Premium and Payment Method.

These detailed can be edited by the Insurance Broker as needed. When this happens the Insurance Company receives an email notification. Insurance Companies can also set approval/denial codes for specific modules that can be modified by the Insurance Broker.

Insurance Broker:Detailed Policy View

This form enables the Insurance Broker to endorse a policy over to a dependant that’s included on the same cover.

Insurance Broker:Endorsements

This form enables Insurance Brokers to search and cancel policies.

When policies are cancelled the main insurance company is notified via email.

Insurance Broker:Policy Cancellation

This form enables the Insurance Broker to view and capture payments.

Although the system supports electronic payments. Payment can also be captured manually in whatever instrument form.

Insurance Broker:Payment Management

The information on this form is a continuation of detailed policy view. In addition to the policy information, insurance brokers can the payment history of the customer.

Insurance Broker:Detailed Policy View_2

UnderwriterManagement

This form enables the Underwriters to review a managed health care application to determine risk factors in eligibility.

Underwriter:Health Application Review

After review of the client application, the Underwriter can send comments to the Insurer along with recommendations on the type of policy most suitable to the company.

Underwriter:Health Application Review_2

Underwriter health review details.

Underwriter:Health Application Review_3

Customer Portal

This form displays the policy details of an actual customer. Customers have the following portal capabilities:- Viewing Complete Policy

Details- Downloading Insurance

Policies- Viewing payment history- Making changes to policies

dynamically (may require approval in most instances)

Customer Portal:Policy Details

This form enables a travel insurance customer to extend their duration of coverage.

After travel insurance extension date is entered, the system prompts customer to continue to the payment screen.

Customer Portal:Policy Extension Payment

Reports

This form displays a basic grid of several standard and customized reports available for the Insurance Management System.

All reports can be downloaded in Microsoft ® Excel, CSV and PDF formats.

Reports:Static and Custom Reporting

Example of customized report.

Reports:Static and Custom Reporting

System Setup & Implementation

For pricing and licensing options, please contact Glonetex Technologies:solution.sales@glonetex.com |+1-917-755-1090

Available in: SaaS (Software as a

Service) Single Siste Licensing

Minimum System Requirements:The Insurance Management System was developed using the following major components:

Windows Server, 2.4Ghz, 4GB RAM, 250GB HD, Windows Server 2003 or Above

This system has been tested compatible with the following browsers:

Implementation: Installation,

configuration and training for this system should not exceed 10 days. This will be determined after all module development tasks. Most development work takes 6 weeks to 2 months.